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CIK: 0001513211
Total reported value
$2.1B
$2.1B
129 檔
21.0%
According to the latest 13F quarterly dataset, Main Street Research LLC managed an equity portfolio of $2.1B at the end of Q4 2025, spanning 129 distinct U.S. exchange-listed positions.
In Q4 2025, Main Street Research LLC adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.36% | -0.35% | -0.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.33% | +0.13% | -0.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.23% | +0.03% | |
| 4 | ISCF | Ishares International Small | ETF-Other | 4.53% | -0.62% | +27.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.41% | -17.19% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.48% | -1.37% | -3.35% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.09% | -0.33% | -1.25% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 4.07% | -0.02% | -1.45% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.80% | +0.76% | -1.23% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.49% | -0.03% | -1.70% | |
| 11 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.44% | — | -1.28% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.17% | -1.17% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.27% | -0.44% | -2.96% | |
| 14 | MCK | Mckesson CORP | Stock-Healthcare | 3.16% | -2.39% | -2.22% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.08% | -0.58% | -1.72% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.51% | +0.09% | — | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.46% | +0.78% | -0.78% | |
| 18 | BCS | Barclays Plc-spons Adr | Stock-Financials | 2.45% | +1.01% | -0.72% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 2.29% | +0.36% | -0.66% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.26% | -2.53% | EXIT | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.63% | -0.73% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.40% | +1475.04% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 2.09% | -0.01% | -1.31% | |
| 24 | CCJ | Cameco CORP | Stock-Energy | 2.00% | -0.58% | +4.80% | |
| 25 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.98% | +0.85% | — | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.95% | — | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.95% | +0.58% | +1833.11% | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 1.84% | +0.25% | +1.07% | |
| 29 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 1.74% | — | -2.83% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.22% | -1.09% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.17% | — | -38.19% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.51% | -0.44% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.01% | +2.19% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | -8.63% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.01% | -2.09% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.17% | -2.00% | |
| 37 | ADSK | Autodesk Inc | Stock-Tech | 0.24% | -0.07% | +1.54% | |
| 38 | FICO | Fair Isaac CORP | Stock-Tech | 0.24% | +0.01% | -71.11% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.22% | -0.03% | — | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.18% | -0.05% | -6.79% | |
| 41 | URTH | Ishares Msci World ETF | ETF-Other | 0.16% | -0.02% | -9.47% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.10% | -4.19% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.15% | -0.01% | -4.87% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.14% | +0.06% | -61.58% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.01% | -1.70% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.11% | -0.03% | -46.49% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +0.34% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.10% | -0.04% | +152.74% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | — | -47.07% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.09% | +3.78% | -10.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +2% | +1475.04% | Add |
| 2 | CAT | Caterpillar Inc | +1.9% | +1833.11% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.4% | -0.77% | Trim |
| 4 | ISCF | Ishares International Small | +1.2% | +27.61% | Add |
| 5 | BCS | Barclays Plc-spons Adr | +0.6% | -0.72% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -1.23% | Trim |
| 7 | CCJ | Cameco CORP | +0.4% | +4.80% | Add |
| 8 | ASML | ASML Holding N.V. | +0.4% | -0.78% | Trim |
| 9 | AVGO | Broadcom Inc | +0.4% | -1.45% | Trim |
| 10 | GLDM | Spdr Gold Minishares Trust | +0.3% | -0.97% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.3% | -1.17% | Trim |
| 12 | APH | Amphenol Corp-cl A | +0.3% | -0.66% | Trim |
| 13 | NVDA | Nvidia CORP | +0.3% | -0.95% | Trim |
| 14 | MCK | Mckesson CORP | +0.3% | -2.22% | Trim |
| 15 | WMT | Walmart Inc | +0.3% | -0.73% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.3% | -1.25% | Trim |
| 17 | GEV | GE Vernova Inc | +0.2% | +1.07% | Add |
| 18 | V | Visa Inc-class A Shares | +0.2% | -1.70% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +2.19% | Add |
| 20 | CRM | Salesforce Inc | +0.1% | +152.74% | Add |
| 21 | MU | Micron Technology Inc | 0% | -10.93% | Trim |
| 22 | IBN | Icici Bank Ltd-spon Adr | 0% | -2.83% | Trim |
| 23 | TSLA | Tesla Inc | 0% | -2.09% | Trim |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | +15.56% | Add |
| 26 | AMD | Advanced Micro Devices | 0% | -2.20% | Trim |
| 27 | BMY | Bristol-myers Squibb Co | 0% | -0.65% | Trim |
| 28 | SCHI | Schwab 5-10 Year Corporate B | 0% | +12.42% | Add |
| 29 | MCD | Mcdonald's CORP | 0% | -2.00% | Trim |
| 30 | RTX | Rtx CORP | 0% | -1.20% | Trim |
| 31 | IGLB | Ishares 10+ Year Inv Gr CORP | 0% | +12.54% | Add |
| 32 | DAL | Delta Air Lines Inc | 0% | +4.91% | Add |
| 33 | AON | Aon plc | 0% | +30.94% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | -4.19% | Trim |
| 35 | MRK | Merck & Co. Inc. | 0% | -16.03% | Trim |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +16.60% | Add |
| 37 | BAC | Bank Of America CORP | 0% | -11.33% | Trim |
| 38 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 39 | KLAC | Kla CORP | 0% | -5.11% | Trim |
| 40 | ADSK | Autodesk Inc | — | +1.54% | Add |
| 41 | URTH | Ishares Msci World ETF | — | -9.47% | Trim |
| 42 | ADBE | Adobe Inc | — | -39.29% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | -15.67% | Trim |
| 44 | SCHX | Schwab US Large-cap ETF | — | -32.32% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | — | -13.10% | Trim |
| 46 | HSBC | Hsbc Holdings Plc-spons Adr | — | +4.59% | Add |
| 47 | SCHW | Schwab (charles) CORP | — | -6.79% | Trim |
| 48 | HD | Home Depot Inc | — | -4.85% | Trim |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | — | +7.23% | Add |
| 50 | NTES | Netease Inc-adr | — | -2.08% | Trim |
According to official SEC Form 13F filings, Main Street Research LLC reported a total U.S. public equity portfolio value of $2.1B across 129 disclosed positions in Q4 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, GOOGL, MSFT) accounted for 21.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
XBI
市值: $44.0M
Top Position Liquidated / Trimmed
MELI
前期市值: $37.0M
During Q4 2025, Main Street Research LLC's top holdings by market value included NVDA (6.4%)、GOOGL (5.3%)、MSFT (4.7%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q4 2025, Main Street Research LLC made 136 total portfolio adjustments, initiating 17 new buys, adding to 25 positions, trimming 77 holdings, and fully liquidating 17 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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