Main Street Research LLC

13F filer, CIK 1513211, SAUSALITO, CA

Main Street Research LLC reported $1,589,263,451 across 109 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 39.48% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001941040-24-000499

Period: 2024-09-30
Reported value: $1.59B
Holdings: 109
Top 10 weight: 39.48%
New: 13
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+222,520	$38.4M
PLTRnew	+892,801	$33.2M
IWMadded	+113,634	$25.1M
NOWnew	+16,316	$14.6M
MELInew	+6,923	$14.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHWreduced	-365,533	-$23.7M
AMDreduced	-105,253	-$17.3M
MCKreduced	-33,982	-$16.8M
AMATreduced	-78,312	-$15.8M
ASMLreduced	-17,381	-$14.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001941040-24-000499, largest first. % of portfolio is the value over $1,589,263,451, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	785,940	$95.5M	6.01%	+21,947	Timeline
AAPLAPPLE INC	367,344	$85.6M	5.39%	+2,562	Timeline
PGPROCTER & GAMBLE CO	367,266	$63.6M	4%	+122	Timeline
IWMISHARES TR	274,570	$60.6M	3.82%	+113,634	Timeline
AMZNAMAZON COM INC	299,156	$55.7M	3.51%	+5,958	Timeline
METAMETA PLATFORMS INC	97,046	$55.6M	3.5%	+1,725	Timeline
NVONOVO-NORDISK A S	462,068	$55M	3.46%	+981	Timeline
MSFTMICROSOFT CORP	125,423	$54M	3.4%	+2,722	Timeline
COSTCOSTCO WHOLESALE CORPORATION	58,820	$52.1M	3.28%	+1,458	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	107,986	$49.7M	3.13%	+1,252	Timeline
GOOGLALPHABET INC	273,779	$45.4M	2.86%	+3,658	Timeline
VVISA INC	163,766	$45M	2.83%	+3,538	Timeline
JPMJPMORGAN CHASE & CO	210,557	$44.4M	2.79%	+6,005	Timeline
AVGOBROADCOM INC	246,686	$42.6M	2.68%	+222,520	Timeline
ISRGINTUITIVE SURGICAL INC	78,049	$38.3M	2.41%	+1,730	Timeline
CATCATERPILLAR INC	94,050	$36.8M	2.31%	+1,599	Timeline
TMUST-MOBILE US INC	173,323	$35.8M	2.25%	+2,352	Timeline
ORCLORACLE CORP	209,307	$35.7M	2.24%	+9,070	Timeline
IRINGERSOLL RAND INC	357,149	$35.1M	2.21%	+6,837	Timeline
CEGCONSTELLATION ENERGY CORP	134,461	$35M	2.2%	+2,187	Timeline
BKNGBOOKING HOLDINGS INC	8,015	$33.8M	2.12%	+178	Timeline
CBCHUBB LIMITED	116,454	$33.7M	2.12%	+2,634	Timeline
PHPARKER-HANNIFIN CORP	52,588	$33.2M	2.09%	+1,125	Timeline
PLTRPALANTIR TECHNOLOGIES INC	892,801	$33.2M	2.09%	new	Timeline
MCKMCKESSON CORP	65,968	$32.7M	2.06%	-33,982	Timeline
RFREGIONS FINANCIAL CORP NEW	1,355,706	$32M	2.01%	+80,469	Timeline
LINLINDE PLC	65,132	$31.1M	1.95%	+1,100	Timeline
GDGENERAL DYNAMICS CORP	100,119	$30.3M	1.9%	+2,455	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	168,994	$29.5M	1.85%	+2,999	Timeline
IBNICICI BK LTD	953,006	$28.4M	1.79%	+25,279	Timeline
XOMEXXON MOBIL CORP	235,898	$27.7M	1.74%	+6,844	Timeline
INTUINTUIT	41,450	$25.7M	1.62%	+1,030	Timeline
ADBEADOBE INC	46,549	$24.1M	1.52%	+856	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	346,162	$22.7M	1.43%	+11,605
AMDADVANCED MICRO DEVICES INC	115,360	$18.9M	1.19%	-105,253	Timeline
AMATAPPLIED MATLS INC	81,471	$16.5M	1.04%	-78,312	Timeline
ASMLASML HLDG NV	19,594	$16.3M	1.03%	-17,381	Timeline
NOWSERVICENOW INC	16,316	$14.6M	0.92%	new	Timeline
MELIMERCADOLIBRE INC	6,923	$14.2M	0.89%	new	Timeline
MCDMCDONALDS CORP	19,801	$6.03M	0.38%	-314	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	7	$4.84M	0.3%	0	Timeline
FICOFAIR ISAAC CORP	2,151	$4.18M	0.26%	0	Timeline
ADSKAUTODESK INC	14,693	$4.05M	0.25%	+12,174	Timeline
TSLATESLA INC	13,906	$3.64M	0.23%	-2	Timeline
GOOGALPHABET INC	18,852	$3.15M	0.2%	+664	Timeline
LLYELI LILLY & CO	3,302	$2.93M	0.18%	+24	Timeline
SCHWCHARLES SCHWAB CORP (THE)	36,624	$2.37M	0.15%	-365,533	Timeline
PANWPALO ALTO NETWORKS INC	6,655	$2.27M	0.14%	-241	Timeline
URTHISHARES INC	14,330	$2.25M	0.14%	-160	Timeline
ABBVABBVIE INC	9,673	$1.91M	0.12%	-49	Timeline
CRMSALESFORCE INC	6,743	$1.85M	0.12%	+4,969	Timeline
JNJJOHNSON & JOHNSON	10,480	$1.7M	0.11%	-576	Timeline
CVXCHEVRON CORPORATION	11,209	$1.65M	0.1%	+263	Timeline
CLXCLOROX CO DEL	9,328	$1.52M	0.1%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,125	$1.22M	0.08%	-1,452	Timeline
WFCWELLS FARGO & CO	20,713	$1.17M	0.07%	-7,844	Timeline
MRKMERCK & CO INC	9,689	$1.11M	0.07%	+3,914	Timeline
IVVISHARES TR	1,877	$1.08M	0.07%	+563	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,718	$1.06M	0.07%	+163	Timeline
ACNACCENTURE PLC IRELAND	2,934	$1.04M	0.07%	-28	Timeline
WMTWALMART INC	11,874	$959K	0.06%	+559	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,172	$882K	0.06%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	15,232	$788K	0.05%	-2,400	Timeline
SYKSTRYKER CORPORATION	2,106	$762K	0.05%	-979	Timeline
CLCOLGATE PALMOLIVE CO	6,839	$710K	0.04%	-100	Timeline
BSXBOSTON SCIENTIFIC CORP	7,737	$648K	0.04%	+161	Timeline
MMM3M CO	4,294	$587K	0.04%	new	Timeline
BACBANK OF AMER CORP	14,185	$563K	0.04%	-5,968	Timeline
CSCOCISCO SYS INC	10,069	$536K	0.03%	+68	Timeline
VOOVANGUARD INDEX FDS	968	$512K	0.03%	-4	Timeline
RTXRTX CORPORATION	3,987	$483K	0.03%	+11	Timeline
NSCNORFOLK SOUTHN CORP	1,796	$446K	0.03%	-8	Timeline
XYLXYLEM INC	3,250	$439K	0.03%	0	Timeline
CMCSACOMCAST CORP NEW	10,372	$433K	0.03%	-66	Timeline
HDHOME DEPOT INC	1,069	$433K	0.03%	-70	Timeline
SJMSMUCKER J M CO	3,539	$429K	0.03%	0	Timeline
PEPPEPSICO INC	2,491	$424K	0.03%	0	Timeline
TXNTEXAS INSTRS INC	2,047	$423K	0.03%	+194	Timeline
SCHISCHWAB STRATEGIC TR	8,879	$410K	0.03%	new	Timeline
ABTABBOTT LABORATORIES	3,436	$392K	0.02%	+72	Timeline
CCITIGROUP INC	6,142	$384K	0.02%	+254	Timeline
NTESNETEASE COM INC	4,000	$374K	0.02%	0	Timeline
VEEVVEEVA SYS INC	1,600	$336K	0.02%	0	Timeline
MOATVANECK ETF TRUST	3,422	$332K	0.02%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,404	$310K	0.02%	+26	Timeline
RMDRESMED INC	1,208	$295K	0.02%	0	Timeline
CWCURTISS WRIGHT CORP	888	$292K	0.02%	-52	Timeline
QQQINVESCO QQQ TR	596	$291K	0.02%	+97	Timeline
NFLXNETFLIX INC.	394	$279K	0.02%	new	Timeline
TAT&T INC	12,446	$274K	0.02%	+426	Timeline
DIASTATE STR SPDR DOW JONES IND	640	$272K	0.02%	-156	Timeline
UNHUNITEDHEALTH GROUP INC	463	$271K	0.02%	new	Timeline
IWFISHARES TR	695	$261K	0.02%	-59	Timeline
MAMASTERCARD INCORPORATED	520	$257K	0.02%	+52	Timeline
KOCOCA COLA CO	3,489	$252K	0.02%	+29	Timeline
AONAON PLC	720	$249K	0.02%	0	Timeline
CITHE CIGNA GROUP	712	$247K	0.02%	-44	Timeline
DALDELTA AIR LINES INC	4,545	$231K	0.01%	-1,610	Timeline
NKENIKE INC	2,567	$228K	0.01%	-200	Timeline
APOAPOLLO GLOBAL MGMT INC	1,733	$217K	0.01%	new	Timeline
BXBLACKSTONE INC	1,374	$210K	0.01%	new	Timeline
MOALTRIA GROUP INC	4,000	$208K	0.01%	new	Timeline
ENTGENTEGRIS INC	1,833	$206K	0.01%	+30	Timeline
MUMICRON TECHNOLOGY INC	1,961	$203K	0.01%	-367	Timeline
IYYISHARES TR	1,446	$202K	0.01%	new	Timeline
WMWASTE MGMT INC DEL	965	$200K	0.01%	-47	Timeline
LOCLLOCAL BOUNTI CORP	46,394	$116K	0.01%	0	Timeline
SANBANCO SANTANDER SA	17,739	$90.5K	0.01%	0	Timeline
PSECPROSPECT CAP CORP	10,207	$55.2K	<0.01%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VUGVANGUARD INDEX FDS	693	$260K	shares
SCHXSCHWAB STRATEGIC TR	3,800	$245K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	226	$241K	shares
INTCINTEL CORP	7,000	$217K	shares
EWEDWARDS LIFESCIENCES CORP	2,213	$204K	shares
VIGVANGUARD SPECIALIZED FUNDS	1,099	$202K	shares
BETTER HOME & FINANCE H…BETTER HOME & FINANCE HOLDIN	29,373	$13.5K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001941040-24-000499	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC