Main Street Research LLC - Q1 2023 holdings

$506 Million is the total value of Main Street Research LLC's 91 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .

 Value Shares↓ Weighting
BKNG NewBOOKING HOLDINGS INC$12,874,7984,854
+100.0%
2.54%
AMD NewADVANCED MICRO DEVICES INC$12,834,998130,956
+100.0%
2.53%
TSCO NewTRACTOR SUPPLY CO$12,171,31151,784
+100.0%
2.40%
UL NewUNILEVER PLCspon adr new$11,402,893219,582
+100.0%
2.25%
AMAT NewAPPLIED MATLS INC$11,395,79992,777
+100.0%
2.25%
BSX NewBOSTON SCIENTIFIC CORP$522,51310,444
+100.0%
0.10%
VEA NewVANGUARD TAX-MANAGED FDSvan ftse dev mkt$305,1236,755
+100.0%
0.06%
VYM NewVANGUARD WHITEHALL FDShigh div yld$263,7502,500
+100.0%
0.05%
SYY NewSYSCO CORP$211,9962,745
+100.0%
0.04%
ABM NewABM INDS INC$208,2524,634
+100.0%
0.04%
TDY NewTELEDYNE TECHNOLOGIES INC$201,312450
+100.0%
0.04%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-01
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Procter & Gamble Co.42Q3 202313.3%
APPLE INC42Q3 20239.0%
VISA INC42Q3 20236.1%
AMAZON COM INC42Q3 20234.5%
COSTCO WHSL CORP NEW42Q3 20234.5%
HOME DEPOT INC42Q3 20233.4%
CHEVRON CORP NEW42Q3 20234.5%
JOHNSON & JOHNSON42Q3 20233.7%
MCDONALDS CORP42Q3 20232.1%
COCA COLA CO42Q3 20236.7%

View Main Street Research LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-01
13F-HR2024-01-30
13F-HR2023-11-03
13F-HR2023-08-08
13F-HR2023-05-01
13F-HR2023-02-06
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-05
13F-HR2022-02-09

View Main Street Research LLC's complete filings history.

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