Main Street Research LLC Reduced Holdings in Q2 2025

Main Street Research LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-520K
- 98.01%
$53.19 - $69.38 $27.6M - $36.1M
10.6K $733K
CAT
Caterpillar Inc

Industrials
-96.6K
- 98.05%
$273.94 - $388.21 $26.5M - $37.5M
1.93K $747K
ORCL
Oracle Corp

Technology
-216K
- 99.37%
$122.82 - $218.63 $26.6M - $47.3M
1.36K $297K
XOM
Exxon Mobil Corp

Energy
-230K
- 91.27%
$99.93 - $119.04 $23M - $27.3M
22K $2.37M
AAPL
Apple Inc.

Technology
-79.2K
- 21.19%
$172.42 - $223.89 $13.6M - $17.7M
294K $60.4M
PLTR
Palantir Technologies Inc.

Technology
-444K
- 49.05%
$74.01 - $144.25 $32.9M - $64.1M
461K $62.9M
NOW
Service Now, Inc.

Technology
-16.8K
- 98.73%
$721.65 - $1040.18 $12.1M - $17.5M
216 $222K
META
Meta Platforms, Inc.

Communication Services
-39.4K
- 38.21%
$484.66 - $738.09 $19.1M - $29M
63.6K $47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3.59K
- 43.47%
$4164.15 - $5789.24 $14.9M - $20.8M
4.67K $27M
AMZN
Amazon Com Inc

Consumer Cyclical
-88.3K
- 28.26%
$167.32 - $223.3 $14.8M - $19.7M
224K $49.2M
MSFT
Microsoft Corp

Technology
-38.9K
- 29.13%
$354.56 - $497.45 $13.8M - $19.4M
94.7K $47.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 28.57%
$725400.0 - $809350.0 $1.45M - $1.62M
5 $3.64M
CRM
Salesforce, Inc.

Technology
-5.07K
- 75.41%
$236.26 - $291.15 $1.2M - $1.47M
1.65K $450K
LLY
Eli Lilly & CO

Healthcare
-660
- 19.77%
$713.71 - $898.95 $471K - $593K
2.68K $2.09M
MCD
Mcdonalds Corp

Consumer Cyclical
-706
- 3.59%
$285.55 - $321.23 $202K - $227K
19K $5.54M
CVX
Chevron Corp

Energy
-2.08K
- 17.94%
$133.73 - $168.51 $279K - $351K
9.53K $1.37M
JNJ
Johnson & Johnson

Healthcare
-1.51K
- 11.76%
$146.36 - $159.82 $220K - $241K
11.3K $1.73M
BMY
Bristol Myers Squibb CO

Healthcare
-1.64K
- 10.11%
$44.12 - $59.6 $72.5K - $97.9K
14.6K $676K
ABBV
Abb Vie Inc.

Healthcare
-216
- 2.32%
$170.16 - $206.27 $36.8K - $44.6K
9.1K $1.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-336
- 26.79%
$390.26 - $489.06 $131K - $164K
918 $372K
TRMB
Trimble Inc.

Technology
-3.18K
- 45.43%
$55.12 - $75.98 $175K - $242K
3.82K $290K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.25K
- 21.57%
$221.86 - $362.89 $720K - $1.18M
11.8K $3.75M
BAC
Bank Of America Corp

Financial Services
-4.82K
- 32.42%
$34.39 - $47.46 $166K - $229K
10.1K $475K
MRK
Merck & Co., Inc.

Healthcare
-262
- 2.84%
$73.47 - $87.12 $19.2K - $22.8K
8.97K $709K
MA
Mastercard Inc

Financial Services
-203
- 29.85%
$479.92 - $590.74 $97.4K - $120K
477 $268K
ACN
Accenture PLC

Technology
-189
- 6.75%
$279.23 - $323.21 $52.8K - $61.1K
2.61K $779K
HD
Home Depot, Inc.

Consumer Cyclical
-243
- 19.38%
$335.24 - $380.78 $81.5K - $92.5K
1.01K $370K
T
At&T Inc.

Communication Services
-3.44K
- 21.91%
$26.33 - $28.94 $90.5K - $99.5K
12.3K $354K
KO
Coca Cola CO

Consumer Defensive
-1.15K
- 24.24%
$68.37 - $73.9 $78.7K - $85.1K
3.6K $254K
NSC
Norfolk Southern Corp

Industrials
-401
- 25.35%
$206.34 - $257.46 $82.7K - $103K
1.18K $302K
ADP
Automatic Data Processing Inc

Industrials
-230
- 8.49%
$276.76 - $326.81 $63.7K - $75.2K
2.48K $764K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-181
- 23.45%
$456.74 - $568.03 $82.7K - $103K
591 $335K
AON
Aon PLC

Financial Services
-2
- 0.32%
$335.85 - $398.81 $672 - $798
620 $221K
ADSK
Autodesk, Inc.

Technology
-100
- 0.68%
N/A
14.7K $3.6M
C
Citigroup Inc

Financial Services
-1.11K
- 19.41%
$58.13 - $85.12 $64.6K - $94.7K
4.62K $393K
TXN
Texas Instruments Inc

Technology
-51
- 3.15%
N/A
1.57K $305K
Ge Vernova Inc
-16.9K
- 38.01%
N/A
27.6K $0
ADBE
Adobe Inc.

Technology
-9
- 1.13%
$340.0 - $420.68 $3.06K - $3.79K
786 $304K
SYK
Stryker Corp

Healthcare
-111
- 5.69%
$337.37 - $395.63 $37.4K - $43.9K
1.84K $728K
ABT
Abbott Laboratories

Healthcare
-62
- 1.76%
$123.95 - $138.08 $7.68K - $8.56K
3.46K $471K
MMM
3 M CO

Industrials
-90
- 1.1%
$126.09 - $154.15 $11.3K - $13.9K
8.06K $1.23M
IVV
Ishares Core S&P 500 ETF

ETFs
-58
- 4.6%
$498.8 - $620.9 $28.9K - $36K
1.2K $746K
IBM
International Business Machines Corp

Technology
-52
- 3.64%
$221.03 - $294.78 $11.5K - $15.3K
1.38K $405K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-900
- 12.68%
$25.35 - $64.65 $22.8K - $58.2K
6.2K $309K
WFC
Wells Fargo & Company

Financial Services
-500
- 2.65%
$60.98 - $80.12 $30.5K - $40.1K
18.4K $1.47M
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 5.17%
$146.58 - $180.01 $161K - $197K
20.1K $3.57M
SCHW
Schwab Charles Corp

Financial Services
-1.8K
- 5.08%
$69.06 - $91.24 $124K - $164K
33.6K $3.07M
PANW
Palo Alto Networks Inc

Technology
-650
- 4.71%
$152.44 - $204.64 $99.1K - $133K
13.1K $2.69M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-38K
- 21.73%
$141.37 - $228.57 $5.38M - $8.69M
137K $31M
Activity Summary
Buys All Purchases 54 New Holdings 27 Increased Positions 27 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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