Main Street Research LLC
Top Portfolio Positions
127 positions ·
$1,495,060,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
620,776 | $108,263,334 | 7.24% | |
| AAPL |
Apple Inc.
Technology
|
403,578 | $102,424,060 | 6.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
311,786 | $89,657,182 | 6.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
223,159 | $75,416,584 | 5.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
223,762 | $65,821,829 | 4.40% | |
| AVGO |
Broadcom Inc.
Technology
|
212,402 | $65,740,543 | 4.40% | |
| MCK |
Mckesson Corp
Healthcare
|
67,774 | $58,648,908 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
269,193 | $56,064,826 | 3.75% | |
| ASML |
Asml Holding NV
Technology
|
41,687 | $55,061,440 | 3.68% | |
| GLW |
Corning Inc /Ny
Technology
|
387,718 | $52,718,016 | 3.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,006,546 | 850,971 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,828,201 | 1,682,837 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $35,035,339 | 1,694,985 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||