13F HOLDINGS REPORT
Main Street Research LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001420506-25-000840
Total Value
$1.53B
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 373,561 | $83.0M | 5.42% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 905,633 | $76.4M | 4.99% |
| 3 | PROCTER AND GAMBLE CO | 742718109 | 397,082 | $67.7M | 4.42% |
| 4 | VISA INC | V | 171,366 | $60.1M | 3.92% |
| 5 | AMAZON COM INC | AMZN | 312,450 | $59.4M | 3.88% |
| 6 | META PLATFORMS INC | META | 103,000 | $59.4M | 3.88% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 111,420 | $59.3M | 3.88% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 61,955 | $58.6M | 3.83% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 218,675 | $53.6M | 3.50% |
| 10 | MICROSOFT CORP | MSFT | 133,621 | $50.2M | 3.28% |
| 11 | NVIDIA CORPORATION | NVDA | 447,769 | $48.5M | 3.17% |
| 12 | T-MOBILE US INC | TMUSZ | 177,902 | $47.4M | 3.10% |
| 13 | MCKESSON CORP | MCK | 68,656 | $46.3M | 3.02% |
| 14 | BROADCOM INC | AVGO | 265,850 | $44.5M | 2.91% |
| 15 | ALPHABET INC | GOOG | 287,165 | $44.4M | 2.90% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 80,238 | $39.7M | 2.60% |
| 17 | NETFLIX INC | NFLX | 41,702 | $38.9M | 2.54% |
| 18 | BOOKING HOLDINGS INC | BKNG | 8,257 | $38.0M | 2.49% |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 372,775 | $37.6M | 2.46% |
| 20 | PARKER-HANNIFIN CORP | PH | 54,903 | $33.4M | 2.18% |
| 21 | LINDE PLC | LIN | 70,291 | $32.7M | 2.14% |
| 22 | CISCO SYS INC | CSCO | 530,296 | $32.7M | 2.14% |
| 23 | CATERPILLAR INC | CAT | 98,562 | $32.5M | 2.12% |
| 24 | ICICI BANK LIMITED | IBN | 1,023,271 | $32.3M | 2.11% |
| 25 | SAP SE | SAPGF | 119,768 | $32.2M | 2.10% |
| 26 | FORTINET INC | FTNT | 318,947 | $30.7M | 2.01% |
| 27 | ORACLE CORP | ORCL-PD | 217,589 | $30.4M | 1.99% |
| 28 | EXXON MOBIL CORP | XOM | 251,705 | $29.9M | 1.96% |
| 29 | MERCADOLIBRE INC | MELI | 15,248 | $29.7M | 1.94% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 175,006 | $29.2M | 1.91% |
| 31 | MORGAN STANLEY | MS-PQ | 134,444 | $15.7M | 1.02% |
| 32 | ASTRAZENECA PLC | AZN | 202,512 | $14.9M | 0.97% |
| 33 | GOLDMAN SACHS GROUP INC | GSCE | 25,624 | $14.0M | 0.91% |
| 34 | GE VERNOVA INC | GEV | 44,533 | $13.6M | 0.89% |
| 35 | SERVICENOW INC | NOW | 16,997 | $13.5M | 0.88% |
| 36 | CRH PLC | CRH | 153,597 | $13.5M | 0.88% |
| 37 | ISHARES BITCOIN TRUST ETF | IBIT | 280,632 | $13.1M | 0.86% |
| 38 | MCDONALDS CORP | MCD | 19,679 | $6.1M | 0.40% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.6M | 0.37% |
| 40 | FAIR ISAAC CORP | FICO | 2,913 | $5.4M | 0.35% |
| 41 | TESLA INC | TSLA | 15,045 | $3.9M | 0.25% |
| 42 | AUTODESK INC | ADSK | 14,754 | $3.9M | 0.25% |
| 43 | ALPHABET INC | GOOG | 21,216 | $3.3M | 0.22% |
| 44 | ISHARES INC | 464286392 | 18,505 | $2.8M | 0.19% |
| 45 | SCHWAB CHARLES CORP | SCHW-PJ | 35,416 | $2.8M | 0.18% |
| 46 | ELI LILLY & CO | LLY | 3,339 | $2.8M | 0.18% |
| 47 | PALO ALTO NETWORKS INC | PANW | 13,796 | $2.4M | 0.15% |
| 48 | JOHNSON & JOHNSON | JNJ | 12,806 | $2.1M | 0.14% |
| 49 | ABBVIE INC | ABBV | 9,318 | $2.0M | 0.13% |
| 50 | CHEVRON CORP NEW | CVX | 11,618 | $1.9M | 0.13% |
| 51 | SALESFORCE INC | CRM | 6,718 | $1.8M | 0.12% |
| 52 | CLOROX CO DEL | CLX | 9,328 | $1.4M | 0.09% |
| 53 | WELLS FARGO CO NEW | 949746101 | 18,882 | $1.4M | 0.09% |
| 54 | SPDR S&P 500 ETF TR | SPY | 2,172 | $1.2M | 0.08% |
| 55 | 3M CO | MMM | 8,146 | $1.2M | 0.08% |
| 56 | WALMART INC | WMT | 12,843 | $1.1M | 0.07% |
| 57 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 16,250 | $991,070 | 0.06% |
| 58 | ACCENTURE PLC IRELAND | ACN | 2,798 | $873,088 | 0.06% |
| 59 | MERCK & CO INC | MRK | 9,230 | $836,303 | 0.05% |
| 60 | ISHARES TR | 46432F859 | 17,280 | $835,488 | 0.05% |
| 61 | AUTOMATIC DATA PROCESSING IN | ADP | 2,708 | $831,546 | 0.05% |
| 62 | NOVO-NORDISK A S | NONOF | 11,338 | $800,250 | 0.05% |
| 63 | STRYKER CORPORATION | SYK | 1,952 | $728,272 | 0.05% |
| 64 | ISHARES TR | 464287200 | 1,260 | $707,994 | 0.05% |
| 65 | COLGATE PALMOLIVE CO | CL | 6,699 | $627,696 | 0.04% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 1,254 | $624,593 | 0.04% |
| 67 | BANK AMERICA CORP | 060505104 | 14,874 | $620,692 | 0.04% |
| 68 | RTX CORPORATION | RTX | 4,433 | $587,222 | 0.04% |
| 69 | VANGUARD INDEX FDS | 922908769 | 1,998 | $549,130 | 0.04% |
| 70 | ABBOTT LABS | ABLZF | 3,526 | $467,724 | 0.03% |
| 71 | HOME DEPOT INC | HD | 1,254 | $459,578 | 0.03% |
| 72 | TRIMBLE INC | TRMB | 7,000 | $459,550 | 0.03% |
| 73 | AT&T INC | T-PC | 15,693 | $443,798 | 0.03% |
| 74 | SMUCKER J M CO | 832696405 | 3,539 | $419,053 | 0.03% |
| 75 | NETEASE INC | NETTF | 4,000 | $411,680 | 0.03% |
| 76 | CITIGROUP INC | C-PR | 5,730 | $406,773 | 0.03% |
| 77 | VANGUARD INDEX FDS | 922908363 | 772 | $396,739 | 0.03% |
| 78 | XYLEM INC | XYL | 3,250 | $388,245 | 0.03% |
| 79 | COMCAST CORP NEW | CCZ | 10,372 | $382,727 | 0.03% |
| 80 | NORFOLK SOUTHN CORP | 655844108 | 1,582 | $374,697 | 0.02% |
| 81 | MASTERCARD INCORPORATED | MA | 680 | $372,671 | 0.02% |
| 82 | INVESCO QQQ TR | IVZ | 790 | $370,930 | 0.02% |
| 83 | SCHWAB STRATEGIC TR | 808524698 | 15,904 | $357,204 | 0.02% |
| 84 | INTERNATIONAL BUSINESS MACHS | INTR | 1,429 | $355,335 | 0.02% |
| 85 | PEPSICO INC | PEP | 2,291 | $343,513 | 0.02% |
| 86 | COCA COLA CO | KO | 4,748 | $342,620 | 0.02% |
| 87 | ASML HOLDING N V | ASMLF | 515 | $341,254 | 0.02% |
| 88 | WISDOMTREE TR | WT | 6,561 | $330,231 | 0.02% |
| 89 | ISHARES TR | 464289511 | 6,505 | $326,746 | 0.02% |
| 90 | ADOBE INC | ADBE | 795 | $304,906 | 0.02% |
| 91 | TEXAS INSTRS INC | 882508104 | 1,620 | $291,114 | 0.02% |
| 92 | CURTISS WRIGHT CORP | CW | 888 | $281,922 | 0.02% |
| 93 | ISHARES TR | 464287614 | 766 | $276,595 | 0.02% |
| 94 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 640 | $269,236 | 0.02% |
| 95 | AON PLC | AON | 622 | $248,234 | 0.02% |
| 96 | BLACKSTONE INC | BX | 1,682 | $235,110 | 0.02% |
| 97 | CHENIERE ENERGY INC | LNG | 1,008 | $233,251 | 0.02% |
| 98 | QUALCOMM INC | QCOM | 1,485 | $228,111 | 0.01% |
| 99 | HIMS & HERS HEALTH INC | HIMS | 7,100 | $209,805 | 0.01% |
| 100 | JANUS DETROIT STR TR | 47103U845 | 4,034 | $204,540 | 0.01% |
| 101 | LOCAL BOUNTI CORP | LOCLW | 46,394 | $95,572 | 0.01% |