Main Street Research LLC Top Holdings and 13F Report (2024) → Buy Friday. Sell Monday. (From WealthPress) (Ad) About Main Street Research LLCInvestment ActivityMain Street Research LLC has $1.47 billion in total holdings as of March 31, 2024.Main Street Research LLC owns shares of 107 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.04% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Main Street Research LLC has purchased 106 new stocks and bought additional shares in 50 stocks.Main Street Research LLC sold shares of 28 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $67,825,497iShares Russell 2000 ETF $64,230,693Novo Nordisk A/S $59,789,923Apple $59,426,655Procter & Gamble $56,823,652 Largest New Holdings this Quarter ICICI Bank $23,457,071 HoldingCitigroup $540,867 HoldingDelta Air Lines $347,393 HoldingMicron Technology $293,360 HoldingMastercard $269,836 Holding Largest Purchases this Quarter ICICI Bank 888,189 shares (about $23.46M)Regions Financial 692,144 shares (about $14.72M)iShares Russell 2000 ETF 29,834 shares (about $6.27M)Berkshire Hathaway 9,208 shares (about $3.87M)Costco Wholesale 4,804 shares (about $3.52M) Largest Sales this Quarter Coca-Cola 395,369 shares (about $24.38M)Novo Nordisk A/S 4,534 shares (about $586.37K)Johnson & Johnson 2,178 shares (about $344.54K)McKesson 478 shares (about $256.91K)Accenture 601 shares (about $208.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMain Street Research LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$67,825,497$3,614 ▲0.0%75,0644.6%Computer and TechnologyIWMiShares Russell 2000 ETF$64,230,693$6,274,093 ▲10.8%305,4244.4%FinanceNVONovo Nordisk A/S$59,789,923$586,374 ▼-1.0%462,3124.1%MedicalAAPLApple$59,426,655$1,749,780 ▲3.0%346,5524.0%Computer and TechnologyPGProcter & Gamble$56,823,652$2,695,782 ▲5.0%350,2233.9%Consumer StaplesMCKMcKesson$53,791,000$256,910 ▼-0.5%100,0823.7%MedicalAMZNAmazon.com$51,471,065$1,051,914 ▲2.1%285,1693.5%Retail/WholesaleMSFTMicrosoft$50,141,125$143,890 ▲0.3%119,1763.4%Computer and TechnologyMETAMeta Platforms$44,723,926$802,179 ▲1.8%92,1043.0%Computer and TechnologyBRK.BBerkshire Hathaway$43,729,034$3,872,148 ▲9.7%103,9883.0%FinanceVVisa$43,205,782$898,080 ▲2.1%154,8152.9%Business ServicesCOSTCostco Wholesale$40,668,126$3,519,540 ▲9.5%55,5102.8%Retail/WholesaleAMDAdvanced Micro Devices$39,819,162$253,949 ▲0.6%220,6172.7%Computer and TechnologyGOOGLAlphabet$39,407,068$1,021,494 ▲2.7%261,0952.7%Computer and TechnologyJPMJPMorgan Chase & Co.$38,814,675$2,789,774 ▲7.7%193,7832.6%FinanceASMLASML$34,379,870$533,758 ▲1.6%35,4262.3%Computer and TechnologyCATCaterpillar$32,856,001$1,231,940 ▲3.9%89,6652.2%Industrial ProductsIRIngersoll Rand$32,306,894$478,832 ▲1.5%340,2522.2%Industrial ProductsAMATApplied Materials$31,986,480$509,801 ▲1.6%155,1012.2%Computer and TechnologyCRMSalesforce$31,509,416$802,799 ▲2.6%104,4822.1%Computer and TechnologyAVGOBroadcom$31,265,096$762,111 ▲2.5%23,5892.1%Computer and TechnologyISRGIntuitive Surgical$29,516,297$330,047 ▲1.1%73,9592.0%MedicalCBChubb$28,517,160$385,824 ▲1.4%109,6861.9%FinanceSCHWCharles Schwab$28,310,577$1,478,703 ▲5.5%391,3541.9%FinanceLINDE PLC$28,127,113$398,851 ▲1.4%60,5771.9%SHSPANWPalo Alto Networks$27,574,532$973,998 ▲3.7%97,0491.9%Computer and TechnologyBKNGBooking$27,499,330$845,296 ▲3.2%7,5801.9%Retail/WholesaleHDHome Depot$27,352,171$1,162,306 ▲4.4%71,3041.9%Retail/WholesaleRFRegions Financial$27,313,827$14,724,586 ▲117.0%1,283,9141.9%FinancePHParker-Hannifin$27,273,217$1,371,692 ▲5.3%49,0711.9%Industrial ProductsTMUST-Mobile US$26,972,176$555,929 ▲2.1%165,2501.8%Computer and TechnologyGDGeneral Dynamics$26,684,005$1,431,377 ▲5.7%94,4601.8%AerospaceXOMExxon Mobil$25,472,309$989,002 ▲4.0%219,1801.7%Oils/EnergyINTUIntuit$25,083,500$1,379,950 ▲5.8%38,5901.7%Computer and TechnologyORCLOracle$24,597,846$750,646 ▲3.1%195,8271.7%Computer and TechnologyIBNICICI Bank$23,457,071$23,457,071 ▲New Holding888,1891.6%FinanceADBEAdobe$22,678,238$646,393 ▲2.9%44,9431.5%Computer and TechnologyTTETotalEnergies$22,445,625$785,041 ▲3.6%322,3711.5%Oils/EnergyTLTiShares 20+ Year Treasury Bond ETF$18,155,307$281,494 ▲1.6%191,8761.2%ETFMCDMcDonald's$5,830,109$83,738 ▼-1.4%20,6780.4%Retail/WholesaleBRK.ABerkshire Hathaway$4,441,080$1,268,880 ▲40.0%70.3%FinanceGOOGAlphabet$2,783,872$498,490 ▲21.8%18,2840.2%Computer and TechnologyFICOFair Isaac$2,687,9110.0%2,1510.2%Computer and TechnologyLLYEli Lilly and Company$2,552,329$115,909 ▲4.8%3,2810.2%MedicalTSLATesla$2,411,487$84,379 ▼-3.4%13,7180.2%Auto/Tires/TrucksURTHiShares MSCI World ETF$2,167,999$77,092 ▲3.7%14,9610.1%ETFJNJJohnson & Johnson$1,860,035$344,545 ▼-15.6%11,7580.1%MedicalABBVAbbVie$1,818,129$30,958 ▼-1.7%9,9840.1%MedicalCVXChevron$1,718,865$112,309 ▲7.0%10,8970.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$1,560,654$91,309 ▲6.2%2,9740.1%FinanceWFCWells Fargo & Company$1,544,314$364,343 ▲30.9%26,6440.1%FinanceCLXClorox$1,459,138$74,258 ▼-4.8%9,5300.1%Consumer StaplesACNAccenture$1,133,415$208,313 ▼-15.5%3,2700.1%Business ServicesBMYBristol-Myers Squibb$1,009,639$129,011 ▼-11.3%18,6180.1%MedicalTMOThermo Fisher Scientific$933,544$106,441 ▲12.9%1,6050.1%MedicalBACBank of America$823,478$572,104 ▲227.6%21,7160.1%FinanceADPAutomatic Data Processing$821,730$31,141 ▼-3.7%3,2720.1%Business ServicesWMTWalmart$774,769$510,776 ▲193.5%12,8310.1%Retail/WholesaleCSCOCisco Systems$773,472$210,425 ▲37.4%15,4970.1%Computer and TechnologyIVViShares Core S&P 500 ETF$740,754$26,812 ▼-3.5%1,4090.1%ETFMRKMerck & Co., Inc.$724,917$27,738 ▼-3.7%5,4620.0%MedicalADSKAutodesk$703,655$15,104 ▼-2.1%2,7020.0%Computer and TechnologySNAPSnap$638,6320.0%55,6300.0%Computer and TechnologyCLColgate-Palmolive$615,852$102,567 ▼-14.3%6,8390.0%Consumer StaplesCCitigroup$540,867$540,867 ▲New Holding8,5970.0%FinanceCMCSAComcast$526,615$62,294 ▲13.4%12,1480.0%Consumer DiscretionaryBSXBoston Scientific$507,237$93,283 ▼-15.5%7,4060.0%MedicalNSCNorfolk Southern$461,570$16,821 ▼-3.5%1,8110.0%TransportationVOOVanguard S&P 500 ETF$453,784$1,923 ▼-0.4%9440.0%ETFPEPPepsiCo$450,477$11,280 ▲2.6%2,5560.0%Consumer StaplesSJMJ. M. Smucker$445,4540.0%3,5390.0%Consumer StaplesSBUXStarbucks$434,211$38,568 ▼-8.2%4,7510.0%Retail/WholesaleULTAUlta Beauty$421,4410.0%8060.0%Retail/WholesaleXYLXylem$420,0300.0%3,2500.0%Industrial ProductsNTESNetEase$413,8800.0%4,0000.0%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$386,832$49,187 ▼-11.3%3,0200.0%ETFTXNTexas Instruments$385,178$11,498 ▼-2.9%2,2110.0%Computer and TechnologyABTAbbott Laboratories$374,510$65,127 ▼-14.8%3,2950.0%MedicalRTXRTX$372,467$92,849 ▲33.2%3,8190.0%AerospaceVEEVVeeva Systems$370,7040.0%1,6000.0%Computer and TechnologyDALDelta Air Lines$347,393$347,393 ▲New Holding7,2570.0%TransportationCIThe Cigna Group$310,5270.0%8550.0%MedicalINTCIntel$309,190$16,740 ▼-5.1%7,0000.0%Computer and TechnologyMUMicron Technology$293,360$293,360 ▲New Holding2,4860.0%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$287,0590.0%7200.0%FinanceAONAON$273,650$67,411 ▼-19.8%8200.0%FinanceMAMastercard$269,836$269,836 ▲New Holding5600.0%Business ServicesIBMInternational Business Machines$260,867$53,090 ▼-16.9%1,3660.0%Computer and TechnologyENTGEntegris$253,3940.0%1,8030.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$252,468$252,468 ▲New Holding4,0680.0%ETFNKENIKE$243,265$34,159 ▼-12.3%2,5780.0%Consumer DiscretionaryCWCurtiss-Wright$240,7720.0%9400.0%AerospaceRMDResMed$237,6360.0%1,2000.0%MedicalDISWalt Disney$236,503$236,503 ▲New Holding1,9330.0%Consumer DiscretionaryLRCXLam Research$234,630$234,630 ▲New Holding2410.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$234,250$17,864 ▼-7.1%6950.0%ETFCOFCapital One Financial$226,118$226,118 ▲New Holding1,5190.0%FinanceDEDeere & Company$216,822$75,846 ▼-25.9%5260.0%Industrial ProductsTAT&T$213,488$213,488 ▲New Holding12,1300.0%Computer and TechnologyEWEdwards Lifesciences$210,232$210,232 ▲New Holding2,2000.0%MedicalShowing largest 100 holdings. 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