Main Street Research
$1.7B Assets Reported
159 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 620,776 | $108M | 6.3% |
| AAPL | APPLE INC | 403,578 | $102M | 6.0% |
| GOOGL | ALPHABET INC | 311,786 | $90M | 5.2% |
| ISCF | ISHARES TR | 1,958,627 | $82M | 4.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 223,159 | $75M | 4.4% |
| XBI | SPDR SERIES TRUST | 567,479 | $72M | 4.2% |
| JPM | JPMORGAN CHASE & CO | 223,762 | $66M | 3.8% |
| AVGO | BROADCOM INC | 212,402 | $66M | 3.8% |
| MCK | MCKESSON CORP | 67,774 | $59M | 3.4% |
| AMZN | AMAZON COM INC | 269,193 | $56M | 3.3% |
Track Main Street Research's 13F portfolio: $1.7B in reported holdings, 159 positions. Top holdings, AUM, and quarterly changes on SentiSense.