Main Street Research LLC

CIK 0001513211 · LAKEVILLE, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Main Street Research LLC reported 140 positions worth $2.12B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: NVDA (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.12B
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.9%
Est. Net Flow (Q)
2026 Q2
10 / 140 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$126.1M5.95%630,053
2MUMICRON TECHNOLOGY INCSH$125.4M5.92%108,636
3AAPLAPPLE INCSH$117.5M5.55%406,129
4GOOGLALPHABET INCSH$113.3M5.35%316,947
5TSMTAIWAN SEMICONDUCTOR MANUFACSH$109.1M5.15%228,429
6GLWCORNING INCSH$100.7M4.75%394,058
7XBISPDR SERIES TRUSTSH$91.3M4.31%576,754
8ISCFISHARES TRSH$87.8M4.14%2,027,356
9ASMLASML HLDG NVSH$84.3M3.98%42,396
10AVGOBROADCOM INCSH$80.8M3.81%213,841

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Main Street Research LLC hold as of Q2 2026?

Main Street Research LLC reported 140 positions worth $2.12B in its Q2 2026 13F filing. Largest positions: NVDA (6.0%), MU (5.9%), AAPL (5.5%), GOOGL (5.3%) and TSM (5.1%).

What did Main Street Research LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Main Street Research LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.