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CIK: 0001513211
Total reported value
$2.1B
$2.1B
115 檔
16.5%
According to the latest 13F quarterly dataset, Main Street Research LLC managed an equity portfolio of $2.1B at the end of Q2 2025, spanning 115 distinct U.S. exchange-listed positions.
Main Street Research LLC executed strategic sector rebalancing during Q2 2025, establishing 27 new positions while fully exiting 13 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.85% | -0.35% | +32.92% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.05% | -0.33% | +2.57% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.04% | -0.22% | +2.48% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.92% | -1.37% | -49.05% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.87% | -0.58% | +1.44% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.81% | -0.03% | +0.62% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.41% | -21.19% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 3.55% | -0.02% | EXIT | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.51% | -0.05% | +4.27% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +0.13% | +3.54% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 3.17% | -0.02% | -30.55% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 3.16% | -2.39% | +0.76% | |
| 13 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.13% | — | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | -0.17% | -28.26% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.23% | -29.13% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.92% | -0.44% | -38.21% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.66% | -0.01% | EXIT | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 2.61% | -0.01% | — | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.56% | — | +3.15% | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.55% | -0.02% | EXIT | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.38% | — | — | |
| 22 | SAP | Sap Se-sponsored Adr | Stock-Tech | 2.29% | — | +0.80% | |
| 23 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 2.18% | — | +1.64% | |
| 24 | LIN | Linde plc | Stock-Materials | 2.12% | — | +3.11% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 2.08% | — | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 2.04% | -0.63% | +2514.23% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.01% | -0.02% | EXIT | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.94% | +0.76% | -21.73% | |
| 29 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.88% | — | — | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.83% | -2.53% | EXIT | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.68% | — | -43.47% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.62% | — | — | |
| 33 | FICO | Fair Isaac CORP | Stock-Tech | 1.22% | +0.01% | +268.14% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.91% | +0.25% | -38.01% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.87% | +0.78% | +3297.48% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.17% | -3.59% | |
| 37 | ADSK | Autodesk Inc | Stock-Tech | 0.28% | -0.07% | -0.68% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.01% | -21.57% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.03% | -28.57% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.01% | -5.17% | |
| 41 | URTH | Ishares Msci World ETF | ETF-Other | 0.20% | -0.02% | +0.99% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.19% | -0.05% | -5.08% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.17% | +0.06% | -4.71% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.10% | -91.27% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | — | -19.77% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.40% | -11.76% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | -0.01% | -2.32% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +22.97% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.03% | -2.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +3.1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +2.7% | +32.92% | Add |
| 3 | UBER | Uber Technologies Inc | +2.6% | NEW | New buy |
| 4 | SPOT | Spotify Technology S.A. | +2.4% | NEW | New buy |
| 5 | TT | Trane Technologies plc | +2.1% | NEW | New buy |
| 6 | WMT | Walmart Inc | +2% | +2514.23% | Add |
| 7 | CHKP | Check Point Software Technologies Ltd. | +1.9% | NEW | New buy |
| 8 | GLDM | Spdr Gold Minishares Trust | +1.8% | NEW | New buy |
| 9 | BABA | Alibaba Group Holding-sp Adr | +1.6% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +1% | +2.13% | Add |
| 11 | FICO | Fair Isaac CORP | +0.9% | +268.14% | Add |
| 12 | ASML | ASML Holding N.V. | +0.9% | +3297.48% | Add |
| 13 | MELI | Mercadolibre Inc | +0.6% | +3.15% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.6% | +2.57% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.54% | Add |
| 16 | AVGO | Broadcom Inc | +0.3% | -30.55% | Trim |
| 17 | SAP | Sap Se-sponsored Adr | +0.2% | +0.80% | Add |
| 18 | MCK | Mckesson CORP | +0.1% | +0.76% | Add |
| 19 | IXUS | Ishares Core Intl Stock ETF | +0.1% | NEW | New buy |
| 20 | BSX | Boston Scientific CORP | +0.1% | +2.29% | Add |
| 21 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +1.64% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | 0% | +1.44% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 25 | INTU | Intuit Inc | 0% | NEW | New buy |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | -21.73% | Trim |
| 27 | ADSK | Autodesk Inc | 0% | -0.68% | Trim |
| 28 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 29 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | New buy |
| 30 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | NEW | New buy |
| 31 | RELX | Relx PLC - Spon Adr | 0% | NEW | New buy |
| 32 | ADI | Analog Devices Inc | 0% | NEW | New buy |
| 33 | GEV | GE Vernova Inc | 0% | -38.01% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +22.97% | Add |
| 35 | PANW | Palo Alto Networks Inc | 0% | -4.71% | Trim |
| 36 | PYPL | Paypal Holdings Inc | 0% | NEW | New buy |
| 37 | DKNG | Draftkings Inc-cl A | 0% | NEW | New buy |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | NEW | New buy |
| 39 | SCHI | Schwab 5-10 Year Corporate B | 0% | +63.54% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +31.52% | Add |
| 41 | URTH | Ishares Msci World ETF | 0% | +0.99% | Add |
| 42 | SCHW | Schwab (charles) CORP | 0% | -5.08% | Trim |
| 43 | DAL | Delta Air Lines Inc | 0% | NEW | New buy |
| 44 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 45 | IYY | Ishares Dow Jones U.s. ETF | 0% | NEW | New buy |
| 46 | IGM | Ishares Expanded Tech Sector | 0% | NEW | New buy |
| 47 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 48 | SCHF | Schwab Intl Equity ETF | 0% | NEW | New buy |
| 49 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | 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 115 disclosed positions in Q2 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 NVDA, JPM, PG) accounted for 16.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
HOOD
市值: $50.3M
Top Position Liquidated / Trimmed
PH
前期市值: $33.4M
During Q2 2025, Main Street Research LLC's top holdings by market value included NVDA (5.8%)、JPM (4.0%)、PG (4.0%). The largest single position, NVDA, represented 5.8% of total portfolio value.
In Q2 2025, Main Street Research LLC made 118 total portfolio adjustments, initiating 27 new buys, adding to 27 positions, trimming 51 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.