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13F-HR filed by Main Street Research LLC

Main Street Research LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 129 holding rows worth $1,850,822,523.

Accession
0001420506-25-003188
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 129 entries on the cover page, a total value of $1,850,822,523 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,850,822,523 with VALUE read as dollars as filed, 13F file number 028-14411. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM601,558$112,238,688dollars as filed
Apple Inc037833100COM351,315$89,455,415dollars as filed
Microsoft Corp594918104COM168,164$87,100,777dollars as filed
Palantir Technologies Inc. Class A69608A108COM455,493$83,091,033dollars as filed
ROBINHOOD MKTS INC770700102COM539,305$77,217,690dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM299,844$72,892,153dollars as filed
JPMorgan Chase & Co46625H100COM224,723$70,884,301dollars as filed
Broadcom Inc.11135F101COM208,426$68,761,668dollars as filed
META PLATFORMS INC CL A30303M102COM89,183$65,494,158dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS220,871$61,687,062dollars as filed
ISHARES TR46434V266INTERNATIONAL SL1,495,000$61,481,881dollars as filed
Visa Inc92826C839COM177,093$60,456,135dollars as filed
Costco Wholesale Corporation22160K105COM63,459$58,739,461dollars as filed
Amazon.com, Inc023135106COM262,934$57,732,350dollars as filed
MCKESSON CORP COM58155Q103Stock68,892$53,222,060dollars as filed
Netflix, Inc64110L106COM42,922$51,460,044dollars as filed
Uber Technologies90353T100COM452,820$44,362,775dollars as filed
T-Mobile US,Inc.872590104COM180,321$43,165,136dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK40,434$39,143,750dollars as filed
MERCADOLIBREINC58733R102STOK15,833$37,000,771dollars as filed
AMPHENOL CORP NEW032095101COM297,311$36,792,236dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS466,864$35,691,753dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK50,422$35,194,556dollars as filed
Walmart Inc.931142103COM340,885$35,131,639dollars as filed
BARCLAYS PLC ADR06738E204ADR1,694,985$35,035,340dollars as filed
Linde plcG54950103COM73,368$34,849,858dollars as filed
Booking Holdings Inc.09857L108COM6,159$33,254,104dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock78,610$33,170,276dollars as filed
ICICI BANK LIMITED ADR45104G104ADR1,051,914$31,799,360dollars as filed
CAMECO CORP COM13321L108Stock364,392$30,557,913dollars as filed
GE Vernova Inc.36828A101COM48,641$29,909,351dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock217,067$28,928,519dollars as filed
Procter & Gamble Co742718109COM152,748$23,469,730dollars as filed
FAIR ISAAC CORP COM303250104Stock8,627$12,910,564dollars as filed
IShares Bitcoin Trust Registered46438F101SHS190,842$12,404,730dollars as filed
PALO ALTO NETWORKS INC697435105COM34,452$7,015,116dollars as filed
Berkshire Hathaway Inc084670702COM13,261$6,666,835dollars as filed
Tesla Motors, Inc88160R101COM13,020$5,790,466dollars as filed
McDonalds Corporation580135101COM18,968$5,764,336dollars as filed
ARISTA NETWORKS INC040413205COM34,884$5,082,948dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM19,661$4,788,520dollars as filed
AUTODESK INC COM052769106Stock14,074$4,470,888dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A5$3,771,000dollars as filed
Charles Schwab Corp808513105COM34,098$3,255,374dollars as filed
Wells Fargo & Company949746101COM37,085$3,108,465dollars as filed
ISHARES INC464286392MSCI WORLD ETF16,721$3,035,865dollars as filed
ISHARES TR46432F834COM33,188$2,740,665dollars as filed
EXXON MOBIL CORP30231G102COM24,225$2,731,373dollars as filed
Chevron Corporation166764100COM16,801$2,609,091dollars as filed
AbbVie,Inc.00287Y109COM9,517$2,203,618dollars as filed
Johnson & Johnson478160104COM11,385$2,110,972dollars as filed
Eli Lilly and Company532457108COM2,681$2,045,843dollars as filed
SPY78462F103SHS2,654$1,768,343dollars as filed
Caterpillar Inc.149123101COM3,081$1,470,099dollars as filed
3M CO COM88579Y101Stock8,092$1,255,717dollars as filed
CLOROX CO DEL189054109COM9,368$1,155,074dollars as filed
Oracle Corporation68389X105COM3,836$1,078,820dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD21,228$1,036,776dollars as filed
Micron Technology,Inc.595112103COM5,976$999,904dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,450$970,485dollars as filed
INVESCO QQQ TR46090E103COM1,595$957,882dollars as filed
Raytheon Technologies Corporation75513E101COM5,563$930,891dollars as filed
Schwab 5-10 Year Corporate Bond ETF808524698SHS34,241$790,282dollars as filed
Merck & Co.,Inc.58933Y105COM9,270$778,031dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD14,165$730,064dollars as filed
Automatic Data Processing,Inc.053015103COM2,478$727,293dollars as filed
Cisco Systems,Inc.17275R102COM10,472$716,488dollars as filed
Bristol-Myers Squibb Company110122108COM14,715$663,634dollars as filed
Stryker Corporation863667101COM1,791$662,079dollars as filed
Vanguard S&P 500 ETF922908363COM1,057$647,230dollars as filed
Bank of America Corp060505104COM12,538$646,850dollars as filed
Boston Scientific Corporation101137107COM6,446$629,323dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR4,085$620,879dollars as filed
Accenture Plc Class AG1151C101COM2,484$612,554dollars as filed
Salesforce.com, Inc79466L302COM2,518$596,766dollars as filed
Advanced Micro Devices,Inc.007903107COM3,499$566,103dollars as filed
GARTNERINC366651107STOK2,153$565,959dollars as filed
VTI922908769COM1,652$542,137dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock6,699$535,518dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock1,553$524,122dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR7,358$522,271dollars as filed
Intuit Inc.461202103COM752$513,469dollars as filed
Citigroup Inc.172967424COM4,894$496,741dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS3,405$495,938dollars as filed
XYLEM INC COM98419M100Stock3,313$488,668dollars as filed
Thermo Fisher Scientific Inc.883556102COM996$483,080dollars as filed
CURTISS WRIGHT CORP COM231561101Stock888$482,131dollars as filed
Abbott Laboratories002824100COM3,531$472,942dollars as filed
Adobe Inc00724F101COM1,270$447,993dollars as filed
Home Depot, Inc437076102COM1,011$409,647dollars as filed
AT&T Inc00206R102COM14,043$396,574dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM798$391,323dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,616$388,764dollars as filed
SMUCKER J M CO832696405COM NEW3,556$386,182dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS14,531$382,740dollars as filed
International Business Machines Corporation459200101COM1,295$365,397dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK766$358,802dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,181$354,784dollars as filed
Comcast Corp20030N101COM11,223$352,627dollars as filed
FORTINET INC COM34959E109Stock4,190$352,295dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A6,200$351,664dollars as filed
MasterCard, Inc57636Q104COM594$337,873dollars as filed
PepsiCo,Inc.713448108COM2,329$327,096dollars as filed
EBAY INC. COM278642103Stock3,576$325,237dollars as filed
TRIMBLE INC COM896239100Stock3,883$317,047dollars as filed
Analog Devices,Inc.032654105COM1,210$297,297dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1640$296,794dollars as filed
Texas Instruments Incorporated882508104COM1,605$294,887dollars as filed
IDEXX LABS INC COM45168D104Stock411$262,584dollars as filed
PAYPALHLDGSINC70450Y103STOK3,854$258,449dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock4,545$257,929dollars as filed
KLA CORP482480100COM235$253,471dollars as filed
SPDR GOLD TR78463V107GOLD SHS689$244,919dollars as filed
iShares Expanded Tech Sector ETF464287549SHS1,932$243,335dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A6,500$243,100dollars as filed
Intel Corp458140100COM7,156$240,084dollars as filed
Coca-Cola Company191216100COM3,597$238,565dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,008$236,860dollars as filed
ISHARES TR464287846DOW JONES US ETF1,446$234,943dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L8,541$224,619dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF9,606$223,628dollars as filed
AON PLC SHS CL AG0403H108Stock627$223,576dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,016$215,981dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock362$212,146dollars as filed
ISHARES TR464287523COM771$209,138dollars as filed
SYSCOCORP871829107COM2,475$203,792dollars as filed
DATADOGINCCLASSA23804L103STOK1,416$201,638dollars as filed
PACIFIC BIOSCIENCES CALIF INC COM69404D108Stock142,100$181,888dollars as filed
TMC THE METALS CO INC87261Y106COMMON STOCK10,000$63,700dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003188this filing2025-11-13acceptance time not in the bulk data set