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CIK: 0001513211
Total reported value
$2.1B
$2.1B
101 檔
16.4%
At the close of Q1 2025, Main Street Research LLC disclosed equity holdings valued at approximately $2.1B, spread across 101 reported holdings.
In Q1 2025, Main Street Research LLC displayed an active expansion posture, initiating 101 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.42% | -0.41% | +1.08% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.99% | -1.37% | +0.88% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.42% | -0.22% | +2.92% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.92% | -0.03% | +1.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.88% | -0.17% | +1.79% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.88% | -0.44% | +3.35% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.88% | -0.05% | +1.81% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.83% | -0.58% | +1.08% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.50% | -0.33% | +1.84% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.23% | +2.97% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.17% | -0.35% | -27.67% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.10% | -0.01% | EXIT | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 3.02% | -2.39% | +1.26% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.91% | -0.02% | +5.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | +0.13% | +2.18% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.60% | -0.02% | EXIT | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 2.54% | -0.02% | EXIT | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.49% | — | +0.65% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.46% | -0.02% | EXIT | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 2.18% | — | +2.87% | |
| 21 | LIN | Linde plc | Stock-Materials | 2.14% | — | +5.68% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 2.14% | — | +4721.75% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 2.12% | +0.58% | +2.15% | |
| 24 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 2.11% | — | +2.02% | |
| 25 | SAP | Sap Se-sponsored Adr | Stock-Tech | 2.10% | — | — | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 2.01% | +0.01% | — | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.99% | -0.01% | +2.96% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.96% | -0.10% | +3.62% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.94% | — | +1.50% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.91% | +0.76% | +1.30% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 1.02% | — | — | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.97% | — | — | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.91% | — | — | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.89% | +0.25% | — | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.88% | — | -48.08% | |
| 36 | CRH | CRH plc | Stock-Materials | 0.88% | — | — | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.86% | -0.44% | EXIT | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.17% | +0.31% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.03% | — | |
| 40 | FICO | Fair Isaac CORP | Stock-Tech | 0.35% | +0.01% | -6.15% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.01% | -5.78% | |
| 42 | ADSK | Autodesk Inc | Stock-Tech | 0.25% | -0.07% | +0.83% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.01% | +4.16% | |
| 44 | URTH | Ishares Msci World ETF | ETF-Other | 0.19% | -0.02% | +5.05% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.18% | -0.05% | -2.27% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | — | -0.71% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.15% | +0.06% | -3.09% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.40% | +20.36% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | -0.01% | -1.66% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.07% | +6.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 3 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | NVDA | Nvidia CORP | — | NEW | New buy |
| 12 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 13 | MCK | Mckesson CORP | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 17 | NFLX | Netflix Inc | — | NEW | New buy |
| 18 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 19 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | LIN | Linde plc | — | NEW | New buy |
| 22 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 23 | CAT | Caterpillar Inc | — | NEW | New buy |
| 24 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 25 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 26 | FTNT | Fortinet Inc | — | NEW | New buy |
| 27 | ORCL | Oracle CORP | — | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 30 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 31 | MS | Morgan Stanley | — | NEW | New buy |
| 32 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 33 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 34 | GEV | GE Vernova Inc | — | NEW | New buy |
| 35 | NOW | Servicenow Inc | — | NEW | New buy |
| 36 | CRH | CRH plc | — | NEW | New buy |
| 37 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 38 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 40 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 41 | TSLA | Tesla Inc | — | NEW | New buy |
| 42 | ADSK | Autodesk Inc | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | URTH | Ishares Msci World ETF | — | NEW | New buy |
| 45 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 48 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 49 | ABBV | Abbvie Inc | — | NEW | New buy |
| 50 | CVX | Chevron CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Main Street Research LLC reported a total U.S. public equity portfolio value of $2.1B across 101 disclosed positions in Q1 2025.
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 AAPL, PLTR, PG) accounted for 16.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $83.0M
During Q1 2025, Main Street Research LLC's top holdings by market value included AAPL (5.4%)、PLTR (5.0%)、PG (4.4%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2025, Main Street Research LLC made 101 total portfolio adjustments, initiating 101 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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