1y return+22.3%S&P 500 +20.9%
3y return+91.0%S&P 500 +68.5%
5y return+82.1%S&P 500 +74.5%
10y return+256.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $357 against $357 in the S&P 500.2
Main Street Research LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $126.1M | 6.0% | +1.5% |
| MUMicron Technology Inc | $125.4M | 5.9% | |
| AAPLApple Inc | $117.5M | 5.5% | |
| GOOGLAlphabet Inc | $113.3M | 5.3% | +1.7% |
| TSMTaiwan Semiconductor Manufac | $109.1M | 5.1% | +2.4% |
| GLWCorning Inc | $100.7M | 4.8% | +1.6% |
| XBISpdr Series Trust | $91.3M | 4.3% | +1.6% |
| ISCFIshares Tr | $87.8M | 4.1% | +3.5% |
| Asml Hldg NvCUSIP N07059210 | $84.3M | 4.0% | +1.7% |
| AVGOBroadcom Inc | $80.8M | 3.8% | |
| JPMJpmorgan Chase & Co | $74.1M | 3.5% | +1.1% |
| EWYIshares Inc | $72.9M | 3.4% | |
| CATCaterpillar Inc | $65.8M | 3.1% | +1.1% |
| AMZNAmazon Com Inc | $65.5M | 3.1% | +2.1% |
| GEVGe Vernova Inc | $59.7M | 2.8% | |
| APHAmphenol Corp | $54.4M | 2.6% | +2.5% |
| JNJJohnson & Johnson | $47.9M | 2.3% | |
| RYRoyal Bk Cda | $47.0M | 2.2% | +2.1% |
| COSTCostco Wholesale Corporation | $44.4M | 2.1% | +2.9% |
| BHPBhp Billiton Limited | $44.0M | 2.1% | +1.7% |
| BCSBarclays PLC | $43.6M | 2.1% | +90.5% |
| METAMeta Platforms Inc | $40.7M | 1.9% | +1.7% |
| KEYSKeysight Technologies Inc | $40.3M | 1.9% | +1.9% |
| CCJCameco Corp | $39.9M | 1.9% | |
| WMTWalmart Inc | $39.5M | 1.9% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $126.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $80.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $65.8M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $84.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $113.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $8.0M |
| PANWPalo Alto Networks Inc | September 30, 2022 | +316.4% | $8.0M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $59.7M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $4.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $117.5M |
Sold off last quarter
- GLDMWorld Gold Tr was $43.5M
- IBITIshares Bitcoin Trust Etf was $7.5M
- DISDisney Walt Co was $1.0M
- GLDSpdr Gold Tr was $777K
- ISRGIntuitive Surgical Inc was $387K
- BSXBoston Scientific Corp was $376K
- Accenture PLC IrelandCUSIP G1151C101 was $334K
- INTUIntuit was $308K
- COINCoinbase Global Inc was $271K
- COPConocophillips was $257K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.1% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +17.2% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | +2.8% | +5.4% |
| June 30, 2024 | +5.5% | +4.0% |
| March 31, 2024 | +13.5% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −2.8% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Main Street Research LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1513211&type=13F-HR&dateb=&owner=include&count=40CIK 1513211
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1513211/000142050626001335/Filed July 29, 2026 · accession 0001420506-26-001335