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Main Street Financial Solutions, LLC

Location
NEWTOWN, PA
Portfolio Value
Small $509,230,128
Diversification
Diversified
Filing Date
Global Rank
#2,636 / 8,662 ▼ 399 · as of Dec 2025
Top Industry
Marine Shipping 11.3%
3Y Alpha vs SPY
-4.2%
Period ended 6 months ago
Filed Feb 17, 2026 · 5mo
21 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+58.8%
SPY
+76.5%
Annualised alpha
-4.2%
Max drawdown
−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

254 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
10.5%
+2.2 pts
Top 5
32.5%
+0.1 pts
Top 10
44.5%
−2.6 pts
HHI
312
Mar 2023 → Dec 2025 · range 232 – 445
Diversified+15

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Unclassified 20.8% $105,867,258
Technology 20.3% $103,248,613
Industrials 13.7% $69,878,444
Consumer Cyclical 11.0% $56,120,420
Financial Services 9.8% $50,072,941
Healthcare 8.9% $45,484,468
Communication Services 4.7% $23,756,310
Energy 4.4% $22,548,383
Consumer Defensive 3.4% $17,134,786
Basic Materials 1.4% $7,002,734
Utilities 0.8% $4,261,406
Real Estate 0.8% $3,854,365

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
20 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
254 positions · $509,230,128 total · as of Dec 31, 2025
Showing 1–50 of 254 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History