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CIK: 0001513211
Total reported value
$2.1B
$2.1B
148 檔
21.6%
As reported in its official Q1 2026 Form 13F filing, Main Street Research LLC's tracked investment portfolio stood at $2.1B with 148 total positions.
In Q1 2026, Main Street Research LLC displayed an active expansion posture, initiating 31 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.30% | -0.35% | +4.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.96% | -0.41% | +38.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.22% | +0.13% | +4.79% | |
| 4 | ISCF | Ishares International Small | ETF-Other | 4.76% | -0.62% | +2.66% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.39% | +0.76% | +2.30% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 4.22% | +0.09% | +57.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.83% | -0.33% | +0.83% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.83% | -0.02% | +3.41% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 3.41% | -2.39% | +0.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | -0.17% | +3.60% | |
| 11 | ASML | ASML Holding N.V. | Stock-Tech | 3.20% | +0.78% | +3.91% | |
| 12 | GLW | Corning Inc | Stock-Tech | 3.07% | +1.68% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.68% | -0.58% | -26.02% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.66% | -0.40% | +4.22% | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-Other | 2.59% | +0.85% | +1.80% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 2.57% | +0.25% | +3.11% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.53% | -2.53% | EXIT | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 2.52% | +0.58% | +2.60% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 2.49% | -0.63% | +1.91% | |
| 20 | CCJ | Cameco CORP | Stock-Energy | 2.46% | -0.58% | +1.89% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.36% | -0.44% | -18.01% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 2.21% | +0.36% | +1.93% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 2.20% | -0.12% | — | |
| 24 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.19% | -0.42% | — | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 2.14% | +3.78% | +1949.77% | |
| 26 | RY | Royal Bank Of Canada | Stock-Financials | 2.10% | +0.12% | — | |
| 27 | KEYS | Keysight Technologies In | Stock-Tech | 1.86% | +0.04% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.23% | -59.85% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | -1.37% | -61.92% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.22% | +0.36% | |
| 31 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.05% | +1.01% | -49.43% | |
| 32 | FICO | Fair Isaac CORP | Stock-Tech | 0.53% | +0.01% | +239.65% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.44% | -0.44% | EXIT | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.01% | +16.65% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.05% | -1.14% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.32% | +0.06% | +157.08% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.17% | -16.70% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.01% | -3.22% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.25% | -0.05% | +45.87% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.25% | +0.03% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.10% | +3.08% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.03% | +136.23% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.21% | -0.03% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.07% | +77.01% | |
| 45 | ADSK | Autodesk Inc | Stock-Tech | 0.20% | -0.07% | +0.78% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.19% | -0.01% | +22.20% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | -0.03% | -94.11% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | — | +104.93% | |
| 49 | URTH | Ishares Msci World ETF | ETF-Other | 0.15% | -0.02% | -2.62% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | -0.01% | +9.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.1% | +1949.77% | Add |
| 2 | XBI | Ss Spdr S&p Biotech ETF | +1.7% | +57.40% | Add |
| 3 | AAPL | Apple Inc | +1.4% | +38.72% | Add |
| 4 | ASML | ASML Holding N.V. | +0.7% | +3.91% | Add |
| 5 | GEV | GE Vernova Inc | +0.7% | +3.11% | Add |
| 6 | EWY | Ishares Msci South Korea ETF | +0.6% | +1.80% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +2.30% | Add |
| 8 | CAT | Caterpillar Inc | +0.6% | +2.60% | Add |
| 9 | JNJ | Johnson & Johnson | +0.5% | +4.22% | Add |
| 10 | CCJ | Cameco CORP | +0.5% | +1.89% | Add |
| 11 | WMT | Walmart Inc | +0.3% | +1.91% | Add |
| 12 | FICO | Fair Isaac CORP | +0.3% | +239.65% | Add |
| 13 | GLDM | Spdr Gold Minishares Trust | +0.3% | +1.54% | Add |
| 14 | MCK | Mckesson CORP | +0.3% | +0.61% | Add |
| 15 | ISCF | Ishares International Small | +0.2% | +2.66% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.2% | +157.08% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +77.01% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +136.23% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +3.08% | Add |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +45.87% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +104.93% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +102.70% | Add |
| 23 | IXUS | Ishares Core Intl Stock ETF | 0% | +22.20% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | +162.12% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +159.65% | Add |
| 26 | UNP | Union Pacific CORP | 0% | +76.30% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +16.65% | Add |
| 28 | PG | Procter & Gamble Co/the | 0% | +0.36% | Add |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +134.69% | Add |
| 30 | TXN | Texas Instruments Inc | 0% | +91.48% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +22.32% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +22.53% | Add |
| 33 | PEP | Pepsico Inc | 0% | +75.90% | Add |
| 34 | T | At&t Inc | 0% | +45.13% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +31.52% | Add |
| 36 | CW | Curtiss-wright CORP | 0% | +10.36% | Add |
| 37 | LRCX | Lam Research CORP | 0% | +30.45% | Add |
| 38 | RTX | Rtx CORP | 0% | +10.37% | Add |
| 39 | ADI | Analog Devices Inc | 0% | +19.47% | Add |
| 40 | SCHI | Schwab 5-10 Year Corporate B | 0% | +15.15% | Add |
| 41 | CL | Colgate-palmolive Co | 0% | +13.09% | Add |
| 42 | ABBV | Abbvie Inc | 0% | +9.65% | Add |
| 43 | C | Citigroup Inc | 0% | +16.58% | Add |
| 44 | CLX | Clorox Company | 0% | +4.52% | Add |
| 45 | TJX | Tjx Companies Inc | 0% | +22.78% | Add |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +5.69% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | +3.85% | Add |
| 48 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +0.48% | Add |
| 49 | INTC | Intel CORP | 0% | -13.83% | Trim |
| 50 | MMM | 3m Co | — | -2.35% | 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 148 disclosed positions in Q1 2026.
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, AAPL, GOOGL) accounted for 21.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $52.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $34.1M
During Q1 2026, Main Street Research LLC's top holdings by market value included NVDA (6.3%)、AAPL (6.0%)、GOOGL (5.2%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q1 2026, Main Street Research LLC made 154 total portfolio adjustments, initiating 31 new buys, adding to 75 positions, trimming 36 holdings, and fully liquidating 12 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.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.