Main Street Research LLC Top Holdings and 13F Report (2024) About Main Street Research LLCInvestment ActivityMain Street Research LLC has $1.61 billion in total holdings as of September 30, 2024.Main Street Research LLC owns shares of 115 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 22.20% of the portfolio was purchased this quarter.About 32.62% of the portfolio was sold this quarter.This quarter, Main Street Research LLC has purchased 101 new stocks and bought additional shares in 27 stocks.Main Street Research LLC sold shares of 51 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $94,037,756JPMorgan Chase & Co. $65,022,641Procter & Gamble $64,829,230PALANTIR TECHNOLOGIES INC $62,902,410Costco Wholesale $62,216,356 Largest New Holdings this Quarter 770700102 - Robinhood Markets $50,254,592 Holding90353T100 - Uber Technologies $41,922,956 HoldingL8681T102 - Spotify Technology $38,228,111 HoldingG8994E103 - Trane Technologies $33,395,816 HoldingM22465104 - Check Point Software Technologies $30,257,929 Holding Largest Purchases this Quarter Robinhood Markets 536,736 shares (about $50.25M)Uber Technologies 449,335 shares (about $41.92M)Spotify Technology 49,819 shares (about $38.23M)Trane Technologies 76,349 shares (about $33.40M)Walmart 322,903 shares (about $31.57M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 444,201 shares (about $60.55M)Oracle 216,226 shares (about $47.27M)Caterpillar 96,636 shares (about $37.52M)Cisco Systems 519,719 shares (about $36.06M)Meta Platforms 39,353 shares (about $29.05M) 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$94,037,756$23,290,293 ▲32.9%595,1765.9%Computer and TechnologyJPMJPMorgan Chase & Co.$65,022,641$1,626,682 ▲2.6%224,2864.0%FinancePGProcter & Gamble$64,829,230$1,566,116 ▲2.5%406,9124.0%Consumer StaplesPALANTIR TECHNOLOGIES INC$62,902,410$60,553,480 ▼-49.0%461,4323.9%CL ACOSTCostco Wholesale$62,216,356$885,001 ▲1.4%62,8493.9%Retail/WholesaleVVisa$61,217,553$374,222 ▲0.6%172,4203.8%Business ServicesAAPLApple$60,400,746$16,242,674 ▼-21.2%294,3943.8%Computer and TechnologyNFLXNetflix$57,033,547$1,189,147 ▲2.1%42,5903.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$56,437,244$2,312,751 ▲4.3%116,1813.5%FinanceGOOGLAlphabet$52,401,115$1,794,022 ▲3.5%297,3453.3%Computer and TechnologyAVGOBroadcom$50,891,760$22,389,618 ▼-30.6%184,6253.2%Computer and TechnologyMCKMcKesson$50,741,267$382,881 ▲0.8%69,1783.2%MedicalHOODRobinhood Markets$50,254,592$50,254,592 ▲New Holding536,7363.1%FinanceAMZNAmazon.com$49,179,272$19,369,039 ▼-28.3%224,1643.1%Retail/WholesaleMSFTMicrosoft$47,105,728$19,358,702 ▼-29.1%94,7022.9%Computer and TechnologyMETAMeta Platforms$46,977,137$29,046,008 ▼-38.2%63,6472.9%Computer and TechnologyTMUST-Mobile US$42,804,409$417,432 ▲1.0%179,6542.7%Computer and TechnologyUBERUber Technologies$41,922,956$41,922,956 ▲New Holding449,3352.6%Computer and TechnologyMELIMercadoLibre$41,107,173$1,254,542 ▲3.1%15,7282.6%Retail/WholesaleBSXBoston Scientific$40,954,681$914,918 ▲2.3%381,2932.5%MedicalSPOTSpotify Technology$38,228,111$38,228,111 ▲New Holding49,8192.4%Computer and TechnologySAPSAP$36,711,864$290,415 ▲0.8%120,7232.3%Computer and TechnologyIBNICICI Bank$34,986,609$563,773 ▲1.6%1,040,0302.2%FinanceLINDE PLC$34,005,278$1,026,098 ▲3.1%72,4782.1%SHSTTTrane Technologies$33,395,816$33,395,816 ▲New Holding76,3492.1%ConstructionWMTWalmart$32,829,286$31,573,496 ▲2,514.2%335,7462.0%Retail/WholesaleISRGIntuitive Surgical$32,339,959$11,262,172 ▼-25.8%59,5132.0%MedicalTSMTaiwan Semiconductor Manufacturing$31,130,359$8,642,739 ▼-21.7%136,9771.9%Computer and TechnologyCHKPCheck Point Software Technologies$30,257,929$30,257,929 ▲New Holding136,7591.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$29,384,868$29,384,868 ▲New Holding448,4871.8%FinanceBKNGBooking$27,024,172$20,777,582 ▼-43.5%4,6681.7%Retail/WholesaleBABAAlibaba Group$26,078,229$26,078,229 ▲New Holding226,0191.6%Retail/WholesaleFICOFair Isaac$19,603,043$14,278,196 ▲268.1%10,7241.2%Computer and TechnologyGE VERNOVA INC$14,606,657$8,957,981 ▼-38.0%27,6040.9%COMASMLASML$14,021,921$13,609,205 ▲3,297.5%17,4970.9%Computer and TechnologyMCDMcDonald's$5,543,315$206,271 ▼-3.6%18,9730.3%Retail/WholesaleADSKAutodesk$4,536,439$30,957 ▼-0.7%14,6540.3%Computer and TechnologyTSLATesla$3,748,539$1,030,848 ▼-21.6%11,8000.2%Auto/Tires/TrucksBRK.ABerkshire Hathaway$3,644,000$1,457,600 ▼-28.6%50.2%FinanceGOOGAlphabet$3,569,087$194,419 ▼-5.2%20,1200.2%Computer and TechnologyURTHiShares MSCI World ETF$3,165,373$30,997 ▲1.0%18,6880.2%ETFSCHWCharles Schwab$3,067,252$164,143 ▼-5.1%33,6170.2%FinancePANWPalo Alto Networks$2,690,197$133,016 ▼-4.7%13,1460.2%Computer and TechnologyXOMExxon Mobil$2,369,875$24,763,922 ▼-91.3%21,9840.1%EnergyLLYEli Lilly and Company$2,087,977$514,395 ▼-19.8%2,6790.1%MedicalIXUSiShares Core MSCI Total International Stock ETF$1,970,245$1,970,245 ▲New Holding25,4850.1%ManufacturingJNJJohnson & Johnson$1,726,033$230,036 ▼-11.8%11,3000.1%MedicalABBVAbbVie$1,689,532$40,094 ▼-2.3%9,1020.1%MedicalSPYSPDR S&P 500 ETF Trust$1,655,334$309,252 ▲23.0%2,6710.1%FinanceWFCWells Fargo & Company$1,472,766$40,060 ▼-2.6%18,3820.1%FinanceCVXChevron$1,365,232$298,421 ▼-17.9%9,5340.1%EnergyMMM3M$1,226,445$13,702 ▼-1.1%8,0560.1%Multi-Sector ConglomeratesCLXClorox$1,120,0130.0%9,3280.1%Consumer StaplesISTBiShares Core 1-5 Year USD Bond ETF$922,696$82,024 ▲9.8%18,9660.1%ManufacturingACNAccenture$779,804$56,490 ▼-6.8%2,6090.0%Computer and TechnologyADPAutomatic Data Processing$768,386$71,319 ▼-8.5%2,4780.0%Computer and TechnologyCATCaterpillar$747,692$37,515,038 ▼-98.0%1,9260.0%IndustrialsIVViShares Core S&P 500 ETF$746,161$36,004 ▼-4.6%1,2020.0%ETFCSCOCisco Systems$733,801$36,056,568 ▼-98.0%10,5770.0%Computer and TechnologyMUMicron Technology$730,749$730,749 ▲New Holding5,9290.0%Computer and TechnologySYKStryker$729,901$44,008 ▼-5.7%1,8410.0%MedicalMRKMerck & Co., Inc.$717,171$20,952 ▼-2.8%8,9680.0%MedicalBMYBristol Myers Squibb$676,145$76,053 ▼-10.1%14,6070.0%MedicalRTXRTX$654,929$7,593 ▲1.2%4,4850.0%AerospaceVTIVanguard Total Stock Market ETF$611,820$2,744 ▲0.5%2,0070.0%ETFCLColgate-Palmolive$608,9390.0%6,6990.0%Consumer StaplesAMDAdvanced Micro Devices$596,690$596,690 ▲New Holding4,2050.0%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$591,965$229,990 ▲63.5%26,0090.0%ETFQQQInvesco QQQ$573,746$137,500 ▲31.5%1,0390.0%FinanceINTUIntuit$563,176$563,176 ▲New Holding7150.0%Computer and TechnologyCOINCoinbase Global$543,260$543,260 ▲New Holding1,5500.0%FinanceNTESNetEase$538,3200.0%4,0000.0%Computer and TechnologyBACBank of America$475,661$228,177 ▼-32.4%10,0520.0%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$474,685$148,069 ▲45.3%9,4540.0%ETFABTAbbott Laboratories$471,139$8,433 ▼-1.8%3,4640.0%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$459,811$459,811 ▲New Holding3,4050.0%ETFCRMSalesforce$451,173$1,383,561 ▼-75.4%1,6520.0%Computer and TechnologyCWCurtiss-Wright$434,0460.0%8880.0%AerospaceHSBCHSBC$425,348$425,348 ▲New Holding6,9970.0%FinanceXYLXylem$420,4200.0%3,2500.0%Business ServicesRELXRelx$416,570$416,570 ▲New Holding7,6660.0%Computer and TechnologyADIAnalog Devices$415,821$415,821 ▲New Holding1,7470.0%Computer and TechnologyIBMInternational Business Machines$405,912$15,329 ▼-3.6%1,3770.0%Computer and TechnologyCCitigroup$393,084$94,653 ▼-19.4%4,6180.0%Financial ServicesTMOThermo Fisher Scientific$372,607$136,379 ▼-26.8%9180.0%MedicalHDHome Depot$370,673$89,094 ▼-19.4%1,0110.0%Retail/WholesaleCMCSAComcast$370,1770.0%10,3720.0%Consumer DiscretionaryTAT&T$354,631$99,525 ▼-21.9%12,2540.0%Computer and TechnologySJMJ. M. Smucker$347,5300.0%3,5390.0%Consumer StaplesPEPPepsiCo$342,116$39,612 ▲13.1%2,5910.0%Consumer StaplesVOOVanguard S&P 500 ETF$336,780$103,142 ▼-23.4%5910.0%ETFTXNTexas Instruments$325,756$10,589 ▼-3.1%1,5690.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$325,2280.0%7660.0%ETFHIMSHims & Hers Health$309,070$44,865 ▼-12.7%6,2000.0%MedicalADBEAdobe$304,088$3,482 ▼-1.1%7860.0%Computer and TechnologyNSCNorfolk Southern$302,301$102,644 ▼-25.3%1,1810.0%TransportationORCLOracle$297,980$47,271,477 ▼-99.4%1,3630.0%Computer and TechnologyTRMBTrimble$290,244$241,617 ▼-45.4%3,8200.0%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$282,7840.0%6400.0%FinancePYPLPayPal$282,416$282,416 ▲New Holding3,8000.0%Business ServicesShowing largest 100 holdings. View all holdings. 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