13F HOLDINGS REPORT
Main Street Research LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001420506-26-000210
Total Value
$1.75B
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 595,844 | $111.1M | 6.36% |
| 2 | ALPHABET INC | GOOG | 297,544 | $93.1M | 5.33% |
| 3 | MICROSOFT CORP | MSFT | 168,207 | $81.3M | 4.65% |
| 4 | ISHARES TR | 46434V266 | 1,907,800 | $79.1M | 4.53% |
| 5 | APPLE INC | AAPL | 290,937 | $79.1M | 4.52% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 440,250 | $78.3M | 4.48% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 221,919 | $71.5M | 4.09% |
| 8 | BROADCOM INC | AVGO | 205,395 | $71.1M | 4.07% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 218,147 | $66.5M | 3.80% |
| 10 | VISA INC | V | 174,088 | $61.1M | 3.49% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 532,399 | $60.2M | 3.44% |
| 12 | AMAZON COM INC | AMZN | 259,849 | $60.0M | 3.43% |
| 13 | META PLATFORMS INC | META | 86,547 | $57.1M | 3.27% |
| 14 | MCKESSON CORP | MCK | 67,361 | $55.3M | 3.16% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 62,366 | $53.8M | 3.08% |
| 16 | SPDR SERIES TRUST | 78464A870 | 360,526 | $44.0M | 2.51% |
| 17 | ASML HOLDING N V | ASMLF | 40,118 | $42.9M | 2.46% |
| 18 | BARCLAYS PLC | BCLYF | 1,682,837 | $42.8M | 2.45% |
| 19 | AMPHENOL CORP NEW | 032095101 | 295,357 | $40.0M | 2.29% |
| 20 | WORLD GOLD TR | GLDW | 462,316 | $39.5M | 2.26% |
| 21 | WALMART INC | WMT | 338,395 | $37.8M | 2.16% |
| 22 | JOHNSON & JOHNSON | JNJ | 179,318 | $37.1M | 2.12% |
| 23 | UBER TECHNOLOGIES INC | UBER | 446,905 | $36.5M | 2.09% |
| 24 | CAMECO CORP | CCJ | 381,868 | $34.9M | 2.00% |
| 25 | ISHARES INC | 464286772 | 355,461 | $34.6M | 1.98% |
| 26 | ASTRAZENECA PLC | AZN | 371,217 | $34.1M | 1.95% |
| 27 | CATERPILLAR INC | CAT | 59,559 | $34.1M | 1.95% |
| 28 | GE VERNOVA INC | GEV | 49,161 | $32.1M | 1.84% |
| 29 | ICICI BANK LIMITED | IBN | 1,022,131 | $30.5M | 1.74% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 151,084 | $21.7M | 1.24% |
| 31 | BOOKING HOLDINGS INC | BKNG | 3,807 | $20.4M | 1.17% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 179,540 | $8.9M | 0.51% |
| 33 | ALPHABET INC | GOOG | 20,091 | $6.3M | 0.36% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,116 | $6.1M | 0.35% |
| 35 | TESLA INC | TSLA | 12,748 | $5.7M | 0.33% |
| 36 | MCDONALDS CORP | MCD | 18,588 | $5.7M | 0.32% |
| 37 | AUTODESK INC | ADSK | 14,291 | $4.2M | 0.24% |
| 38 | FAIR ISAAC CORP | FICO | 2,492 | $4.2M | 0.24% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.8M | 0.22% |
| 40 | SCHWAB CHARLES CORP | SCHW-PJ | 31,782 | $3.2M | 0.18% |
| 41 | ISHARES INC | 464286392 | 15,138 | $2.8M | 0.16% |
| 42 | EXXON MOBIL CORP | XOM | 23,209 | $2.8M | 0.16% |
| 43 | ISHARES TR | 46432F834 | 31,573 | $2.7M | 0.15% |
| 44 | PALO ALTO NETWORKS INC | PANW | 13,235 | $2.4M | 0.14% |
| 45 | ABBVIE INC | ABBV | 9,355 | $2.1M | 0.12% |
| 46 | WELLS FARGO CO NEW | 949746101 | 19,846 | $1.8M | 0.11% |
| 47 | SPDR S&P 500 ETF TR | SPY | 2,663 | $1.8M | 0.10% |
| 48 | SALESFORCE INC | CRM | 6,364 | $1.7M | 0.10% |
| 49 | ELI LILLY & CO | LLY | 1,419 | $1.5M | 0.09% |
| 50 | MICRON TECHNOLOGY INC | MU | 5,323 | $1.5M | 0.09% |
| 51 | CHEVRON CORP NEW | CVX | 9,520 | $1.5M | 0.08% |
| 52 | 3M CO | MMM | 8,059 | $1.3M | 0.07% |
| 53 | ISHARES TR | 46432F859 | 22,763 | $1.1M | 0.06% |
| 54 | RTX CORPORATION | RTX | 5,496 | $1.0M | 0.06% |
| 55 | NETFLIX INC | NFLX | 10,621 | $995,825 | 0.06% |
| 56 | CLOROX CO DEL | CLX | 9,125 | $920,074 | 0.05% |
| 57 | SCHWAB STRATEGIC TR | 808524698 | 38,493 | $884,184 | 0.05% |
| 58 | ISHARES TR | 464287200 | 1,260 | $863,224 | 0.05% |
| 59 | INVESCO QQQ TR | IVZ | 1,345 | $826,472 | 0.05% |
| 60 | MERCK & CO INC | MRK | 7,784 | $825,960 | 0.05% |
| 61 | ISHARES TR | 464289511 | 15,941 | $804,223 | 0.05% |
| 62 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 14,620 | $788,588 | 0.05% |
| 63 | CISCO SYS INC | CSCO | 9,684 | $745,952 | 0.04% |
| 64 | ADVANCED MICRO DEVICES INC | AMD | 3,422 | $732,856 | 0.04% |
| 65 | THERMO FISHER SCIENTIFIC INC | TMO | 1,151 | $667,445 | 0.04% |
| 66 | STRYKER CORPORATION | SYK | 1,843 | $649,426 | 0.04% |
| 67 | BANK AMERICA CORP | 060505104 | 11,118 | $611,490 | 0.03% |
| 68 | HSBC HLDGS PLC | HBCYF | 7,696 | $605,444 | 0.03% |
| 69 | AUTOMATIC DATA PROCESSING IN | ADP | 2,309 | $597,886 | 0.03% |
| 70 | ORACLE CORP | ORCL-PD | 3,031 | $590,761 | 0.03% |
| 71 | BOSTON SCIENTIFIC CORP | BSX | 6,023 | $574,293 | 0.03% |
| 72 | CITIGROUP INC | C-PR | 4,740 | $553,111 | 0.03% |
| 73 | ACCENTURE PLC IRELAND | ACN | 2,059 | $552,430 | 0.03% |
| 74 | NETEASE INC | NETTF | 4,000 | $550,480 | 0.03% |
| 75 | UNION PAC CORP | UNP | 2,342 | $541,751 | 0.03% |
| 76 | COLGATE PALMOLIVE CO | CL | 6,618 | $522,954 | 0.03% |
| 77 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,361 | $518,901 | 0.03% |
| 78 | INTUIT | INTU | 779 | $516,048 | 0.03% |
| 79 | VANGUARD INDEX FDS | 922908769 | 1,538 | $515,645 | 0.03% |
| 80 | ISHARES TR | 464287150 | 3,405 | $506,289 | 0.03% |
| 81 | CURTISS WRIGHT CORP | CW | 917 | $505,515 | 0.03% |
| 82 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 30,205 | $479,051 | 0.03% |
| 83 | ABBOTT LABS | ABLZF | 3,654 | $457,810 | 0.03% |
| 84 | XYLEM INC | XYL | 3,305 | $450,075 | 0.03% |
| 85 | T-MOBILE US INC | TMUSZ | 2,162 | $438,972 | 0.03% |
| 86 | HUT 8 CORP | HUT | 8,986 | $412,817 | 0.02% |
| 87 | TRANE TECHNOLOGIES PLC | TT | 947 | $368,572 | 0.02% |
| 88 | ISHARES TR | 464287614 | 766 | $362,548 | 0.02% |
| 89 | COINBASE GLOBAL INC | COIN | 1,551 | $350,743 | 0.02% |
| 90 | AT&T INC | T-PC | 13,914 | $345,624 | 0.02% |
| 91 | ANALOG DEVICES INC | ADI | 1,248 | $338,458 | 0.02% |
| 92 | HOME DEPOT INC | HD | 962 | $331,024 | 0.02% |
| 93 | DELTA AIR LINES INC DEL | DAL | 4,768 | $330,899 | 0.02% |
| 94 | SHOPIFY INC | SHOP | 2,040 | $328,379 | 0.02% |
| 95 | COMCAST CORP NEW | CCZ | 10,912 | $326,160 | 0.02% |
| 96 | SMUCKER J M CO | 832696405 | 3,330 | $325,707 | 0.02% |
| 97 | NORFOLK SOUTHN CORP | 655844108 | 1,117 | $322,500 | 0.02% |
| 98 | VANGUARD INDEX FDS | 922908363 | 513 | $321,718 | 0.02% |
| 99 | TEXAS INSTRS INC | 882508104 | 1,842 | $319,569 | 0.02% |
| 100 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 640 | $308,233 | 0.02% |
| 101 | PEPSICO INC | PEP | 2,116 | $306,734 | 0.02% |
| 102 | AMERICAN EXPRESS CO | AXP | 817 | $302,249 | 0.02% |
| 103 | TRIMBLE INC | TRMB | 3,762 | $294,753 | 0.02% |
| 104 | AON PLC | AON | 821 | $289,714 | 0.02% |
| 105 | INTUITIVE SURGICAL INC | ISRG | 508 | $287,711 | 0.02% |
| 106 | EBAY INC. | EBAY | 3,286 | $286,211 | 0.02% |
| 107 | MASTERCARD INCORPORATED | MA | 491 | $280,302 | 0.02% |
| 108 | SPDR GOLD TR | GLD | 689 | $273,058 | 0.02% |
| 109 | SCHWAB STRATEGIC TR | 808524771 | 9,959 | $270,983 | 0.02% |
| 110 | KLA CORP | KLAC | 223 | $270,963 | 0.02% |
| 111 | ADOBE INC | ADBE | 771 | $269,842 | 0.02% |
| 112 | EXPEDIA GROUP INC | EXPE | 950 | $269,145 | 0.02% |
| 113 | SCHWAB STRATEGIC TR | 808524201 | 9,835 | $264,655 | 0.02% |
| 114 | LAM RESEARCH CORP | LRCX | 1,524 | $261,275 | 0.01% |
| 115 | PARKER-HANNIFIN CORP | PH | 292 | $256,656 | 0.01% |
| 116 | LINDE PLC | LIN | 600 | $255,834 | 0.01% |
| 117 | INTEL CORP | INTC | 6,869 | $253,466 | 0.01% |
| 118 | INTERNATIONAL BUSINESS MACHS | INTR | 848 | $251,186 | 0.01% |
| 119 | OMADA HEALTH INC | OMDA | 15,909 | $251,044 | 0.01% |
| 120 | CAPITAL ONE FINL CORP | 14040H105 | 1,033 | $250,358 | 0.01% |
| 121 | ISHARES TR | 464287549 | 1,932 | $249,537 | 0.01% |
| 122 | TJX COS INC NEW | 872540109 | 1,563 | $240,092 | 0.01% |
| 123 | ISHARES TR | 464287846 | 1,446 | $239,761 | 0.01% |
| 124 | ISHARES TR | 464287523 | 771 | $232,303 | 0.01% |
| 125 | SCHWAB STRATEGIC TR | 808524805 | 9,606 | $230,928 | 0.01% |
| 126 | GILEAD SCIENCES INC | GILD | 1,829 | $224,491 | 0.01% |
| 127 | NEXTERA ENERGY INC | NEE-PW | 2,795 | $224,383 | 0.01% |
| 128 | BROOKFIELD CORP | 11271J107 | 4,628 | $212,379 | 0.01% |
| 129 | HIMS & HERS HEALTH INC | HIMS | 6,200 | $201,314 | 0.01% |