StockDriftsStockDriftsTop 50 Main Street Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.95% | 630.1K | $126.1M | +1.49%(+9.28K) | $74.77(+202.37%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.92% | 108.6K | $125.4M | -0.43%(-473) | $301.53(+236.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.55% | 406.1K | $117.5M | +0.63%(+2.55K) | $159.49(+91.47%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.35% | 316.9K | $113.3M | +1.66%(+5.16K) | $136.59(+152.38%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.15% | 228.4K | $109.1M | +2.36%(+5.27K) | $200.48(+112.93%) | 2026-06-30 | |
| GLW | CORNING INC | 4.75% | 394.1K | $100.7M | +1.64%(+6.34K) | $113.06(+50.08%) | 2026-06-30 | |
| XBI | SPDR SERIES TRUST | 4.31% | 576.8K | $91.3M | +1.63%(+9.28K) | $116.45(+35.69%) | 2026-06-30 | |
| ISCF | ISHARES TR | 4.14% | 2.03M | $87.8M | +3.51%(+68.73K) | $40.33(+13.54%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.98% | 42.4K | $84.3M | +1.70%(+709) | $847.73(+120.33%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.81% | 213.8K | $80.8M | +0.68%(+1.44K) | $137.90(+185.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.05% | +95.53% | +13.33% | +86.97% |
| Top 20 Holdings Unweighted | +25.73% | +98.75% | +13.47% | +88.12% |
Main Street Research LLC reports $2.12B in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.0%), MU (5.9%) and AAPL (5.5%). The top 20 holdings account for 76.09% of reported assets. Its disclosed equity book has returned +95.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Main Street Research LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1513211). View Main Street Research LLC’s 13F filings on SEC