You're signed outSign in or to get full access.
Main Street Research LLC
Main Street Research LLC is an SEC-registered investment adviser headquartered in Lakeville, Connecticut. Founded in 1993, it provides asset management services to individuals (including high-net-worth individuals), pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.4 billion in assets and employs 24 professionals, with the majority involved in investment decisions. Main Street Research serves clients from its Connecticut headquarters and maintains a presence in Sausalito, California.
Investment Strategy
Main Street Research LLC specializes in discretionary portfolio management, focusing on U.S. equities with diversified sector exposure. The firm prioritizes large-cap, high-quality companies and actively manages investments to align with client goals, emphasizing risk management and preservation of capital. Its strategy involves ongoing research, periodic rebalancing, and opportunistic allocation to high-conviction growth and value assets, serving primarily individual and high-net-worth clients.
Latest 13F Filing Activity
Main Street Research LLC filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $2B. The fund increased holdings in Robinhood MKTS Inc., Nvidia Corporation, Uber Technologies Inc. among other positions. Main Street Research LLC reduced exposure to Parker-hannifin Corp., Cisco SYS Inc., Caterpillar Inc. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.85% | $94.0M | 595,176 | $74.72 | $157.99 | +$45.5M |
J JPM | JPMORGAN CHASE & CO. | 4.05% | $65.0M | 224,286 | $163.69 | $289.91 | +$11.4M |
P PG | PROCTER AND GAMBLE CO | 4.04% | $64.8M | 406,912 | $112.76 | $159.32 | -$2.8M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.92% | $62.9M | 461,432 | $37.82 | $136.32 | -$13.5M |
C COST | COSTCO WHSL CORP NEW | 3.87% | $62.2M | 62,849 | $654.26 | $989.94 | +$3.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Greenwich, CT , United States | |
 | Founder - Chief Investment Officer | New York, NY , United States | |
L Lily Taft | Partner, Portfolio Manager | San Francisco, CA , United States | |
 | Senior Equity Trader | San Francisco, CA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more