Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MainStreet Investment Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MainStreet Investment Advisors LLC (CIK 1729854) reported $734.3M across 166 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJH ($46.0M, 6.26%), EFA ($42.1M, 5.73%), AAPL ($37.3M, 5.09%), VGSH ($29.2M, 3.98%), MSFT ($25.3M, 3.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IJHiShares Core S&P Mid-Cap ETF$46.0M6.26%595,959Trimmed
2EFAiShares MSCI EAFE ETF$42.1M5.73%404,826Trimmed
3AAPLApple Inc$37.3M5.09%129,063Trimmed
4VGSHVanguard Short-Term Treasury E$29.2M3.98%501,923Added
5MSFTMicrosoft Corp$25.3M3.45%67,883Trimmed
6GOOGLAlphabet Inc$22.4M3.05%62,711Trimmed
7IJRiShares Core S&P Small-Cap ETF$21.3M2.91%143,922Trimmed
8JPMJPMorgan Chase & Co$20.6M2.81%62,999Trimmed
9CATCaterpillar Inc$17.3M2.36%16,262Trimmed
10IVViShares Core S&P 500 ETF$17.4M2.36%23,168Added
11BLKBlackrock Inc$16.2M2.21%16,894Trimmed
12JNJJohnson & Johnson$16.0M2.19%63,190Added
13AVGOBroadcom Inc$15.9M2.16%42,003Added
14NVDANVIDIA Corp$15.3M2.09%76,679Added
15VGITVanguard Intermediate-Term Tre$14.9M2.03%252,978Added
16ABBVAbbVie Inc$13.5M1.84%53,744Trimmed
17AMZNAmazon.com Inc$11.9M1.63%50,094Trimmed
18VWOVanguard FTSE Emerging Markets$11.1M1.52%186,625Trimmed
19PGProcter & Gamble Co/The$10.7M1.45%72,717Trimmed
20WMWaste Management Inc$9.9M1.34%44,255Added
21HDHome Depot Inc/The$9.7M1.32%27,446Added
22CVXChevron Corp$9.1M1.24%54,730Added
23CSCOCisco Systems Inc$8.3M1.14%70,975Trimmed
24MCDMcDonald's Corp$7.7M1.05%28,457Added
25PEPPepsiCo Inc$7.2M0.99%53,461Trimmed

Source: SEC Form 13F filings · as of 2026-06-30