13F HOLDINGS REPORT
Main Street Research LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001420506-25-001710
Total Value
$1.61B
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 595,176 | $94.0M | 5.85% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 224,286 | $65.0M | 4.05% |
| 3 | PROCTER AND GAMBLE CO | 742718109 | 406,912 | $64.8M | 4.04% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 461,432 | $62.9M | 3.92% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 62,849 | $62.2M | 3.87% |
| 6 | VISA INC | V | 172,420 | $61.2M | 3.81% |
| 7 | APPLE INC | AAPL | 294,394 | $60.4M | 3.76% |
| 8 | NETFLIX INC | NFLX | 42,590 | $57.0M | 3.55% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 116,181 | $56.4M | 3.51% |
| 10 | ALPHABET INC | GOOG | 297,345 | $52.4M | 3.26% |
| 11 | BROADCOM INC | AVGO | 184,625 | $50.9M | 3.17% |
| 12 | MCKESSON CORP | MCK | 69,178 | $50.7M | 3.16% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 536,736 | $50.3M | 3.13% |
| 14 | AMAZON COM INC | AMZN | 224,164 | $49.2M | 3.06% |
| 15 | MICROSOFT CORP | MSFT | 94,702 | $47.1M | 2.93% |
| 16 | META PLATFORMS INC | META | 63,647 | $47.0M | 2.92% |
| 17 | T-MOBILE US INC | TMUSZ | 179,654 | $42.8M | 2.66% |
| 18 | UBER TECHNOLOGIES INC | UBER | 449,335 | $41.9M | 2.61% |
| 19 | MERCADOLIBRE INC | MELI | 15,728 | $41.1M | 2.56% |
| 20 | BOSTON SCIENTIFIC CORP | BSX | 381,293 | $41.0M | 2.55% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 49,819 | $38.2M | 2.38% |
| 22 | SAP SE | SAPGF | 120,723 | $36.7M | 2.29% |
| 23 | ICICI BANK LIMITED | IBN | 1,040,030 | $35.0M | 2.18% |
| 24 | LINDE PLC | LIN | 72,478 | $34.0M | 2.12% |
| 25 | TRANE TECHNOLOGIES PLC | TT | 76,349 | $33.4M | 2.08% |
| 26 | WALMART INC | WMT | 335,746 | $32.8M | 2.04% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 59,513 | $32.3M | 2.01% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 136,977 | $31.1M | 1.94% |
| 29 | CHECK POINT SOFTWARE TECH LT | M22465104 | 136,759 | $30.3M | 1.88% |
| 30 | WORLD GOLD TR | GLDW | 448,487 | $29.4M | 1.83% |
| 31 | BOOKING HOLDINGS INC | BKNG | 4,668 | $27.0M | 1.68% |
| 32 | ALIBABA GROUP HLDG LTD | BBAAY | 226,019 | $26.1M | 1.62% |
| 33 | FAIR ISAAC CORP | FICO | 10,724 | $19.6M | 1.22% |
| 34 | GE VERNOVA INC | GEV | 27,604 | $14.6M | 0.91% |
| 35 | ASML HOLDING N V | ASMLF | 17,497 | $14.0M | 0.87% |
| 36 | MCDONALDS CORP | MCD | 18,973 | $5.5M | 0.35% |
| 37 | AUTODESK INC | ADSK | 14,654 | $4.5M | 0.28% |
| 38 | TESLA INC | TSLA | 11,800 | $3.7M | 0.23% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.6M | 0.23% |
| 40 | ALPHABET INC | GOOG | 20,120 | $3.6M | 0.22% |
| 41 | ISHARES INC | 464286392 | 18,688 | $3.2M | 0.20% |
| 42 | SCHWAB CHARLES CORP | SCHW-PJ | 33,617 | $3.1M | 0.19% |
| 43 | PALO ALTO NETWORKS INC | PANW | 13,146 | $2.7M | 0.17% |
| 44 | EXXON MOBIL CORP | XOM | 21,984 | $2.4M | 0.15% |
| 45 | ELI LILLY & CO | LLY | 2,679 | $2.1M | 0.13% |
| 46 | ISHARES TR | 46432F834 | 25,485 | $2.0M | 0.12% |
| 47 | JOHNSON & JOHNSON | JNJ | 11,300 | $1.7M | 0.11% |
| 48 | ABBVIE INC | ABBV | 9,102 | $1.7M | 0.11% |
| 49 | SPDR S&P 500 ETF TR | SPY | 2,671 | $1.7M | 0.10% |
| 50 | WELLS FARGO CO NEW | 949746101 | 18,382 | $1.5M | 0.09% |
| 51 | CHEVRON CORP NEW | CVX | 9,534 | $1.4M | 0.08% |
| 52 | 3M CO | MMM | 8,056 | $1.2M | 0.08% |
| 53 | CLOROX CO DEL | CLX | 9,328 | $1.1M | 0.07% |
| 54 | ISHARES TR | 46432F859 | 18,966 | $922,696 | 0.06% |
| 55 | ACCENTURE PLC IRELAND | ACN | 2,609 | $779,804 | 0.05% |
| 56 | AUTOMATIC DATA PROCESSING IN | ADP | 2,478 | $768,386 | 0.05% |
| 57 | CATERPILLAR INC | CAT | 1,926 | $747,692 | 0.05% |
| 58 | ISHARES TR | 464287200 | 1,202 | $746,161 | 0.05% |
| 59 | CISCO SYS INC | CSCO | 10,577 | $733,801 | 0.05% |
| 60 | MICRON TECHNOLOGY INC | MU | 5,929 | $730,749 | 0.05% |
| 61 | STRYKER CORPORATION | SYK | 1,841 | $729,901 | 0.05% |
| 62 | MERCK & CO INC | MRK | 8,968 | $717,171 | 0.04% |
| 63 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 14,607 | $676,145 | 0.04% |
| 64 | RTX CORPORATION | RTX | 4,485 | $654,929 | 0.04% |
| 65 | VANGUARD INDEX FDS | 922908769 | 2,007 | $611,820 | 0.04% |
| 66 | COLGATE PALMOLIVE CO | CL | 6,699 | $608,939 | 0.04% |
| 67 | ADVANCED MICRO DEVICES INC | AMD | 4,205 | $596,690 | 0.04% |
| 68 | SCHWAB STRATEGIC TR | 808524698 | 26,009 | $591,965 | 0.04% |
| 69 | INVESCO QQQ TR | IVZ | 1,039 | $573,746 | 0.04% |
| 70 | INTUIT | INTU | 715 | $563,176 | 0.04% |
| 71 | COINBASE GLOBAL INC | COIN | 1,550 | $543,260 | 0.03% |
| 72 | NETEASE INC | NETTF | 4,000 | $538,320 | 0.03% |
| 73 | BANK AMERICA CORP | 060505104 | 10,052 | $475,661 | 0.03% |
| 74 | ISHARES TR | 464289511 | 9,454 | $474,685 | 0.03% |
| 75 | ABBOTT LABS | ABLZF | 3,464 | $471,139 | 0.03% |
| 76 | ISHARES TR | 464287150 | 3,405 | $459,811 | 0.03% |
| 77 | SALESFORCE INC | CRM | 1,652 | $451,173 | 0.03% |
| 78 | CURTISS WRIGHT CORP | CW | 888 | $434,046 | 0.03% |
| 79 | HSBC HLDGS PLC | HBCYF | 6,997 | $425,348 | 0.03% |
| 80 | XYLEM INC | XYL | 3,250 | $420,420 | 0.03% |
| 81 | RELX PLC | RLXXF | 7,666 | $416,570 | 0.03% |
| 82 | ANALOG DEVICES INC | ADI | 1,747 | $415,821 | 0.03% |
| 83 | INTERNATIONAL BUSINESS MACHS | INTR | 1,377 | $405,912 | 0.03% |
| 84 | CITIGROUP INC | C-PR | 4,618 | $393,084 | 0.02% |
| 85 | THERMO FISHER SCIENTIFIC INC | TMO | 918 | $372,607 | 0.02% |
| 86 | HOME DEPOT INC | HD | 1,011 | $370,673 | 0.02% |
| 87 | COMCAST CORP NEW | CCZ | 10,372 | $370,177 | 0.02% |
| 88 | AT&T INC | T-PC | 12,254 | $354,631 | 0.02% |
| 89 | SMUCKER J M CO | 832696405 | 3,539 | $347,530 | 0.02% |
| 90 | PEPSICO INC | PEP | 2,591 | $342,116 | 0.02% |
| 91 | VANGUARD INDEX FDS | 922908363 | 591 | $336,780 | 0.02% |
| 92 | TEXAS INSTRS INC | 882508104 | 1,569 | $325,756 | 0.02% |
| 93 | ISHARES TR | 464287614 | 766 | $325,228 | 0.02% |
| 94 | HIMS & HERS HEALTH INC | HIMS | 6,200 | $309,070 | 0.02% |
| 95 | ADOBE INC | ADBE | 786 | $304,088 | 0.02% |
| 96 | NORFOLK SOUTHN CORP | 655844108 | 1,181 | $302,301 | 0.02% |
| 97 | ORACLE CORP | ORCL-PD | 1,363 | $297,980 | 0.02% |
| 98 | TRIMBLE INC | TRMB | 3,820 | $290,244 | 0.02% |
| 99 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 640 | $282,784 | 0.02% |
| 100 | PAYPAL HLDGS INC | PYPL | 3,800 | $282,416 | 0.02% |
| 101 | DRAFTKINGS INC NEW | DKNG | 6,500 | $278,785 | 0.02% |
| 102 | MASTERCARD INCORPORATED | MA | 477 | $268,045 | 0.02% |
| 103 | SCHWAB STRATEGIC TR | 808524201 | 10,898 | $266,343 | 0.02% |
| 104 | COCA COLA CO | KO | 3,597 | $256,335 | 0.02% |
| 105 | CHENIERE ENERGY INC | LNG | 1,008 | $245,468 | 0.02% |
| 106 | DELTA AIR LINES INC DEL | DAL | 4,860 | $239,015 | 0.01% |
| 107 | SHOPIFY INC | SHOP | 2,000 | $230,700 | 0.01% |
| 108 | SERVICENOW INC | NOW | 216 | $222,065 | 0.01% |
| 109 | AON PLC | AON | 620 | $221,191 | 0.01% |
| 110 | ISHARES TR | 464287846 | 1,446 | $218,164 | 0.01% |
| 111 | ISHARES TR | 464287549 | 1,932 | $217,041 | 0.01% |
| 112 | CAPITAL ONE FINL CORP | 14040H105 | 1,016 | $216,164 | 0.01% |
| 113 | SCHWAB STRATEGIC TR | 808524805 | 9,606 | $212,293 | 0.01% |
| 114 | SPDR GOLD TR | GLD | 689 | $210,028 | 0.01% |
| 115 | SCHWAB STRATEGIC TR | 808524771 | 8,541 | $209,587 | 0.01% |