Main Street Research
$2.1B 13F equity value
161 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Main Street Research covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 630,053 | $126M | 6.0% |
| MU | MICRON TECHNOLOGY INC | 108,636 | $125M | 5.9% |
| AAPL | APPLE INC | 406,129 | $118M | 5.5% |
| GOOGL | ALPHABET INC | 316,947 | $113M | 5.3% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 228,429 | $109M | 5.1% |
| GLW | CORNING INC | 394,058 | $101M | 4.8% |
| XBI | SPDR SERIES TRUST | 576,754 | $91M | 4.3% |
| ISCF | ISHARES TR | 2,027,356 | $88M | 4.1% |
| ASML | ASML HLDG NV | 42,396 | $84M | 4.0% |
| AVGO | BROADCOM INC | 213,841 | $81M | 3.8% |
Track Main Street Research's 13F portfolio: $2.1B in reported holdings, 161 positions. Top holdings and quarterly changes on SentiSense.
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