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Mainstreet Investment Advisors LLC Top Holdings and 13F Report (2026)

About Mainstreet Investment Advisors LLC

Investment Activity

  • Mainstreet Investment Advisors LLC has $664.54 million in total holdings as of March 31, 2026.
  • Mainstreet Investment Advisors LLC owns shares of 158 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 2.10% of the portfolio was purchased this quarter.
  • About 5.06% of the portfolio was sold this quarter.
  • This quarter, Mainstreet Investment Advisors LLC has purchased 159 new stocks and bought additional shares in 29 stocks.
  • Mainstreet Investment Advisors LLC sold shares of 109 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple
$33,840,105
Microsoft
$25,160,085

Largest New Holdings this Quarter

78468R531 - SPDR S&P 500 ESG ETF
$2,364,190 Holding
75513E105 - RTX Corp
$2,116,306 Holding
46435G516 - iShares ESG Aware MSCI EAFE ETF
$1,112,539 Holding
427866108 - Hershey
$896,214 Holding

Largest Purchases this Quarter

SPDR S&P 500 ESG ETF
37,479 shares (about $2.36M)
RTX Corp
10,971 shares (about $2.12M)
iShares ESG Aware MSCI EAFE ETF
11,635 shares (about $1.11M)
Hershey
4,311 shares (about $896.21K)
iShares ESG Select Screened S&P Small-Cap ETF
15,169 shares (about $660.42K)

Largest Sales this Quarter

Caterpillar
3,417 shares (about $2.42M)
Apple
6,762 shares (about $1.72M)
Alphabet
5,316 shares (about $1.53M)
EOG Resources
10,284 shares (about $1.49M)
iShares ESG MSCI KLD 400 ETF
11,225 shares (about $1.36M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMainstreet Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$42,886,885$1,334,866 â–¼-3.0%635,0796.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$40,195,405$871,547 â–¼-2.1%413,8316.0%Finance
Apple Inc. stock logo
AAPL
Apple
$33,840,105$1,716,128 â–¼-4.8%133,3395.1%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$29,295,758$259,801 â–¼-0.9%500,4404.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$25,160,085$945,044 â–¼-3.6%67,9693.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,793,042$1,528,669 â–¼-7.2%68,8313.0%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$19,137,400$579,285 â–¼-2.9%153,9492.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,595,913$442,711 â–¼-2.3%63,2172.8%Finance
Blackrock Inc
$16,381,768$357,756 â–¼-2.1%17,0342.5%Common Stock
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,370,876$328,038 â–¼-2.1%62,8822.3%Medical
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$14,294,203$170,015 â–²1.2%240,0372.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$13,156,102$2,420,808 â–¼-15.5%18,5702.0%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$13,118,368$500,179 â–¼-3.7%75,2202.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$12,819,595$106,162 â–²0.8%41,4191.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$11,714,011$313,621 â–¼-2.6%53,8601.8%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,698,338$357,306 â–²3.2%17,9091.8%ETF
Chevron Corporation stock logo
CVX
Chevron
$11,042,874$462,835 â–¼-4.0%53,3731.7%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,593,445$452,154 â–¼-4.1%50,8641.6%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,506,854$488,640 â–¼-4.4%72,7421.6%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$10,370,682$176,798 â–¼-1.7%191,8721.6%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$10,145,229$293,672 â–¼-2.8%44,1501.5%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$9,013,888$433,148 â–¼-4.6%27,4071.4%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$8,749,671$340,004 â–¼-3.7%28,1531.3%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$8,476,660$748,653 â–¼-8.1%54,5861.3%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$8,297,335$511,732 â–¼-5.8%36,7091.2%Multi-Sector Conglomerates
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$6,858,618$137,801 â–¼-2.0%11,3481.0%Aerospace
Emerson Electric Co. stock logo
EMR
Emerson Electric
$6,246,510$298,726 â–¼-4.6%47,6760.9%Industrials
Southern Company (The) stock logo
SO
Southern
$6,203,244$189,951 â–¼-3.0%64,2690.9%Utilities
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,562,272$340,465 â–¼-5.8%71,6880.8%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,200,301$52,451 â–¼-1.0%6,1470.8%Finance
Walmart Inc
$5,044,152$301,255 â–¼-5.6%40,5870.8%Common Stock
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$4,991,058$239,509 â–¼-4.6%77,2490.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,978,675$207,111 â–¼-4.0%8,7020.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,785,668$255,393 â–¼-5.1%15,8340.7%Business Services
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,768,428$115,350 â–¼-2.4%36,3780.7%Utilities
Altria Group, Inc. stock logo
MO
Altria Group
$4,689,645$163,589 â–¼-3.4%71,0660.7%Consumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,592,485$27,983 â–²0.6%62,3640.7%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$4,512,232$148,749 â–¼-3.2%86,7570.7%Finance
CME Group Inc. stock logo
CME
CME Group
$4,401,601$86,538 â–¼-1.9%14,9030.7%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$4,283,304$119,332 â–¼-2.7%11,5220.6%Auto/Tires/Trucks
Paychex, Inc. stock logo
PAYX
Paychex
$4,172,575$438,123 â–¼-9.5%45,2950.6%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$4,053,245$67,946 â–¼-1.6%74,8660.6%Energy
Marriott International, Inc. stock logo
MAR
Marriott International
$3,842,091$247,919 â–¼-6.1%11,7470.6%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,814,249$38,055 â–²1.0%15,7360.6%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$3,784,612$75,385 â–¼-2.0%43,6770.6%Medical
Public Storage stock logo
PSA
Public Storage
$3,715,119$260,587 â–¼-6.6%13,7150.6%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,698,316$22,615 â–¼-0.6%30,7450.6%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,663,194$267,666 â–¼-6.8%72,9720.6%Computer and Technology
Ingredion Incorporated stock logo
INGR
Ingredion
$3,659,647$156,935 â–¼-4.1%32,4840.6%Consumer Staples
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$3,613,3940.0%26,1140.5%Manufacturing
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$3,577,115$98,765 â–¼-2.7%36,6170.5%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$3,542,374$147,585 â–¼-4.0%10,3210.5%Aerospace
Cummins Inc. stock logo
CMI
Cummins
$3,369,081$65,638 â–¼-1.9%6,2620.5%Auto/Tires/Trucks
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$3,344,159$251,765 â–¼-7.0%25,9680.5%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$3,171,593$218,714 â–¼-6.5%19,2720.5%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$3,109,643$64,188 â–¼-2.0%11,1910.5%Computer and Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$3,091,024$196,600 â–¼-6.0%19,6530.5%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,089,619$384,299 â–²14.2%19,2710.5%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,953,717$625,872 â–²26.9%96,2750.4%ETF
Genuine Parts Company stock logo
GPC
Genuine Parts
$2,943,869$284,150 â–¼-8.8%27,8380.4%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$2,685,814$140,825 â–¼-5.0%4,7680.4%Industrials
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$2,640,634$87,701 â–²3.4%140,3100.4%ETF
BNY stock logo
BK
BNY
$2,623,147$15,541 â–²0.6%22,1120.4%Finance
Sysco Corporation stock logo
SYY
Sysco
$2,611,605$40,943 â–¼-1.5%36,6130.4%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$2,512,185$113,490 â–¼-4.3%51,5320.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,447,945$100,032 â–¼-3.9%26,3560.4%Utilities
EFIV
SPDR S&P 500 ESG ETF
$2,364,190$2,364,190 â–²New Holding37,4790.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$2,344,315$229,498 â–¼-8.9%83,4870.4%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,260,795$263,054 â–²13.2%2,4580.3%Medical
RTX Corp
$2,116,306$2,116,306 â–²New Holding10,9710.3%Common Stock
Stryker Corporation stock logo
SYK
Stryker
$1,898,593$125,521 â–¼-6.2%5,7780.3%Medical
EOG Resources, Inc. stock logo
EOG
EOG Resources
$1,878,687$1,486,758 â–¼-44.2%12,9950.3%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,767,050$9,339 â–¼-0.5%3,5950.3%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$1,740,458$21,762 â–¼-1.2%60,6220.3%Consumer Discretionary
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,673,095$207,423 â–²14.2%55,6400.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,607,716$48,399 â–¼-2.9%3,3550.2%Finance
Oracle Corporation stock logo
ORCL
Oracle
$1,589,229$109,156 â–¼-6.4%10,8030.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,505,728$216,866 â–¼-12.6%5,2490.2%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$1,431,168$24,233 â–¼-1.7%12,1070.2%Medical
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,418,712$215,759 â–²17.9%9,3700.2%ETF
American Express Company stock logo
AXP
American Express
$1,413,187$226,860 â–¼-13.8%4,6720.2%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,369,501$65,994 â–¼-4.6%10,4590.2%Utilities
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,358,975$73,770 â–¼-5.1%3,0580.2%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,261,105$96,574 â–¼-7.1%12,7320.2%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,230,938$54,739 â–¼-4.3%17,1130.2%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,218,548$52,808 â–¼-4.2%13,8220.2%Finance
Crown Castle Inc. stock logo
CCI
Crown Castle
$1,171,352$235,962 â–¼-16.8%14,4060.2%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$1,127,811$66,299 â–²6.2%1,5480.2%Construction
Cintas Corporation stock logo
CTAS
Cintas
$1,118,354$75,267 â–¼-6.3%6,6120.2%Business Services
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,112,539$1,112,539 â–²New Holding11,6350.2%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,098,440$41,080 â–¼-3.6%10,3480.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,036,170$369,473 â–²55.4%2,8970.2%Industrials
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,033,669$57,856 â–¼-5.3%10,2730.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,022,294$51,653 â–¼-4.8%9,5990.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,015,632$293,257 â–²40.6%10,5630.2%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$993,984$111,600 â–¼-10.1%4,0080.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$989,280$306,976 â–²45.0%4,8630.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$970,642$81,315 â–²9.1%9,4540.1%Medical
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$953,904$15,879 â–²1.7%21,0250.1%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$931,110$67,948 â–¼-6.8%4,9880.1%Computer and Technology

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