Main Street Research LLC

$1.7B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1513211 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 148
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 31
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 12

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$2.9M	+24,932	$111M	$108M	595,844	620,776
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$23.3M	+112,641	$79.1M	$102M	290,937	403,578
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$3.5M	+14,242	$93.1M	$89.7M	297,544	311,786
position key `sid:sec:prov:7450541b648e17b2fefc6b7439eb5438` · issuer key `cusip6:46434V` INTERNATIONAL SL	ADD	+$2.7M	+50,827	$79.1M	$81.9M	1,907,800	1,958,627
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$9.0M	+5,012	$66.5M	$75.4M	218,147	223,159
position key `pos:10141` · issuer key `iss:1602` STATE STREET SPD	ADD	+$28.5M	+206,953	$44.0M	$72.5M	360,526	567,479
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$5.7M	+1,843	$71.5M	$65.8M	221,919	223,762
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$5.3M	+7,007	$71.1M	$65.7M	205,395	212,402
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$3.3M	+413	$55.3M	$58.6M	67,361	67,774
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$3.9M	+9,344	$60.0M	$56.1M	259,849	269,193
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	ADD	+$12.1M	+1,569	$42.9M	$55.1M	40,118	41,687
position key `pos:16439` · issuer key `iss:520` COM	NEW	+$52.7M	+387,718	$0	$52.7M	—	387,718
position key `pos:12030` · issuer key `iss:525` COM	TRIM	−$7.8M	−16,227	$53.8M	$46.0M	62,366	46,139
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$8.6M	+7,564	$37.1M	$45.7M	179,318	186,882
position key `sid:sec:prov:c3e04efb4156dc6f48e0e8e8bb3cba38` · issuer key `cusip6:464286` MSCI STH KOR ETF	ADD	+$10.0M	+6,413	$34.6M	$44.5M	355,461	361,874
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$12.1M	+1,531	$32.1M	$44.2M	49,161	50,692
position key `pos:14579` · issuer key `iss:1990` SPDR GLD MINIS	ADD	+$4.0M	+7,135	$39.5M	$43.5M	462,316	469,451
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$9.2M	+1,551	$34.1M	$43.3M	59,559	61,110
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$5.1M	+6,474	$37.8M	$42.9M	338,395	344,869
position key `pos:11527` · issuer key `iss:381` COM	ADD	+$7.3M	+7,209	$34.9M	$42.3M	381,868	389,077
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$16.5M	−15,585	$57.1M	$40.6M	86,547	70,962
position key `pos:15235` · issuer key `iss:125` CL A	ADD	−$2.0M	+5,686	$40.0M	$38.0M	295,357	301,043
position key `pos:10621` · issuer key `iss:258` SPONSORED ADS	NEW	+$37.8M	+519,212	$0	$37.8M	—	519,212
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$37.6M	+190,644	$0	$37.6M	—	190,644
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$35.3M	+103,786	$1.5M	$36.9M	5,323	109,109
position key `pos:18169` · issuer key `iss:1577` COM	NEW	+$36.0M	+222,568	$0	$36.0M	—	222,568
position key `pos:17734` · issuer key `iss:1055` COM	NEW	+$31.9M	+112,937	$0	$31.9M	—	112,937
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$56.3M	−100,665	$81.3M	$25.0M	168,207	67,542
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$53.7M	−272,603	$78.3M	$24.5M	440,250	167,647
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$249K	+543	$21.7M	$21.9M	151,084	151,627
position key `pos:12296` · issuer key `iss:237` ADR	TRIM	−$24.8M	−831,866	$42.8M	$18.0M	1,682,837	850,971
position key `pos:13694` · issuer key `iss:722` COM	ADD	+$4.8M	+5,972	$4.2M	$9.0M	2,492	8,464
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	−$1.4M	+16,545	$8.9M	$7.5M	179,540	196,085
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$419K	+3,346	$6.3M	$6.7M	20,091	23,437
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$350K	−138	$6.1M	$5.7M	12,116	11,978
position key `pos:14782` · issuer key `iss:1406` COM	ADD	+$3.0M	+20,789	$2.4M	$5.5M	13,235	34,024
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$869K	−3,105	$5.7M	$4.8M	18,588	15,483
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$1.1M	−411	$5.7M	$4.6M	12,748	12,337
position key `pos:16131` · issuer key `iss:1632` COM	ADD	+$1.2M	+14,578	$3.2M	$4.4M	31,782	46,360
position key `pos:11577` · issuer key `iss:167` COM SHS	NEW	+$4.3M	+34,981	$0	$4.3M	—	34,981
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.3M	+715	$2.8M	$4.1M	23,209	23,924
position key `pos:11688` · issuer key `iss:1955` COM	ADD	+$1.9M	+27,036	$1.8M	$3.7M	19,846	46,882
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$2.0M	+7,331	$1.5M	$3.5M	9,520	16,851
position key `pos:17542` · issuer key `iss:193` COM	ADD	−$782K	+112	$4.2M	$3.4M	14,291	14,403
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	ADD	+$670K	+7,010	$2.7M	$3.3M	31,573	38,583
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$58.0M	−163,842	$61.1M	$3.1M	174,088	10,246
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$1.1M	+1,489	$1.5M	$2.7M	1,419	2,908
position key `sid:sec:prov:dc4462d5012498b46ee7f6e0a2a0b533` · issuer key `cusip6:464286` MSCI WORLD ETF	TRIM	−$158K	−396	$2.8M	$2.7M	15,138	14,742
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$93.6K	+903	$2.1M	$2.2M	9,355	10,258
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$301K	+600	$1.8M	$2.1M	2,663	3,263
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$805K	+1,294	$863K	$1.7M	1,260	2,554
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$396K	+560	$1.7M	$1.3M	6,364	6,924
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$162K	+570	$1.0M	$1.2M	5,496	6,066
position key `sid:sec:prov:2b2e1d16fa32eec3e42d9e34bbf0630d` · issuer key `cusip6:46432F` CORE 1 5 YR USD	ADD	+$56.2K	+1,295	$1.1M	$1.2M	22,763	24,058
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$319K	+1,737	$826K	$1.1M	7,784	9,521
position key `pos:10856` · issuer key `iss:1801` COM	TRIM	−$147K	−189	$1.3M	$1.1M	8,059	7,870
position key `pos:17095` · issuer key `iss:588` COM	NEW	+$1.0M	+10,730	$0	$1.0M	—	10,730
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	+$194K	+424	$826K	$1.0M	1,345	1,769
position key `pos:16734` · issuer key `iss:1633` 5 10YR CORP BD	ADD	+$121K	+5,833	$884K	$1.0M	38,493	44,326
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$460K	+1,787	$542K	$1.0M	2,342	4,129
position key `pos:13754` · issuer key `iss:468` COM	ADD	+$68.2K	+412	$920K	$988K	9,125	9,537
position key `sid:sec:prov:26536a2d18460965012ca6235b207932` · issuer key `cusip6:464289` 10+ YR INVST GRD	ADD	+$126K	+2,810	$804K	$931K	15,941	18,751
position key `pos:10558` · issuer key `iss:1502` COM	NEW	+$868K	+7,382	$0	$868K	—	7,382
position key `pos:17256` · issuer key `iss:453` COM	NEW	+$829K	+5,734	$0	$829K	—	5,734
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$35.7M	−435,414	$36.5M	$827K	446,905	11,491
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$474K	+819	$322K	$796K	513	1,332
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$34.3K	+373	$746K	$780K	9,684	10,057
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$504K	+1,117	$273K	$777K	689	1,806
position key `pos:11938` · issuer key `iss:834` COM	NEW	+$739K	+874	$0	$739K	—	874
position key `pos:17452` · issuer key `iss:1604` UT SER 1	ADD	+$387K	+862	$308K	$696K	640	1,502
position key `pos:17976` · issuer key `iss:547` COM	ADD	+$184K	+95	$506K	$689K	917	1,012
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$365K	+1,685	$320K	$685K	1,842	3,527
position key `pos:17164` · issuer key `iss:1360` COM	NEW	+$641K	+10,350	$0	$641K	—	10,350
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$93.1K	−277	$733K	$640K	3,422	3,145
position key `pos:16349` · issuer key `iss:867` SPON ADR NEW	ADD	+$32.5K	+37	$605K	$638K	7,696	7,733
position key `pos:10434` · issuer key `iss:482` COM	ADD	+$115K	+866	$523K	$638K	6,618	7,484
position key `pos:15168` · issuer key `iss:456` COM NEW	ADD	+$73.6K	+786	$553K	$627K	4,740	5,526
position key `pos:15622` · issuer key `iss:282` COM	NEW	+$611K	+5,317	$0	$611K	—	5,317
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$240K	+6,279	$346K	$585K	13,914	20,193
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$29.3K	+825	$611K	$582K	11,118	11,943
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$70.0K	−80	$649K	$579K	1,843	1,763
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$271K	+1,606	$307K	$578K	2,116	3,722
position key `pos:14419` · issuer key `iss:549` COM	NEW	+$523K	+3,808	$0	$523K	—	3,808
position key `pos:11666` · issuer key `iss:1238` SPONSORED ADS	ADD	+$37.7K	+243	$479K	$517K	30,205	30,448
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$76.3K	+466	$591K	$514K	3,031	3,497
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$136K	+243	$338K	$474K	1,248	1,491
position key `pos:16043` · issuer key `iss:1291` SPONSORED ADS	ADD	−$93.2K	+85	$550K	$457K	4,000	4,085
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$144K	−77	$598K	$453K	2,309	2,232
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$225K	−251	$667K	$442K	1,151	900
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$164K	+464	$261K	$425K	1,524	1,988
position key `pos:15008` · issuer key `iss:318` COM	TRIM	−$368K	−7,678	$789K	$421K	14,620	6,942
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$102K	−249	$516K	$414K	1,538	1,289
position key `pos:14555` · issuer key `iss:1996` COM	ADD	−$53.5K	+14	$450K	$397K	3,305	3,319
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$61.6K	+205	$458K	$396K	3,654	3,859
position key `pos:15119` · issuer key `iss:489` CL A	ADD	+$62.0K	+2,608	$326K	$388K	10,912	13,520
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	+$99.1K	+331	$288K	$387K	508	839
position key `pos:17525` · issuer key `iss:631` COM	ADD	+$93.8K	+889	$286K	$380K	3,286	4,175
position key `pos:14095` · issuer key `iss:307` COM	TRIM	−$198K	−30	$574K	$376K	6,023	5,993
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	NEW	+$372K	+2,800	$0	$372K	—	2,800
position key `pos:12678` · issuer key `iss:1400` COM	NEW	+$354K	+2,481	$0	$354K	—	2,481

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 6

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
position key `pos:14081` · issuer key `iss:2235` SHS	NO CHANGE	+$26.1K	$369K	$395K	947	947
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	NO CHANGE	+$21.2K	$232K	$254K	771	771
position key `pos:15122` · issuer key `iss:1012` DOW JONES US ETF	NO CHANGE	−$10.6K	$240K	$229K	1,446	1,446
position key `pos:13047` · issuer key `iss:1012` EXPND TEC SC ETF	NO CHANGE	−$20.6K	$250K	$229K	1,932	1,932
position key `sid:sec:prov:748c3ea2043f7dae881221f3c766e002` · issuer key `cusip6:68170A` COM	NO CHANGE	−$51.1K	$251K	$200K	15,909	15,909

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 136 issuers · $1.7B disclosed value over 148 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Every row below carries other-manager unparsed — stated once here rather than repeated on every row.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$108M

620,776

6.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$102M

403,578

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Main Street Research LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$89.7M	311,786
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$6.7M	23,437

$96.4M

335,223

5.6%

—

ISHARES TR · INTERNATIONAL SL CUSIP 46434V266
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$81.9M

1,958,627

4.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$75.4M

223,159

4.4%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$72.5M

567,479

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$65.8M

223,762

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$65.7M

212,402

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$58.6M

67,774

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$56.1M

269,193

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$55.1M

41,687

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$52.7M

387,718

3.1%

—

ISHARES INC

2 positions · 2 reported rows

Rows Main Street Research LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI STH KOR ETF CUSIP 464286772 src ↗	$44.5M	361,874
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$2.7M	14,742

ticker not yet mapped

$47.2M

376,616

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$46.0M

46,139

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$45.7M

186,882

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$44.2M

50,692

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WORLD GOLD TR · SPDR GLD MINIS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$43.5M

469,451

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$43.3M

61,110

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$42.9M

344,869

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAMECO CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$42.3M

389,077

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$40.6M

70,962

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$38.0M

301,043

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BHP BILLITON LIMITED · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$37.8M

519,212

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$37.6M

190,644

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$36.9M

109,109

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$36.0M

222,568

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KEYSIGHT TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$31.9M

112,937

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$25.0M

67,542

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$24.5M

167,647

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$21.9M

151,627

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BARCLAYS PLC · ADR CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$18.0M

850,971

1.0%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Main Street Research LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$5.7M	11,978
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$9.3M

11,983

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FAIR ISAAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$9.0M

8,464

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$7.5M

196,085

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$5.5M

34,024

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$4.8M

15,483

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$4.6M

12,337

0.3%

—

ISHARES TR

2 positions · 2 reported rows

Rows Main Street Research LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$3.3M	38,583
ISHARES TR · CORE 1 5 YR USD CUSIP 46432F859 src ↗	$1.2M	24,058

ticker not yet mapped

$4.5M

62,641

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$4.4M

46,360

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$4.3M

34,981

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$4.1M

23,924

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$3.7M

46,882

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$3.5M

16,851

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTODESK INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$3.4M

14,403

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$3.1M

10,246

0.2%

—

ISHARES TR

5 positions · 5 reported rows

Rows Main Street Research LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.7M	2,554
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$296K	695
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$254K	771
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$229K	1,446
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$229K	1,932

ticker not yet mapped

$2.7M

7,398

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$2.7M

2,908

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$2.2M

10,258

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$2.1M

3,263

0.1%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows Main Street Research LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · 5 10YR CORP BD CUSIP — src ↗	$1.0M	44,326
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$273K	10,635
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$253K	10,206
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$238K	8,541

ticker not yet mapped

$1.8M

73,708

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.3M

6,924

0.1%

—

VANGUARD INDEX FDS

2 positions · 2 reported rows

Rows Main Street Research LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$796K	1,332
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$414K	1,289

ticker not yet mapped

$1.2M

2,621

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.2M

6,066

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.1M

9,521

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.1M

7,870

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.0M

10,730

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.0M

1,769

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.0M

4,129

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOROX CO DEL · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$988K

9,537

0.1%

—

ISHARES TR · 10+ YR INVST GRD CUSIP 464289511
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$931K

18,751

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PULTE GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$868K

7,382

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CIRRUS LOGIC INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$829K

5,734

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$827K

11,491

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$780K

10,057

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$777K

1,806

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$739K

874

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR DOW JONES IND · UT SER 1 CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$696K

1,502

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CURTISS WRIGHT CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$689K

1,012

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$685K

3,527

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ON SEMICONDUCTOR CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$641K

10,350

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$640K

3,145

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HSBC HLDGS PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$638K

7,733

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$638K

7,484

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$627K

5,526

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$611K

5,317

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$585K

20,193

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$582K

11,943

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$579K

1,763

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$578K

3,722

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D R HORTON INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$523K

3,808

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MITSUBISHI UFJ FINANCIAL GRO · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$517K

30,448

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$514K

3,497

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$474K

1,491

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETEASE COM INC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$457K

4,085

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$453K

2,232

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$442K

900

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$425K

1,988

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$421K

6,942

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XYLEM INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$397K

3,319

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$396K

3,859

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$395K

947

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$388K

13,520

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$387K

839

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EBAY INC. · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$380K

4,175

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$376K

5,993

0.0%

—

SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$372K

2,800

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PTC INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$354K

2,481

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LENNAR CORP · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$339K

3,904

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$338K

5,091

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GARTNER INC · COM CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$335K

2,115

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 83.0%above median 80.0%
Concentration index: 327 bpsbelow median 446 bps
Positions with value: 148 / 148median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 83.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 327 · QoQ moves: 160

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Main Street Research LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).