MAIN STREET RESEARCH LLC 13F Portfolio
MAIN STREET RESEARCH LLC runs MAIN STREET RESEARCH LLC and currently holds 140 stock positions, which is fewer than the average of 231 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 #227 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%.
Portfolio Value
$2.12B
Alpha Score
86.0
#227 of 1000
Holdings
140
MAIN STREET RESEARCH LLC Current 13F Holdings
Reported holdings from MAIN STREET RESEARCH LLC's latest SEC 13F filing, ranked by portfolio weight.
140 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 5.95% | $81.63 | $229.28 | +180.88% | Added +1.49% |
 MU MICRON TECHNOLOGY INC | 5.92% | $327.39 | $1,029.00 | +214.30% | Trimmed -0.43% |
 AAPL APPLE INC | 5.55% | $161.08 | $336.68 | +109.01% | Added +0.63% |
 GOOGL ALPHABET INC | 5.35% | $142.20 | $351.66 | +147.30% | Added +1.66% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 5.15% | $222.09 | $453.28 | +104.10% | Added +2.36% |
 GLW CORNING INC | 4.75% | $137.89 | $156.69 | +13.63% | Added +1.64% |
 XBI SPDR SERIES TRUST | 4.31% | $124.60 | $153.75 | +23.39% | Added +1.63% |
 ISCF ISHARES TR | 4.14% | $41.29 | $44.49 | +7.75% | Added +3.51% |
 ASML ASML HLDG NV | 3.98% | $928.69 | $1,780.34 | +91.70% | Added +1.70% |
 AVGO BROADCOM INC | 3.81% | $149.69 | $361.54 | +141.53% | Added +0.68% |
Showing 1-10 of 140