Sponsored

The Analysis of Main Street Research LLC's Holdings & P&L

Currently, Main Street Research LLC holds 148 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in GLW (+387.7K shares, valued at $52.7M), BHP (+519.2K shares, valued at $37.8M), N/A (+190.6K shares, valued at $37.6M); decreased their positions in V (-163.8K shares, valued at $49.5M), PLTR (-272.6K shares, valued at $39.9M), MSFT (-100.7K shares, valued at $37.3M); initiated new positions in GLW (+387.7K shares, valued at $52.7M), BHP (+519.2K shares, valued at $37.8M), N/A (+190.6K shares, valued at $37.6M).

1M P&L

+76.7M+4.72%

3M P&L

+147.6M+9.50%

HY P&L

+349.5M+25.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A270.4M

18.0%

2Semiconductors224.1M

14.9%

3Banks - Diversified125.3M

8.3%

Top Industries by Stock Count

1N/A24 stocks

18.3%

2Software - Application9 stocks

6.9%

3Semiconductors9 stocks

6.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION620.8K shares4.18%2026-03-312026-04-30

AAPL APPLE INC403.6K shares38.72%2026-03-312026-04-30

ALPHABET INC ALPHABET INC311.8K shares4.79%2026-03-312026-04-30

ISCF ISHARES TR2.0M shares2.66%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC223.2K shares2.30%2026-03-312026-04-30

XBI SPDR SERIES TRUST567.5K shares57.40%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO223.8K shares0.83%2026-03-312026-04-30

BROADCOM INC BROADCOM INC212.4K shares3.41%2026-03-312026-04-30

Sponsored

MCK MCKESSON CORP67.8K shares0.61%2026-03-312026-04-30

AMZN AMAZON COM INC269.2K shares3.60%2026-03-312026-04-30

ASML ASML HLDG NV41.7K shares3.91%2026-03-312026-04-30

GLW CORNING INC387.7K sharesnew addition2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION46.1K shares-26.02%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON186.9K shares4.22%2026-03-312026-04-30

EWY ISHARES INC361.9K shares1.80%2026-03-312026-04-30

GEV GE VERNOVA INC50.7K shares3.11%2026-03-312026-04-30

Sponsored

GLDM WORLD GOLD TR469.5K shares1.54%2026-03-312026-04-30

CAT CATERPILLAR INC61.1K shares2.60%2026-03-312026-04-30

WMT WALMART INC344.9K shares1.91%2026-03-312026-04-30

CCJ CAMECO CORP389.1K shares1.89%2026-03-312026-04-30

META META PLATFORMS INC71.0K shares-18.01%2026-03-312026-04-30

APH AMPHENOL CORP301.0K shares1.93%2026-03-312026-04-30

BHP BHP BILLITON LIMITED519.2K sharesnew addition2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC190.6K sharesnew addition2026-03-312026-04-30

Sponsored

MU MICRON TECHNOLOGY INC109.1K shares1949.77%2026-03-312026-04-30

RY ROYAL BK CDA222.6K sharesnew addition2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC112.9K sharesnew addition2026-03-312026-04-30

MSFT MICROSOFT CORP67.5K shares-59.85%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC167.6K shares-61.92%2026-03-312026-04-30

PG PROCTER & GAMBLE CO151.6K shares0.36%2026-03-312026-04-30

BCS BARCLAYS PLC851.0K shares-49.43%2026-03-312026-04-30

FICO FAIR ISAAC CORP8.5K shares239.65%2026-03-312026-04-30

Sponsored

IBIT ISHARES BITCOIN TRUST ETF196.1K shares9.22%2026-03-312026-04-30

ALPHABET INC ALPHABET INC23.4K shares16.65%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.0K shares-1.14%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC34.0K shares157.08%2026-03-312026-04-30

MCD MCDONALDS CORP15.5K shares-16.70%2026-03-312026-04-30

TSLA TESLA INC12.3K shares-3.22%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP46.4K shares45.87%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC35.0K sharesnew addition2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP23.9K shares3.08%2026-03-312026-04-30

WFC WELLS FARGO & CO46.9K shares136.23%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-30

CVX CHEVRON CORPORATION16.9K shares77.01%2026-03-312026-04-30

ADSK AUTODESK INC14.4K shares0.78%2026-03-312026-04-30

IXUS ISHARES TR38.6K shares22.20%2026-03-312026-04-30

V VISA INC10.2K shares-94.11%2026-03-312026-04-30

LLY ELI LILLY & CO2.9K shares104.93%2026-03-312026-04-30

Sponsored

URTH ISHARES INC14.7K shares-2.62%2026-03-312026-04-30

ABBV ABBVIE INC10.3K shares9.65%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T3.3K shares22.53%2026-03-312026-04-30

IVV ISHARES TR2.6K shares102.70%2026-03-312026-04-30

CRM SALESFORCE INC6.9K shares8.80%2026-03-312026-04-30

RTX RTX CORPORATION6.1K shares10.37%2026-03-312026-04-30

ISTB ISHARES TR24.1K shares5.69%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC9.5K shares22.32%2026-03-312026-04-30

Sponsored

MMM 3M CO7.9K shares-2.35%2026-03-312026-04-30

DIS DISNEY WALT CO10.7K sharesnew addition2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.8K shares31.52%2026-03-312026-04-30

SCHI SCHWAB STRATEGIC TR44.3K shares15.15%2026-03-312026-04-30

UNP UNION PAC CORP4.1K shares76.30%2026-03-312026-04-30

CLX CLOROX CO DEL9.5K shares4.52%2026-03-312026-04-30

IGLB ISHARES TR18.8K shares17.63%2026-03-312026-04-30

PHM PULTE GROUP INC7.4K sharesnew addition2026-03-312026-04-30

Sponsored

CRUS CIRRUS LOGIC INC5.7K sharesnew addition2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC11.5K shares-97.43%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares159.65%2026-03-312026-04-30

CSCO CISCO SYS INC10.1K shares3.85%2026-03-312026-04-30

GLD SPDR GOLD TR1.8K shares162.12%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC874 sharesnew addition2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND1.5K shares134.69%2026-03-312026-04-30

CW CURTISS WRIGHT CORP1.0K shares10.36%2026-03-312026-04-30

Sponsored

TXN TEXAS INSTRS INC3.5K shares91.48%2026-03-312026-04-30

ON ON SEMICONDUCTOR CORP10.3K sharesnew addition2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC3.1K shares-8.09%2026-03-312026-04-30

HSBC HSBC HLDGS PLC7.7K shares0.48%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO7.5K shares13.09%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC5.5K shares16.58%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC5.3K sharesnew addition2026-03-312026-04-30

T AT&T INC20.2K shares45.13%2026-03-312026-04-30

Sponsored

BAC BANK AMERICA CORP11.9K shares7.42%2026-03-312026-04-30

SYK STRYKER CORPORATION1.8K shares-4.34%2026-03-312026-04-30

PEP PEPSICO INC3.7K shares75.90%2026-03-312026-04-30

DHI D R HORTON INC3.8K sharesnew addition2026-03-312026-04-30

MUFG MITSUBISHI UFJ FINANCIAL GRO30.4K shares0.80%2026-03-312026-04-30

ORCL ORACLE CORP3.5K shares15.37%2026-03-312026-04-30

ADI ANALOG DEVICES INC1.5K shares19.47%2026-03-312026-04-30

NTES NETEASE COM INC4.1K shares2.13%2026-03-312026-04-30

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.2K shares-3.33%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC900 shares-21.81%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares30.45%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO6.9K shares-52.52%2026-03-312026-04-30

VTI VANGUARD INDEX FDS1.3K shares-16.19%2026-03-312026-04-30

XYL XYLEM INC3.3K shares0.42%2026-03-312026-04-30

ABT ABBOTT LABORATORIES3.9K shares5.61%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC947 shares0.00%2026-03-312026-04-30

Sponsored

CMCSA COMCAST CORP NEW13.5K shares23.90%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC839 shares65.16%2026-03-312026-04-30

EBAY EBAY INC.4.2K shares27.05%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP6.0K shares-0.50%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR2.8K sharesnew addition2026-03-312026-04-30

PTC PTC INC2.5K sharesnew addition2026-03-312026-04-30

LEN LENNAR CORP3.9K sharesnew addition2026-03-312026-04-30

DAL DELTA AIR LINES INC5.1K shares6.77%2026-03-312026-04-30

Sponsored

IT GARTNER INC2.1K sharesnew addition2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-18.26%2026-03-312026-04-30

FTNT FORTINET INC4.1K sharesnew addition2026-03-312026-04-30

INTU INTUIT712 shares-8.60%2026-03-312026-04-30

TJX TJX COS INC NEW1.9K shares22.78%2026-03-312026-04-30

IWF ISHARES TR695 shares-9.27%2026-03-312026-04-30

SHOP SHOPIFY INC2.4K shares19.41%2026-03-312026-04-30

LNG CHENIERE ENERGY INC1.0K sharesnew addition2026-03-312026-04-30

Sponsored

SJM SMUCKER J M CO2.9K shares-14.17%2026-03-312026-04-30

EXPE EXPEDIA GROUP INC1.2K shares25.05%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR10.6K shares8.13%2026-03-312026-04-30

COIN COINBASE GLOBAL INC1.6K shares-0.06%2026-03-312026-04-30

INTC INTEL CORP5.9K shares-13.83%2026-03-312026-04-30

KLAC KLA CORP177 shares-20.63%2026-03-312026-04-30

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-30

NFLX NETFLIX INC.2.7K shares-74.83%2026-03-312026-04-30

Sponsored

SOXX ISHARES TR771 shares0.00%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR10.2K shares6.25%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP877 shares-21.49%2026-03-312026-04-30

IDXX IDEXX LABS INC447 sharesnew addition2026-03-312026-04-30

MA MASTERCARD INCORPORATED493 shares0.41%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC628 sharesnew addition2026-03-312026-04-30

ADBE ADOBE INC1.0K shares30.35%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR8.5K shares-14.24%2026-03-312026-04-30

Sponsored

AXP AMERICAN EXPRESS CO773 shares-5.39%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP261 shares-10.62%2026-03-312026-04-30

IYY ISHARES TR1.4K shares0.00%2026-03-312026-04-30

IGM ISHARES TR1.9K shares0.00%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC3.3K shares-99.38%2026-03-312026-04-30

HD HOME DEPOT INC686 shares-28.69%2026-03-312026-04-30

TMUS T-MOBILE US INC1.1K shares-50.51%2026-03-312026-04-30

ENTG ENTEGRIS INC1.9K sharesnew addition2026-03-312026-04-30

Sponsored

MATCH GROUP INC NEW MATCH GROUP INC NEW7.0K sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP1.2K shares14.23%2026-03-312026-04-30

NEE NEXTERA ENERGY INC2.3K shares-18.93%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP771 sharesnew addition2026-03-312026-04-30

TDY TELEDYNE TECHNOLOGIES INC338 sharesnew addition2026-03-312026-04-30

PHG KONINKLIJKE PHILIPS N V7.4K sharesnew addition2026-03-312026-04-30

VRT VERTIV HOLDINGS CO810 sharesnew addition2026-03-312026-04-30

COHERENT CORP COHERENT CORP846 sharesnew addition2026-03-312026-04-30

Sponsored

PACB PACIFIC BIOSCIENCES CALIF IN152.1K sharesnew addition2026-03-312026-04-30

AON PLC AON PLC622 shares-24.24%2026-03-312026-04-30

OMDA OMADA HEALTH INC15.9K shares0.00%2026-03-312026-04-30

TMC TMC THE METALS COMPANY INC10.0K sharesnew addition2026-03-312026-04-30

NVDA

NVIDIA CORPORATION

4.18%

Shares620.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

38.72%

Shares403.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

4.79%

Shares311.8K

Event2026-03-31

Filed2026-04-30

ISCF

ISHARES TR

2.66%

Shares2.0M

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.30%

Shares223.2K

Event2026-03-31

Filed2026-04-30

XBI

SPDR SERIES TRUST

57.40%

Shares567.5K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

0.83%

Shares223.8K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

3.41%

Shares212.4K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

0.61%

Shares67.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

3.60%

Shares269.2K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV

3.91%

Shares41.7K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

New

Shares387.7K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

-26.02%

Shares46.1K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

4.22%

Shares186.9K

Event2026-03-31

Filed2026-04-30

EWY

ISHARES INC

1.80%

Shares361.9K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

3.11%

Shares50.7K

Event2026-03-31

Filed2026-04-30

GLDM

WORLD GOLD TR

1.54%

Shares469.5K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

2.60%

Shares61.1K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

1.91%

Shares344.9K

Event2026-03-31

Filed2026-04-30

CCJ

CAMECO CORP

1.89%

Shares389.1K

Event2026-03-31

Filed2026-04-30