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Main Street Research LLC
administrator de active · portofoliu $2.12 mld. · 140 poziții · raport la 30.06.2026
Poziții în acțiuni raport pentru 30.06.2026, depus 29.07.2026; modificare — față de 31.03.2026 · 161
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare trimestrială |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 630 053 | $126 mil. | 5.95% | +9 277 |
| Micron Technology Inc US:MU | 108 636 | $125 mil. | 5.92% | −473 |
| Apple Inc. US:AAPL | 406 129 | $118 mil. | 5.55% | +2 551 |
| Alphabet Inc. US:GOOGL | 316 947 | $113 mil. | 5.35% | +5 161 |
| Taiwan Semiconductor Manufac… US:TSM | 228 429 | $109 mil. | 5.15% | +5 270 |
| Corning Incorporated US:GLW | 394 058 | $101 mil. | 4.75% | +6 340 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 576 754 | $91.3 mil. | 4.31% | +9 275 |
| iShares MSCI Intl Small-Cap… US:ISCF · ETF | 2 027 356 | $87.8 mil. | 4.14% | +68 729 |
| ASML HLDG NV CUSIP N07059210 | 42 396 | $84.3 mil. | 3.98% | +709 |
| Broadcom Inc. US:AVGO | 213 841 | $80.8 mil. | 3.81% | +1 439 |
| JPMorgan Chase & Co. US:JPM | 226 299 | $74.1 mil. | 3.50% | +2 537 |
| iShares MSCI South Korea ETF US:EWY · ETF | 360 865 | $72.9 mil. | 3.44% | −1 009 |
| Caterpillar Inc US:CAT | 61 759 | $65.8 mil. | 3.10% | +649 |
| Amazon.com, Inc. US:AMZN | 274 738 | $65.5 mil. | 3.09% | +5 545 |
| GE Vernova LLC US:GEV | 50 802 | $59.7 mil. | 2.82% | +110 |
| Amphenol Corporation US:APH | 308 716 | $54.4 mil. | 2.57% | +7 673 |
| Johnson & Johnson US:JNJ | 188 640 | $47.9 mil. | 2.26% | +1 758 |
| Royal Bank of Canada US:RY | 227 136 | $47.0 mil. | 2.22% | +4 568 |
| Costco Wholesale Corporation US:COST | 47 497 | $44.4 mil. | 2.10% | +1 358 |
| BHP Group Limited US:BHP | 528 051 | $44.0 mil. | 2.08% | +8 839 |
| Barclays PLC US:BCS | 1 621 490 | $43.6 mil. | 2.06% | +770 519 |
| Meta Platforms, Inc. US:META | 72 187 | $40.7 mil. | 1.92% | +1 225 |
| Keysight Technologies, Inc. US:KEYS | 115 108 | $40.3 mil. | 1.90% | +2 171 |
| Cameco Corp US:CCJ | 391 529 | $39.9 mil. | 1.88% | +2 452 |
| Walmart Inc. US:WMT | 348 650 | $39.5 mil. | 1.86% | +3 781 |
| ASTRAZENECA PLC CUSIP G0593M107 | 197 417 | $37.4 mil. | 1.77% | +6 773 |
| Ross Stores Inc US:ROST | 150 755 | $32.1 mil. | 1.51% | nouă |
| TECHNIPFMC PLC CUSIP G87110105 | 413 657 | $27.4 mil. | 1.29% | nouă |
| Microsoft Corporation US:MSFT | 69 182 | $25.8 mil. | 1.22% | +1 640 |
| Procter & Gamble Company US:PG | 151 073 | $22.2 mil. | 1.05% | −554 |
| McKesson Corporation US:MCK | 28 475 | $21.5 mil. | 1.02% | −39 299 |
| Fair Isaac Corporation US:FICO | 9 580 | $11.4 mil. | 0.54% | +1 116 |
| Alphabet Inc. US:GOOG | 22 707 | $8.02 mil. | 0.38% | −730 |
| Palo Alto Networks Inc US:PANW | 23 343 | $7.96 mil. | 0.38% | −10 681 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 11 980 | $5.99 mil. | 0.28% | +2 |
| Arista Networks US:ANET | 34 937 | $5.94 mil. | 0.28% | −44 |
| Tesla, Inc. US:TSLA | 12 943 | $5.44 mil. | 0.26% | +606 |
| SCHWAB CHARLES CORP US:SCHW | 45 887 | $4.23 mil. | 0.20% | −473 |
| WELLS FARGO & COMPANY/MN US:WFC | 48 542 | $4.01 mil. | 0.19% | +1 660 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 5 | $3.74 mil. | 0.18% | — |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 39 073 | $3.73 mil. | 0.18% | +490 |
| Eli Lilly and Company US:LLY | 2 746 | $3.29 mil. | 0.16% | −162 |
| Visa Inc. Class A US:V | 9 369 | $3.21 mil. | 0.15% | −877 |
| Exxon Mobil Corporation US:XOM | 22 437 | $3.07 mil. | 0.14% | −1 487 |
| Autodesk Inc US:ADSK | 14 240 | $2.77 mil. | 0.13% | −163 |
| iShares MSCI World ETF US:URTH · ETF | 13 511 | $2.74 mil. | 0.13% | −1 231 |
| Chevron Corp US:CVX | 16 080 | $2.67 mil. | 0.13% | −771 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 3 485 | $2.60 mil. | 0.12% | +222 |
| AbbVie Inc US:ABBV | 9 721 | $2.45 mil. | 0.12% | −537 |
| McDonald’s Corporation US:MCD | 8 913 | $2.41 mil. | 0.11% | −6 570 |
| Advanced Micro Devices Inc US:AMD | 3 308 | $1.92 mil. | 0.09% | +163 |
| iShares Core S&P 500 ETF US:IVV · ETF | 1 810 | $1.36 mil. | 0.06% | −744 |
| Palantir Technologies Inc. US:PLTR | 11 444 | $1.34 mil. | 0.06% | −156 203 |
| 3M Company US:MMM | 7 610 | $1.23 mil. | 0.06% | −260 |
| iShares Core 1-5 Year USD Bo… US:ISTB · ETF | 24 592 | $1.19 mil. | 0.06% | +534 |
| Cisco Systems Inc US:CSCO | 9 682 | $1.14 mil. | 0.05% | −375 |
| Invesco QQQ Trust US:QQQ · ETF | 1 531 | $1.13 mil. | 0.05% | −238 |
| RTX Corporation US:RTX | 5 752 | $1.09 mil. | 0.05% | −314 |
| MERCK & CO INC US:MRK | 8 298 | $1.07 mil. | 0.05% | −1 223 |
| Texas Instruments Incorporat… US:TXN | 3 560 | $1.06 mil. | 0.05% | +33 |
| Schwab 5-10 Year Corporate B… US:SCHI · ETF | 46 488 | $1.05 mil. | 0.05% | +2 162 |
| Intel Corporation US:INTC | 7 350 | $1.03 mil. | 0.05% | +1 431 |
| iShares 10+ Year Investment… US:IGLB · ETF | 19 721 | $987 mii | 0.05% | +970 |
| PulteGroup Inc US:PHM | 7 145 | $980 mii | 0.05% | −237 |
| ON Semiconductor Corporation US:ON | 10 363 | $980 mii | 0.05% | +13 |
| Salesforce.com Inc US:CRM | 5 802 | $909 mii | 0.04% | −1 122 |
| Cirrus Logic Inc US:CRUS | 5 936 | $882 mii | 0.04% | +202 |
| Lam Research Corp US:LRCX | 2 016 | $874 mii | 0.04% | +28 |
| CLOROX CO DEL US:CLX | 8 934 | $853 mii | 0.04% | −603 |
| Goldman Sachs Group Inc US:GS | 811 | $820 mii | 0.04% | −63 |
| CITIGROUP INC US:C | 5 803 | $812 mii | 0.04% | +277 |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 1 541 | $805 mii | 0.04% | +39 |
| Curtiss-Wright Corporation US:CW | 1 038 | $787 mii | 0.04% | +26 |
| Uber Technologies Inc US:UBER | 10 806 | $780 mii | 0.04% | −685 |
| Colgate-Palmolive Company US:CL | 8 390 | $769 mii | 0.04% | +906 |
| Vanguard S&P 500 ETF US:VOO · ETF | 1 104 | $759 mii | 0.04% | −228 |
| HSBC Holdings PLC US:HSBC | 7 772 | $739 mii | 0.03% | +39 |
| Bank of America Corp US:BAC | 11 869 | $676 mii | 0.03% | −74 |
| DR Horton Inc US:DHI | 4 075 | $664 mii | 0.03% | +267 |
| Union Pacific Corporation US:UNP | 2 413 | $656 mii | 0.03% | −1 716 |
| Mitsubishi UFJ Financial Gro… US:MUFG | 32 721 | $651 mii | 0.03% | +2 273 |
| Fortinet, Inc. US:FTNT | 4 214 | $647 mii | 0.03% | +139 |
| Blackstone Inc. US:BX | 5 036 | $593 mii | 0.03% | −281 |
| Delta Air Lines Inc US:DAL | 6 263 | $587 mii | 0.03% | +1 172 |
| CrowdStrike Holdings, Inc. US:CRWD | 744 | $568 mii | 0.03% | +116 |
| Analog Devices Inc US:ADI | 1 395 | $554 mii | 0.03% | −96 |
| Technology Select Sector SPD… US:XLK · ETF | 2 800 | $533 mii | 0.03% | — |
| eBay Inc US:EBAY | 4 739 | $530 mii | 0.02% | +564 |
| NetEase Inc US:NTES | 4 085 | $523 mii | 0.02% | — |
| Oracle Corporation US:ORCL | 3 505 | $514 mii | 0.02% | +8 |
| iShares Semiconductor ETF US:SOXX · ETF | 771 | $494 mii | 0.02% | — |
| KLA Corporation US:KLAC | 1 604 | $484 mii | 0.02% | +1 427 |
| Automatic Data Processing In… US:ADP | 2 092 | $469 mii | 0.02% | −140 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 948 | $466 mii | 0.02% | +1 |
| Vanguard Total Stock Market… US:VTI · ETF | 1 255 | $464 mii | 0.02% | −34 |
| iShares Expanded Tech Sector… US:IGM · ETF | 2 816 | $461 mii | 0.02% | +884 |
| Hut 8 Corp. US:HUT | 3 986 | $460 mii | 0.02% | nouă |
| PepsiCo Inc US:PEP | 3 365 | $456 mii | 0.02% | −357 |
| LENNAR CORP US:LEN | 4 483 | $406 mii | 0.02% | +579 |
| Thermo Fisher Scientific Inc US:TMO | 800 | $401 mii | 0.02% | −100 |
| STRYKER CORP US:SYK | 1 221 | $384 mii | 0.02% | −542 |
| The TJX Companies Inc US:TJX | 2 524 | $382 mii | 0.02% | +605 |
| Shopify Inc US:SHOP | 3 345 | $382 mii | 0.02% | +909 |
| The J. M. Smucker Company US:SJM | 3 337 | $375 mii | 0.02% | +479 |
| Expedia Group Inc. US:EXPE | 1 431 | $366 mii | 0.02% | +243 |
| iShares Russell 1000 Growth… US:IWF · ETF | 2 780 | $345 mii | 0.02% | +2 085 |
| Match Group Inc US:MTCH | 8 746 | $333 mii | 0.02% | +1 735 |
| Entegris Inc US:ENTG | 1 832 | $330 mii | 0.02% | −20 |
| Coherent Inc US:COHR | 823 | $325 mii | 0.02% | −23 |
| Xylem Inc US:XYL | 2 729 | $323 mii | 0.02% | −590 |
| United Airlines Holdings Inc US:UAL | 2 344 | $319 mii | 0.02% | nouă |
| IDEXX Laboratories Inc US:IDXX | 600 | $316 mii | 0.01% | +153 |
| Bristol-Myers Squibb Company US:BMY | 5 252 | $303 mii | 0.01% | −1 690 |
| AT&T Inc. US:T | 14 071 | $291 mii | 0.01% | −6 122 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 4 086 | $291 mii | 0.01% | nouă |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 9 835 | $289 mii | 0.01% | −800 |
| Monster Beverage Corp US:MNST | 2 967 | $285 mii | 0.01% | nouă |
| PTC Inc US:PTC | 2 438 | $277 mii | 0.01% | −43 |
| Comcast Corporation US:CMCSA | 11 037 | $271 mii | 0.01% | −2 483 |
| iShares Core S&P U.S. Growth… US:IUSG · ETF | 1 435 | $270 mii | 0.01% | nouă |
| Schwab International Equity… US:SCHF · ETF | 9 606 | $266 mii | 0.01% | −600 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 8 541 | $266 mii | 0.01% | — |
| iShares Dow Jones U.S. ETF US:IYY · ETF | 1 446 | $264 mii | 0.01% | — |
| iShares Core S&P U.S. Value… US:IUSV · ETF | 2 371 | $261 mii | 0.01% | nouă |
| Parker-Hannifin Corporation US:PH | 265 | $259 mii | 0.01% | +4 |
| Robinhood Markets, Inc. US:HOOD | 2 581 | $259 mii | 0.01% | −709 |
| Gartner Inc US:IT | 1 991 | $258 mii | 0.01% | −124 |
| Pacific Biosciences of Calif… US:PACB | 152 100 | $256 mii | 0.01% | — |
| QUALCOMM INC/DE US:QCOM | 1 375 | $254 mii | 0.01% | nouă |
| Norfolk Southern Corporation US:NSC | 806 | $254 mii | 0.01% | −71 |
| Cheniere Energy Inc US:LNG | 1 010 | $241 mii | 0.01% | — |
| Abeona Therapeutics Inc US:ABEO | 38 514 | $238 mii | 0.01% | nouă |
| Cigna Corp US:CI | 846 | $233 mii | 0.01% | +75 |
| ABBOTT LABORATORIES US:ABT | 2 493 | $226 mii | 0.01% | −1 366 |
| Hims Hers Health Inc US:HIMS | 6 200 | $215 mii | 0.01% | nouă |
| AON PLC CUSIP G0403H108 | 628 | $208 mii | 0.01% | +6 |
| Koninklijke Philips N.V. US:PHG | 7 655 | $208 mii | 0.01% | +235 |
| The Coca-Cola Company US:KO | 2 558 | $208 mii | 0.01% | nouă |
| Datadog, Inc. US:DDOG | 791 | $206 mii | 0.01% | nouă |
| TMC the metals company Inc US:TMC | 10 000 | $44.3 mii | 0.00% | — |
| SPDR® Gold Shares US:GLD · ETF | 0 (era 1 806) | — | — | vândută |
| T-Mobile US Inc US:TMUS | 0 (era 1 070) | — | — | vândută |
| Adobe Systems Incorporated US:ADBE | 0 (era 1 005) | — | — | vândută |
| Teledyne Technologies Incorp… US:TDY | 0 (era 338) | — | — | vândută |
| American Express Company US:AXP | 0 (era 773) | — | — | vândută |
| Vertiv Holdings Co US:VRT | 0 (era 810) | — | — | vândută |
| Boston Scientific Corp US:BSX | 0 (era 5 993) | — | — | vândută |
| SPDR® Gold MiniShares® US:GLDM · ETF | 0 (era 469 451) | — | — | vândută |
| Capital One Financial Corpor… US:COF | 0 (era 1 180) | — | — | vândută |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (era 1 683) | — | — | vândută |
| Coinbase Global Inc US:COIN | 0 (era 1 550) | — | — | vândută |
| ConocoPhillips US:COP | 0 (era 1 950) | — | — | vândută |
| Walt Disney Co US:DIS | 0 (era 10 730) | — | — | vândută |
| The Home Depot Inc US:HD | 0 (era 686) | — | — | vândută |
| Intuit Inc US:INTU | 0 (era 712) | — | — | vândută |
| Intuitive Surgical Inc US:ISRG | 0 (era 839) | — | — | vândută |
| iShares Bitcoin Trust US:IBIT · ETF | 0 (era 196 085) | — | — | vândută |
| Mastercard Inc US:MA | 0 (era 493) | — | — | vândută |
| Netflix Inc US:NFLX | 0 (era 2 673) | — | — | vândută |
| Nextera Energy Inc US:NEE | 0 (era 2 266) | — | — | vândută |
| Omada Health, Inc. US:OMDA | 0 (era 15 909) | — | — | vândută |
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