Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Main Street Research LLC (CIK 1513211) reported $1.72B across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($108.3M, 6.30%), AAPL ($102.4M, 5.96%), GOOGL ($89.7M, 5.22%), ISCF ($81.9M, 4.76%), TSM ($75.4M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $108.3M | 6.30% | 620,776 | Added |
| 2 | AAPL | APPLE INC | $102.4M | 5.96% | 403,578 | Added |
| 3 | GOOGL | ALPHABET INC | $89.7M | 5.22% | 311,786 | Added |
| 4 | ISCF | ISHARES TR | $81.9M | 4.76% | 2.0M | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.4M | 4.39% | 223,159 | Added |
| 6 | XBI | SPDR SERIES TRUST | $72.5M | 4.22% | 567,479 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $65.8M | 3.83% | 223,762 | Added |
| 8 | AVGO | BROADCOM INC | $65.7M | 3.83% | 212,402 | Added |
| 9 | MCK | MCKESSON CORP | $58.6M | 3.41% | 67,774 | Added |
| 10 | AMZN | AMAZON COM INC | $56.1M | 3.26% | 269,193 | Added |
| 11 | ASML | ASML HLDG NV | $55.1M | 3.20% | 41,687 | Added |
| 12 | GLW | CORNING INC | $52.7M | 3.07% | 387,718 | New |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $46.0M | 2.68% | 46,139 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $45.7M | 2.66% | 186,882 | Added |
| 15 | EWY | ISHARES INC | $44.5M | 2.59% | 361,874 | Added |
| 16 | GEV | GE VERNOVA INC | $44.2M | 2.57% | 50,692 | Added |
| 17 | GLDM | WORLD GOLD TR | $43.5M | 2.53% | 469,451 | Added |
| 18 | CAT | CATERPILLAR INC | $43.3M | 2.52% | 61,110 | Added |
| 19 | WMT | WALMART INC | $42.9M | 2.49% | 344,869 | Added |
| 20 | CCJ | CAMECO CORP | $42.3M | 2.46% | 389,077 | Added |
| 21 | META | META PLATFORMS INC | $40.6M | 2.36% | 70,962 | Trimmed |
| 22 | APH | AMPHENOL CORP | $38.0M | 2.21% | 301,043 | Added |
| 23 | BHP | BHP BILLITON LIMITED | $37.8M | 2.20% | 519,212 | New |
| 24 | AZNCF | ASTRAZENECA PLC | $37.6M | 2.19% | 190,644 | New |
| 25 | MU | MICRON TECHNOLOGY INC | $36.9M | 2.14% | 109,109 | Added |
Source: SEC Form 13F filings · as of 2026-03-31