Holders — by stockHoldings — by fund
Main Street Research LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001513211
$2.12B
disclosed book value
140
positions
6%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 630,053 | $126.1M | 6% |
| 2 | MUMICRON TECHNOLOGY INC | 108,636 | $125.4M | 5.9% |
| 3 | AAPLAPPLE INC | 406,129 | $117.5M | 5.5% |
| 4 | GOOGLALPHABET INC | 316,947 | $113.3M | 5.3% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 228,429 | $109.1M | 5.1% |
| 6 | GLWCORNING INC | 394,058 | $100.7M | 4.8% |
| 7 | XBISPDR SERIES TRUST | 576,754 | $91.3M | 4.3% |
| 8 | ISCFISHARES TR | 2.0M | $87.8M | 4.1% |
| 9 | ASMLASML HLDG NV | 42,396 | $84.3M | 4% |
| 10 | AVGOBROADCOM INC | 213,841 | $80.8M | 3.8% |
| 11 | JPMJPMORGAN CHASE & CO | 226,299 | $74.1M | 3.5% |
| 12 | EWYISHARES INC | 360,865 | $72.9M | 3.4% |
| 13 | CATCATERPILLAR INC | 61,759 | $65.8M | 3.1% |
| 14 | AMZNAMAZON COM INC | 274,738 | $65.5M | 3.1% |
| 15 | GEVGE VERNOVA INC | 50,802 | $59.7M | 2.8% |
| 16 | APHAMPHENOL CORP | 308,716 | $54.4M | 2.6% |
| 17 | JNJJOHNSON & JOHNSON | 188,640 | $47.9M | 2.3% |
| 18 | RYROYAL BK CDA | 227,136 | $47.0M | 2.2% |
| 19 | COSTCOSTCO WHOLESALE CORPORATION | 47,497 | $44.4M | 2.1% |
| 20 | BHPBHP BILLITON LIMITED | 528,051 | $44.0M | 2.1% |
| 21 | BCSBARCLAYS PLC | 1.6M | $43.6M | 2.1% |
| 22 | METAMETA PLATFORMS INC | 72,187 | $40.7M | 1.9% |
| 23 | KEYSKEYSIGHT TECHNOLOGIES INC | 115,108 | $40.3M | 1.9% |
| 24 | CCJCAMECO CORP | 391,529 | $39.9M | 1.9% |
| 25 | WMTWALMART INC | 348,650 | $39.5M | 1.9% |
| 26 | AZNASTRAZENECA PLC | 197,417 | $37.4M | 1.8% |
| 27 | ROSTROSS STORES INC | 150,755 | $32.1M | 1.5% |
| 28 | FTITECHNIPFMC PLC | 413,657 | $27.4M | 1.3% |
| 29 | MSFTMICROSOFT CORP | 69,182 | $25.8M | 1.2% |
| 30 | PGPROCTER & GAMBLE CO | 151,073 | $22.2M | 1% |
| 31 | MCKMCKESSON CORP | 28,475 | $21.5M | 1% |
| 32 | FICOFAIR ISAAC CORP | 9,580 | $11.4M | 0.5% |
| 33 | GOOGALPHABET INC | 22,707 | $8.0M | 0.4% |
| 34 | PANWPALO ALTO NETWORKS INC | 23,343 | $8.0M | 0.4% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,980 | $6.0M | 0.3% |
| 36 | ANETARISTA NETWORKS INC | 34,937 | $5.9M | 0.3% |
| 37 | TSLATESLA INC | 12,943 | $5.4M | 0.3% |
| 38 | SCHWSCHWAB CHARLES CORP | 45,887 | $4.2M | 0.2% |
| 39 | WFCWELLS FARGO & CO | 48,542 | $4.0M | 0.2% |
| 40 | BRK/ABERKSHIRE HATHAWAY INC DEL | 5 | $3.7M | 0.2% |
| 41 | IXUSISHARES TR | 39,073 | $3.7M | 0.2% |
| 42 | LLYELI LILLY & CO | 2,746 | $3.3M | 0.2% |
| 43 | VVISA INC | 9,369 | $3.2M | 0.2% |
| 44 | XOMEXXON MOBIL CORP | 22,437 | $3.1M | 0.1% |
| 45 | ADSKAUTODESK INC | 14,240 | $2.8M | 0.1% |
| 46 | URTHISHARES INC | 13,511 | $2.7M | 0.1% |
| 47 | CVXCHEVRON CORPORATION | 16,080 | $2.7M | 0.1% |
| 48 | SPYSTATE STR SPDR S&P 500 ETF T | 3,485 | $2.6M | 0.1% |
| 49 | ABBVABBVIE INC | 9,721 | $2.4M | 0.1% |
| 50 | MCDMCDONALDS CORP | 8,913 | $2.4M | 0.1% |
| 51 | AMDADVANCED MICRO DEVICES INC | 3,308 | $1.9M | 0.1% |
| 52 | IVVISHARES TR | 1,810 | $1.4M | 0.1% |
| 53 | PLTRPALANTIR TECHNOLOGIES INC | 11,444 | $1.3M | 0.1% |
| 54 | MMM3M CO | 7,610 | $1.2M | 0.1% |
| 55 | ISTBISHARES TR | 24,592 | $1.2M | 0.1% |
| 56 | CSCOCISCO SYS INC | 9,682 | $1.1M | 0.1% |
| 57 | QQQINVESCO QQQ TR | 1,531 | $1.1M | 0.1% |
| 58 | RTXRTX CORPORATION | 5,752 | $1.1M | 0.1% |
| 59 | MRKMERCK & CO INC | 8,298 | $1.1M | 0.1% |
| 60 | TXNTEXAS INSTRS INC | 3,560 | $1.1M | 0.1% |
| 61 | SCHISCHWAB STRATEGIC TR | 46,488 | $1.1M | 0% |
| 62 | INTCINTEL CORP | 7,350 | $1.0M | 0% |
| 63 | IGLBISHARES TR | 19,721 | $986,839 | 0% |
| 64 | PHMPULTE GROUP INC | 7,145 | $980,365 | 0% |
| 65 | ONON SEMICONDUCTOR CORP | 10,363 | $979,718 | 0% |
| 66 | CRMSALESFORCE INC | 5,802 | $908,941 | 0% |
| 67 | CRUSCIRRUS LOGIC INC | 5,936 | $881,674 | 0% |
| 68 | LRCXLAM RESEARCH CORP | 2,016 | $873,695 | 0% |
| 69 | CLXCLOROX CO DEL | 8,934 | $852,661 | 0% |
| 70 | GSGOLDMAN SACHS GROUP INC | 811 | $820,221 | 0% |
| 71 | CCITIGROUP INC | 5,803 | $812,188 | 0% |
| 72 | DIASTATE STR SPDR DOW JONES IND | 1,541 | $804,919 | 0% |
| 73 | CWCURTISS WRIGHT CORP | 1,038 | $786,555 | 0% |
| 74 | UBERUBER TECHNOLOGIES INC | 10,806 | $779,761 | 0% |
| 75 | CLCOLGATE PALMOLIVE CO | 8,390 | $769,195 | 0% |
| 76 | VOOVANGUARD INDEX FDS | 1,104 | $758,581 | 0% |
| 77 | HSBCHSBC HLDGS PLC | 7,772 | $739,039 | 0% |
| 78 | BACBANK OF AMER CORP | 11,869 | $676,296 | 0% |
| 79 | DHID R HORTON INC | 4,075 | $663,736 | 0% |
| 80 | UNPUNION PAC CORP | 2,413 | $656,336 | 0% |
| 81 | MUFGMITSUBISHI UFJ FINANCIAL GRO | 32,721 | $650,821 | 0% |
| 82 | FTNTFORTINET INC | 4,214 | $647,355 | 0% |
| 83 | BXBLACKSTONE INC | 5,036 | $592,586 | 0% |
| 84 | DALDELTA AIR LINES INC | 6,263 | $586,593 | 0% |
| 85 | CRWDCROWDSTRIKE HLDGS INC | 744 | $567,776 | 0% |
| 86 | ADIANALOG DEVICES INC | 1,395 | $554,052 | 0% |
| 87 | XLKSELECT SECTOR SPDR TR | 2,800 | $533,456 | 0% |
| 88 | EBAYEBAY INC. | 4,739 | $529,583 | 0% |
| 89 | NTESNETEASE COM INC | 4,085 | $523,452 | 0% |
| 90 | ORCLORACLE CORP | 3,505 | $513,649 | 0% |
| 91 | SOXXISHARES TR | 771 | $494,273 | 0% |
| 92 | KLACKLA CORP | 1,604 | $483,943 | 0% |
| 93 | ADPAUTOMATIC DATA PROCESSING IN | 2,092 | $468,503 | 0% |
| 94 | TTTRANE TECHNOLOGIES PLC | 948 | $465,620 | 0% |
| 95 | VTIVANGUARD INDEX FDS | 1,255 | $464,400 | 0% |
| 96 | IGMISHARES TR | 2,816 | $460,641 | 0% |
| 97 | HUTHUT 8 CORP | 3,986 | $460,164 | 0% |
| 98 | PEPPEPSICO INC | 3,365 | $455,565 | 0% |
| 99 | LENLENNAR CORP | 4,483 | $405,667 | 0% |
| 100 | TMOTHERMO FISHER SCIENTIFIC INC | 800 | $401,088 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.