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| Main Street Research LLC
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|
|
|---|---|
| CRD # | 114629 |
| SEC # | 801-57739 |
| CIK # | 0001513211 |
| AUM | $1.7 BB (2023-03-29) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 415-289-1010 |
| Address | 30 Liberty Ship Way Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 44.6 | |
| PG | 338,108.9 | 38.5 | |
| NVO | 245,328.6 | 38.3 | |
| MCK | 46,168.4 | 36.9 | |
| V | 419,260.5 | 28.0 | |
| KO | 269,985.6 | 25.9 | |
| TMUS | 166,764.4 | 22.8 | |
| GD | 61,231.2 | 22.2 | |
| MSFT | 1,918,222.4 | 17.4 | |
| ON | 22,946.2 | 13.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 152.8 |
| (b) Individuals (high net worth individuals) | 558 | 1,494.3 |
| (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 | 0 | 0.2 |
| (h) Charitable organizations | 0 | 27.6 |
| (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 | 2,675 | 1,674.9 |
| By Discretionary | ||
| Discretionary | 2,675 | 1,674.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,675 | 1,674.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,674.9 | |
| Total | 2,675 | 1,674.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001513211] |
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