Main Street Research LLC
CIK: 1513211SEC EDGAR →
Portfolio Value
$216.4B
Holdings
148
As of
Q1 2026
New Positions
148
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,958,627 | $81.9B | 37.83% |
| 2 | WORLD GOLD TR | 469,451 | $43.5B | 20.11% |
| 3 | BHP BILLITON LIMITED | 519,212 | $37.8B | 17.45% |
| 4 | BARCLAYS PLC | 850,971 | $18.0B | 8.32% |
| 5 | ISHARES BITCOIN TRUST ETF | 196,085 | $7.5B | 3.48% |
| 6 | SCHWAB CHARLES CORP | 46,360 | $4.4B | 2.01% |
| 7 | WELLS FARGO & CO | 46,882 | $3.7B | 1.72% |
| 8 | ISHARES TR | 38,583 | $3.3B | 1.54% |
| 9 | ISHARES TR | 24,058 | $1.2B | 0.54% |
| 10 | DISNEY WALT CO | 10,730 | $1.0B | 0.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $124.2B | 57.4% |
| Technology | 39 | $47.0B | 21.7% |
| Basic Materials | 2 | $37.8B | 17.5% |
| Communication Services | 10 | $2.7B | 1.2% |
| Healthcare | 17 | $1.6B | 0.7% |
| Unknown | 9 | $1.0B | 0.5% |
| Consumer Defensive | 7 | $1.0B | 0.5% |
| Consumer Cyclical | 9 | $406.7M | 0.2% |
| Industrials | 12 | $387.7M | 0.2% |
| Utilities | 2 | $254.7M | 0.1% |
| Energy | 4 | $8.1M | 0.0% |