Main Street Research LLC holds a diversified book of 140 stocks worth $2.1B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ross Stores Inc and trimmed Micron Technology Inc. Their largest long position is Nvidia Corp at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Main Street Research LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $909.4B |
| MORGAN STANLEY | 80 / 80 | $647.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $634.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $415.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $198.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $166.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $105.5B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $97.8B |
Ranked by how many of Main Street Research LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $126.1M | 630.1K | 6.0% | ▲+1.5% Added · +9K sh | |
| 2 | Micron Technology Inc COM | $125.4M | 108.6K | 5.9% | ▼−0.4% Reduced · −473 sh | |
| 3 | Apple Inc COM | $117.5M | 406.1K | 5.5% | ▲+0.6% Added · +3K sh | |
| 4 | Alphabet Inc CAP STK CL A | $113.3M | 316.9K | 5.3% | ▲+1.6% Added · +5K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $109.1M | 228.4K | 5.1% | ▲+2.4% Added · +5K sh | |
| 6 | Corning Inc COM | $100.7M | 394.1K | 4.8% | ▲+1.6% Added · +6K sh | |
| 7 | SPDR Series Trust ST STR SP BIOT | $91.3M | 576.8K | 4.3% | ▲+1.6% Added · +9K sh | |
| 8 | Ishares TR INTERNATIONAL SL | $87.8M | 2.03M | 4.1% | ▲+3.5% Added · +69K sh | |
| 9 | ASML Hldg NV N Y REGISTRY SHS | $84.3M | 42.4K | 4.0% | ▲+1.7% Added · +709 sh | |
| 10 | Broadcom Inc COM | $80.8M | 213.8K | 3.8% | ▲+0.7% Added · +1K sh | |
| 11 | JPMorgan Chase & Co COM | $74.1M | 226.3K | 3.5% | ▲+1.1% Added · +3K sh | |
| 12 | Ishares Inc MSCI STH KOR ETF | $72.9M | 360.9K | 3.4% | ▼−0.3% Reduced · −1K sh | |
| 13 | Caterpillar Inc COM | $65.8M | 61.8K | 3.1% | ▲+1.1% Added · +649 sh | |
| 14 | Amazon Com Inc COM | $65.5M | 274.7K | 3.1% | ▲+2.0% Added · +6K sh | |
| 15 | Ge Vernova Inc COM | $59.7M | 50.8K | 2.8% | ▲+0.2% Added · +110 sh | |
| 16 | Amphenol Corp CL A | $54.4M | 308.7K | 2.6% | ▲+2.5% Added · +8K sh | |
| 17 | Johnson & Johnson COM | $47.9M | 188.6K | 2.3% | ▲+0.9% Added · +2K sh | |
| 18 | Royal BK Cda COM | $47.0M | 227.1K | 2.2% | ▲+2.0% Added · +5K sh | |
| 19 | Costco Wholesale Corporation COM | $44.4M | 47.5K | 2.1% | ▲+2.9% Added · +1K sh | |
| 20 | BHP Billiton Limited SPONSORED ADS | $44.0M | 528.1K | 2.1% | ▲+1.7% Added · +9K sh | |
| 21 | Barclays PLC ADR | $43.6M | 1.62M | 2.1% | ▲+91% Added · +771K sh | |
| 22 | Meta Platforms Inc CL A | $40.7M | 72.2K | 1.9% | ▲+1.7% Added · +1K sh | |
| 23 | Keysight Technologies Inc COM | $40.3M | 115.1K | 1.9% | ▲+1.9% Added · +2K sh | |
| 24 | Cameco Corp COM | $39.9M | 391.5K | 1.9% | ▲+0.6% Added · +2K sh | |
| 25 | Walmart Inc COM | $39.5M | 348.6K | 1.9% | ▲+1.1% Added · +4K sh | |
| 26 | AstraZeneca PLC ORD | $37.4M | 197.4K | 1.8% | ▲+3.5% Added · +7K sh | |
| 27 | Ross Stores Inc COM | $32.1M | 150.8K | 1.5% | ▲New New position | |
| 28 | Technipfmc PLC COM | $27.4M | 413.7K | 1.3% | ▲New New position | |
| 29 | Microsoft Corp COM | $25.8M | 69.2K | 1.2% | ▲+2.4% Added · +2K sh | |
| 30 | Procter & Gamble Co COM | $22.2M | 151.1K | 1.0% | ▼−0.4% Reduced · −554 sh | |
| 31 | McKesson Corp COM | $21.5M | 28.5K | 1.0% | ▼−58% Reduced · −39K sh | |
| 32 | Fair Isaac Corp COM | $11.4M | 9.6K | 0.5% | ▲+13% Added · +1K sh | |
| 33 | Alphabet Inc CAP STK CL C | $8.0M | 22.7K | 0.4% | ▼−3.1% Reduced · −730 sh | |
| 34 | Palo Alto Networks Inc COM | $8.0M | 23.3K | 0.4% | ▼−31% Reduced · −11K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $6.0M | 12.0K | 0.3% | ▲~0% Added · +2 sh | |
| 36 | Arista Networks Inc COM SHS | $5.9M | 34.9K | 0.3% | ▼−0.1% Reduced · −44 sh | |
| 37 | Tesla Inc COM | $5.4M | 12.9K | 0.3% | ▲+4.9% Added · +606 sh | |
| 38 | Schwab Charles Corp COM | $4.2M | 45.9K | 0.2% | ▼−1.0% Reduced · −473 sh | |
| 39 | Wells Fargo & Co COM | $4.0M | 48.5K | 0.2% | ▲+3.5% Added · +2K sh | |
| 40 | Berkshire Hathaway Inc Del CL A | $3.7M | 5 | 0.2% | —Held | |
| 41 | Ishares TR CORE MSCI TOTAL | $3.7M | 39.1K | 0.2% | ▲+1.3% Added · +490 sh | |
| 42 | Eli Lilly & Co COM | $3.3M | 2.7K | 0.2% | ▼−5.6% Reduced · −162 sh | |
| 43 | Visa Inc COM CL A | $3.2M | 9.4K | 0.2% | ▼−8.6% Reduced · −877 sh | |
| 44 | Exxon Mobil Corp COM | $3.1M | 22.4K | 0.1% | ▼−6.2% Reduced · −1K sh | |
| 45 | Autodesk Inc COM | $2.8M | 14.2K | 0.1% | ▼−1.1% Reduced · −163 sh | |
| 46 | Ishares Inc MSCI WORLD ETF | $2.7M | 13.5K | 0.1% | ▼−8.3% Reduced · −1K sh | |
| 47 | Chevron Corporation COM | $2.7M | 16.1K | 0.1% | ▼−4.6% Reduced · −771 sh | |
| 48 | State STR SPDR S&P 500 ETF T TR UNIT | $2.6M | 3.5K | 0.1% | ▲+6.8% Added · +222 sh | |
| 49 | Abbvie Inc COM | $2.4M | 9.7K | 0.1% | ▼−5.2% Reduced · −537 sh | |
| 50 | McDonalds Corp COM | $2.4M | 8.9K | 0.1% | ▼−42% Reduced · −7K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1513211/holdings"
Use Arkolith to show Main Street Research LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 140 | $2.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 148 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 129 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 129 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 115 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 101 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 110 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 109 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 103 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 107 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 30, 2024 | 106 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 91 | $970.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 93 | $627.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 1, 2023 | 91 | $506.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 98 | $410.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 97 | $454.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 86 | $381.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 116 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 141 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 137 | $1.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 6, 2021 | 143 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 127 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 126 | $929.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 109 | $785.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.