13F HOLDINGS REPORT
Main Street Research LLC
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001420506-25-000201
Total Value
$1.60B
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 369,578 | $92.5M | 5.77% |
| 2 | NVIDIA CORPORATION | NVDA | 619,049 | $83.1M | 5.18% |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 897,720 | $67.9M | 4.23% |
| 4 | AMAZON COM INC | AMZN | 306,948 | $67.3M | 4.20% |
| 5 | PROCTER AND GAMBLE CO | 742718109 | 385,813 | $64.7M | 4.03% |
| 6 | ISHARES TR | 464287655 | 282,358 | $62.4M | 3.89% |
| 7 | BROADCOM INC | AVGO | 252,424 | $58.5M | 3.65% |
| 8 | META PLATFORMS INC | META | 99,659 | $58.4M | 3.64% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 61,292 | $56.2M | 3.50% |
| 10 | MICROSOFT CORP | MSFT | 129,762 | $54.7M | 3.41% |
| 11 | ALPHABET INC | GOOG | 281,038 | $53.2M | 3.31% |
| 12 | VISA INC | V | 168,028 | $53.1M | 3.31% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 214,725 | $51.5M | 3.21% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 109,434 | $49.6M | 3.09% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 79,531 | $41.5M | 2.59% |
| 16 | BOOKING HOLDINGS INC | BKNG | 8,204 | $40.8M | 2.54% |
| 17 | T-MOBILE US INC | TMUSZ | 176,114 | $38.9M | 2.42% |
| 18 | MCKESSON CORP | MCK | 67,804 | $38.7M | 2.41% |
| 19 | ORACLE CORP | ORCL-PD | 211,326 | $35.2M | 2.19% |
| 20 | CATERPILLAR INC | CAT | 96,486 | $35.0M | 2.18% |
| 21 | SERVICENOW INC | NOW | 32,737 | $34.7M | 2.16% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 172,767 | $34.2M | 2.13% |
| 23 | PARKER-HANNIFIN CORP | PH | 53,370 | $33.9M | 2.11% |
| 24 | INGERSOLL RAND INC | IR | 365,501 | $33.1M | 2.06% |
| 25 | REGIONS FINANCIAL CORP NEW | RF-PF | 1,388,068 | $33.0M | 2.06% |
| 26 | CHUBB LIMITED | CB | 118,621 | $32.9M | 2.05% |
| 27 | ARISTA NETWORKS INC | ANET | 285,740 | $31.6M | 1.97% |
| 28 | CONSTELLATION ENERGY CORP | CEG | 140,786 | $31.5M | 1.96% |
| 29 | ICICI BANK LIMITED | IBN | 1,003,059 | $30.0M | 1.87% |
| 30 | LINDE PLC | LIN | 66,516 | $27.8M | 1.74% |
| 31 | EXXON MOBIL CORP | XOM | 242,915 | $26.1M | 1.63% |
| 32 | MERCADOLIBRE INC | MELI | 15,022 | $25.5M | 1.59% |
| 33 | INTUIT | INTU | 21,485 | $13.5M | 0.84% |
| 34 | GENERAL DYNAMICS CORP | GD | 50,958 | $13.4M | 0.84% |
| 35 | NOVO-NORDISK A S | NONOF | 85,803 | $7.4M | 0.46% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 60,445 | $7.3M | 0.45% |
| 37 | APPLIED MATLS INC | 038222105 | 40,642 | $6.6M | 0.41% |
| 38 | TESLA INC | TSLA | 15,968 | $6.4M | 0.40% |
| 39 | FAIR ISAAC CORP | FICO | 3,104 | $6.2M | 0.39% |
| 40 | MCDONALDS CORP | MCD | 19,618 | $5.7M | 0.35% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $4.8M | 0.30% |
| 42 | AUTODESK INC | ADSK | 14,632 | $4.3M | 0.27% |
| 43 | ALPHABET INC | GOOG | 20,368 | $3.9M | 0.24% |
| 44 | ISHARES INC | 464286392 | 17,616 | $2.7M | 0.17% |
| 45 | SCHWAB CHARLES CORP | SCHW-PJ | 36,240 | $2.7M | 0.17% |
| 46 | ELI LILLY & CO | LLY | 3,363 | $2.6M | 0.16% |
| 47 | PALO ALTO NETWORKS INC | PANW | 14,236 | $2.6M | 0.16% |
| 48 | SALESFORCE INC | CRM | 7,280 | $2.4M | 0.15% |
| 49 | ABBVIE INC | ABBV | 9,475 | $1.7M | 0.10% |
| 50 | CHEVRON CORP NEW | CVX | 10,941 | $1.6M | 0.10% |
| 51 | JOHNSON & JOHNSON | JNJ | 10,640 | $1.5M | 0.10% |
| 52 | CLOROX CO DEL | CLX | 9,328 | $1.5M | 0.09% |
| 53 | WELLS FARGO CO NEW | 949746101 | 20,775 | $1.5M | 0.09% |
| 54 | SPDR S&P 500 ETF TR | SPY | 2,331 | $1.4M | 0.09% |
| 55 | WALMART INC | WMT | 15,046 | $1.4M | 0.08% |
| 56 | 3M CO | MMM | 8,076 | $1.0M | 0.06% |
| 57 | ACCENTURE PLC IRELAND | ACN | 2,878 | $1.0M | 0.06% |
| 58 | AUTOMATIC DATA PROCESSING IN | ADP | 3,427 | $1.0M | 0.06% |
| 59 | MERCK & CO INC | MRK | 9,667 | $969,584 | 0.06% |
| 60 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 15,257 | $862,920 | 0.05% |
| 61 | THERMO FISHER SCIENTIFIC INC | TMO | 1,654 | $861,180 | 0.05% |
| 62 | VANGUARD INDEX FDS | 922908769 | 2,801 | $811,676 | 0.05% |
| 63 | ISHARES TR | 464287200 | 1,366 | $804,137 | 0.05% |
| 64 | VANGUARD INDEX FDS | 922908363 | 1,472 | $793,128 | 0.05% |
| 65 | STRYKER CORPORATION | SYK | 2,046 | $738,381 | 0.05% |
| 66 | BOSTON SCIENTIFIC CORP | BSX | 7,595 | $678,385 | 0.04% |
| 67 | CISCO SYS INC | CSCO | 10,998 | $651,097 | 0.04% |
| 68 | COLGATE PALMOLIVE CO | CL | 6,839 | $621,733 | 0.04% |
| 69 | BANK AMERICA CORP | 060505104 | 14,055 | $617,727 | 0.04% |
| 70 | INVESCO QQQ TR | IVZ | 1,029 | $525,975 | 0.03% |
| 71 | RTX CORPORATION | RTX | 4,540 | $525,392 | 0.03% |
| 72 | HOME DEPOT INC | HD | 1,345 | $523,274 | 0.03% |
| 73 | ABBOTT LABS | ABLZF | 3,857 | $436,265 | 0.03% |
| 74 | PEPSICO INC | PEP | 2,712 | $416,910 | 0.03% |
| 75 | CITIGROUP INC | C-PR | 5,730 | $403,335 | 0.03% |
| 76 | TEXAS INSTRS INC | 882508104 | 2,110 | $395,583 | 0.02% |
| 77 | ADOBE INC | ADBE | 885 | $393,542 | 0.02% |
| 78 | ASML HOLDING N V | ASMLF | 564 | $390,897 | 0.02% |
| 79 | SMUCKER J M CO | 832696405 | 3,539 | $389,715 | 0.02% |
| 80 | COMCAST CORP NEW | CCZ | 10,372 | $389,261 | 0.02% |
| 81 | XYLEM INC | XYL | 3,250 | $377,065 | 0.02% |
| 82 | NORFOLK SOUTHN CORP | 655844108 | 1,587 | $372,469 | 0.02% |
| 83 | INTERNATIONAL BUSINESS MACHS | INTR | 1,659 | $364,698 | 0.02% |
| 84 | SCHWAB STRATEGIC TR | 808524698 | 16,396 | $361,860 | 0.02% |
| 85 | NETEASE INC | NETTF | 4,000 | $356,840 | 0.02% |
| 86 | NETFLIX INC | NFLX | 397 | $353,854 | 0.02% |
| 87 | VEEVA SYS INC | VEEV | 1,600 | $336,400 | 0.02% |
| 88 | ISHARES TR | 464287614 | 835 | $335,319 | 0.02% |
| 89 | ISHARES TR | 464289511 | 6,633 | $327,670 | 0.02% |
| 90 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 764 | $326,222 | 0.02% |
| 91 | CURTISS WRIGHT CORP | CW | 888 | $315,125 | 0.02% |
| 92 | MASTERCARD INCORPORATED | MA | 564 | $296,795 | 0.02% |
| 93 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,775 | $293,159 | 0.02% |
| 94 | AT&T INC | T-PC | 12,344 | $281,073 | 0.02% |
| 95 | RESMED INC | RSMDF | 1,208 | $276,258 | 0.02% |
| 96 | DELTA AIR LINES INC DEL | DAL | 4,545 | $274,973 | 0.02% |
| 97 | AON PLC | AON | 720 | $258,595 | 0.02% |
| 98 | SCHWAB STRATEGIC TR | 808524201 | 10,689 | $247,770 | 0.02% |
| 99 | NIKE INC | NKE | 3,147 | $239,344 | 0.01% |
| 100 | NEXTERA ENERGY INC | NEE-PW | 3,293 | $236,075 | 0.01% |
| 101 | CHENIERE ENERGY INC | LNG | 1,060 | $227,762 | 0.01% |
| 102 | BLACKSTONE INC | BX | 1,301 | $224,318 | 0.01% |
| 103 | VALERO ENERGY CORP | VLO | 1,811 | $222,010 | 0.01% |
| 104 | COCA COLA CO | KO | 3,556 | $221,391 | 0.01% |
| 105 | THE CIGNA GROUP | 125523100 | 785 | $216,880 | 0.01% |
| 106 | ISHARES TR | 464287846 | 1,446 | $206,908 | 0.01% |
| 107 | DISNEY WALT CO | 254687106 | 1,830 | $204,879 | 0.01% |
| 108 | CAPITAL ONE FINL CORP | 14040H105 | 1,137 | $202,750 | 0.01% |
| 109 | LOCAL BOUNTI CORP | LOCLW | 46,394 | $96,036 | 0.01% |
| 110 | BANCO SANTANDER S.A. | BCDRF | 17,739 | $80,890 | 0.01% |