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MAIN STREET RESEARCH LLC 13F portfolio summary

MAIN STREET RESEARCH LLC of MAIN STREET RESEARCH LLC has 140 current stock holdings with a reported portfolio value of $2.12B. The portfolio 1 year return is +28.63%. Top holdings include NVDA (5.95%), MU (5.92%), AAPL (5.55%), GOOGL (5.35%), TSM (5.15%).

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MAIN STREET RESEARCH LLC

MAIN STREET RESEARCH LLC
Latest filing: 2026-06-30

MAIN STREET RESEARCH LLC runs MAIN STREET RESEARCH LLC and currently holds 140 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.12B. Their top holdings are NVDA, MU, AAPL, GOOGL, TSM. The top five represent 27.9% of reported portfolio weight. MAIN STREET RESEARCH LLC ranks #225 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MAIN STREET RESEARCH LLC initiated 2 new positions. They added to 57 existing positions. They trimmed 37 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
NVDA6.0%
MU5.9%
AAPL5.5%
GOOGL5.3%
TSM5.1%
Top 5: 27.9%
Portfolio Returns
1 Year
+28.63%
#396/1000
3 Year
+102.69%
#241/1000
5 Year
+117.77%
#192/1000

Portfolio Value

$2.12B

Alpha Score

86.0

#225 of 1000

Holdings

140

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140 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
5.95%$81.63$214.76+163.09%
Added
+1.49%
MU
MICRON TECHNOLOGY INC
5.92%$327.39$966.78+195.30%
Trimmed
-0.43%
AAPL
APPLE INC
5.55%$161.08$309.35+92.05%
Added
+0.63%
GOOGL
ALPHABET INC
5.35%$142.20$344.82+142.49%
Added
+1.66%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.15%$222.09$418.87+88.60%
Added
+2.36%
GLW
CORNING INC
4.75%$137.89$149.82+8.65%
Added
+1.64%
XBI
SPDR SERIES TRUST
4.31%$124.60$165.71+32.99%
Added
+1.63%
ISCF
ISHARES TR
4.14%$41.29$46.03+11.48%
Added
+3.51%
ASML
ASML HLDG NV
3.98%$928.69$1,763.76+89.92%
Added
+1.70%
AVGO
BROADCOM INC
3.81%$149.69$368.45+146.14%
Added
+0.68%

Showing 1-10 of 140