Main-Street-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "BSX",
  null,
  null,
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "QCOM",
  "ISRG",
  "BKNG",
  "META",
  "LOCL",
  null,
  "LIN",
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "FICO",
  "BX",
  "ORCL",
  "IWF",
  "PANW",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "MRK",
  null,
  "NOW",
  "RTX",
  "SAP",
  "IBM",
  "SYK",
  "TXN",
  "TMO",
  "SCHW",
  "TSM",
  "ADSK",
  "AON",
  "FTNT",
  null,
  "NVO",
  "AMZN",
  null,
  "HIMS",
  "NTES",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "XYL",
  "NSC",
  "SJM",
  "TRMB",
  "CRM",
  "DIA",
  "GEV",
  "MELI",
  "MCK",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRH",
  "CW",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 101
Total Value: 1530416622
Accession Number: 0001420506-25-000840
Form Type: 13F-HR
CIK: main-street-research
Manager Name: Main-Street-Research

Data Enrichment

93% identified

94 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LINDE PLC

LIN|G54950103

Shares:70.3K

Value:$32.7M

% of Portfolio:2.1% ($32.7M/$1.5B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:530.3K

Value:$32.7M

% of Portfolio:2.1% ($32.7M/$1.5B)

CATERPILLAR INC

CAT|149123101

Shares:98.6K

Value:$32.5M

% of Portfolio:2.1% ($32.5M/$1.5B)

ICICI BANK LTD

IBN|45104G104

Shares:1.0M

Value:$32.3M

% of Portfolio:2.1% ($32.3M/$1.5B)

SAP SE

SAP|803054204

Shares:119.8K

Value:$32.2M

% of Portfolio:2.1% ($32.2M/$1.5B)

Fortinet, Inc.

FTNT|34959E109

Shares:318.9K

Value:$30.7M

% of Portfolio:2.0% ($30.7M/$1.5B)

ORACLE CORP

ORCL|68389X105

Shares:217.6K

Value:$30.4M

% of Portfolio:2.0% ($30.4M/$1.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:251.7K

Value:$29.9M

% of Portfolio:2.0% ($29.9M/$1.5B)

MERCADOLIBRE INC

MELI|58733R102

Shares:15.2K

Value:$29.7M

% of Portfolio:1.9% ($29.7M/$1.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:175.0K

Value:$29.2M

% of Portfolio:1.9% ($29.2M/$1.5B)

MORGAN STANLEY

MS|617446448

Shares:134.4K

Value:$15.7M

% of Portfolio:1.0% ($15.7M/$1.5B)

ASTRAZENECA PLC

AZN|046353108

Shares:202.5K

Value:$14.9M

% of Portfolio:1.0% ($14.9M/$1.5B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:25.6K

Value:$14.0M

% of Portfolio:0.9% ($14.0M/$1.5B)

GE Vernova Inc.

GEV|36828A101

Shares:44.5K

Value:$13.6M

% of Portfolio:0.9% ($13.6M/$1.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:17.0K

Value:$13.5M

% of Portfolio:0.9% ($13.5M/$1.5B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:153.6K

Value:$13.5M

% of Portfolio:0.9% ($13.5M/$1.5B)

46438F101

Shares:280.6K

Value:$13.1M

% of Portfolio:0.9% ($13.1M/$1.5B)

MCDONALDS CORP

MCD|580135101

Shares:19.7K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.5B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.5B)

FAIR ISAAC CORP

FICO|303250104

Shares:2.9K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	70.3K	QoQ +5.67% (+3.8K) YoY +16.03% (+9.7K)	All Managers (Combined)	$32.7M	2.1% ($32.7M/$1.5B)	QoQ +17.53% (+$4.9M) YoY +16.36% (+$4.6M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	530.3K	QoQ +4721.74% (+519.3K) YoY +3321.92% (+514.8K)	All Managers (Combined)	$32.7M	2.1% ($32.7M/$1.5B)	QoQ +4926.06% (+$32.1M) YoY +4130.86% (+$32.0M)
CATERPILLAR INC(CATcusip149123101)	98.6K	QoQ +2.15% (-2.1K) YoY +9.92% (-8.9K)	All Managers (Combined)	$32.5M	2.1% ($32.5M/$1.5B)	QoQ -7.12% (-$2.5M) YoY -1.06% (-$350.1K)
ICICI BANK LTD(IBNcusip45104G104)	1.0M	QoQ +2.01% (+20.2K) YoY +15.20% (+135.1K)	All Managers (Combined)	$32.3M	2.1% ($32.3M/$1.5B)	QoQ +7.68% (+$2.3M) YoY +37.50% (+$8.8M)
SAP SE(SAPcusip803054204)	119.8K	QoQ NEW(+119.8K) YoY NEW(+119.8K)	All Managers (Combined)	$32.2M	2.1% ($32.2M/$1.5B)	QoQ NEW(+$32.2M) YoY NEW(+$32.2M)
Fortinet, Inc.(FTNTcusip34959E109)	318.9K	QoQ NEW(+318.9K) YoY NEW(+318.9K)	All Managers (Combined)	$30.7M	2.0% ($30.7M/$1.5B)	QoQ NEW(+$30.7M) YoY NEW(+$30.7M)
ORACLE CORP(ORCLcusip68389X105)	217.6K	QoQ +2.96% (-6.3K) YoY +11.11% (+21.8K)	All Managers (Combined)	$30.4M	2.0% ($30.4M/$1.5B)	QoQ -13.61% (-$4.8M) YoY +23.67% (+$5.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	251.7K	QoQ +3.61% (+8.8K) YoY +14.83% (+32.5K)	All Managers (Combined)	$29.9M	2.0% ($29.9M/$1.5B)	QoQ +14.56% (+$3.8M) YoY +17.52% (+$4.5M)
MERCADOLIBRE INC(MELIcusip58733R102)	15.2K	QoQ +1.50% (+226) YoY NEW(+15.2K)	All Managers (Combined)	$29.7M	1.9% ($29.7M/$1.5B)	QoQ +16.45% (+$4.2M) YoY NEW(+$29.7M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	175.0K	QoQ +1.29% (-2.2K) YoY NEW(+175.0K)	All Managers (Combined)	$29.2M	1.9% ($29.2M/$1.5B)	QoQ -14.77% (-$5.1M) YoY NEW(+$29.2M)
MORGAN STANLEY(MScusip617446448)	134.4K	QoQ NEW(+134.4K) YoY NEW(+134.4K)	All Managers (Combined)	$15.7M	1.0% ($15.7M/$1.5B)	QoQ NEW(+$15.7M) YoY NEW(+$15.7M)
ASTRAZENECA PLC(AZNcusip046353108)	202.5K	QoQ NEW(+202.5K) YoY NEW(+202.5K)	All Managers (Combined)	$14.9M	1.0% ($14.9M/$1.5B)	QoQ NEW(+$14.9M) YoY NEW(+$14.9M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	25.6K	QoQ NEW(+25.6K) YoY NEW(+25.6K)	All Managers (Combined)	$14.0M	0.9% ($14.0M/$1.5B)	QoQ NEW(+$14.0M) YoY NEW(+$14.0M)
GE Vernova Inc.(GEVcusip36828A101)	44.5K	QoQ NEW(+44.5K) YoY NEW(+44.5K)	All Managers (Combined)	$13.6M	0.9% ($13.6M/$1.5B)	QoQ NEW(+$13.6M) YoY NEW(+$13.6M)
ServiceNow, Inc.(NOWcusip81762P102)	17.0K	QoQ -48.08% (-15.7K) YoY NEW(+17.0K)	All Managers (Combined)	$13.5M	0.9% ($13.5M/$1.5B)	QoQ -61.00% (-$21.2M) YoY NEW(+$13.5M)
CRH PUBLIC LTD CO(CRHcusipG25508105)	153.6K	QoQ NEW(+153.6K) YoY NEW(+153.6K)	All Managers (Combined)	$13.5M	0.9% ($13.5M/$1.5B)	QoQ NEW(+$13.5M) YoY NEW(+$13.5M)
(cusip46438F101)✕	280.6K	QoQ NEW(+280.6K) YoY NEW(+280.6K)	All Managers (Combined)	$13.1M	0.9% ($13.1M/$1.5B)	QoQ NEW(+$13.1M) YoY NEW(+$13.1M)
MCDONALDS CORP(MCDcusip580135101)	19.7K	QoQ +0.31% (+61) YoY -4.83% (-999)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.5B)	QoQ +8.08% (+$460.1K) YoY +5.43% (-$317.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.5B)	QoQ +17.25% (+$822.7K) YoY +25.84% (+$1.1M)
FAIR ISAAC CORP(FICOcusip303250104)	2.9K	QoQ -6.15% (-191) YoY +35.42% (+762)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.5B)	QoQ -13.07% (-$807.8K) YoY +99.85% (+$2.7M)