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| Main Street Research LLC
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|
|---|---|
| CRD # | 114629 |
| SEC # | 801-57739 |
| CIK # | 0001513211 |
| AUM | $2.7 B (2026-04-27) |
| Employees | 24 (67% Investors, 0% Brokers) |
| Phone | 860-435-2350 |
| Address | 342 Main Street Lakeville, CT 06039 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 108.3 | ||
| Apple Inc | 102.4 | ||
| Alphabet Inc | 89.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 75.4 | ||
| J P Morgan Chase & Co | 65.8 | ||
| Broadcom Inc | 65.7 | ||
| McKesson Corp | 58.6 | ||
| Amazon Com Inc | 56.1 | ||
| ASML Holding NV | 55.1 | ||
| Corning Inc /NY | 52.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 0.1 |
| (b) Individuals (high net worth individuals) | 815 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,017 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,017 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,017 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3,017 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001513211] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bill FEW Associates Inc
✚
|
PA | 2.7 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 2.7 |
|
Analyst Portfolio Management Ltd
✚
|
2.7 | |
|
Multnomah Group Inc
✚
|
OR | 2.7 |
|
Mitchell McLeod Pugh & Williams Inc
✚
|
2.7 | |
|
Legacy Wealth Management Inc
✚
|
TN | 2.7 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.7 |
|
Garde Capital Inc
✚
|
WA | 2.7 |
|
Embree Financial Group
✚
|
IL | 2.6 |
|
Jacobi Capital Management LLC
✚
|
PA | 2.6 |