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CIK: 0001513211
Total reported value
$2.1B
$2.1B
107 檔
14.5%
During the Q1 2024 filing period, Main Street Research LLC (CIK: 0001513211) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 107 reported positions.
During Q1 2024, Main Street Research LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | -0.35% | +0.01% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.37% | — | +10.83% | |
| 3 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.06% | — | -0.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.04% | -0.41% | +3.03% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.86% | -0.22% | +4.98% | |
| 6 | MCK | Mckesson CORP | Stock-Healthcare | 3.66% | -2.39% | -0.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | -0.17% | +2.09% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.23% | +0.29% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.04% | -0.44% | +1.83% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | -0.05% | +9.72% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | -0.03% | +2.12% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.76% | -0.58% | +9.47% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 2.71% | +0.05% | +0.64% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.13% | +2.66% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | -0.33% | +7.74% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.34% | +0.78% | +1.58% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 2.23% | +0.58% | +3.90% | |
| 18 | IR | Ingersoll-rand Inc | Stock-Industrials | 2.20% | — | +1.50% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 2.17% | — | +1.62% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 2.14% | -0.04% | +2.61% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 2.13% | -0.02% | +2.50% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.01% | -0.02% | EXIT | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.94% | — | +1.37% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.92% | -0.05% | +5.51% | |
| 25 | LIN | Linde plc | Stock-Materials | 1.91% | — | +1.44% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +0.06% | +3.66% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.87% | — | +3.17% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.86% | -0.01% | EXIT | |
| 29 | RF | Regions Financial CORP | Stock-Financials | 1.86% | — | +116.96% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 1.85% | — | +5.30% | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.83% | -0.01% | EXIT | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 1.81% | — | +5.67% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 1.73% | -0.10% | +4.04% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 1.71% | -0.02% | EXIT | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 1.67% | -0.01% | +3.15% | |
| 36 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 1.59% | — | — | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 1.54% | -0.01% | EXIT | |
| 38 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.53% | — | +3.62% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.23% | — | +1.57% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.17% | -1.42% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.03% | +40.00% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | -0.01% | +21.81% | |
| 43 | FICO | Fair Isaac CORP | Stock-Tech | 0.18% | +0.01% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | — | +4.76% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.01% | -3.38% | |
| 46 | URTH | Ishares Msci World ETF | ETF-Other | 0.15% | -0.02% | +3.69% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.40% | -15.63% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.01% | -1.67% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.07% | +6.99% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | — | +6.21% |
According to official SEC Form 13F filings, Main Street Research LLC reported a total U.S. public equity portfolio value of $2.1B across 107 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, IWM, NVO) accounted for 14.5% of total reported equity market value during Q1 2024.
During Q1 2024, Main Street Research LLC's top holdings by market value included NVDA (4.6%)、IWM (4.4%)、NVO (4.1%). The largest single position, NVDA, represented 4.6% of total portfolio value.
In Q1 2024, Main Street Research LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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