Main Street Research LLC
CIK 1513211 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $1.7B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 148
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 31
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 12
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15642 · issuer key iss:1334 | ADD | −$2.9M | +24,932 | $111M | $108M | 595,844 | 620,776 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13215 · issuer key iss:144 | ADD | +$23.3M | +112,641 | $79.1M | $102M | 290,937 | 403,578 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CAP STK CL A · position key pos:15142 · issuer key iss:89 | ADD | −$3.5M | +14,242 | $93.1M | $89.7M | 297,544 | 311,786 |
| — | share class as filed: INTERNATIONAL SL · position key sid:sec:prov:7450541b648e17b2fefc6b7439eb5438 · issuer key iss:2405 | ADD | +$2.7M | +50,827 | $79.1M | $81.9M | 1,907,800 | 1,958,627 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADS · position key pos:17467 · issuer key iss:1751 | ADD | +$9.0M | +5,012 | $66.5M | $75.4M | 218,147 | 223,159 |
| — | share class as filed: STATE STREET SPD · position key pos:10141 · issuer key iss:1602 | ADD | +$28.5M | +206,953 | $44.0M | $72.5M | 360,526 | 567,479 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18039 · issuer key iss:1025 | ADD | −$5.7M | +1,843 | $71.5M | $65.8M | 221,919 | 223,762 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12827 · issuer key iss:323 | ADD | −$5.3M | +7,007 | $71.1M | $65.7M | 205,395 | 212,402 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17201 · issuer key iss:1208 | ADD | +$3.3M | +413 | $55.3M | $58.6M | 67,361 | 67,774 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14175 · issuer key iss:95 | ADD | −$3.9M | +9,344 | $60.0M | $56.1M | 259,849 | 269,193 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: N Y REGISTRY SHS · position key pos:11625 · issuer key iss:2284 | ADD | +$12.1M | +1,569 | $42.9M | $55.1M | 40,118 | 41,687 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16439 · issuer key iss:520 | NEW | +$52.7M | +387,718 | $0 | $52.7M | — | 387,718 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12030 · issuer key iss:525 | TRIM | −$7.8M | −16,227 | $53.8M | $46.0M | 62,366 | 46,139 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13599 · issuer key iss:1035 | ADD | +$8.6M | +7,564 | $37.1M | $45.7M | 179,318 | 186,882 |
| — | share class as filed: MSCI STH KOR ETF · position key sid:sec:prov:c3e04efb4156dc6f48e0e8e8bb3cba38 · issuer key cusip6:464286 | ADD | +$10.0M | +6,413 | $34.6M | $44.5M | 355,461 | 361,874 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17386 · issuer key iss:806 | ADD | +$12.1M | +1,531 | $32.1M | $44.2M | 49,161 | 50,692 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPDR GLD MINIS · position key pos:14579 · issuer key iss:1990 | ADD | +$4.0M | +7,135 | $39.5M | $43.5M | 462,316 | 469,451 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13432 · issuer key iss:411 | ADD | +$9.2M | +1,551 | $34.1M | $43.3M | 59,559 | 61,110 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13490 · issuer key iss:1939 | ADD | +$5.1M | +6,474 | $37.8M | $42.9M | 338,395 | 344,869 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11527 · issuer key iss:381 | ADD | +$7.3M | +7,209 | $34.9M | $42.3M | 381,868 | 389,077 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
1–100 of 154 changes
Mark-to-market only (no share change) · 6
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:11020 · issuer key iss:255 | NO CHANGE | −$183K | 0 | $3.8M | $3.6M | 5 | 5 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SHS · position key pos:14081 · issuer key iss:2235 | NO CHANGE | +$26.1K | 0 | $369K | $395K | 947 | 947 |
| — | share class as filed: ISHARES SEMICDTR · position key pos:17516 · issuer key iss:1012 | NO CHANGE | +$21.2K | 0 | $232K | $254K | 771 | 771 |
| — | share class as filed: DOW JONES US ETF · position key pos:15122 · issuer key iss:1012 | NO CHANGE | −$10.6K | 0 | $240K | $229K | 1,446 | 1,446 |
| — | share class as filed: EXPND TEC SC ETF · position key pos:13047 · issuer key iss:1012 | NO CHANGE | −$20.6K | 0 | $250K | $229K | 1,932 | 1,932 |
| — | share class as filed: COM · position key sid:sec:prov:748c3ea2043f7dae881221f3c766e002 · issuer key cusip6:68170A | NO CHANGE | −$51.1K | 0 | $251K | $200K | 15,909 | 15,909 |
Flags: no row carries a flag.
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
136 issuers · 148 rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Every row below carries other-manager unparsed — stated once here rather than repeated on every row.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $108M | 620,776 | 6.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $102M | 403,578 | 6.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC | $96.4M | 335,223 | 5.6% | ||||||||||||||||
| — | ISHARES TR · INTERNATIONAL SL CUSIP 46434V266 quarter ended 2026-03-31 filed filed 2026-04-30 +30d ticker not yet mapped | $81.9M | 1,958,627 | 4.8% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $75.4M | 223,159 | 4.4% | ||||||||||||||||
| — | SPDR SERIES TRUST · STATE STREET SPD CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d ticker not yet mapped | $72.5M | 567,479 | 4.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JPMORGAN CHASE & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $65.8M | 223,762 | 3.8% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $65.7M | 212,402 | 3.8% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MCKESSON CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $58.6M | 67,774 | 3.4% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $56.1M | 269,193 | 3.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASML HLDG NV · N Y REGISTRY SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $55.1M | 41,687 | 3.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CORNING INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $52.7M | 387,718 | 3.1% | ||||||||||||||||
| — | ISHARES INC2 positions · 2 reported rows
| $47.2M | 376,616 | 2.7% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTCO WHOLESALE CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $46.0M | 46,139 | 2.7% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JOHNSON & JOHNSON · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $45.7M | 186,882 | 2.7% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE VERNOVA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $44.2M | 50,692 | 2.6% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WORLD GOLD TR · SPDR GLD MINIS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $43.5M | 469,451 | 2.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CATERPILLAR INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $43.3M | 61,110 | 2.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WALMART INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $42.9M | 344,869 | 2.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAMECO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $42.3M | 389,077 | 2.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $40.6M | 70,962 | 2.4% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMPHENOL CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $38.0M | 301,043 | 2.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BHP BILLITON LIMITED · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $37.8M | 519,212 | 2.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTRAZENECA PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $37.6M | 190,644 | 2.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICRON TECHNOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $36.9M | 109,109 | 2.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROYAL BK CDA · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $36.0M | 222,568 | 2.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KEYSIGHT TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $31.9M | 112,937 | 1.9% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $25.0M | 67,542 | 1.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALANTIR TECHNOLOGIES INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $24.5M | 167,647 | 1.4% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROCTER & GAMBLE CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $21.9M | 151,627 | 1.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BARCLAYS PLC · ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $18.0M | 850,971 | 1.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BERKSHIRE HATHAWAY INC DEL | $9.3M | 11,983 | 0.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FAIR ISAAC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $9.0M | 8,464 | 0.5% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $7.5M | 196,085 | 0.4% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALO ALTO NETWORKS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $5.5M | 34,024 | 0.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MCDONALDS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $4.8M | 15,483 | 0.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TESLA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $4.6M | 12,337 | 0.3% | ||||||||||||||||
| — | ISHARES TR2 positions · 2 reported rows
| $4.5M | 62,641 | 0.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SCHWAB CHARLES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $4.4M | 46,360 | 0.3% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARISTA NETWORKS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $4.3M | 34,981 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $4.1M | 23,924 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WELLS FARGO & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $3.7M | 46,882 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHEVRON CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $3.5M | 16,851 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AUTODESK INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $3.4M | 14,403 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISA INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $3.1M | 10,246 | 0.2% | ||||||||||||||||
| — | ISHARES TR5 positions · 5 reported rows
| $2.7M | 7,398 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $2.7M | 2,908 | 0.2% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABBVIE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $2.2M | 10,258 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $2.1M | 3,263 | 0.1% | ||||||||||||||||
| — | SCHWAB STRATEGIC TR4 positions · 4 reported rows
| $1.8M | 73,708 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SALESFORCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.3M | 6,924 | 0.1% | ||||||||||||||||
| — | VANGUARD INDEX FDS2 positions · 2 reported rows
| $1.2M | 2,621 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RTX CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.2M | 6,066 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCK & CO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.1M | 9,521 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | 3M CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.1M | 7,870 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISNEY WALT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.0M | 10,730 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INVESCO QQQ TR · UNIT SER 1 CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.0M | 1,769 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNION PAC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $1.0M | 4,129 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLOROX CO DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $988K | 9,537 | 0.1% | ||||||||||||||||
| — | ISHARES TR · 10+ YR INVST GRD CUSIP 464289511 quarter ended 2026-03-31 filed filed 2026-04-30 +30d ticker not yet mapped | $931K | 18,751 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PULTE GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $868K | 7,382 | 0.1% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CIRRUS LOGIC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $829K | 5,734 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UBER TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $827K | 11,491 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CISCO SYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $780K | 10,057 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPDR GOLD TR · GOLD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $777K | 1,806 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GOLDMAN SACHS GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $739K | 874 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STATE STR SPDR DOW JONES IND · UT SER 1 CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $696K | 1,502 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CURTISS WRIGHT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $689K | 1,012 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEXAS INSTRS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $685K | 3,527 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ON SEMICONDUCTOR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $641K | 10,350 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ADVANCED MICRO DEVICES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $640K | 3,145 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HSBC HLDGS PLC · SPON ADR NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $638K | 7,733 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COLGATE PALMOLIVE CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $638K | 7,484 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CITIGROUP INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $627K | 5,526 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLACKSTONE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $611K | 5,317 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AT&T INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $585K | 20,193 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK AMERICA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $582K | 11,943 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STRYKER CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $579K | 1,763 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PEPSICO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $578K | 3,722 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | D R HORTON INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $523K | 3,808 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MITSUBISHI UFJ FINANCIAL GRO · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $517K | 30,448 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORACLE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $514K | 3,497 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANALOG DEVICES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $474K | 1,491 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NETEASE COM INC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $457K | 4,085 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AUTOMATIC DATA PROCESSING IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $453K | 2,232 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THERMO FISHER SCIENTIFIC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $442K | 900 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LAM RESEARCH CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $425K | 1,988 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRISTOL-MYERS SQUIBB CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $421K | 6,942 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XYLEM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $397K | 3,319 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABBOTT LABORATORIES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $396K | 3,859 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TRANE TECHNOLOGIES PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $395K | 947 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMCAST CORP NEW · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $388K | 13,520 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $387K | 839 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EBAY INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $380K | 4,175 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOSTON SCIENTIFIC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $376K | 5,993 | 0.0% | ||||||||||||||||
| — | SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d ticker not yet mapped | $372K | 2,800 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PTC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $354K | 2,481 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LENNAR CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $339K | 3,904 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DELTA AIR LINES INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $338K | 5,091 | 0.0% | ||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GARTNER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-30 +30d | $335K | 2,115 | 0.0% |
1–20 of the 100 issuers on this page
1–100 of 136 issuers · page 1 of 2
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 83.0%above median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 327 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 148 / 148median book 97.5 positions
160 quarter-over-quarter rows
Filing history
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open Main Street Research LLC's 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.