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13F-HR filed by Main Street Research LLC

Main Street Research LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 140 holding rows worth $2,118,491,302.

Accession
0001420506-26-001335
Filed
2026-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 140 entries on the cover page, a total value of $2,118,491,302 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,118,491,302 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 Corp67066G104COM630,053$126,067,297dollars as filed
Micron Technology,Inc.595112103COM108,636$125,397,358dollars as filed
Apple Inc037833100COM406,129$117,517,404dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM316,947$113,267,393dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS228,429$109,090,838dollars as filed
CORNING INC219350105COM394,058$100,654,235dollars as filed
SPDR SER TR78464A870S&P BIOTECH576,754$91,271,321dollars as filed
ISHARES TR46434V266INTERNATIONAL SL2,027,356$87,764,241dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK42,396$84,344,300dollars as filed
Broadcom Inc.11135F101COM213,841$80,778,363dollars as filed
JPMorgan Chase & Co46625H100COM226,299$74,074,475dollars as filed
ISHARES INC MSCI STH KOR ETF464286772MSCI STH KOR ETF360,865$72,858,644dollars as filed
Caterpillar Inc.149123101COM61,759$65,767,159dollars as filed
Amazon.com, Inc023135106COM274,738$65,480,981dollars as filed
GE Vernova Inc.36828A101COM50,802$59,685,399dollars as filed
AMPHENOL CORP NEW032095101COM308,716$54,432,855dollars as filed
Johnson & Johnson478160104COM188,640$47,908,843dollars as filed
ROYAL BK CDA COM780087102Stock227,136$47,010,338dollars as filed
Costco Wholesale Corporation22160K105COM47,497$44,432,468dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR528,051$43,991,929dollars as filed
BARCLAYS PLC ADR06738E204ADR1,621,490$43,553,224dollars as filed
META PLATFORMS INC CL A30303M102COM72,187$40,662,490dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock115,108$40,295,858dollars as filed
CAMECO CORP COM13321L108Stock391,529$39,881,144dollars as filed
Walmart Inc.931142103COM348,650$39,488,132dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR197,417$37,434,212dollars as filed
ROSS STORES INC COM778296103Stock150,755$32,088,202dollars as filed
TECHNIPFMC PLC COMG87110105Stock413,657$27,425,459dollars as filed
Microsoft Corp594918104COM69,182$25,806,278dollars as filed
Procter & Gamble Co742718109COM151,073$22,153,275dollars as filed
MCKESSON CORP COM58155Q103Stock28,475$21,516,028dollars as filed
FAIR ISAAC CORP COM303250104Stock9,580$11,445,992dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM22,707$8,022,970dollars as filed
PALO ALTO NETWORKS INC697435105COM23,343$7,960,430dollars as filed
Berkshire Hathaway Inc084670702COM11,980$5,994,672dollars as filed
ARISTA NETWORKS INC040413205COM34,937$5,935,098dollars as filed
Tesla Motors, Inc88160R101COM12,943$5,444,026dollars as filed
Charles Schwab Corp808513105COM45,887$4,234,030dollars as filed
Wells Fargo & Company949746101COM48,542$4,011,511dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A5$3,744,250dollars as filed
ISHARES TR46432F834COM39,073$3,729,127dollars as filed
Eli Lilly and Company532457108COM2,746$3,293,389dollars as filed
Visa Inc92826C839COM9,369$3,214,454dollars as filed
EXXON MOBIL CORP30231G102COM22,437$3,067,587dollars as filed
AUTODESK INC COM052769106Stock14,240$2,768,541dollars as filed
ISHARES INC464286392MSCI WORLD ETF13,511$2,737,869dollars as filed
Chevron Corporation166764100COM16,080$2,665,488dollars as filed
SPY78462F103SHS3,485$2,602,493dollars as filed
AbbVie,Inc.00287Y109COM9,721$2,446,086dollars as filed
McDonalds Corporation580135101COM8,913$2,409,244dollars as filed
Advanced Micro Devices,Inc.007903107COM3,308$1,921,650dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,810$1,355,502dollars as filed
Palantir Technologies Inc. Class A69608A108COM11,444$1,335,171dollars as filed
3M CO COM88579Y101Stock7,610$1,232,135dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD24,592$1,186,564dollars as filed
Cisco Systems,Inc.17275R102COM9,682$1,137,194dollars as filed
INVESCO QQQ TR46090E103COM1,531$1,127,086dollars as filed
Raytheon Technologies Corporation75513E101COM5,752$1,091,366dollars as filed
Merck & Co.,Inc.58933Y105COM8,298$1,066,293dollars as filed
Texas Instruments Incorporated882508104COM3,560$1,061,154dollars as filed
Schwab 5-10 Year Corporate Bond ETF808524698SHS46,488$1,052,488dollars as filed
Intel Corp458140100COM7,350$1,026,281dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD19,721$986,839dollars as filed
PULTE GROUP INC COM745867101Stock7,145$980,365dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock10,363$979,718dollars as filed
Salesforce.com, Inc79466L302COM5,802$908,941dollars as filed
CIRRUS LOGIC INC COM172755100Stock5,936$881,674dollars as filed
Lam Research Corporation512807306COM2,016$873,695dollars as filed
CLOROX CO DEL189054109COM8,934$852,661dollars as filed
Goldman Sachs Group,Inc.38141G104COM811$820,221dollars as filed
Citigroup Inc.172967424COM5,803$812,188dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,541$804,919dollars as filed
CURTISS WRIGHT CORP COM231561101Stock1,038$786,555dollars as filed
Uber Technologies90353T100COM10,806$779,761dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,390$769,195dollars as filed
Vanguard S&P 500 ETF922908363COM1,104$758,581dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR7,772$739,039dollars as filed
Bank of America Corp060505104COM11,869$676,296dollars as filed
D R HORTON INC COM23331A109Stock4,075$663,736dollars as filed
Union Pacific Corporation907818108COM2,413$656,336dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR32,721$650,821dollars as filed
FORTINET INC COM34959E109Stock4,214$647,355dollars as filed
BLACKSTONE INC09260D107COM5,036$592,586dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock6,263$586,593dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM744$567,776dollars as filed
Analog Devices,Inc.032654105COM1,395$554,052dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,800$533,456dollars as filed
EBAY INC. COM278642103Stock4,739$529,583dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR4,085$523,452dollars as filed
Oracle Corporation68389X105COM3,505$513,649dollars as filed
ISHARES TR464287523COM771$494,273dollars as filed
KLA CORP482480100COM1,604$483,943dollars as filed
Automatic Data Processing,Inc.053015103COM2,092$468,503dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock948$465,620dollars as filed
VTI922908769COM1,255$464,400dollars as filed
iShares Expanded Tech Sector ETF464287549SHS2,816$460,641dollars as filed
HUT 8 CORP44812J104COM3,986$460,164dollars as filed
PepsiCo,Inc.713448108COM3,365$455,565dollars as filed
LENNAR CORP CL A526057104Stock4,483$405,667dollars as filed
Thermo Fisher Scientific Inc.883556102COM800$401,088dollars as filed
Stryker Corporation863667101COM1,221$384,313dollars as filed
TJX Companies Inc872540109COM2,524$382,386dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,345$381,932dollars as filed
SMUCKER J M CO832696405COM NEW3,337$375,413dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,431$366,164dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,780$345,193dollars as filed
MATCH GROUP INC NEW57667L107COM8,746$332,785dollars as filed
ENTEGRIS INC COM29362U104Stock1,832$329,504dollars as filed
COHERENT CORP COM19247G107Stock823$324,649dollars as filed
XYLEM INC COM98419M100Stock2,729$322,595dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock2,344$318,761dollars as filed
IDEXX LABS INC COM45168D104Stock600$315,864dollars as filed
Bristol-Myers Squibb Company110122108COM5,252$302,604dollars as filed
AT&T Inc00206R102COM14,071$291,270dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,086$291,128dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS9,835$289,439dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock2,967$285,188dollars as filed
PTC INC COM69370C100Stock2,438$276,981dollars as filed
Comcast Corp20030N101COM11,037$270,958dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF1,435$269,909dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF9,606$266,086dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L8,541$265,614dollars as filed
ISHARES TR464287846DOW JONES US ETF1,446$263,577dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS2,371$261,166dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock265$259,202dollars as filed
ROBINHOOD MKTS INC770700102COM2,581$258,823dollars as filed
GARTNERINC366651107STOK1,991$258,073dollars as filed
PACIFIC BIOSCIENCES CALIF INC COM69404D108Stock152,100$255,528dollars as filed
Qualcomm Incorporated747525103COM1,375$254,009dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock806$253,560dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,010$241,400dollars as filed
ABEONA THERAPEUTICS INC00289Y206COM NEW38,514$238,017dollars as filed
Cigna Corporation125523100COM846$233,225dollars as filed
Abbott Laboratories002824100COM2,493$226,253dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A6,200$214,954dollars as filed
AON PLC SHS CL AG0403H108Stock628$208,301dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR7,655$208,139dollars as filed
Coca-Cola Company191216100COM2,558$207,903dollars as filed
DATADOGINCCLASSA23804L103STOK791$205,945dollars as filed
TMC THE METALS CO INC87261Y106COMMON STOCK10,000$44,300dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-001335this filing2026-07-29acceptance time not in the bulk data set