Main Street Research LLC Top Holdings and 13F Report (2024) About Main Street Research LLCInvestment ActivityMain Street Research LLC has $1.53 billion in total holdings as of September 30, 2024.Main Street Research LLC owns shares of 101 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 18.42% of the portfolio was purchased this quarter.About 20.11% of the portfolio was sold this quarter.This quarter, Main Street Research LLC has purchased 110 new stocks and bought additional shares in 40 stocks.Main Street Research LLC sold shares of 38 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $82,979,152PALANTIR TECHNOLOGIES INC $76,435,425Procter & Gamble $67,670,779Visa $60,056,920Amazon.com $59,446,666 Largest New Holdings this Quarter 803054204 - SAP $32,150,522 Holding34959E109 - Fortinet $30,701,838 Holding617446448 - Morgan Stanley $15,685,581 Holding046353108 - AstraZeneca $14,884,632 Holding38141G104 - The Goldman Sachs Group $13,998,135 Holding Largest Purchases this Quarter Netflix 41,305 shares (about $38.52M)Boston Scientific 365,180 shares (about $36.84M)SAP 119,768 shares (about $32.15M)Cisco Systems 519,298 shares (about $32.05M)Fortinet 318,947 shares (about $30.70M) Largest Sales this Quarter NVIDIA 171,280 shares (about $18.57M)ServiceNow 15,740 shares (about $12.53M)Novo Nordisk A/S 74,465 shares (about $5.26M)Vanguard S&P 500 ETF 700 shares (about $359.74K)Fair Isaac 191 shares (about $352.23K) 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$82,979,152$884,744 ▲1.1%373,5615.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$76,435,425$667,857 ▲0.9%905,6335.0%CL APGProcter & Gamble$67,670,779$1,920,465 ▲2.9%397,0824.4%Consumer StaplesVVisa$60,056,920$1,169,835 ▲2.0%171,3663.9%Business ServicesAMZNAmazon.com$59,446,666$1,046,809 ▲1.8%312,4503.9%Retail/WholesaleMETAMeta Platforms$59,364,996$1,925,616 ▲3.4%103,0003.9%Computer and TechnologyBRK.BBerkshire Hathaway$59,340,064$1,057,704 ▲1.8%111,4203.9%FinanceCOSTCostco Wholesale$58,595,663$627,051 ▲1.1%61,9553.8%Retail/WholesaleJPMJPMorgan Chase & Co.$53,640,890$968,933 ▲1.8%218,6753.5%FinanceMSFTMicrosoft$50,159,911$1,448,628 ▲3.0%133,6213.3%Computer and TechnologyNVDANVIDIA$48,533,581$18,565,001 ▼-27.7%447,7693.2%Computer and TechnologyTMUST-Mobile US$47,448,193$476,877 ▲1.0%177,9023.1%Computer and TechnologyMCKMcKesson$46,253,618$573,993 ▲1.3%68,6563.0%MedicalAVGOBroadcom$44,511,265$2,247,915 ▲5.3%265,8502.9%Computer and TechnologyGOOGLAlphabet$44,407,143$947,478 ▲2.2%287,1652.9%Computer and TechnologyISRGIntuitive Surgical$39,739,474$350,156 ▲0.9%80,2382.6%MedicalNFLXNetflix$38,888,366$38,518,152 ▲10,404.3%41,7022.5%Consumer DiscretionaryBKNGBooking$38,039,256$244,166 ▲0.6%8,2572.5%Retail/WholesaleBSXBoston Scientific$37,605,542$36,839,358 ▲4,808.2%372,7752.5%MedicalPHParker-Hannifin$33,373,036$931,841 ▲2.9%54,9032.2%IndustrialsLINDE PLC$32,730,343$1,757,793 ▲5.7%70,2912.1%SHSCSCOCisco Systems$32,724,538$32,045,852 ▲4,721.7%530,2962.1%Computer and TechnologyCATCaterpillar$32,505,896$684,668 ▲2.2%98,5622.1%IndustrialsIBNICICI Bank$32,253,502$637,082 ▲2.0%1,023,2712.1%FinanceSAPSAP$32,150,522$32,150,522 ▲New Holding119,7682.1%Computer and TechnologyFTNTFortinet$30,701,838$30,701,838 ▲New Holding318,9472.0%Computer and TechnologyORCLOracle$30,421,067$875,629 ▲3.0%217,5892.0%Computer and TechnologyXOMExxon Mobil$29,935,317$1,045,396 ▲3.6%251,7052.0%EnergyMELIMercadoLibre$29,746,902$440,897 ▲1.5%15,2481.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$29,169,405$373,189 ▲1.3%175,0061.9%Computer and TechnologyMSMorgan Stanley$15,685,581$15,685,581 ▲New Holding134,4441.0%FinanceAZNAstraZeneca$14,884,632$14,884,632 ▲New Holding202,5121.0%MedicalGSThe Goldman Sachs Group$13,998,135$13,998,135 ▲New Holding25,6240.9%FinanceGE VERNOVA INC$13,595,034$13,595,034 ▲New Holding44,5330.9%COMNOWServiceNow$13,531,992$12,531,244 ▼-48.1%16,9970.9%Computer and TechnologyCRH PLC$13,511,928$13,511,928 ▲New Holding153,5970.9%ORDISHARES BITCOIN TRUST ETF$13,136,384$13,136,384 ▲New Holding280,6320.9%SHS BEN INTMCDMcDonald's$6,147,222$19,055 ▲0.3%19,6790.4%Retail/WholesaleBRK.ABerkshire Hathaway$5,589,0910.0%70.4%FinanceFICOFair Isaac$5,372,038$352,235 ▼-6.2%2,9130.4%Computer and TechnologyTSLATesla$3,899,186$239,212 ▼-5.8%15,0450.3%Auto/Tires/TrucksADSKAutodesk$3,862,597$31,940 ▲0.8%14,7540.3%Computer and TechnologyGOOGAlphabet$3,314,528$132,481 ▲4.2%21,2160.2%Computer and TechnologyURTHiShares MSCI World ETF$2,834,596$136,177 ▲5.0%18,5050.2%ETFSCHWCharles Schwab$2,772,369$64,503 ▼-2.3%35,4160.2%FinanceLLYEli Lilly and Company$2,757,656$19,821 ▼-0.7%3,3390.2%MedicalPANWPalo Alto Networks$2,354,149$75,082 ▼-3.1%13,7960.2%Computer and TechnologyJNJJohnson & Johnson$2,123,794$359,217 ▲20.4%12,8060.1%MedicalABBVAbbVie$1,952,386$32,896 ▼-1.7%9,3180.1%MedicalCVXChevron$1,943,644$113,259 ▲6.2%11,6180.1%EnergyCRMSalesforce$1,802,842$150,818 ▼-7.7%6,7180.1%Computer and TechnologyCLXClorox$1,373,5480.0%9,3280.1%Consumer StaplesWFCWells Fargo & Company$1,355,539$135,898 ▼-9.1%18,8820.1%FinanceSPYSPDR S&P 500 ETF Trust$1,218,773$89,220 ▼-6.8%2,1720.1%FinanceMMM3M$1,196,322$10,280 ▲0.9%8,1460.1%Multi-Sector ConglomeratesWMTWalmart$1,130,578$193,932 ▼-14.6%12,8430.1%Retail/WholesaleBMYBristol-Myers Squibb$991,070$60,562 ▲6.5%16,2500.1%MedicalACNAccenture$873,088$24,963 ▼-2.8%2,7980.1%Computer and TechnologyMRKMerck & Co., Inc.$836,303$39,595 ▼-4.5%9,2300.1%MedicalISTBiShares Core 1-5 Year USD Bond ETF$835,488$835,488 ▲New Holding17,2800.1%ManufacturingADPAutomatic Data Processing$831,546$220,783 ▼-21.0%2,7080.1%Business ServicesNVONovo Nordisk A/S$800,250$5,255,831 ▼-86.8%11,3380.1%MedicalSYKStryker$728,272$35,070 ▼-4.6%1,9520.0%MedicalIVViShares Core S&P 500 ETF$707,994$59,561 ▼-7.8%1,2600.0%ETFCLColgate-Palmolive$627,696$13,118 ▼-2.0%6,6990.0%Consumer StaplesTMOThermo Fisher Scientific$624,593$199,232 ▼-24.2%1,2540.0%MedicalBACBank of America$620,692$34,177 ▲5.8%14,8740.0%FinanceRTXRTX$587,222$14,174 ▼-2.4%4,4330.0%AerospaceVTIVanguard Total Stock Market ETF$549,130$220,696 ▼-28.7%1,9980.0%ETFABTAbbott Laboratories$467,724$43,907 ▼-8.6%3,5260.0%MedicalHDHome Depot$459,578$33,351 ▼-6.8%1,2540.0%Retail/WholesaleTRMBTrimble$459,550$459,550 ▲New Holding7,0000.0%IndustrialsTAT&T$443,798$94,710 ▲27.1%15,6930.0%Computer and TechnologySJMJ. M. Smucker$419,0530.0%3,5390.0%Consumer StaplesNTESNetEase$411,6800.0%4,0000.0%Computer and TechnologyCCitigroup$406,7730.0%5,7300.0%FinanceVOOVanguard S&P 500 ETF$396,739$359,737 ▼-47.6%7720.0%ETFXYLXylem$388,2450.0%3,2500.0%Business ServicesCMCSAComcast$382,7270.0%10,3720.0%Consumer DiscretionaryNSCNorfolk Southern$374,697$1,184 ▼-0.3%1,5820.0%TransportationMAMastercard$372,671$63,573 ▲20.6%6800.0%Business ServicesQQQInvesco QQQ$370,930$112,218 ▼-23.2%7900.0%FinanceSCHISchwab 5-10 Year Corporate Bond ETF$357,204$11,050 ▼-3.0%15,9040.0%ETFIBMInternational Business Machines$355,335$57,192 ▼-13.9%1,4290.0%Computer and TechnologyPEPPepsiCo$343,513$63,125 ▼-15.5%2,2910.0%Consumer StaplesKOCoca-Cola$342,620$86,016 ▲33.5%4,7480.0%Consumer StaplesASMLASML$341,254$32,469 ▼-8.7%5150.0%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$330,231$330,231 ▲New Holding6,5610.0%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$326,746$6,429 ▼-1.9%6,5050.0%ETFADBEAdobe$304,906$34,518 ▼-10.2%7950.0%Computer and TechnologyTXNTexas Instruments$291,114$88,053 ▼-23.2%1,6200.0%Computer and TechnologyCWCurtiss-Wright$281,9220.0%8880.0%AerospaceIWFiShares Russell 1000 Growth ETF$276,595$24,915 ▼-8.3%7660.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$269,236$52,164 ▼-16.2%6400.0%FinanceAONAON$248,234$39,111 ▼-13.6%6220.0%FinanceBXBlackstone$235,110$53,256 ▲29.3%1,6820.0%FinanceCHENIERE ENERGY INC$233,251$12,033 ▼-4.9%1,0080.0%COM NEWQCOMQUALCOMM$228,111$228,111 ▲New Holding1,4850.0%Computer and TechnologyHIMSHims & Hers Health$209,805$209,805 ▲New Holding7,1000.0%MedicalJAAAJanus Henderson AAA CLO ETF$204,540$204,540 ▲New Holding4,0340.0%ETFShowing 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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