Top Holdings by value as of 2025-06-30:

1. NVIDIA CORPORATION - $94.0M (6%)
2. JPMORGAN CHASE & CO. - $65.0M (4%)
3. PROCTER AND GAMBLE CO - $64.8M (4%)
4. PALANTIR TECHNOLOGIES INC - $62.9M (4%)
5. COSTCO WHSL CORP NEW - $62.2M (4%)

When compared to holdings as of 2025-03-31:

New Positions:

• ADVANCED MICRO DEVICES INC
• ALIBABA GROUP HLDG LTD
• ANALOG DEVICES INC
• CAPITAL ONE FINL CORP
• CHECK POINT SOFTWARE TECH LT
• ... and 22 more

Closed Positions:

• ASTRAZENECA PLC
• BLACKSTONE INC
• CRH PLC
• FORTINET INC
• GOLDMAN SACHS GROUP INC
• ... and 8 more

Increase Position by 25% or more:

• ASML HOLDING N V
• FAIR ISAAC CORP
• INVESCO QQQ TR
• ISHARES TR - 10+ YR INVST GRD
• NVIDIA CORPORATION
• ... and 2 more

Reduce Position by 25% or more:

• AMAZON COM INC
• BANK AMERICA CORP
• BERKSHIRE HATHAWAY INC DEL - CL A
• BOOKING HOLDINGS INC
• BROADCOM INC
• ... and 15 more

Main Street Research LLC is headquartered in Lakeville, CT.

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