§ 13F · FUND PROFILE
Main Street Research LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 129Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$210M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 621K | $108M | 6.3% | +4% |
| 2 | AAPL | APPLE INC | 404K | $102M | 6.0% | +39% |
| 3 | GOOGL | ALPHABET INC | 312K | $90M | 5.2% | +5% |
| 4 | ISCF | ISHARES TR | 1.96M | $82M | 4.8% | +3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 223K | $75M | 4.4% | +2% |
| 6 | XBI | SPDR SERIES TRUST | 567K | $72M | 4.2% | +57% |
| 7 | JPM | JPMORGAN CHASE & CO | 224K | $66M | 3.8% | +1% |
| 8 | AVGO | BROADCOM INC | 212K | $66M | 3.8% | +3% |
| 9 | MCK | MCKESSON CORP | 68K | $59M | 3.4% | +1% |
| 10 | AMZN | AMAZON COM INC | 269K | $56M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAIN SIGNAL
AC read
Main Street Research LLC is a Other fund managing $1.9 billion in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed