Main Street Research LLC Top Holdings and 13F Report (2024) About Main Street Research LLCInvestment ActivityMain Street Research LLC has $1.59 billion in total holdings as of September 30, 2024.Main Street Research LLC owns shares of 109 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 10.05% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, Main Street Research LLC has purchased 103 new stocks and bought additional shares in 53 stocks.Main Street Research LLC sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $95,452,408Apple $85,591,262Procter & Gamble $63,610,393iShares Russell 2000 ETF $60,649,795Amazon.com $55,741,704 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $33,212,197 HoldingServiceNow $14,592,867 HoldingMercadoLibre $14,205,719 Holding3M $586,990 HoldingSchwab 5-10 Year Corporate Bond ETF $409,855 Holding Largest Purchases this Quarter Broadcom 222,520 shares (about $38.38M)PALANTIR TECHNOLOGIES INC 892,801 shares (about $33.21M)iShares Russell 2000 ETF 113,634 shares (about $25.10M)ServiceNow 16,316 shares (about $14.59M)MercadoLibre 6,923 shares (about $14.21M) Largest Sales this Quarter Charles Schwab 365,533 shares (about $23.69M)Advanced Micro Devices 105,253 shares (about $17.27M)McKesson 33,982 shares (about $16.84M)Applied Materials 78,312 shares (about $15.82M)ASML 17,381 shares (about $14.48M) 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$95,452,408$2,665,463 ▲2.9%785,9406.0%Computer and TechnologyAAPLApple$85,591,262$596,947 ▲0.7%367,3445.4%Computer and TechnologyPGProcter & Gamble$63,610,393$21,130 ▲0.0%367,2664.0%Consumer StaplesIWMiShares Russell 2000 ETF$60,649,795$25,100,626 ▲70.6%274,5703.8%FinanceAMZNAmazon.com$55,741,704$1,110,153 ▲2.0%299,1563.5%Retail/WholesaleMETAMeta Platforms$55,553,097$987,461 ▲1.8%97,0463.5%Computer and TechnologyNVONovo Nordisk A/S$55,018,437$116,808 ▲0.2%462,0683.5%MedicalMSFTMicrosoft$53,969,467$1,171,276 ▲2.2%125,4233.4%Computer and TechnologyCOSTCostco Wholesale$52,145,317$1,292,551 ▲2.5%58,8203.3%Retail/WholesaleBRK.BBerkshire Hathaway$49,701,636$576,246 ▲1.2%107,9863.1%FinanceGOOGLAlphabet$45,406,278$606,680 ▲1.4%273,7792.9%Computer and TechnologyVVisa$45,027,337$972,770 ▲2.2%163,7662.8%Business ServicesJPMJPMorgan Chase & Co.$44,398,117$1,266,216 ▲2.9%210,5572.8%FinanceAVGOBroadcom$42,553,344$38,384,708 ▲920.8%246,6862.7%Computer and TechnologyISRGIntuitive Surgical$38,343,132$849,897 ▲2.3%78,0492.4%MedicalCATCaterpillar$36,785,007$625,404 ▲1.7%94,0502.3%Industrial ProductsTMUST-Mobile US$35,766,958$485,359 ▲1.4%173,3232.3%Computer and TechnologyORCLOracle$35,665,889$1,545,527 ▲4.5%209,3072.2%Computer and TechnologyIRIngersoll Rand$35,057,748$671,120 ▲2.0%357,1492.2%Industrial ProductsCEGConstellation Energy$34,962,467$568,662 ▲1.7%134,4612.2%Oils/EnergyBKNGBooking$33,760,142$749,757 ▲2.3%8,0152.1%Retail/WholesaleCBChubb$33,689,780$762,008 ▲2.3%116,4542.1%FinancePHParker-Hannifin$33,226,314$710,801 ▲2.2%52,5882.1%Industrial ProductsPALANTIR TECHNOLOGIES INC$33,212,197$33,212,197 ▲New Holding892,8012.1%CL AMCKMcKesson$32,687,138$16,838,078 ▼-34.0%65,9682.1%MedicalRFRegions Financial$31,966,215$1,897,380 ▲6.3%1,355,7062.0%FinanceLINDE PLC$31,058,873$524,546 ▲1.7%65,1322.0%SHSGDGeneral Dynamics$30,256,030$741,903 ▲2.5%100,1191.9%AerospaceTSMTaiwan Semiconductor Manufacturing$29,454,821$522,711 ▲1.8%168,9941.9%Computer and TechnologyIBNICICI Bank$28,447,229$754,578 ▲2.7%953,0061.8%FinanceXOMExxon Mobil$27,652,013$802,255 ▲3.0%235,8981.7%Oils/EnergyINTUIntuit$25,740,450$639,630 ▲2.5%41,4501.6%Computer and TechnologyADBEAdobe$24,102,141$443,220 ▲1.9%46,5491.5%Computer and TechnologyTTETotalEnergies$22,672,478$760,090 ▲3.5%346,1621.4%Oils/EnergyAMDAdvanced Micro Devices$18,928,269$17,269,912 ▼-47.7%115,3601.2%Computer and TechnologyAMATApplied Materials$16,461,197$15,822,922 ▼-49.0%81,4711.0%Computer and TechnologyASMLASML$16,326,701$14,482,719 ▼-47.0%19,5941.0%Computer and TechnologyNOWServiceNow$14,592,867$14,592,867 ▲New Holding16,3160.9%Computer and TechnologyMELIMercadoLibre$14,205,719$14,205,719 ▲New Holding6,9230.9%Retail/WholesaleMCDMcDonald's$6,029,644$95,617 ▼-1.6%19,8010.4%Retail/WholesaleBRK.ABerkshire Hathaway$4,838,2600.0%70.3%FinanceFICOFair Isaac$4,180,5120.0%2,1510.3%Computer and TechnologyADSKAutodesk$4,047,628$3,353,694 ▲483.3%14,6930.3%Computer and TechnologyTSLATesla$3,638,352$523 ▼0.0%13,9060.2%Auto/Tires/TrucksGOOGAlphabet$3,151,877$111,015 ▲3.7%18,8520.2%Computer and TechnologyLLYEli Lilly and Company$2,925,763$21,265 ▲0.7%3,3020.2%MedicalSCHWCharles Schwab$2,373,613$23,690,309 ▼-90.9%36,6240.1%FinancePANWPalo Alto Networks$2,274,679$82,374 ▼-3.5%6,6550.1%Computer and TechnologyURTHiShares MSCI World ETF$2,248,520$25,106 ▼-1.1%14,3300.1%ETFABBVAbbVie$1,910,224$9,677 ▼-0.5%9,6730.1%MedicalCRMSalesforce$1,848,324$1,362,053 ▲280.1%6,7430.1%Computer and TechnologyJNJJohnson & Johnson$1,698,348$93,344 ▼-5.2%10,4800.1%MedicalCVXChevron$1,650,810$38,733 ▲2.4%11,2090.1%Oils/EnergyCLXClorox$1,519,6240.0%9,3280.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,223,002$835,670 ▼-40.6%2,1250.1%FinanceWFCWells Fargo & Company$1,170,101$443,117 ▼-27.5%20,7130.1%FinanceMRKMerck & Co., Inc.$1,107,763$447,496 ▲67.8%9,6890.1%MedicalIVViShares Core S&P 500 ETF$1,082,691$324,750 ▲42.8%1,8770.1%ETFTMOThermo Fisher Scientific$1,063,380$100,891 ▲10.5%1,7180.1%MedicalACNAccenture$1,037,110$9,897 ▼-0.9%2,9340.1%Computer and TechnologyWMTWalmart$958,852$45,140 ▲4.9%11,8740.1%Retail/WholesaleADPAutomatic Data Processing$882,2280.0%3,1720.1%Business ServicesBMYBristol-Myers Squibb$788,089$124,174 ▼-13.6%15,2320.0%MedicalSYKStryker$762,498$354,457 ▼-31.7%2,1060.0%MedicalCLColgate-Palmolive$709,957$10,381 ▼-1.4%6,8390.0%Consumer StaplesBSXBoston Scientific$648,361$13,492 ▲2.1%7,7370.0%MedicalMMM3M$586,990$586,990 ▲New Holding4,2940.0%Multi-Sector ConglomeratesBACBank of America$562,879$236,818 ▼-29.6%14,1850.0%FinanceCSCOCisco Systems$535,848$3,619 ▲0.7%10,0690.0%Computer and TechnologyVOOVanguard S&P 500 ETF$512,371$2,117 ▼-0.4%9680.0%ETFRTXRTX$483,090$1,333 ▲0.3%3,9870.0%AerospaceNSCNorfolk Southern$446,306$1,988 ▼-0.4%1,7960.0%TransportationXYLXylem$438,8480.0%3,2500.0%Business ServicesCMCSAComcast$433,238$2,757 ▼-0.6%10,3720.0%Consumer DiscretionaryHDHome Depot$433,159$28,364 ▼-6.1%1,0690.0%Retail/WholesaleSJMJ. M. Smucker$428,5730.0%3,5390.0%Consumer StaplesPEPPepsiCo$423,5950.0%2,4910.0%Consumer StaplesTXNTexas Instruments$422,849$40,075 ▲10.5%2,0470.0%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$409,855$409,855 ▲New Holding8,8790.0%ETFABTAbbott Laboratories$391,738$8,209 ▲2.1%3,4360.0%MedicalCCitigroup$384,496$15,901 ▲4.3%6,1420.0%FinanceNTESNetEase$374,0400.0%4,0000.0%Computer and TechnologyVEEVVeeva Systems$335,7920.0%1,6000.0%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$331,763$331,763 ▲New Holding3,4220.0%ETFIBMInternational Business Machines$310,477$5,750 ▲1.9%1,4040.0%Computer and TechnologyRMDResMed$294,8970.0%1,2080.0%MedicalCWCurtiss-Wright$292,063$17,103 ▼-5.5%8880.0%AerospaceQQQInvesco QQQ$291,182$47,390 ▲19.4%5960.0%FinanceNFLXNetflix$279,452$279,452 ▲New Holding3940.0%Consumer DiscretionaryTAT&T$273,812$9,372 ▲3.5%12,4460.0%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$271,595$66,201 ▼-19.6%6400.0%FinanceUNHUnitedHealth Group$270,845$270,845 ▲New Holding4630.0%MedicalIWFiShares Russell 1000 Growth ETF$260,889$22,147 ▼-7.8%6950.0%ETFMAMastercard$256,551$25,655 ▲11.1%5200.0%Business ServicesKOCoca-Cola$252,470$2,098 ▲0.8%3,4890.0%Consumer StaplesAONAON$249,1130.0%7200.0%FinanceCIThe Cigna Group$246,665$15,243 ▼-5.8%7120.0%MedicalDALDelta Air Lines$230,841$81,772 ▼-26.2%4,5450.0%TransportationNKENIKE$227,912$17,757 ▼-7.2%2,5670.0%Consumer DiscretionaryAPOApollo Global Management$216,508$216,508 ▲New Holding1,7330.0%FinanceShowing largest 100 holdings. 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