Main Street Research LLC Portfolio Holdings

Main Street Research LLC

  • $1.56 Billion
  • Q2 2025

Main Street Research LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $94M, Jpmorgan Chase & CO with a value of $65M, Procter & Gamble CO with a value of $64.8M, Palantir Technologies Inc. with a value of $62.9M, and Costco Wholesale Corp with a value of $62.2M.

Examining the 13F form we can see an increase of $99.4M in the current position value, from $1.46B to 1.56B.

Main Street Research LLC is based out at Sausalito, CA

Below you can find more details about Main Street Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.56 Billion
Technology: $552 Million
Communication Services: $243 Million
Financial Services: $228 Million
Consumer Defensive: $163 Million
Consumer Cyclical: $153 Million
Healthcare: $132 Million
ETFs: $42.8 Million
Industrials: $38.2 Million
Other: $3.98 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$94 Million 6.04% of portfolio
595,176
Q2 2025 Added 32.92%
$859B
$65 Million 4.18% of portfolio
224,286
Q2 2025 Added 2.57%
$368B
$64.8 Million 4.17% of portfolio
406,912
Q2 2025 Added 2.48%
$367B
$62.9 Million 4.04% of portfolio
461,432
Q2 2025 Reduced 49.05%
$439B
$62.2 Million 4.0% of portfolio
62,849
Q2 2025 Added 1.44%
$551B
$61.2 Million 3.93% of portfolio
172,420
Q2 2025 Added 0.62%
$3.69T
$60.4 Million 3.88% of portfolio
294,394
Q2 2025 Reduced 21.19%
$545B
$57 Million 3.66% of portfolio
42,590
Q2 2025 Added 2.13%
$621B
$56.4 Million 3.63% of portfolio
116,181
Q2 2025 Added 4.27%
$1.21T
$52.4 Million 3.37% of portfolio
297,345
Q2 2025 Added 3.55%
$127B
$50.9 Million 3.27% of portfolio
184,625
Q2 2025 Reduced 30.55%
$94.7B
$50.7 Million 3.26% of portfolio
69,178
Q2 2025 Added 0.76%
$95.5B
$50.3 Million 3.23% of portfolio
536,736
Q2 2025 New
$2.26T
$49.2 Million 3.16% of portfolio
224,164
Q2 2025 Reduced 28.26%
$3.95T
$47.1 Million 3.03% of portfolio
94,702
Q2 2025 Reduced 29.13%
$1.78T
$47 Million 3.02% of portfolio
63,647
Q2 2025 Reduced 38.21%
$182B
$41.9 Million 2.69% of portfolio
449,335
Q2 2025 New
$118B
$41.1 Million 2.64% of portfolio
15,728
Q2 2025 Added 3.15%
$147B
$41 Million 2.63% of portfolio
381,293
Q2 2025 Added 2.29%
$133B
$38.2 Million 2.46% of portfolio
49,819
Q2 2025 New
$323B
$36.7 Million 2.36% of portfolio
120,723
Q2 2025 Added 0.8%
$113B
$35 Million 2.25% of portfolio
1,040,030
Q2 2025 Added 1.64%
$102B
$33.4 Million 2.15% of portfolio
76,349
Q2 2025 New
$281B
$32.8 Million 2.11% of portfolio
335,746
Q2 2025 Added 2,514.23%
$169B
$32.3 Million 2.08% of portfolio
59,513
Q2 2025 Reduced 25.83%
$1.27T
$31 Million 1.99% of portfolio
136,977
Q2 2025 Reduced 21.73%
$22.7B
$30.3 Million 1.94% of portfolio
136,759
Q2 2025 New
$9.76B
$29.4 Million 1.89% of portfolio
448,487
Q2 2025 New
$217B
$27 Million 1.74% of portfolio
4,668
Q2 2025 Reduced 43.47%
$324B
$25.6 Million 1.65% of portfolio
226,019
Q2 2025 New
$33.3B
$19.6 Million 1.26% of portfolio
10,724
Q2 2025 Added 268.14%
$295B
$14 Million 0.9% of portfolio
17,497
Q2 2025 Added 3,297.48%
$222B
$5.54 Million 0.36% of portfolio
18,973
Q2 2025 Reduced 3.59%
$1.08T
$3.75 Million 0.24% of portfolio
11,800
Q2 2025 Reduced 21.57%
$1.24T
$3.57 Million 0.23% of portfolio
20,120
Q2 2025 Reduced 5.17%
$423B
$3.64 Million 0.23% of portfolio
5
Q2 2025 Reduced 28.57%
$53.1B
$3.6 Million 0.23% of portfolio
14,654
Q2 2025 Reduced 0.68%
$179B
$3.07 Million 0.2% of portfolio
33,617
Q2 2025 Reduced 5.08%
$0
$3.17 Million 0.2% of portfolio
18,688
Q2 2025 Added 0.99%
$52.5B
$2.69 Million 0.17% of portfolio
13,146
Q2 2025 Reduced 4.71%
$442B
$2.37 Million 0.15% of portfolio
21,984
Q2 2025 Reduced 91.27%
$608B
$2.09 Million 0.13% of portfolio
2,679
Q2 2025 Reduced 19.77%
$0
$1.97 Million 0.13% of portfolio
25,485
Q2 2025 New
$452B
$1.73 Million 0.11% of portfolio
11,300
Q2 2025 Reduced 11.76%
$0
$1.65 Million 0.11% of portfolio
2,671
Q2 2025 Added 22.97%
$351B
$1.69 Million 0.11% of portfolio
9,102
Q2 2025 Reduced 2.32%
$302B
$1.47 Million 0.09% of portfolio
18,382
Q2 2025 Reduced 2.65%
$302B
$1.37 Million 0.09% of portfolio
9,534
Q2 2025 Reduced 17.94%
$87.3B
$1.23 Million 0.08% of portfolio
8,056
Q2 2025 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $1.56 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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