Main Street Research LLC Top Holdings and 13F Report (2024) About Main Street Research LLCInvestment ActivityMain Street Research LLC has $1.60 billion in total holdings as of September 30, 2024.Main Street Research LLC owns shares of 110 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 9.46% of the portfolio was sold this quarter.This quarter, Main Street Research LLC has purchased 109 new stocks and bought additional shares in 62 stocks.Main Street Research LLC sold shares of 24 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $92,549,619NVIDIA $83,132,057PALANTIR TECHNOLOGIES INC $67,894,564Amazon.com $67,341,283Procter & Gamble $64,681,567 Largest New Holdings this Quarter ARISTA NETWORKS INC $31,582,842 HoldingVanguard Total Stock Market ETF $811,676 HoldingiShares 10+ Year Investment Grade Corporate Bond ETF $327,670 HoldingSchwab US Large-Cap ETF $247,770 HoldingNextEra Energy $236,075 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 285,740 shares (about $31.58M)ServiceNow 16,421 shares (about $17.41M)MercadoLibre 8,099 shares (about $13.77M)Procter & Gamble 18,547 shares (about $3.11M)Costco Wholesale 2,472 shares (about $2.27M) Largest Sales this Quarter Novo Nordisk A/S 376,265 shares (about $32.37M)NVIDIA 166,891 shares (about $22.41M)Adobe 45,664 shares (about $20.31M)ASML 19,030 shares (about $13.19M)General Dynamics 49,161 shares (about $12.95M) 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 PortfolioSectorAAPLApple$92,549,619$559,438 ▲0.6%369,5785.8%Computer and TechnologyNVDANVIDIA$83,132,057$22,411,783 ▼-21.2%619,0495.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$67,894,564$372,024 ▲0.6%897,7204.2%CL AAMZNAmazon.com$67,341,283$1,709,486 ▲2.6%306,9484.2%Retail/WholesalePGProcter & Gamble$64,681,567$3,109,405 ▲5.1%385,8134.0%Consumer StaplesIWMiShares Russell 2000 ETF$62,389,871$1,720,838 ▲2.8%282,3583.9%FinanceAVGOBroadcom$58,521,973$1,330,298 ▲2.3%252,4243.6%Computer and TechnologyMETAMeta Platforms$58,351,418$1,529,940 ▲2.7%99,6593.6%Computer and TechnologyCOSTCostco Wholesale$56,160,095$2,265,022 ▲4.2%61,2923.5%Retail/WholesaleMSFTMicrosoft$54,694,498$1,828,882 ▲3.5%129,7623.4%Computer and TechnologyGOOGLAlphabet$53,200,436$1,374,127 ▲2.7%281,0383.3%Computer and TechnologyVVisa$53,103,547$1,346,962 ▲2.6%168,0283.3%Business ServicesJPMJPMorgan Chase & Co.$51,471,781$999,112 ▲2.0%214,7253.2%FinanceBRK.BBerkshire Hathaway$49,604,244$656,349 ▲1.3%109,4343.1%FinanceISRGIntuitive Surgical$41,512,001$773,545 ▲1.9%79,5312.6%MedicalBKNGBooking$40,760,918$939,031 ▲2.4%8,2042.5%Retail/WholesaleTMUST-Mobile US$38,873,751$616,059 ▲1.6%176,1142.4%Computer and TechnologyMCKMcKesson$38,689,905$1,047,647 ▲2.8%67,8042.4%MedicalORCLOracle$35,215,361$336,446 ▲1.0%211,3262.2%Computer and TechnologyCATCaterpillar$35,001,359$883,686 ▲2.6%96,4862.2%Industrial ProductsNOWServiceNow$34,705,148$17,408,230 ▲100.6%32,7372.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$34,224,726$747,422 ▲2.2%172,7672.1%Computer and TechnologyPHParker-Hannifin$33,945,131$497,379 ▲1.5%53,3702.1%Industrial ProductsIRIngersoll Rand$33,063,240$755,522 ▲2.3%365,5012.1%Industrial ProductsRFRegions Financial$32,988,681$769,112 ▲2.4%1,388,0682.1%FinanceCBChubb$32,882,795$600,712 ▲1.9%118,6212.0%FinanceARISTA NETWORKS INC$31,582,842$31,582,842 ▲New Holding285,7402.0%COM SHSCEGConstellation Energy$31,495,272$1,414,967 ▲4.7%140,7862.0%Oils/EnergyIBNICICI Bank$29,951,342$1,494,583 ▲5.3%1,003,0591.9%FinanceLINDE PLC$27,848,285$579,440 ▲2.1%66,5161.7%SHSXOMExxon Mobil$26,130,351$754,818 ▲3.0%242,9151.6%Oils/EnergyMELIMercadoLibre$25,544,010$13,771,864 ▲117.0%15,0221.6%Retail/WholesaleINTUIntuit$13,503,323$12,548,003 ▼-48.2%21,4850.8%Computer and TechnologyGDGeneral Dynamics$13,426,792$12,953,305 ▼-49.1%50,9580.8%AerospaceNVONovo Nordisk A/S$7,380,774$32,366,315 ▼-81.4%85,8030.5%MedicalAMDAdvanced Micro Devices$7,301,152$6,633,183 ▼-47.6%60,4450.5%Computer and TechnologyAMATApplied Materials$6,609,536$6,639,947 ▼-50.1%40,6420.4%Computer and TechnologyTSLATesla$6,448,710$832,743 ▲14.8%15,9680.4%Auto/Tires/TrucksFICOFair Isaac$6,179,847$1,897,356 ▲44.3%3,1040.4%Computer and TechnologyMCDMcDonald's$5,687,153$53,051 ▼-0.9%19,6180.4%Retail/WholesaleBRK.ABerkshire Hathaway$4,766,4400.0%70.3%FinanceADSKAutodesk$4,324,780$18,030 ▼-0.4%14,6320.3%Computer and TechnologyGOOGAlphabet$3,878,896$288,708 ▲8.0%20,3680.2%Computer and TechnologyURTHiShares MSCI World ETF$2,739,288$510,973 ▲22.9%17,6160.2%ETFSCHWCharles Schwab$2,682,127$28,420 ▼-1.0%36,2400.2%FinanceLLYEli Lilly and Company$2,596,500$47,097 ▲1.8%3,3630.2%MedicalPANWPalo Alto Networks$2,590,383$1,379,439 ▲113.9%14,2360.2%Computer and TechnologyCRMSalesforce$2,436,914$179,756 ▲8.0%7,2800.2%Computer and TechnologyABBVAbbVie$1,683,758$35,186 ▼-2.0%9,4750.1%MedicalCVXChevron$1,584,754$38,819 ▼-2.4%10,9410.1%Oils/EnergyJNJJohnson & Johnson$1,538,690$23,138 ▲1.5%10,6400.1%MedicalCLXClorox$1,514,9600.0%9,3280.1%Consumer StaplesWFCWells Fargo & Company$1,459,201$4,355 ▲0.3%20,7750.1%FinanceSPYSPDR S&P 500 ETF Trust$1,370,644$121,129 ▲9.7%2,3310.1%FinanceWMTWalmart$1,362,530$287,249 ▲26.7%15,0460.1%Retail/WholesaleMMM3M$1,042,531$488,218 ▲88.1%8,0760.1%Multi-Sector ConglomeratesACNAccenture$1,012,452$19,700 ▼-1.9%2,8780.1%Computer and TechnologyADPAutomatic Data Processing$1,008,493$75,041 ▲8.0%3,4270.1%Business ServicesMRKMerck & Co., Inc.$969,584$2,207 ▼-0.2%9,6670.1%MedicalBMYBristol-Myers Squibb$862,920$1,414 ▲0.2%15,2570.1%MedicalTMOThermo Fisher Scientific$861,180$33,323 ▼-3.7%1,6540.1%MedicalVTIVanguard Total Stock Market ETF$811,676$811,676 ▲New Holding2,8010.1%ETFIVViShares Core S&P 500 ETF$804,137$300,816 ▼-27.2%1,3660.1%ETFVOOVanguard S&P 500 ETF$793,128$271,560 ▲52.1%1,4720.0%ETFSYKStryker$738,381$21,653 ▼-2.8%2,0460.0%MedicalBSXBoston Scientific$678,385$12,683 ▼-1.8%7,5950.0%MedicalCSCOCisco Systems$651,097$54,998 ▲9.2%10,9980.0%Computer and TechnologyCLColgate-Palmolive$621,7330.0%6,8390.0%Consumer StaplesBACBank of America$617,727$5,714 ▼-0.9%14,0550.0%FinanceQQQInvesco QQQ$525,975$221,329 ▲72.7%1,0290.0%FinanceRTXRTX$525,392$63,996 ▲13.9%4,5400.0%AerospaceHDHome Depot$523,274$107,378 ▲25.8%1,3450.0%Retail/WholesaleABTAbbott Laboratories$436,265$47,619 ▲12.3%3,8570.0%MedicalPEPPepsiCo$416,910$33,974 ▲8.9%2,7120.0%Consumer StaplesCCitigroup$403,335$29,001 ▼-6.7%5,7300.0%FinanceTXNTexas Instruments$395,583$11,811 ▲3.1%2,1100.0%Computer and TechnologyADBEAdobe$393,542$20,305,878 ▼-98.1%8850.0%Computer and TechnologyASMLASML$390,897$13,189,308 ▼-97.1%5640.0%Computer and TechnologySJMJ. M. Smucker$389,7150.0%3,5390.0%Consumer StaplesCMCSAComcast$389,2610.0%10,3720.0%Consumer DiscretionaryXYLXylem$377,0650.0%3,2500.0%Business ServicesNSCNorfolk Southern$372,469$49,052 ▼-11.6%1,5870.0%TransportationIBMInternational Business Machines$364,698$56,057 ▲18.2%1,6590.0%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$361,860$165,900 ▲84.7%16,3960.0%ETFNTESNetEase$356,8400.0%4,0000.0%Computer and TechnologyNFLXNetflix$353,854$2,674 ▲0.8%3970.0%Consumer DiscretionaryVEEVVeeva Systems$336,4000.0%1,6000.0%MedicalIWFiShares Russell 1000 Growth ETF$335,319$56,221 ▲20.1%8350.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$327,670$327,670 ▲New Holding6,6330.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$326,222$52,947 ▲19.4%7640.0%FinanceCWCurtiss-Wright$315,1250.0%8880.0%AerospaceMAMastercard$296,795$23,154 ▲8.5%5640.0%Business ServicesAPOApollo Global Management$293,159$6,937 ▲2.4%1,7750.0%FinanceTAT&T$281,073$2,323 ▼-0.8%12,3440.0%Computer and TechnologyRMDResMed$276,2580.0%1,2080.0%MedicalDALDelta Air Lines$274,9730.0%4,5450.0%TransportationAONAON$258,5950.0%7200.0%FinanceSCHXSchwab US Large-Cap ETF$247,770$247,770 ▲New Holding10,6890.0%ETFNKENIKE$239,344$44,112 ▲22.6%3,1470.0%Consumer DiscretionaryNEENextEra Energy$236,075$236,075 ▲New Holding3,2930.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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