Main Street Research LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 101Value: $1.5BLatest: 2025Q1

Main Street Research LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 101 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 6

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Apple Inc.

AAPL|037833100

Shares:373.6K

Value:$83.0M

% of Portfolio:5.4% ($83.0M/$1.5B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:905.6K

Value:$76.4M

% of Portfolio:5.0% ($76.4M/$1.5B)

PROCTER & GAMBLE Co

PG|742718109

Shares:397.1K

Value:$67.7M

% of Portfolio:4.4% ($67.7M/$1.5B)

VISA INC.

V|92826C839

Shares:171.4K

Value:$60.1M

% of Portfolio:3.9% ($60.1M/$1.5B)

AMAZON COM INC

AMZN|023135106

Shares:312.4K

Value:$59.4M

% of Portfolio:3.9% ($59.4M/$1.5B)

Meta Platforms, Inc.

META|30303M102

Shares:103.0K

Value:$59.4M

% of Portfolio:3.9% ($59.4M/$1.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:111.4K

Value:$59.3M

% of Portfolio:3.9% ($59.3M/$1.5B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:62.0K

Value:$58.6M

% of Portfolio:3.8% ($58.6M/$1.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:218.7K

Value:$53.6M

% of Portfolio:3.5% ($53.6M/$1.5B)

MICROSOFT CORP

MSFT|594918104

Shares:133.6K

Value:$50.2M

% of Portfolio:3.3% ($50.2M/$1.5B)

NVIDIA CORP

NVDA|67066G104

Shares:447.8K

Value:$48.5M

% of Portfolio:3.2% ($48.5M/$1.5B)

T-Mobile US, Inc.

TMUS|872590104

Shares:177.9K

Value:$47.4M

% of Portfolio:3.1% ($47.4M/$1.5B)

MCKESSON CORP

MCK|58155Q103

Shares:68.7K

Value:$46.3M

% of Portfolio:3.0% ($46.3M/$1.5B)

Broadcom Inc.

AVGO|11135F101

Shares:265.9K

Value:$44.5M

% of Portfolio:2.9% ($44.5M/$1.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:287.2K

Value:$44.4M

% of Portfolio:2.9% ($44.4M/$1.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:80.2K

Value:$39.7M

% of Portfolio:2.6% ($39.7M/$1.5B)

NETFLIX INC

NFLX|64110L106

Shares:41.7K

Value:$38.9M

% of Portfolio:2.5% ($38.9M/$1.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:8.3K

Value:$38.0M

% of Portfolio:2.5% ($38.0M/$1.5B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:372.8K

Value:$37.6M

% of Portfolio:2.5% ($37.6M/$1.5B)

Parker-Hannifin Corp

PH|701094104

Shares:54.9K

Value:$33.4M

% of Portfolio:2.2% ($33.4M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	373.6K	QoQ +1.07% (-4.0K) YoY +7.79% (+27.0K)	All Managers (Combined)	$83.0M	5.4% ($83.0M/$1.5B)	QoQ -10.34% (-$9.6M) YoY +39.63% (+$23.6M)
Palantir Technologies Inc.(PLTRcusip69608A108)	905.6K	QoQ +0.88% (+7.9K) YoY NEW(+905.6K)	All Managers (Combined)	$76.4M	5.0% ($76.4M/$1.5B)	QoQ +12.57% (+$8.5M) YoY NEW(+$76.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	397.1K	QoQ +2.92% (+11.3K) YoY +13.37% (+46.9K)	All Managers (Combined)	$67.7M	4.4% ($67.7M/$1.5B)	QoQ +4.62% (+$3.0M) YoY +19.08% (+$10.8M)
VISA INC.(Vcusip92826C839)	171.4K	QoQ +1.98% (+3.3K) YoY +10.69% (+16.6K)	All Managers (Combined)	$60.1M	3.9% ($60.1M/$1.5B)	QoQ +13.09% (+$7.0M) YoY +39.00% (+$16.9M)
AMAZON COM INC(AMZNcusip023135106)	312.4K	QoQ +1.79% (-5.5K) YoY +9.56% (+27.3K)	All Managers (Combined)	$59.4M	3.9% ($59.4M/$1.5B)	QoQ -11.72% (-$7.9M) YoY +15.49% (+$8.0M)
Meta Platforms, Inc.(METAcusip30303M102)	103.0K	QoQ +3.35% (+3.3K) YoY +11.83% (+10.9K)	All Managers (Combined)	$59.4M	3.9% ($59.4M/$1.5B)	QoQ +1.73% (+$1.0M) YoY +32.73% (+$14.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	111.4K	QoQ +1.81% (+2.0K) YoY +7.14% (+7.4K)	All Managers (Combined)	$59.3M	3.9% ($59.3M/$1.5B)	QoQ +19.62% (+$9.7M) YoY +35.69% (+$15.6M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	62.0K	QoQ +1.08% (+663) YoY +11.61% (+6.4K)	All Managers (Combined)	$58.6M	3.8% ($58.6M/$1.5B)	QoQ +4.33% (+$2.4M) YoY +44.08% (+$17.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	218.7K	QoQ +1.83% (+4.0K) YoY +12.84% (+24.9K)	All Managers (Combined)	$53.6M	3.5% ($53.6M/$1.5B)	QoQ +4.21% (+$2.2M) YoY +38.19% (+$14.8M)
MICROSOFT CORP(MSFTcusip594918104)	133.6K	QoQ +2.97% (-3.9K) YoY +12.12% (+14.4K)	All Managers (Combined)	$50.2M	3.3% ($50.2M/$1.5B)	QoQ -8.29% (-$4.5M) YoY +0.03% (+$18.8K)
NVIDIA CORP(NVDAcusip67066G104)	447.8K	QoQ -27.66% (-171.3K) YoY +496.51% (-372.7K)	All Managers (Combined)	$48.5M	3.2% ($48.5M/$1.5B)	QoQ -41.61% (-$34.6M) YoY -28.44% (-$19.3M)
T-Mobile US, Inc.(TMUScusip872590104)	177.9K	QoQ +1.01% (+1.8K) YoY +7.65% (+12.7K)	All Managers (Combined)	$47.4M	3.1% ($47.4M/$1.5B)	QoQ +22.05% (+$8.6M) YoY +75.91% (+$20.5M)
MCKESSON CORP(MCKcusip58155Q103)	68.7K	QoQ +1.25% (+852) YoY -31.40% (-31.4K)	All Managers (Combined)	$46.3M	3.0% ($46.3M/$1.5B)	QoQ +19.54% (+$7.6M) YoY -14.01% (-$7.5M)
Broadcom Inc.(AVGOcusip11135F101)	265.9K	QoQ +5.31% (-13.4K) YoY +1027.00% (+242.3K)	All Managers (Combined)	$44.5M	2.9% ($44.5M/$1.5B)	QoQ -23.94% (-$14.0M) YoY +42.36% (+$13.2M)
Alphabet Inc.(GOOGLcusip02079K305)	287.2K	QoQ +2.18% (-6.1K) YoY +9.98% (+26.1K)	All Managers (Combined)	$44.4M	2.9% ($44.4M/$1.5B)	QoQ -16.52% (-$8.8M) YoY +12.68% (+$5.0M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	80.2K	QoQ +0.88% (-707) YoY +8.48% (+6.3K)	All Managers (Combined)	$39.7M	2.6% ($39.7M/$1.5B)	QoQ -4.26% (-$1.8M) YoY +34.63% (+$10.2M)
NETFLIX INC(NFLXcusip64110L106)	41.7K	QoQ +10404.28% (+41.3K) YoY NEW(+41.7K)	All Managers (Combined)	$38.9M	2.5% ($38.9M/$1.5B)	QoQ +10889.94% (+$38.5M) YoY NEW(+$38.9M)
Booking Holdings Inc.(BKNGcusip09857L108)	8.3K	QoQ +0.64% (-53) YoY +8.93% (+677)	All Managers (Combined)	$38.0M	2.5% ($38.0M/$1.5B)	QoQ -6.67% (-$2.7M) YoY +38.32% (+$10.5M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	372.8K	QoQ +4808.16% (+365.2K) YoY +4933.41% (+365.4K)	All Managers (Combined)	$37.6M	2.5% ($37.6M/$1.5B)	QoQ +5443.39% (+$36.9M) YoY +7313.80% (+$37.1M)
Parker-Hannifin Corp(PHcusip701094104)	54.9K	QoQ +2.87% (-1.5K) YoY +11.88% (+5.8K)	All Managers (Combined)	$33.4M	2.2% ($33.4M/$1.5B)	QoQ -1.68% (-$572.1K) YoY +22.36% (+$6.1M)