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Natalie McMahon

Main Street Research Llc

Assets Managed
$1.719B
Holdings
148
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-1.69%(2Q avg: -3.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Main Street Research Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Main Street Research Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.719B in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of -3.62%. The portfolio is managed by Natalie McMahon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 4.19%
6.3%
$108.263M
620,776 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 38.72%
5.96%
$102.424M
403,578 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.79%
5.22%
$89.657M
311,786 shares@ $287.56 avg price
ISCF
Ishares International Small
Recent Activity
Increased 2.67%
4.77%
$81.851M
1.959M shares@ $41.79 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 2.3%
4.39%
$75.417M
223,159 shares@ $337.95 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 57.41%
4.22%
$72.484M
567,479 shares@ $127.74 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.84%
3.84%
$65.822M
223,762 shares@ $294.17 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.42%
3.83%
$65.74M
212,402 shares@ $309.51 avg price
MCK
Mckesson Corp
Recent Activity
Increased 0.62%
3.42%
$58.649M
67,774 shares@ $865.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.6%
3.27%
$56.065M
269,193 shares@ $208.27 avg price

1-10 of 148