Main Street Research LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Main Street Research LLC held in its portfolio 129 assets valued at $1,748,175,977 (i.e. $1.75B).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($111.13M), ALPHABET INC ($93.13M), and MICROSOFT CORP ($81.35M).

The chart below shows the top 10 valuable assets, and the table below shows the top 129 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Main Street Research LLC Portfolio
NVIDIA CORPORATION
ALPHABET INC
MICROSOFT CORP
ISHARES TR
APPLE INC
PALANTIR TECHNOLOGIES INC
JPMORGAN CHASE & CO.
BROADCOM INC
TAIWAN SEMICONDUCTOR MFG LTD
VISA INC
Main Street Research LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORPORATION 595844 111124969 COM
ALPHABET INC 297544 93131345 CAP STK CL A
MICROSOFT CORP 168207 81348219 COM
ISHARES TR 1907800 79135544 INTERNATIONAL SL
APPLE INC 290937 79094032 COM
PALANTIR TECHNOLOGIES INC 440250 78254438 CL A
JPMORGAN CHASE & CO. 221919 71506834 COM
BROADCOM INC 205395 71087373 COM
TAIWAN SEMICONDUCTOR MFG LTD 218147 66466466 SPONSORED ADS
VISA INC 174088 61054526 COM CL A
ROBINHOOD MKTS INC 532399 60214327 COM CL A
AMAZON COM INC 259849 59978274 COM
META PLATFORMS INC 86547 57128729 CL A
MCKESSON CORP 67361 55311065 COM
COSTCO WHSL CORP NEW 62366 53780457 COM
SPDR SERIES TRUST 360526 43958935 STATE STREET SPD
ASML HOLDING N V 40118 42920643 N Y REGISTRY SHS
BARCLAYS PLC 1682837 42828202 ADR
AMPHENOL CORP NEW 295357 39988020 CL A
WORLD GOLD TR 462316 39467917 SPDR GLD MINIS
WALMART INC 338395 37779673 COM
JOHNSON & JOHNSON 179318 37109906 COM
UBER TECHNOLOGIES INC 446905 36516608 COM
CAMECO CORP 381868 34937103 COM
ISHARES INC 355461 34557918 MSCI STH KOR ETF
ASTRAZENECA PLC 371217 34125979 SPONSORED ADR
CATERPILLAR INC 59559 34119564 COM
GE VERNOVA INC 49161 32130155 COM
ICICI BANK LIMITED 1022131 30459504 ADR
PROCTER AND GAMBLE CO 151084 21651848 COM
BOOKING HOLDINGS INC 3807 20387741 COM
ISHARES BITCOIN TRUST ETF 179540 8914161 SHS BEN INT
ALPHABET INC 20091 6304687 CAP STK CL C
BERKSHIRE HATHAWAY INC DEL 12116 6090107 CL B NEW
TESLA INC 12748 5733245 COM
MCDONALDS CORP 18588 5681083 COM
AUTODESK INC 14291 4230279 COM
FAIR ISAAC CORP 2492 4213025 COM
BERKSHIRE HATHAWAY INC DEL 5 3774000 CL A
SCHWAB CHARLES CORP 31782 3175380 COM
ISHARES INC 15138 2812186 MSCI WORLD ETF
EXXON MOBIL CORP 23209 2792971 COM
ISHARES TR 31573 2672339 CORE MSCI TOTAL
PALO ALTO NETWORKS INC 13235 2437887 COM
ABBVIE INC 9355 2137486 COM
WELLS FARGO CO NEW 19846 1849647 COM
SPDR S&P 500 ETF TR 2663 1820969 TR UNIT
SALESFORCE INC 6364 1688535 COM
ELI LILLY & CO 1419 1525455 COM
MICRON TECHNOLOGY INC 5323 1519857 COM
CHEVRON CORP NEW 9520 1451005 COM
3M CO 8059 1290246 COM
ISHARES TR 22763 1109696 CORE 1 5 YR USD
RTX CORPORATION 5496 1008004 COM
NETFLIX INC 10621 995825 COM
CLOROX CO DEL 9125 920074 COM
SCHWAB STRATEGIC TR 38493 884184 5 10YR CORP BD
ISHARES TR 1260 863224 CORE S&P500 ETF
INVESCO QQQ TR 1345 826472 UNIT SER 1
MERCK & CO INC 7784 825960 COM
ISHARES TR 15941 804223 10+ YR INVST GRD
BRISTOL-MYERS SQUIBB CO 14620 788588 COM
CISCO SYS INC 9684 745952 COM
ADVANCED MICRO DEVICES INC 3422 732856 COM
THERMO FISHER SCIENTIFIC INC 1151 667445 COM
STRYKER CORPORATION 1843 649426 COM
BANK AMERICA CORP 11118 611490 COM
HSBC HLDGS PLC 7696 605444 SPON ADR NEW
AUTOMATIC DATA PROCESSING IN 2309 597886 COM
ORACLE CORP 3031 590761 COM
BOSTON SCIENTIFIC CORP 6023 574293 COM
CITIGROUP INC 4740 553111 COM NEW
ACCENTURE PLC IRELAND 2059 552430 SHS CLASS A
NETEASE INC 4000 550480 SPONSORED ADS
UNION PAC CORP 2342 541751 COM
COLGATE PALMOLIVE CO 6618 522954 COM
VANGUARD SPECIALIZED FUNDS 2361 518901 DIV APP ETF
INTUIT 779 516048 COM
VANGUARD INDEX FDS 1538 515645 TOTAL STK MKT
ISHARES TR 3405 506289 CORE S&P TTL STK
CURTISS WRIGHT CORP 917 505515 COM
MITSUBISHI UFJ FINL GROUP IN 30205 479051 SPONSORED ADS
ABBOTT LABS 3654 457810 COM
XYLEM INC 3305 450075 COM
T-MOBILE US INC 2162 438972 COM
HUT 8 CORP 8986 412817 COM
TRANE TECHNOLOGIES PLC 947 368572 SHS
ISHARES TR 766 362548 RUS 1000 GRW ETF
COINBASE GLOBAL INC 1551 350743 COM CL A
AT&T INC 13914 345624 COM
ANALOG DEVICES INC 1248 338458 COM
HOME DEPOT INC 962 331024 COM
DELTA AIR LINES INC DEL 4768 330899 COM NEW
SHOPIFY INC 2040 328379 CL A SUB VTG SHS
COMCAST CORP NEW 10912 326160 CL A
SMUCKER J M CO 3330 325707 COM NEW
NORFOLK SOUTHN CORP 1117 322500 COM
VANGUARD INDEX FDS 513 321718 S&P 500 ETF SHS
TEXAS INSTRS INC 1842 319569 COM
SPDR DOW JONES INDL AVERAGE 640 308233 UT SER 1
PEPSICO INC 2116 306734 COM
AMERICAN EXPRESS CO 817 302249 COM
TRIMBLE INC 3762 294753 COM
AON PLC 821 289714 SHS CL A
INTUITIVE SURGICAL INC 508 287711 COM NEW
EBAY INC. 3286 286211 COM
MASTERCARD INCORPORATED 491 280302 CL A
SPDR GOLD TR 689 273058 GOLD SHS
SCHWAB STRATEGIC TR 9959 270983 FUNDAMENTAL US L
KLA CORP 223 270963 COM NEW
ADOBE INC 771 269842 COM
EXPEDIA GROUP INC 950 269145 COM NEW
SCHWAB STRATEGIC TR 9835 264655 US LRG CAP ETF
LAM RESEARCH CORP 1524 261275 COM NEW
PARKER-HANNIFIN CORP 292 256656 COM
LINDE PLC 600 255834 SHS
INTEL CORP 6869 253466 COM
INTERNATIONAL BUSINESS MACHS 848 251186 COM
OMADA HEALTH INC 15909 251044 COM
CAPITAL ONE FINL CORP 1033 250358 COM
ISHARES TR 1932 249537 EXPND TEC SC ETF
TJX COS INC NEW 1563 240092 COM
ISHARES TR 1446 239761 DOW JONES US ETF
ISHARES TR 771 232303 ISHARES SEMICDTR
SCHWAB STRATEGIC TR 9606 230928 INTL EQTY ETF
GILEAD SCIENCES INC 1829 224491 COM
NEXTERA ENERGY INC 2795 224383 COM
BROOKFIELD CORP 4628 212379 CL A LTD VT SH
HIMS & HERS HEALTH INC 6200 201314 COM CL A