Sponsored
The Analysis of MainStreet Investment Advisors LLC's Holdings & P&L
Currently, MainStreet Investment Advisors LLC holds 158 types of securities in its portfolio with a total value $664.5M. In the most recent quarter, they have increased their positions in EFIV (+37.5K shares, valued at $2.4M), N/A (+11.0K shares, valued at $2.1M), ESGD (+11.6K shares, valued at $1.1M); decreased their positions in CAT (-3.4K shares, valued at $2.4M), AAPL (-6.8K shares, valued at $1.7M), N/A (-5.3K shares, valued at $1.5M); initiated new positions in EFIV (+37.5K shares, valued at $2.4M), N/A (+11.0K shares, valued at $2.1M), ESGD (+11.6K shares, valued at $1.1M).
1M P&L
+18.0M+2.80%
3M P&L
+16.6M+2.57%
HY P&L
+55.3M+9.13%
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/A202.2M
32.7%
2Software - Infrastructure40.8M
6.6%
3Consumer Electronics38.1M
6.2%
Top Industries by Stock Count
1N/A41 stocks
28.5%
2Software - Application6 stocks
4.2%
3Drug Manufacturers - General5 stocks
3.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IJH
-3.02%iShares Core S&P Mid-Cap ETF
Shares635.1K
Event2026-03-31
Filed2026-05-11
EFA
-2.12%iShares MSCI EAFE ETF
Shares413.8K
Event2026-03-31
Filed2026-05-11
AAPL
-4.83%Apple Inc
Shares133.3K
Event2026-03-31
Filed2026-05-11
VGSH
-0.88%Vanguard Short-Term Treasury E
Shares500.4K
Event2026-03-31
Filed2026-05-11
MSFT
-3.62%Microsoft Corp
Shares68.0K
Event2026-03-31
Filed2026-05-11
Alphabet Inc
-7.17%Alphabet Inc
Shares68.8K
Event2026-03-31
Filed2026-05-11
IJR
-2.94%iShares Core S&P Small-Cap ETF
Shares153.9K
Event2026-03-31
Filed2026-05-11
JPM
-2.33%JPMorgan Chase & Co
Shares63.2K
Event2026-03-31
Filed2026-05-11
Blackrock Inc
-2.14%Blackrock Inc
Shares17.0K
Event2026-03-31
Filed2026-05-11
JNJ
-2.09%Johnson & Johnson
Shares62.9K
Event2026-03-31
Filed2026-05-11
VGIT
1.20%Vanguard Intermediate-Term Tre
Shares240.0K
Event2026-03-31
Filed2026-05-11
CAT
-15.54%Caterpillar Inc
Shares18.6K
Event2026-03-31
Filed2026-05-11
NVDA
-3.67%NVIDIA Corp
Shares75.2K
Event2026-03-31
Filed2026-05-11
Broadcom Inc
0.84%Broadcom Inc
Shares41.4K
Event2026-03-31
Filed2026-05-11
ABBV
-2.61%AbbVie Inc
Shares53.9K
Event2026-03-31
Filed2026-05-11
IVV
3.15%iShares Core S&P 500 ETF
Shares17.9K
Event2026-03-31
Filed2026-05-11
CVX
-4.02%Chevron Corp
Shares53.4K
Event2026-03-31
Filed2026-05-11
AMZN
-4.09%Amazon.com Inc
Shares50.9K
Event2026-03-31
Filed2026-05-11
PG
-4.44%Procter & Gamble Co/The
Shares72.7K
Event2026-03-31
Filed2026-05-11
VWO
-1.68%Vanguard FTSE Emerging Markets
Shares191.9K
Event2026-03-31
Filed2026-05-11
WM
-2.81%Waste Management Inc
Shares44.1K
Event2026-03-31
Filed2026-05-11
HD
-4.59%Home Depot Inc/The
Shares27.4K
Event2026-03-31
Filed2026-05-11
MCD
-3.74%McDonald's Corp
Shares28.2K
Event2026-03-31
Filed2026-05-11
PEP
-8.12%PepsiCo Inc
Shares54.6K
Event2026-03-31
Filed2026-05-11
HON
-5.81%Honeywell International Inc
Shares36.7K
Event2026-03-31
Filed2026-05-11
LMT
-1.97%Lockheed Martin Corp
Shares11.3K
Event2026-03-31
Filed2026-05-11
EMR
-4.56%Emerson Electric Co
Shares47.7K
Event2026-03-31
Filed2026-05-11
SO
-2.97%Southern Co/The
Shares64.3K
Event2026-03-31
Filed2026-05-11
CSCO
-5.77%Cisco Systems Inc
Shares71.7K
Event2026-03-31
Filed2026-05-11
GS
-1.00%Goldman Sachs Group Inc/The
Shares6.1K
Event2026-03-31
Filed2026-05-11
WMT
-5.64%Walmart Inc
Shares40.6K
Event2026-03-31
Filed2026-05-11
MCHP
-4.58%Microchip Technology Inc
Shares77.2K
Event2026-03-31
Filed2026-05-11
META
-3.99%Meta Platforms Inc
Shares8.7K
Event2026-03-31
Filed2026-05-11
V
-5.07%Visa Inc
Shares15.8K
Event2026-03-31
Filed2026-05-11
AEP
-2.36%American Electric Power Co Inc
Shares36.4K
Event2026-03-31
Filed2026-05-11
MO
-3.37%Altria Group Inc
Shares71.1K
Event2026-03-31
Filed2026-05-11
BND
0.61%Vanguard Total Bond Market ETF
Shares62.4K
Event2026-03-31
Filed2026-05-11
USB
-3.19%US Bancorp
Shares86.8K
Event2026-03-31
Filed2026-05-11
CME
-1.93%CME Group Inc
Shares14.9K
Event2026-03-31
Filed2026-05-11
TSLA
-2.71%Tesla Inc
Shares11.5K
Event2026-03-31
Filed2026-05-11
PAYX
-9.50%Paychex Inc
Shares45.3K
Event2026-03-31
Filed2026-05-11
ENB
-1.65%Enbridge Inc
Shares74.9K
Event2026-03-31
Filed2026-05-11
MAR
-6.06%Marriott International Inc/MD
Shares11.7K
Event2026-03-31
Filed2026-05-11
IBM
1.01%International Business Machine
Shares15.7K
Event2026-03-31
Filed2026-05-11
Medtronic PLC
-1.95%Medtronic PLC
Shares43.7K
Event2026-03-31
Filed2026-05-11
PSA
-6.55%Public Storage
Shares13.7K
Event2026-03-31
Filed2026-05-11
Merck & Co Inc
-0.61%Merck & Co Inc
Shares30.7K
Event2026-03-31
Filed2026-05-11
VZ
-6.81%Verizon Communications Inc
Shares73.0K
Event2026-03-31
Filed2026-05-11
INGR
-4.11%Ingredion Inc
Shares32.5K
Event2026-03-31
Filed2026-05-11
ACWI
0.00%iShares MSCI ACWI ETF
Shares26.1K
Event2026-03-31
Filed2026-05-11
PRU
-2.69%Prudential Financial Inc
Shares36.6K
Event2026-03-31
Filed2026-05-11
General Dynamics Corp
-4.00%General Dynamics Corp
Shares10.3K
Event2026-03-31
Filed2026-05-11
CMI
-1.91%Cummins Inc
Shares6.3K
Event2026-03-31
Filed2026-05-11
QCOM
-7.00%QUALCOMM Inc
Shares26.0K
Event2026-03-31
Filed2026-05-11
MS
-6.45%Morgan Stanley
Shares19.3K
Event2026-03-31
Filed2026-05-11
CDNS
-2.02%Cadence Design Systems Inc
Shares11.2K
Event2026-03-31
Filed2026-05-11
ICE
-5.98%Intercontinental Exchange Inc
Shares19.7K
Event2026-03-31
Filed2026-05-11
PANW
14.21%Palo Alto Networks Inc
Shares19.3K
Event2026-03-31
Filed2026-05-11
SCHD
26.89%Schwab US Dividend Equity ETF
Shares96.3K
Event2026-03-31
Filed2026-05-11
GPC
-8.80%Genuine Parts Co
Shares27.8K
Event2026-03-31
Filed2026-05-11
DE
-4.98%Deere & Co
Shares4.8K
Event2026-03-31
Filed2026-05-11
PREF
3.44%Principal Spectrum Preferred S
Shares140.3K
Event2026-03-31
Filed2026-05-11
BK
0.60%Bank of New York Mellon Corp/T
Shares22.1K
Event2026-03-31
Filed2026-05-11
SYY
-1.54%Sysco Corp
Shares36.6K
Event2026-03-31
Filed2026-05-11
BAC
-4.32%Bank of America Corp
Shares51.5K
Event2026-03-31
Filed2026-05-11
NEE
-3.93%NextEra Energy Inc
Shares26.4K
Event2026-03-31
Filed2026-05-11
EFIV
NewState Street SPDR S&P 500 ESG
Shares37.5K
Event2026-03-31
Filed2026-05-11
PFE
-8.92%Pfizer Inc
Shares83.5K
Event2026-03-31
Filed2026-05-11
LLY
13.17%Eli Lilly & Co
Shares2.5K
Event2026-03-31
Filed2026-05-11
RTX Corp
NewRTX Corp
Shares11.0K
Event2026-03-31
Filed2026-05-11
SYK
-6.20%Stryker Corp
Shares5.8K
Event2026-03-31
Filed2026-05-11
EOG
-44.18%EOG Resources Inc
Shares13.0K
Event2026-03-31
Filed2026-05-11
TMO
-0.53%Thermo Fisher Scientific Inc
Shares3.6K
Event2026-03-31
Filed2026-05-11
CMCSA
-1.23%Comcast Corp
Shares60.6K
Event2026-03-31
Filed2026-05-11
SPSB
14.15%State Street SPDR Portfolio Sh
Shares55.6K
Event2026-03-31
Filed2026-05-11
Berkshire Hathaway Inc
-2.92%Berkshire Hathaway Inc
Shares3.4K
Event2026-03-31
Filed2026-05-11
ORCL
-6.43%Oracle Corp
Shares10.8K
Event2026-03-31
Filed2026-05-11
Alphabet Inc
-12.59%Alphabet Inc
Shares5.2K
Event2026-03-31
Filed2026-05-11
ZTS
-1.67%Zoetis Inc
Shares12.1K
Event2026-03-31
Filed2026-05-11
DVY
17.94%iShares Select Dividend ETF
Shares9.4K
Event2026-03-31
Filed2026-05-11
AXP
-13.83%American Express Co
Shares4.7K
Event2026-03-31
Filed2026-05-11
Duke Energy Corp
-4.60%Duke Energy Corp
Shares10.5K
Event2026-03-31
Filed2026-05-11
AMP
-5.15%Ameriprise Financial Inc
Shares3.1K
Event2026-03-31
Filed2026-05-11
Marvell Technology Inc
-7.11%Marvell Technology Inc
Shares12.7K
Event2026-03-31
Filed2026-05-11
UBER
-4.26%Uber Technologies Inc
Shares17.1K
Event2026-03-31
Filed2026-05-11
iShares Gold Trust
-4.15%iShares Gold Trust
Shares13.8K
Event2026-03-31
Filed2026-05-11
Crown Castle Inc
-16.77%Crown Castle Inc
Shares14.4K
Event2026-03-31
Filed2026-05-11
URI
6.25%United Rentals Inc
Shares1.5K
Event2026-03-31
Filed2026-05-11
CTAS
-6.31%Cintas Corp
Shares6.6K
Event2026-03-31
Filed2026-05-11
ESGD
NewiShares ESG Aware MSCI EAFE ET
Shares11.6K
Event2026-03-31
Filed2026-05-11
MUB
-3.61%iShares National Muni Bond ETF
Shares10.3K
Event2026-03-31
Filed2026-05-11
Eaton Corp PLC
55.42%Eaton Corp PLC
Shares2.9K
Event2026-03-31
Filed2026-05-11
IJK
-5.30%iShares S&P Mid-Cap 400 Growth
Shares10.3K
Event2026-03-31
Filed2026-05-11
SUB
-4.81%iShares Short-Term National Mu
Shares9.6K
Event2026-03-31
Filed2026-05-11
NFLX
40.60%Netflix Inc
Shares10.6K
Event2026-03-31
Filed2026-05-11
IWM
-10.09%iShares Russell 2000 ETF
Shares4.0K
Event2026-03-31
Filed2026-05-11
AMD
44.99%Advanced Micro Devices Inc
Shares4.9K
Event2026-03-31
Filed2026-05-11
ABT
9.14%Abbott Laboratories
Shares9.5K
Event2026-03-31
Filed2026-05-11
XJH
1.69%iShares ESG Select Screened S&
Shares21.0K
Event2026-03-31
Filed2026-05-11
CRM
-6.80%Salesforce Inc
Shares5.0K
Event2026-03-31
Filed2026-05-11
HSY
NewHershey Co/The
Shares4.3K
Event2026-03-31
Filed2026-05-11
PNC
-0.39%PNC Financial Services Group I
Shares4.3K
Event2026-03-31
Filed2026-05-11
SCHB
-2.00%Schwab US Broad Market ETF
Shares35.5K
Event2026-03-31
Filed2026-05-11
DIS
-13.43%Walt Disney Co/The
Shares9.2K
Event2026-03-31
Filed2026-05-11
TMUS
0.97%T-Mobile US Inc
Shares4.2K
Event2026-03-31
Filed2026-05-11
IJJ
-0.15%iShares S&P Mid-Cap 400 Value
Shares6.6K
Event2026-03-31
Filed2026-05-11
MA
-6.31%Mastercard Inc
Shares1.6K
Event2026-03-31
Filed2026-05-11
ESGE
-9.89%iShares ESG Aware MSCI EM ETF
Shares17.9K
Event2026-03-31
Filed2026-05-11
IEMG
9.18%iShares Core MSCI Emerging Mar
Shares11.6K
Event2026-03-31
Filed2026-05-11
XOM
145.45%Exxon Mobil Corp
Shares4.7K
Event2026-03-31
Filed2026-05-11
PLD
10.90%Prologis Inc
Shares5.4K
Event2026-03-31
Filed2026-05-11
AMAT
-8.93%Applied Materials Inc
Shares2.1K
Event2026-03-31
Filed2026-05-11
IEFA
-1.31%iShares Core MSCI EAFE ETF
Shares7.5K
Event2026-03-31
Filed2026-05-11
XJR
NewiShares ESG Select Screened S&
Shares15.2K
Event2026-03-31
Filed2026-05-11
PLTR
65.37%Palantir Technologies Inc
Shares4.4K
Event2026-03-31
Filed2026-05-11
LFUS
9.33%Littelfuse Inc
Shares1.9K
Event2026-03-31
Filed2026-05-11
XLK
-43.71%State Street Technology Select
Shares4.4K
Event2026-03-31
Filed2026-05-11
EVRG
-1.72%Evergy Inc
Shares7.1K
Event2026-03-31
Filed2026-05-11
PSTG
-0.97%Everpure Inc
Shares9.8K
Event2026-03-31
Filed2026-05-11
CHD
-4.51%Church & Dwight Co Inc
Shares6.0K
Event2026-03-31
Filed2026-05-11
TSCO
14.92%Tractor Supply Co
Shares12.2K
Event2026-03-31
Filed2026-05-11
EFV
5.55%iShares MSCI EAFE Value ETF
Shares7.3K
Event2026-03-31
Filed2026-05-11
EQIX
-4.17%Equinix Inc
Shares551
Event2026-03-31
Filed2026-05-11
WAT
-1.42%Waters Corp
Shares1.8K
Event2026-03-31
Filed2026-05-11
ZION
-1.44%Zions Bancorp NA
Shares9.2K
Event2026-03-31
Filed2026-05-11
HXL
2.59%Hexcel Corp
Shares6.5K
Event2026-03-31
Filed2026-05-11
Arista Networks Inc
NewArista Networks Inc
Shares4.0K
Event2026-03-31
Filed2026-05-11
EFG
12.79%iShares MSCI EAFE Growth ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
SLGN
-2.18%Silgan Holdings Inc
Shares12.4K
Event2026-03-31
Filed2026-05-11
DSI
-74.01%iShares ESG MSCI KLD 400 ETF
Shares3.9K
Event2026-03-31
Filed2026-05-11
XLG
0.00%Invesco Exchange-Traded Fund T
Shares8.6K
Event2026-03-31
Filed2026-05-11
SLB
NewSLB Ltd
Shares9.0K
Event2026-03-31
Filed2026-05-11
AMGN
-7.36%Amgen Inc
Shares1.3K
Event2026-03-31
Filed2026-05-11
MLM
-3.53%Martin Marietta Materials Inc
Shares765
Event2026-03-31
Filed2026-05-11
BWA
0.67%BorgWarner Inc
Shares8.2K
Event2026-03-31
Filed2026-05-11
VNQ
-3.43%Vanguard Real Estate ETF
Shares4.5K
Event2026-03-31
Filed2026-05-11
ADSK
-8.19%Autodesk Inc
Shares1.5K
Event2026-03-31
Filed2026-05-11
ROK
-5.93%Rockwell Automation Inc
Shares1.0K
Event2026-03-31
Filed2026-05-11
XLB
0.00%State Street Materials Select
Shares7.3K
Event2026-03-31
Filed2026-05-11
BNDX
0.00%Vanguard Total International B
Shares7.2K
Event2026-03-31
Filed2026-05-11
VV
0.00%Vanguard Large-Cap ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
APD
-7.75%Air Products and Chemicals Inc
Shares1.1K
Event2026-03-31
Filed2026-05-11
General Electric Co
NewGeneral Electric Co
Shares1.1K
Event2026-03-31
Filed2026-05-11
RGA
-7.82%Reinsurance Group of America I
Shares1.5K
Event2026-03-31
Filed2026-05-11
Lam Research Corp
NewLam Research Corp
Shares1.4K
Event2026-03-31
Filed2026-05-11
MKL
-7.74%Markel Group Inc
Shares155
Event2026-03-31
Filed2026-05-11
VB
-6.36%Vanguard Small-Cap ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
SMMD
NewiShares Russell 2500 ETF
Shares3.8K
Event2026-03-31
Filed2026-05-11
JCI
-7.18%Johnson Controls International
Shares2.2K
Event2026-03-31
Filed2026-05-11
BKR
-3.25%Baker Hughes Co
Shares4.3K
Event2026-03-31
Filed2026-05-11
L
-0.21%Loews Corp
Shares2.4K
Event2026-03-31
Filed2026-05-11
IUSG
0.00%iShares Core S&P U.S. Growth E
Shares1.6K
Event2026-03-31
Filed2026-05-11
IWV
0.00%iShares Russell 3000 ETF
Shares619
Event2026-03-31
Filed2026-05-11
XLV
0.00%State Street Health Care Selec
Shares1.5K
Event2026-03-31
Filed2026-05-11
TSPA
-1.80%T Rowe Price US Equity Researc
Shares5.5K
Event2026-03-31
Filed2026-05-11
IWR
0.00%iShares Russell Mid-Cap ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
OSK
NewOshkosh Corp
Shares1.4K
Event2026-03-31
Filed2026-05-11
OC
-37.07%Owens Corning
Shares1.9K
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available