Main Street Research LLC

13F filer · CIK 0001513211

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$2.12BU.S. long equity reported on 13F

Positions12010 new · 21 closed

Net flow last quarter+$932KBuys minus sells

Top 10 positions weight47.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026120 positions
NVDANvidia Corp	$126M	5.95%	0.00%	+1.5%	Q1 2017
MUMicron Technology Inc	$125M	5.92%	0.01%	-0.4%	Q1 2024
AAPLApple Inc.	$118M	5.55%	0.00%	+0.6%	Q2 2013
GOOGLAlphabet Inc.	$113M	5.35%	0.00%	+1.7%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$109M	5.15%	0.00%	+2.4%	Q2 2013
GLWCorning Inc	$101M	4.75%	0.05%	+1.6%	Q1 2026
ASMLAsml Holding NV	$84.3M	3.98%	0.01%	+1.7%	Q2 2013
AVGOBroadcom Inc.	$80.8M	3.81%	0.00%	+0.7%	Q3 2016
JPMJPMorgan Chase & Co	$74.1M	3.50%	0.01%	+1.1%	Q3 2014
CATCaterpillar Inc	$65.8M	3.10%	0.01%	+1.1%	Q2 2013
AMZNAmazon Com Inc	$65.5M	3.09%	0.00%	+2.1%	Q2 2013
GEVGE Vernova Inc.	$59.7M	2.82%	0.02%	+0.2%	Q1 2025
APHAmphenol Corp	$54.4M	2.57%	0.03%	+2.6%	Q3 2025
JNJJohnson & Johnson	$47.9M	2.26%	0.01%	+0.9%	Q2 2013
RYRoyal Bank of Canada	$47M	2.22%	0.02%	+2.1%	Q2 2013
COSTCostco Wholesale Corp	$44.4M	2.10%	0.01%	+2.9%	Q2 2013
BHPBHP Group Ltd	$44M	2.08%	0.01%	+1.7%	Q4 2016
BCSBarclays PLC	$43.6M	2.06%	0.01%	+90.6%	Q3 2025
METAMeta Platforms, Inc.	$40.7M	1.92%	Not reported	+1.7%	Q2 2013
KEYSKeysight Technologies, Inc.	$40.3M	1.90%	0.07%	+1.9%	Q1 2026
CCJCameco Corp	$39.9M	1.88%	0.09%	+0.6%	Q2 2018
WMTWalmart Inc.	$39.5M	1.86%	0.00%	+1.1%	Q2 2013
AZNAstrazeneca PLC	$37.4M	1.77%	Not reported	+3.6%	Q2 2013
ROSTRoss Stores, Inc.	$32.1M	1.51%	0.05%	Not reported	Q2 2013
FTITechnipFMC plc	$27.4M	1.29%	0.11%	New	Q2 2026
MSFTMicrosoft Corp	$25.8M	1.22%	0.00%	+2.4%	Q2 2013
PGPROCTER & GAMBLE Co	$22.2M	1.05%	0.01%	-0.4%	Q2 2013
MCKMckesson Corp	$21.5M	1.02%	0.02%	-58.0%	Q3 2013
FICOFair Isaac Corp	$11.4M	0.54%	0.04%	+13.2%	Q3 2013
GOOGAlphabet Inc.	$8.02M	0.38%	Not reported	-3.1%	Q4 2015
PANWPalo Alto Networks Inc	$7.96M	0.38%	0.00%	-31.4%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.99M	0.28%	Not reported	0.0%	Q2 2013
ANETArista Networks, Inc.	$5.94M	0.28%	0.00%	-0.1%	Q3 2022
TSLATesla, Inc.	$5.44M	0.26%	0.00%	+4.9%	Q2 2015
SCHWSchwab Charles Corp	$4.23M	0.20%	0.00%	-1.0%	Q2 2013
WFCWells Fargo & Company	$4.01M	0.19%	0.00%	+3.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$3.74M	0.18%	Not reported	Not reported	Q2 2013
LLYELI LILLY & Co	$3.29M	0.16%	0.00%	-5.6%	Q3 2014
VVisa Inc.	$3.21M	0.15%	0.00%	-8.6%	Q2 2013
XOMExxonMobil Holdings Corp	$3.07M	0.14%	0.00%	-6.2%	Q2 2013
ADSKAutodesk, Inc.	$2.77M	0.13%	0.01%	-1.1%	Q3 2014
CVXChevron Corp	$2.67M	0.13%	0.00%	-4.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.6M	0.12%	Not reported	+6.8%	Q2 2016
ABBVAbbVie Inc.	$2.45M	0.12%	0.00%	-5.2%	Q2 2013
MCDMcdonalds Corp	$2.41M	0.11%	0.00%	-42.4%	Q2 2013
AMDAdvanced Micro Devices Inc	$1.92M	0.09%	0.00%	+5.2%	Q4 2021
PLTRPalantir Technologies Inc.	$1.34M	0.06%	0.00%	-93.2%	Q2 2022
MMM3m Co	$1.23M	0.06%	0.00%	-3.3%	Q2 2013
CSCOCisco Systems, Inc.	$1.14M	0.05%	0.00%	-3.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.13M	0.05%	Not reported	-13.5%	Q2 2021

Q1 2026Reported Apr 30, 2026131 positions
NVDANvidia Corp	$108M	6.30%	0.00%	+4.2%	Q1 2017
AAPLApple Inc.	$102M	5.96%	0.00%	+38.7%	Q2 2013
GOOGLAlphabet Inc.	$89.7M	5.22%	0.00%	+4.8%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$75.4M	4.39%	0.00%	+2.3%	Q2 2013
JPMJPMorgan Chase & Co	$65.8M	3.83%	0.01%	+0.8%	Q3 2014
AVGOBroadcom Inc.	$65.7M	3.83%	0.00%	+3.4%	Q3 2016
MCKMckesson Corp	$58.6M	3.41%	0.06%	+0.6%	Q3 2013
AMZNAmazon Com Inc	$56.1M	3.26%	0.00%	+3.6%	Q2 2013
ASMLAsml Holding NV	$55.1M	3.20%	0.01%	+3.9%	Q2 2013
GLWCorning Inc	$52.7M	3.07%	0.05%	New	Q1 2026
COSTCostco Wholesale Corp	$46M	2.68%	0.01%	-26.0%	Q2 2013
JNJJohnson & Johnson	$45.7M	2.66%	0.01%	+4.2%	Q2 2013
GEVGE Vernova Inc.	$44.2M	2.57%	0.02%	+3.1%	Q1 2025
GLDMWorld Gold Trust	$43.5M	2.53%	0.15%	+1.5%	Q2 2025
CATCaterpillar Inc	$43.3M	2.52%	0.01%	+2.6%	Q2 2013
WMTWalmart Inc.	$42.9M	2.49%	0.00%	+1.9%	Q2 2013
CCJCameco Corp	$42.3M	2.46%	0.09%	+1.9%	Q2 2018
METAMeta Platforms, Inc.	$40.6M	2.36%	Not reported	-18.0%	Q2 2013
APHAmphenol Corp	$38M	2.21%	0.02%	+1.9%	Q3 2025
BHPBHP Group Ltd	$37.8M	2.20%	0.01%	Not reported	Q4 2016
AZNAstrazeneca PLC	$37.6M	2.19%	Not reported	+2.7%	Q2 2013
MUMicron Technology Inc	$36.9M	2.14%	0.01%	+1949.8%	Q1 2024
RYRoyal Bank of Canada	$36M	2.10%	0.02%	Not reported	Q2 2013
KEYSKeysight Technologies, Inc.	$31.9M	1.86%	0.07%	New	Q1 2026
MSFTMicrosoft Corp	$25M	1.45%	0.00%	-59.9%	Q2 2013
PLTRPalantir Technologies Inc.	$24.5M	1.43%	0.01%	-61.9%	Q2 2022
PGPROCTER & GAMBLE Co	$21.9M	1.27%	0.01%	+0.4%	Q2 2013
BCSBarclays PLC	$18M	1.05%	0.01%	-49.4%	Q3 2025
FICOFair Isaac Corp	$9.04M	0.53%	0.04%	+239.7%	Q3 2013
IBITiShares Bitcoin Trust ETF	$7.53M	0.44%	0.01%	+9.2%	Q1 2025
GOOGAlphabet Inc.	$6.72M	0.39%	Not reported	+16.7%	Q4 2015
BRK.BBerkshire Hathaway Inc	$5.74M	0.33%	Not reported	-1.1%	Q2 2013
PANWPalo Alto Networks Inc	$5.45M	0.32%	0.00%	+157.1%	Q3 2022
MCDMcdonalds Corp	$4.81M	0.28%	0.00%	-16.7%	Q2 2013
TSLATesla, Inc.	$4.59M	0.27%	0.00%	-3.2%	Q2 2015
SCHWSchwab Charles Corp	$4.36M	0.25%	0.00%	+45.9%	Q2 2013
ANETArista Networks, Inc.	$4.29M	0.25%	0.00%	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$4.06M	0.24%	0.00%	+3.1%	Q2 2013
WFCWells Fargo & Company	$3.73M	0.22%	0.00%	+136.2%	Q2 2013
BRK.ABerkshire Hathaway Inc	$3.59M	0.21%	Not reported	Not reported	Q2 2013
CVXChevron Corp	$3.49M	0.20%	0.00%	+77.0%	Q2 2013
ADSKAutodesk, Inc.	$3.45M	0.20%	0.01%	+0.8%	Q3 2014
VVisa Inc.	$3.1M	0.18%	0.00%	-94.1%	Q2 2013
LLYELI LILLY & Co	$2.67M	0.16%	0.00%	+104.9%	Q3 2014
ABBVAbbVie Inc.	$2.23M	0.13%	0.00%	+9.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.12M	0.12%	Not reported	+22.5%	Q2 2016
CRMSalesforce, Inc.	$1.29M	0.08%	0.00%	+8.8%	Q2 2013
RTXRTX Corp	$1.17M	0.07%	0.00%	+10.4%	Q2 2021
MRKMerck & Co., Inc.	$1.15M	0.07%	0.00%	+22.3%	Q2 2013
MMM3m Co	$1.14M	0.07%	0.00%	-2.4%	Q2 2013

Q4 2025Reported Feb 9, 2026111 positions
NVDANvidia Corp	$111M	6.36%	0.00%	-1.0%	Q1 2017
GOOGLAlphabet Inc.	$93.1M	5.33%	0.00%	-0.8%	Q4 2015
MSFTMicrosoft Corp	$81.3M	4.65%	0.00%	0.0%	Q2 2013
AAPLApple Inc.	$79.1M	4.52%	0.00%	-17.2%	Q2 2013
PLTRPalantir Technologies Inc.	$78.3M	4.48%	0.02%	-3.4%	Q2 2022
JPMJPMorgan Chase & Co	$71.5M	4.09%	0.01%	-1.3%	Q3 2014
AVGOBroadcom Inc.	$71.1M	4.07%	0.00%	-1.5%	Q3 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$66.5M	3.80%	0.00%	-1.2%	Q2 2013
VVisa Inc.	$61.1M	3.49%	0.01%	-1.7%	Q2 2013
HOODRobinhood Markets, Inc.	$60.2M	3.44%	0.23%	-1.3%	Q2 2022
AMZNAmazon Com Inc	$60M	3.43%	0.00%	-1.2%	Q2 2013
METAMeta Platforms, Inc.	$57.1M	3.27%	Not reported	-3.0%	Q2 2013
MCKMckesson Corp	$55.3M	3.16%	0.05%	-2.2%	Q3 2013
COSTCostco Wholesale Corp	$53.8M	3.08%	0.01%	-1.7%	Q2 2013
ASMLAsml Holding NV	$42.9M	2.46%	0.01%	-0.8%	Q2 2013
BCSBarclays PLC	$42.8M	2.45%	0.01%	-0.7%	Q3 2025
APHAmphenol Corp	$40M	2.29%	0.02%	-0.7%	Q3 2025
GLDMWorld Gold Trust	$39.5M	2.26%	0.16%	-1.0%	Q2 2025
WMTWalmart Inc.	$37.8M	2.16%	0.00%	-0.7%	Q2 2013
JNJJohnson & Johnson	$37.1M	2.12%	0.01%	+1475.0%	Q2 2013
UBERUber Technologies, Inc	$36.5M	2.09%	0.02%	-1.3%	Q2 2025
CCJCameco Corp	$34.9M	2.00%	0.09%	+4.8%	Q2 2018
AZNAstrazeneca PLC	$34.1M	1.95%	Not reported	Not reported	Q2 2013
CATCaterpillar Inc	$34.1M	1.95%	0.01%	+1833.1%	Q2 2013
GEVGE Vernova Inc.	$32.1M	1.84%	0.02%	+1.1%	Q1 2025
IBNIcici Bank Ltd	$30.5M	1.74%	Not reported	-2.8%	Q1 2024
PGPROCTER & GAMBLE Co	$21.7M	1.24%	0.01%	-1.1%	Q2 2013
BKNGBooking Holdings Inc.	$20.4M	1.17%	0.01%	-38.2%	Q4 2018
IBITiShares Bitcoin Trust ETF	$8.91M	0.51%	0.01%	-5.9%	Q1 2025
GOOGAlphabet Inc.	$6.3M	0.36%	Not reported	+2.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$6.09M	0.35%	Not reported	-8.6%	Q2 2013
TSLATesla, Inc.	$5.73M	0.33%	0.00%	-2.1%	Q2 2015
MCDMcdonalds Corp	$5.68M	0.32%	0.00%	-2.0%	Q2 2013
ADSKAutodesk, Inc.	$4.23M	0.24%	0.01%	+1.5%	Q3 2014
FICOFair Isaac Corp	$4.21M	0.24%	0.01%	-71.1%	Q3 2013
BRK.ABerkshire Hathaway Inc	$3.77M	0.22%	Not reported	Not reported	Q2 2013
SCHWSchwab Charles Corp	$3.18M	0.18%	0.00%	-6.8%	Q2 2013
XOMExxonMobil Holdings Corp	$2.79M	0.16%	0.00%	-4.2%	Q2 2013
PANWPalo Alto Networks Inc	$2.44M	0.14%	0.00%	-61.6%	Q3 2022
ABBVAbbVie Inc.	$2.14M	0.12%	0.00%	-1.7%	Q2 2013
WFCWells Fargo & Company	$1.85M	0.11%	0.00%	-46.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.82M	0.10%	Not reported	+0.3%	Q2 2016
CRMSalesforce, Inc.	$1.69M	0.10%	0.00%	+152.7%	Q2 2013
LLYELI LILLY & Co	$1.53M	0.09%	0.00%	-47.1%	Q3 2014
MUMicron Technology Inc	$1.52M	0.09%	0.00%	-10.9%	Q1 2024
CVXChevron Corp	$1.45M	0.08%	0.00%	-43.3%	Q2 2013
MMM3m Co	$1.29M	0.07%	0.00%	-0.4%	Q2 2013
RTXRTX Corp	$1.01M	0.06%	0.00%	-1.2%	Q2 2021
NFLXNetflix Inc	$996K	0.06%	0.00%	-97.5%	Q3 2015
CLXClorox Co	$920K	0.05%	0.01%	-2.6%	Q2 2013

Q3 2025Reported Nov 13, 2025114 positions
NVDANvidia Corp	$112M	6.06%	0.00%	+1.1%	Q1 2017
AAPLApple Inc.	$89.5M	4.83%	0.00%	+19.3%	Q2 2013
MSFTMicrosoft Corp	$87.1M	4.71%	0.00%	+77.6%	Q2 2013
PLTRPalantir Technologies Inc.	$83.1M	4.49%	0.02%	-1.3%	Q2 2022
HOODRobinhood Markets, Inc.	$77.2M	4.17%	0.23%	+0.5%	Q2 2022
GOOGLAlphabet Inc.	$72.9M	3.94%	0.00%	+0.8%	Q4 2015
JPMJPMorgan Chase & Co	$70.9M	3.83%	0.01%	+0.2%	Q3 2014
AVGOBroadcom Inc.	$68.8M	3.72%	0.00%	+12.9%	Q3 2016
METAMeta Platforms, Inc.	$65.5M	3.54%	Not reported	+40.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$61.7M	3.33%	0.00%	+61.3%	Q2 2013
VVisa Inc.	$60.5M	3.27%	0.01%	+2.7%	Q2 2013
COSTCostco Wholesale Corp	$58.7M	3.17%	0.01%	+1.0%	Q2 2013
AMZNAmazon Com Inc	$57.7M	3.12%	0.00%	+17.3%	Q2 2013
MCKMckesson Corp	$53.2M	2.88%	0.06%	-0.4%	Q3 2013
NFLXNetflix Inc	$51.5M	2.78%	0.01%	+0.8%	Q3 2015
UBERUber Technologies, Inc	$44.4M	2.40%	0.02%	+0.8%	Q2 2025
TMUST-Mobile US, Inc.	$43.2M	2.33%	0.02%	+0.4%	Q3 2022
ASMLAsml Holding NV	$39.1M	2.11%	0.01%	+131.1%	Q2 2013
MELIMercadolibre Inc	$37M	2.00%	0.03%	+0.7%	Q3 2024
APHAmphenol Corp	$36.8M	1.99%	0.02%	New	Q3 2025
GLDMWorld Gold Trust	$35.7M	1.93%	0.19%	+4.1%	Q2 2025
SPOTSpotify Technology S.A.	$35.2M	1.90%	0.02%	+1.2%	Q2 2025
WMTWalmart Inc.	$35.1M	1.90%	0.00%	+1.5%	Q2 2013
BCSBarclays PLC	$35M	1.89%	0.01%	New	Q3 2025
LINLinde PLC	$34.8M	1.88%	0.02%	+1.2%	Q4 2021
BKNGBooking Holdings Inc.	$33.3M	1.80%	0.02%	+31.9%	Q4 2018
TTTrane Technologies plc	$33.2M	1.79%	0.04%	+3.0%	Q2 2025
IBNIcici Bank Ltd	$31.8M	1.72%	Not reported	+1.1%	Q1 2024
CCJCameco Corp	$30.6M	1.65%	0.08%	Not reported	Q2 2018
GEVGE Vernova Inc.	$29.9M	1.62%	0.02%	+76.2%	Q1 2025
APOApollo Global Management, Inc.	$28.9M	1.56%	0.04%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$23.5M	1.27%	0.01%	-62.5%	Q2 2013
FICOFair Isaac Corp	$12.9M	0.70%	0.04%	-19.6%	Q3 2013
IBITiShares Bitcoin Trust ETF	$12.4M	0.67%	0.01%	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$7.02M	0.38%	0.01%	+162.1%	Q3 2022
BRK.BBerkshire Hathaway Inc	$6.67M	0.36%	Not reported	-88.6%	Q2 2013
TSLATesla, Inc.	$5.79M	0.31%	0.00%	+10.3%	Q2 2015
MCDMcdonalds Corp	$5.76M	0.31%	0.00%	0.0%	Q2 2013
ANETArista Networks, Inc.	$5.08M	0.27%	0.00%	Not reported	Q3 2022
GOOGAlphabet Inc.	$4.79M	0.26%	Not reported	-2.3%	Q4 2015
ADSKAutodesk, Inc.	$4.47M	0.24%	0.01%	-4.0%	Q3 2014
BRK.ABerkshire Hathaway Inc	$3.77M	0.20%	Not reported	Not reported	Q2 2013
SCHWSchwab Charles Corp	$3.26M	0.18%	0.00%	+1.4%	Q2 2013
WFCWells Fargo & Company	$3.11M	0.17%	0.00%	+101.8%	Q2 2013
XOMExxonMobil Holdings Corp	$2.73M	0.15%	0.00%	+10.2%	Q2 2013
CVXChevron Corp	$2.61M	0.14%	0.00%	+76.2%	Q2 2013
ABBVAbbVie Inc.	$2.2M	0.12%	0.00%	+4.6%	Q2 2013
JNJJohnson & Johnson	$2.11M	0.11%	0.00%	+0.8%	Q2 2013
LLYELI LILLY & Co	$2.05M	0.11%	0.00%	+0.1%	Q3 2014
SPYSPDR S&P 500 ETF Trust	$1.77M	0.10%	Not reported	-0.6%	Q2 2016

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