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.
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 |