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| Happy Holidays!! thanks for using AUM13F!! |
| Main Street Research LLC
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| CRD # | 114629 |
| SEC # | 801-57739 |
| CIK # | 0001513211 |
| AUM | $2.4 B (2025-03-25) |
| Employees | 24 (67% Investors, 0% Brokers) |
| Phone | 860-435-2350 |
| Address | 342 Main Street Lakeville, CT 06039 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001513211 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 94.0 | ||
| J P Morgan Chase & Co | 65.0 | ||
| Procter & Gamble Co | 64.8 | ||
| Palantir Technologies Inc | 62.9 | ||
| Costco Wholesale Corp /NEW | 62.2 | ||
| VISA Inc | 61.2 | ||
| Apple Inc | 60.4 | ||
| Netflix Inc | 57.0 | ||
| Alphabet Inc | 52.4 | ||
| Broadcom Inc | 50.9 | ||
| McKesson Corp | 50.7 | ||
| Robinhood Markets Inc | 50.3 | ||
| Amazon Com Inc | 49.2 | ||
| Microsoft Corp | 47.1 | ||
| Facebook Inc | 47.0 | ||
| Metropcs Communications Inc | 42.8 | ||
| Uber Technologies Inc | 41.9 | ||
| MercadoLibre Inc | 41.1 | ||
| Boston Scientific Corp | 41.0 | ||
| Spotify Technology Sa | 38.2 | ||
| SAP SE | 36.7 | ||
| Linde PLC | 34.0 | ||
| Ingersoll-Rand PLC | 33.4 | ||
| Wal Mart Stores Inc | 32.8 | ||
| Intuitive Surgical Inc | 32.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 31.1 | ||
| Check Point Software Technologies Ltd | 30.3 | ||
| World Currency Gold Trust | 29.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 0.6 |
| (b) Individuals (high net worth individuals) | 367 | 1.7 |
| (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 | 30 | 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 | 2,782 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,782 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,782 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,782 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001513211] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Deschutes Investment Consulting LLC
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|
OR | 2.5 |
|
Grove Point Advisors LLC
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|
MD | 2.5 |
|
Equity Services Inc
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VT | 2.5 |
|
Regal Investment Advisors LLC
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|
MI | 2.4 |
|
Faircourt Partners LLC
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|
IL | 2.4 |
|
Integrity Alliance LLC
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|
IA | 2.4 |
|
SSB Wealth Management Inc
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|
VA | 2.4 |
|
AdvisorNet Financial Inc
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|
MN | 2.3 |
|
Rothschild Investment LLC
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|
IL | 2.3 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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2.3 |