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
$91.4B
$1.26 Million 0.07% of portfolio
8,092
Q3 2025 Added 0.45%
$12.8B
$1.16 Million 0.07% of portfolio
9,368
Q3 2025 Added 0.43%
$593B
$1.08 Million 0.06% of portfolio
3,836
Q3 2025 Added 181.44%
$0
$1.04 Million 0.06% of portfolio
21,228
Q3 2025 Added 11.93%
$268B
$999,000 0.06% of portfolio
5,976
Q3 2025 Added 0.79%
$0
$957,000 0.05% of portfolio
1,595
Q3 2025 Added 53.51%
$0
$970,000 0.05% of portfolio
1,450
Q3 2025 Added 20.63%
$258B
$930,000 0.05% of portfolio
5,563
Q3 2025 Added 24.04%
$413B
$646,000 0.04% of portfolio
12,538
Q3 2025 Added 24.73%
$92B
$620,000 0.04% of portfolio
4,085
Q3 2025 Added 2.13%
$147B
$629,000 0.04% of portfolio
6,446
Q3 2025 Reduced 98.31%
$99.5B
$663,000 0.04% of portfolio
14,715
Q3 2025 Added 0.74%
$0
$730,000 0.04% of portfolio
14,165
Q3 2025 Added 49.83%
$0
$790,000 0.04% of portfolio
34,241
Q3 2025 Added 31.65%
$235B
$778,000 0.04% of portfolio
9,270
Q3 2025 Added 3.37%
$0
$647,000 0.04% of portfolio
1,057
Q3 2025 Added 78.85%
$319B
$716,000 0.04% of portfolio
10,472
Q3 2025 Reduced 0.99%
$104B
$727,000 0.04% of portfolio
2,478
Q2 2025 Reduced 8.49%
$0
$542,000 0.03% of portfolio
1,652
Q3 2025 Reduced 17.69%
$237B
$596,000 0.03% of portfolio
2,518
Q3 2025 Added 52.42%
$388B
$566,000 0.03% of portfolio
3,499
Q3 2025 Reduced 16.79%
$284B
$522,000 0.03% of portfolio
7,358
Q3 2025 Added 5.16%
$152B
$612,000 0.03% of portfolio
2,484
Q3 2025 Reduced 4.79%
$222B
$483,000 0.03% of portfolio
996
Q3 2025 Added 8.5%
$190B
$496,000 0.03% of portfolio
4,894
Q3 2025 Added 5.98%
$151B
$447,000 0.03% of portfolio
1,270
Q3 2025 Added 61.58%
$40.3B
$524,000 0.03% of portfolio
1,553
Q3 2025 Added 0.19%
$65.7B
$535,000 0.03% of portfolio
6,699
Q1 2025 Reduced 2.05%
$182B
$513,000 0.03% of portfolio
752
Q3 2025 Added 5.17%
$228B
$472,000 0.03% of portfolio
3,531
Q3 2025 Added 1.93%
$18.3B
$565,000 0.03% of portfolio
2,153
Q3 2025 New
$21.2B
$482,000 0.03% of portfolio
888
Q3 2024 Reduced 5.53%
$0
$495,000 0.03% of portfolio
3,405
Q2 2025 New
$25.7B
$488,000 0.03% of portfolio
3,313
Q3 2025 Added 1.94%
$118B
$297,000 0.02% of portfolio
1,210
Q3 2025 Reduced 30.74%
$11.6B
$386,000 0.02% of portfolio
3,556
Q3 2025 Added 0.48%
$19.2B
$317,000 0.02% of portfolio
3,883
Q3 2025 Added 1.65%
$174B
$388,000 0.02% of portfolio
2,616
Q3 2025 Added 30.8%
$0
$382,000 0.02% of portfolio
14,531
Q3 2025 Added 33.34%
$0
$296,000 0.02% of portfolio
640
Q1 2025 Reduced 16.23%
$204B
$327,000 0.02% of portfolio
2,329
Q3 2025 Reduced 10.11%
$181B
$396,000 0.02% of portfolio
14,043
Q3 2025 Added 14.6%
$120B
$352,000 0.02% of portfolio
11,223
Q3 2025 Added 8.2%
$115B
$391,000 0.02% of portfolio
798
Q3 2025 New
$46.1B
$325,000 0.02% of portfolio
3,576
Q3 2025 New
$64.9B
$352,000 0.02% of portfolio
4,190
Q3 2025 New
$7.35B
$351,000 0.02% of portfolio
6,200
Q2 2025 Reduced 12.68%
$367B
$409,000 0.02% of portfolio
1,011
Q2 2025 Reduced 19.38%
$266B
$365,000 0.02% of portfolio
1,295
Q3 2025 Reduced 5.95%

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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