Main Street Research LLC Portfolio Holdings

Main Street Research LLC

  • $1.77 Billion
  • Q3 2025

Main Street Research LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.77 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $112M, Apple Inc. with a value of $89.5M, Microsoft Corp with a value of $87.1M, Palantir Technologies Inc. with a value of $83.1M, and Robinhood Markets, Inc. with a value of $77.2M.

Examining the 13F form we can see an increase of $211M in the current position value, from $1.56B to 1.77B.

Main Street Research LLC is based out at Sausalito, CA

Below you can find more details about Main Street Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.77 Billion
Technology: $733 Million
Communication Services: $274 Million
Financial Services: $247 Million
Consumer Cyclical: $141 Million
Consumer Defensive: $121 Million
ETFs: $113 Million
Healthcare: $63.7 Million
Industrials: $39.1 Million
Other: $36.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$112 Million 6.35% of portfolio
601,558
Q3 2025 Added 1.07%
$4.3T
$89.5 Million 5.06% of portfolio
351,315
Q3 2025 Added 19.33%
$3.78T
$87.1 Million 4.93% of portfolio
168,164
Q3 2025 Added 77.57%
$342B
$83.1 Million 4.7% of portfolio
455,493
Q3 2025 Reduced 1.29%
$102B
$77.2 Million 4.37% of portfolio
539,305
Q3 2025 Added 0.48%
$1.65T
$72.9 Million 4.12% of portfolio
299,844
Q3 2025 Added 0.84%
$881B
$70.9 Million 4.01% of portfolio
224,723
Q3 2025 Added 0.19%
$139B
$68.8 Million 3.89% of portfolio
208,426
Q3 2025 Added 12.89%
$1.37T
$65.5 Million 3.71% of portfolio
89,183
Q3 2025 Added 40.12%
$1.46T
$61.7 Million 3.49% of portfolio
220,871
Q3 2025 Added 61.25%
$0
$61.5 Million 3.48% of portfolio
1,495,000
Q3 2025 New
$533B
$60.5 Million 3.42% of portfolio
177,093
Q3 2025 Added 2.71%
$404B
$58.7 Million 3.32% of portfolio
63,459
Q3 2025 Added 0.97%
$2.39T
$57.7 Million 3.27% of portfolio
262,934
Q3 2025 Added 17.3%
$121B
$53.2 Million 3.01% of portfolio
68,892
Q3 2025 Reduced 0.41%
$49.1B
$51.5 Million 2.91% of portfolio
42,922
Q3 2025 Added 0.78%
$269B
$43.2 Million 2.44% of portfolio
180,321
Q3 2025 Added 0.37%
$405B
$39.1 Million 2.21% of portfolio
40,434
Q3 2025 Added 131.09%
$103B
$37 Million 2.09% of portfolio
15,833
Q3 2025 Added 0.67%
$79.6B
$36.8 Million 2.08% of portfolio
297,311
Q3 2025 New
$11.9B
$35.7 Million 2.02% of portfolio
466,864
Q3 2025 Added 4.1%
$123B
$35.2 Million 1.99% of portfolio
50,422
Q3 2025 Added 1.21%
$279B
$35.1 Million 1.99% of portfolio
340,885
Q3 2025 Added 1.53%
$86B
$35 Million 1.98% of portfolio
1,694,985
Q3 2025 New
$191B
$33.3 Million 1.88% of portfolio
6,159
Q3 2025 Added 31.94%
$96.9B
$33.2 Million 1.88% of portfolio
78,610
Q3 2025 Added 2.96%
$109B
$31.8 Million 1.8% of portfolio
1,051,914
Q3 2025 Added 1.14%
$36.7B
$30.6 Million 1.73% of portfolio
364,392
Q3 2025 New
$78.4B
$28.9 Million 1.64% of portfolio
217,067
Q3 2025 New
$346B
$23.5 Million 1.33% of portfolio
152,748
Q3 2025 Reduced 62.46%
$44B
$12.9 Million 0.73% of portfolio
8,627
Q3 2025 Reduced 19.55%
$61.4B
$7.02 Million 0.4% of portfolio
34,452
Q3 2025 Added 162.07%
$662B
$6.67 Million 0.38% of portfolio
13,261
Q3 2025 Reduced 88.59%
$1.29T
$5.79 Million 0.33% of portfolio
13,020
Q3 2025 Added 10.34%
$224B
$5.76 Million 0.33% of portfolio
18,968
Q3 2025 Reduced 0.03%
$1.74T
$4.79 Million 0.27% of portfolio
19,661
Q3 2025 Reduced 2.28%
$453B
$3.77 Million 0.21% of portfolio
5
Q2 2025 Reduced 28.57%
$53.1B
$3.46 Million 0.2% of portfolio
14,074
Q3 2025 Reduced 3.96%
$167B
$3.26 Million 0.18% of portfolio
34,098
Q3 2025 Added 1.43%
$317B
$3.11 Million 0.18% of portfolio
37,085
Q3 2025 Added 101.75%
$0
$3.04 Million 0.17% of portfolio
16,721
Q3 2025 Reduced 10.53%
$0
$2.74 Million 0.16% of portfolio
33,188
Q3 2025 Added 30.23%
$490B
$2.73 Million 0.15% of portfolio
24,225
Q3 2025 Added 10.19%
$303B
$2.61 Million 0.15% of portfolio
16,801
Q3 2025 Added 76.22%
$414B
$2.2 Million 0.12% of portfolio
9,517
Q3 2025 Added 4.56%
$522B
$2.11 Million 0.12% of portfolio
11,385
Q3 2025 Added 0.75%
$971B
$2.05 Million 0.12% of portfolio
2,681
Q3 2025 Added 0.07%
$0
$1.77 Million 0.1% of portfolio
2,654
Q3 2025 Reduced 0.64%
$291B
$1.47 Million 0.08% of portfolio
3,081
Q3 2025 Added 59.97%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $1.77 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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