Main Street Research LLC
149 holdingsFiling period: 2026-03-31Current AUM: $1.97Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 620.8K | $108.3M | $124.6M | 6.32% | +24.9K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 403.6K | $102.4M | $124.7M | 6.32% | +112.6K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 311.8K | $89.7M | $111.0M | 5.63% | +14.2K | 2026-03-31 |
| 4 | ISCF | ISHARES TR | 1.96M | $81.9M | $86.6M | 4.39% | +50.8K | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 223.2K | $75.4M | $90.2M | 4.57% | +5.0K | 2026-03-31 |
| 6 | XBI | SPDR SERIES TRUST | 567.5K | $72.5M | $83.4M | 4.23% | +207.0K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 223.8K | $65.8M | $78.7M | 3.99% | +1.8K | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 212.4K | $65.7M | $82.7M | 4.19% | +7.0K | 2026-03-31 |
| 9 | MCK | MCKESSON CORP | 67.8K | $58.6M | $58.0M | 2.94% | +413 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 269.2K | $56.1M | $73.1M | 3.71% | +9.3K | 2026-03-31 |
| 11 | — | ASML HLDG NV | 41.7K | $55.1M | $55.1M | 2.79% | +1.6K | 2026-03-31 |
| 12 | GLW | CORNING INC | 387.7K | $52.7M | $53.6M | 2.72% | -- | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 46.1K | $46.0M | $43.9M | 2.23% | -16,227 | 2026-03-31 |
| 14 | JNJ | JOHNSON & JOHNSON | 186.9K | $45.7M | $47.9M | 2.43% | +7.6K | 2026-03-31 |
| 15 | EWY | ISHARES INC | 361.9K | $44.5M | $56.9M | 2.88% | +6.4K | 2026-03-31 |
| 16 | GEV | GE VERNOVA INC | 50.7K | $44.2M | $50.2M | 2.54% | +1.5K | 2026-03-31 |
| 17 | GLDM | WORLD GOLD TR | 469.5K | $43.5M | $37.6M | 1.91% | +7.1K | 2026-03-31 |
| 18 | CAT | CATERPILLAR INC | 61.1K | $43.3M | $49.8M | 2.52% | +1.6K | 2026-03-31 |
| 19 | WMT | WALMART INC | 344.9K | $42.9M | $38.3M | 1.94% | +6.5K | 2026-03-31 |
| 20 | CCJ | CAMECO CORP | 389.1K | $42.3M | $33.6M | 1.70% | +7.2K | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 71.0K | $40.6M | $39.5M | 2.00% | -15,585 | 2026-03-31 |
| 22 | APH | AMPHENOL CORP | 301.0K | $38.0M | $48.4M | 2.45% | +5.7K | 2026-03-31 |
| 23 | BHP | BHP BILLITON LIMITED | 519.2K | $37.8M | $43.9M | 2.22% | -- | 2026-03-31 |
| 24 | — | ASTRAZENECA PLC | 190.6K | $37.6M | $37.6M | 1.91% | -- | 2026-03-31 |
| 25 | MU | MICRON TECHNOLOGY INC | 109.1K | $36.9M | $89.8M | 4.55% | +103.8K | 2026-03-31 |
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