Investor
Main Street Research LLC
CIK 0001513211 · filed 2026-04-30 · SEC filing
13F book
$1.72B
Positions
148
31 new · 12 sold
Largest name
6.3%
Nvidia Corp · NVDA
Est. mark
$5.14M
Price effect on 117 names still held. Flow −$34.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 620.8K | $108.3M | 6.3% | −$7.21M | Added−$2.86M |
| Apple Inc. | AAPL | 403.6K | $102.4M | 6.0% | −$5.26M | Added$23.3M |
| Alphabet Inc | — | 311.8K | $89.7M | 5.2% | −$7.57M | Added−$3.47M |
| Ishares Tr | — | 1.96M | $81.9M | 4.8% | $591.4K | Added$2.72M |
| Taiwan Semiconductor Mfg Ltd | — | 223.2K | $75.4M | 4.4% | $7.26M | Added$8.95M |
| Spdr Series Trust | — | 567.5K | $72.5M | 4.2% | $2.09M | Added$28.5M |
| Jpmorgan Chase & Co. | — | 223.8K | $65.8M | 3.8% | −$6.23M | Added−$5.68M |
| Broadcom Inc. | AVGO | 212.4K | $65.7M | 3.8% | −$7.52M | Added−$5.35M |
| Mckesson Corp | MCK | 67.8K | $58.6M | 3.4% | $2.98M | Added$3.34M |
| Amazon Com Inc | AMZN | 269.2K | $56.1M | 3.3% | −$5.86M | Added−$3.91M |
| Asml Holding N V | — | 41.7K | $55.1M | 3.2% | $10.1M | Added$12.1M |
| Corning Inc | — | 387.7K | $52.7M | 3.1% | — | New |
| Costco Whsl Corp New | — | 46.1K | $46M | 2.7% | $6.19M | Cut−$7.81M |
| Johnson & Johnson | JNJ | 186.9K | $45.7M | 2.7% | $6.72M | Added$8.57M |
| Ishares Inc | — | 361.9K | $44.5M | 2.6% | $9.17M | Added$9.96M |
| GE Vernova Inc. | GEV | 50.7K | $44.2M | 2.6% | $10.8M | Added$12.1M |
| World Gold Tr | — | 469.5K | $43.5M | 2.5% | $3.38M | Added$4.05M |
| Caterpillar Inc | CAT | 61.1K | $43.3M | 2.5% | $8.08M | Added$9.17M |
| Walmart Inc. | WMT | 344.9K | $42.9M | 2.5% | $4.28M | Added$5.08M |
| Cameco Corp | CCJ | 389.1K | $42.3M | 2.5% | $6.54M | Added$7.32M |
| Meta Platforms, Inc. | META | 71K | $40.6M | 2.4% | −$6.24M | Cut−$16.5M |
| Amphenol Corp New | — | 301K | $38M | 2.2% | −$2.67M | Added−$1.95M |
| Bhp Group Ltd | — | 519.2K | $37.8M | 2.2% | — | New |
| Astrazeneca Plc Ord | AZN | 190.6K | $37.6M | 2.2% | — | New |
| Micron Technology Inc | MU | 109.1K | $36.9M | 2.1% | $278.5K | Added$35.3M |
| Royal Bk Cda | — | 222.6K | $36M | 2.1% | — | New |
| Keysight Technologies, Inc. | KEYS | 112.9K | $31.9M | 1.9% | — | New |
| Microsoft Corp | MSFT | 67.5K | $25M | 1.5% | −$7.66M | Cut−$56.3M |
| Palantir Technologies Inc. | PLTR | 167.6K | $24.5M | 1.4% | −$5.28M | Cut−$53.7M |
| Procter And Gamble Co | PG | 151.6K | $21.9M | 1.3% | $170.8K | Added$249.2K |
| Barclays Plc | — | 851K | $18M | 1.0% | −$3.65M | Cut−$24.8M |
| Fair Isaac Corp | FICO | 8.46K | $9.04M | 0.5% | −$1.55M | Added$4.82M |
| Ishares Bitcoin Trust Etf | IBIT | 196.1K | $7.53M | 0.4% | −$2.02M | Added−$1.38M |
| Alphabet Inc | — | 23.4K | $6.72M | 0.4% | −$541.3K | Added$418.5K |
| Berkshire Hathaway Inc Del | — | 12K | $5.74M | 0.3% | −$280.9K | Cut−$350.2K |
| Palo Alto Networks Inc | PANW | 34K | $5.45M | 0.3% | −$316.1K | Added$3.02M |
| Mcdonalds Corp | MCD | 15.5K | $4.81M | 0.3% | $79.8K | Cut−$869.2K |
| Tesla, Inc. | TSLA | 12.3K | $4.59M | 0.3% | −$961.9K | Cut−$1.15M |
| Schwab Charles Corp | — | 46.4K | $4.36M | 0.3% | −$188.5K | Added$1.18M |
| Arista Networks, Inc. | ANET | 35K | $4.29M | 0.3% | — | New |
| Exxon Mobil Corp | — | 23.9K | $4.06M | 0.2% | $1.14M | Added$1.27M |
| Wells Fargo Co New | — | 46.9K | $3.73M | 0.2% | −$269.7K | Added$1.88M |
| Berkshire Hathaway Inc Del | — | 5 | $3.59M | 0.2% | −$183.3K | Held |
| Chevron Corp New | CVX | 16.9K | $3.49M | 0.2% | $518.7K | Added$2.04M |
| Autodesk, Inc. | ADSK | 14.4K | $3.45M | 0.2% | −$809K | Added−$782.2K |
| Ishares Tr | — | 38.6K | $3.34M | 0.2% | $63.1K | Added$670.5K |
| Visa Inc. | V | 10.2K | $3.1M | 0.2% | −$496.6K | Cut−$58M |
| Eli Lilly & Co | LLY | 2.91K | $2.67M | 0.2% | −$220.5K | Added$1.15M |
| Ishares Inc | — | 14.7K | $2.65M | 0.2% | −$84.8K | Cut−$158.3K |
| AbbVie Inc. | ABBV | 10.3K | $2.23M | 0.1% | −$102.8K | Added$93.6K |
| Spdr S&P 500 Etf Tr | — | 3.26K | $2.12M | 0.1% | −$89.3K | Added$300.9K |
| Ishares Tr | — | 2.55K | $1.67M | 0.1% | −$40.3K | Added$804.8K |
| Salesforce, Inc. | CRM | 6.92K | $1.29M | 0.1% | −$500.6K | Added−$396K |
| RTX Corp | RTX | 6.07K | $1.17M | 0.1% | $52.2K | Added$162.2K |
| Ishares Tr | — | 24.1K | $1.17M | 0.1% | −$6.6K | Added$56.2K |
| Merck & Co., Inc. | MRK | 9.52K | $1.15M | 0.1% | $110.4K | Added$319.3K |
| 3M CO | MMM | 7.87K | $1.14M | 0.1% | −$117K | Cut−$147.3K |
| Disney Walt Co | — | 10.7K | $1.03M | 0.1% | — | New |
| Invesco Qqq Tr | — | 1.77K | $1.02M | 0.1% | −$50.4K | Added$194.3K |
| Schwab Strategic Tr | — | 44.3K | $1.01M | 0.1% | −$11.2K | Added$121.1K |
| Union Pac Corp | — | 4.13K | $1M | 0.1% | $26.5K | Added$460K |
| Clorox Co Del | — | 9.54K | $988.3K | 0.1% | $25.5K | Added$68.2K |
| Ishrs 10 Yr Invest Grade | — | 18.8K | $930.6K | 0.1% | −$13.1K | Added$126.4K |
| Pulte Group Inc | — | 7.38K | $868.2K | 0.1% | — | New |
| Cirrus Logic, Inc. | CRUS | 5.73K | $829.3K | 0.0% | — | New |
| Uber Technologies, Inc | UBER | 11.5K | $826.5K | 0.0% | −$112.4K | Cut−$35.7M |
| Vanguard Index Fds | — | 1.33K | $796.2K | 0.0% | −$15.1K | Added$474.5K |
| Cisco Sys Inc | — | 10.1K | $780.3K | 0.0% | $5.4K | Added$34.3K |
| Spdr Gold Tr | — | 1.81K | $777.1K | 0.0% | $23.4K | Added$504K |
| Goldman Sachs Group Inc | — | 874 | $739.4K | 0.0% | — | New |
| Spdr Dow Jones Indl Average | — | 1.5K | $695.6K | 0.0% | −$11.8K | Added$387.4K |
| Curtiss Wright Corp | CW | 1.01K | $689.3K | 0.0% | $119.1K | Added$183.8K |
| Texas Instrs Inc | — | 3.53K | $684.7K | 0.0% | $38K | Added$365.2K |
| On Semiconductor Corp | ON | 10.3K | $640.9K | 0.0% | — | New |
| Advanced Micro Devices Inc | AMD | 3.15K | $639.8K | 0.0% | −$33.7K | Cut−$93.1K |
| Hsbc Hldgs Plc | — | 7.73K | $637.9K | 0.0% | $29.4K | Added$32.5K |
| Colgate Palmolive Co | CL | 7.48K | $637.9K | 0.0% | $41.1K | Added$114.9K |
| Citigroup Inc | — | 5.53K | $626.7K | 0.0% | −$15.5K | Added$73.6K |
| Blackstone Inc. | BX | 5.32K | $611.4K | 0.0% | — | New |
| At&T Inc | — | 20.2K | $585.4K | 0.0% | $57.7K | Added$239.8K |
| Bank America Corp | — | 11.9K | $582.2K | 0.0% | −$69.5K | Added−$29.3K |
| Stryker Corp | SYK | 1.76K | $579.4K | 0.0% | −$41.8K | Cut−$70K |
| Pepsico Inc | PEP | 3.72K | $578K | 0.0% | $21.9K | Added$271.3K |
| D R Horton Inc | — | 3.81K | $522.5K | 0.0% | — | New |
| Mitsubishi Ufj Finl Group In | — | 30.4K | $516.7K | 0.0% | $33.5K | Added$37.7K |
| Oracle Corp | — | 3.5K | $514.4K | 0.0% | −$144.9K | Added−$76.3K |
| Analog Devices Inc | ADI | 1.49K | $474.3K | 0.0% | $58.6K | Added$135.9K |
| Netease Inc | — | 4.08K | $457.3K | 0.0% | −$102.7K | Added−$93.2K |
| Automatic Data Processing In | — | 2.23K | $453.5K | 0.0% | −$124.4K | Cut−$144.4K |
| Thermo Fisher Scientific Inc. | TMO | 900 | $442.4K | 0.0% | −$79.5K | Cut−$225.1K |
| Lam Research Corp | LRCX | 1.99K | $424.8K | 0.0% | $64.4K | Added$163.5K |
| Bristol-Myers Squibb Co | — | 6.94K | $421K | 0.0% | $46.6K | Cut−$367.6K |
| Vanguard Index Fds | — | 1.29K | $413.5K | 0.0% | −$18.6K | Cut−$102.1K |
| Xylem Inc. | XYL | 3.32K | $396.6K | 0.0% | −$55.1K | Added−$53.5K |
| Abbott Labs | ABT | 3.86K | $396.2K | 0.0% | −$82.6K | Added−$61.6K |
| Trane Technologies Plc | TT | 947 | $394.7K | 0.0% | $26.1K | Held |
| Comcast Corp New | — | 13.5K | $388.2K | 0.0% | −$12.9K | Added$62K |
| Intuitive Surgical Inc | ISRG | 839 | $386.8K | 0.0% | −$53.5K | Added$99.1K |
| Ebay Inc | EBAY | 4.17K | $380K | 0.0% | $12.9K | Added$93.8K |
| Boston Scientific Corp | BSX | 5.99K | $376.1K | 0.0% | −$195.4K | Cut−$198.2K |
| Select Sector Spdr Tr | — | 2.8K | $372.1K | 0.0% | — | New |
| Ptc Inc. | PTC | 2.48K | $353.5K | 0.0% | — | New |
| Lennar Corp | — | 3.9K | $339K | 0.0% | — | New |
| Delta Air Lines Inc Del | DAL | 5.09K | $338.4K | 0.0% | −$13.9K | Added$7.55K |
| Gartner Inc | IT | 2.12K | $334.9K | 0.0% | — | New |
| Accenture Plc Ireland | — | 1.68K | $333.7K | 0.0% | −$117.8K | Cut−$218.7K |
| Fortinet, Inc. | FTNT | 4.08K | $333K | 0.0% | — | New |
| Intuit Inc. | INTU | 712 | $308K | 0.0% | −$163.6K | Cut−$208K |
| Tjx Cos Inc New | — | 1.92K | $306.5K | 0.0% | $9.52K | Added$66.4K |
| Ishares Tr | — | 695 | $296.3K | 0.0% | −$32.6K | Cut−$66.2K |
| Shopify Inc. | SHOP | 2.44K | $289K | 0.0% | −$86.4K | Added−$39.4K |
| Cheniere Energy, Inc. | LNG | 1.01K | $286.6K | 0.0% | — | New |
| Smucker J M Co | — | 2.86K | $275.6K | 0.0% | −$3.91K | Cut−$50.1K |
| Expedia Group, Inc. | EXPE | 1.19K | $274.3K | 0.0% | −$49.8K | Added$5.15K |
| Schwab Strategic Tr | — | 10.6K | $272.7K | 0.0% | −$12.5K | Added$8.02K |
| Coinbase Global, Inc. | COIN | 1.55K | $270.6K | 0.0% | −$79.9K | Cut−$80.1K |
| Intel Corp | INTC | 5.92K | $261.2K | 0.0% | $42.8K | Cut$7.74K |
| Kla Corp | KLAC | 177 | $260.6K | 0.0% | $45.5K | Cut−$10.3K |
| Conocophillips | COP | 1.95K | $257.4K | 0.0% | — | New |
| Netflix Inc | NFLX | 2.67K | $257K | 0.0% | $6.39K | Cut−$738.8K |
| Ishares Tr | — | 771 | $253.5K | 0.0% | $21.2K | Held |
| Schwab Strategic Tr | — | 10.2K | $252.6K | 0.0% | $6.82K | Added$21.7K |
| Norfolk Southn Corp | — | 877 | $251.7K | 0.0% | −$1.51K | Cut−$70.8K |
| Idexx Labs Inc | — | 447 | $251.2K | 0.0% | — | New |
| Mastercard Inc | MA | 493 | $246.3K | 0.0% | −$35K | Added−$34K |
| Crowdstrike Hldgs Inc | — | 628 | $245.2K | 0.0% | — | New |
| Adobe Inc. | ADBE | 1K | $244.3K | 0.0% | −$82.4K | Added−$25.5K |
| Schwab Strategic Tr | — | 8.54K | $237.9K | 0.0% | $5.46K | Cut−$33.1K |
| American Express Co | AXP | 773 | $233.8K | 0.0% | −$52.2K | Cut−$68.4K |
| Parker-Hannifin Corp | PH | 261 | $233.7K | 0.0% | $4.25K | Cut−$23K |
| Ishares Tr | — | 1.45K | $229.1K | 0.0% | −$10.6K | Held |
| Ishares Tr | — | 1.93K | $229K | 0.0% | −$20.6K | Held |
| Robinhood Mkts Inc | — | 3.29K | $228K | 0.0% | −$144.1K | Cut−$60M |
| Home Depot, Inc. | HD | 686 | $225.7K | 0.0% | −$10.4K | Cut−$105.3K |
| T-Mobile Us Inc | — | 1.07K | $224.7K | 0.0% | $7.48K | Cut−$214.2K |
| Entegris Inc | ENTG | 1.85K | $217.1K | 0.0% | — | New |
| Match Group Inc New | — | 7.01K | $215.3K | 0.0% | — | New |
| Capital One Finl Corp | — | 1.18K | $215.3K | 0.0% | −$61.9K | Added−$35.1K |
| Nextera Energy Inc | — | 2.27K | $210.5K | 0.0% | $28.6K | Cut−$13.9K |
| Cigna Group | CI | 771 | $205.7K | 0.0% | — | New |
| Teledyne Technologies Inc | TDY | 338 | $204.5K | 0.0% | — | New |
| Koninklijke Philips N V | — | 7.42K | $203.3K | 0.0% | — | New |
| Vertiv Holdings Co | VRT | 810 | $203K | 0.0% | — | New |
| Coherent Corp. | COHR | 846 | $201.5K | 0.0% | — | New |
| Pacific Biosciences Calif In | — | 152.1K | $200.8K | 0.0% | — | New |
| Aon plc | AON | 622 | $200.8K | 0.0% | −$18.7K | Cut−$88.9K |
| Omada Health, Inc. | OMDA | 15.9K | $200K | 0.0% | −$51.1K | Held |
| Tmc The Metals Company Inc | — | 10K | $46.7K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.