Main Street Research LLC Diversified Active

CIK: 0001513211 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $381,425 (100.0% shares, 0.0% debt)

Holdings (86)

PG PROCTER AND GAMBLE CO 9.6%
Value ($000) $36,433 Shares 253,376 Est. Cost $71.54 Unrealized +91.9%
AAPL APPLE INC 8.9%
Value ($000) $33,775 Shares 247,036 Est. Cost $97.05 Unrealized +53.2%
MCK MCKESSON CORP 8.8%
Value ($000) $33,404 Shares 102,400 Est. Cost $266.57 Unrealized +17.8%
TBT PROSHARES TR 7.9%
Value ($000) $30,309 Shares 1,159,060 Est. Cost $26.15 Unrealized
ELV ELEVANCE HEALTH INC 7.2%
Value ($000) $27,389 Shares 56,755 Est. Cost $398.75 Unrealized +17.7%
NVO NOVO-NORDISK A S 6.8%
Value ($000) $26,088 Shares 234,118 Est. Cost $111.05 Unrealized
KO COCA COLA CO 6.7%
Value ($000) $25,584 Shares 406,668 Est. Cost $53.86 Unrealized +5.4%
EOG EOG RES INC 6.1%
Value ($000) $23,328 Shares 211,229 Est. Cost $93.49 Unrealized +13.1%
V VISA INC 6.0%
Value ($000) $22,763 Shares 115,611 Est. Cost $225.27 Unrealized -10.7%
GD GENERAL DYNAMICS CORP 5.4%
Value ($000) $20,675 Shares 93,448 Est. Cost $204.81 Unrealized +4.2%
CVX CHEVRON CORP NEW 4.5%
Value ($000) $17,233 Shares 119,026 Est. Cost $82.28 Unrealized +73.4%
TXN TEXAS INSTRS INC 3.2%
Value ($000) $12,079 Shares 78,611 Est. Cost $113.71 Unrealized +32.8%
VZ VERIZON COMMUNICATIONS INC 2.9%
Value ($000) $11,218 Shares 221,043 Est. Cost $41.50 Unrealized -3.3%
MCD MCDONALDS CORP 1.4%
Value ($000) $5,179 Shares 20,978 Est. Cost $72.40 Unrealized +212.7%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,456 Shares 7,210 Est. Cost $298.09 Unrealized +62.7%
TSLA TESLA INC 0.8%
Value ($000) $3,086 Shares 4,582 Est. Cost $160.51 Unrealized +70.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,780 Shares 10,822 Est. Cost $167.53 Unrealized +57.2%
AMZN AMAZON COM INC 0.7%
Value ($000) $2,692 Shares 25,349 Est. Cost $102.97 Unrealized +21.5%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $2,590 Shares 40,988 Est. Cost $28.16 Unrealized +132.7%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,497 Shares 14,069 Est. Cost $109.70 Unrealized +45.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,203 Shares 8,068 Est. Cost $308.05 Unrealized +1.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,045 Shares 5 Est. Cost $471172.90 Unrealized 0.0%
LOCAL BOUNTI CORP 0.5%
Value ($000) $1,918 Shares 603,134 Est. Cost $3.18 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,752 Shares 11,438 Est. Cost $97.96 Unrealized +36.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,704 Shares 22,127 Est. Cost $33.78 Unrealized +92.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,510 Shares 17,632 Est. Cost $51.68 Unrealized +54.0%
CLX CLOROX CO DEL 0.4%
Value ($000) $1,412 Shares 10,015 Est. Cost $88.38 Unrealized +43.2%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,377 Shares 632 Est. Cost $135.42 Unrealized -13.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,204 Shares 6,737 Est. Cost $118.29 Unrealized +66.8%
GOOG ALPHABET INC 0.3%
Value ($000) $1,124 Shares 514 Est. Cost $137.38 Unrealized -14.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,014 Shares 23,787 Est. Cost $49.43 Unrealized -13.4%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,008 Shares 25,736 Est. Cost $36.38 Unrealized +9.8%
LLY LILLY ELI & CO 0.3%
Value ($000) $958 Shares 2,955 Est. Cost $160.47 Unrealized +81.3%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $862 Shares 2,151 Est. Cost $65.52 Unrealized +502.0%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $827 Shares 17,587 Est. Cost $95.18 Unrealized 0.0%
INTU INTUIT 0.2%
Value ($000) $781 Shares 2,026 Est. Cost $413.00 Unrealized -2.1%
ABT ABBOTT LABS 0.2%
Value ($000) $740 Shares 6,813 Est. Cost $61.18 Unrealized +73.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $700 Shares 3,335 Est. Cost $65.08 Unrealized +211.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $699 Shares 1,287 Est. Cost $239.85 Unrealized +127.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $677 Shares 8,453 Est. Cost $50.63 Unrealized +41.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $581 Shares 1,586 Est. Cost $629.20 Unrealized -35.3%
ADSK AUTODESK INC 0.1%
Value ($000) $516 Shares 3,002 Est. Cost $62.09 Unrealized +209.7%
PFE PFIZER INC 0.1%
Value ($000) $474 Shares 9,040 Est. Cost $36.49 Unrealized +15.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $453 Shares 3,542 Est. Cost $70.91 Unrealized +66.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $449 Shares 1,976 Est. Cost $68.45 Unrealized +230.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $444 Shares 5,811 Est. Cost $60.22 Unrealized +16.9%
MRK MERCK & CO INC 0.1%
Value ($000) $443 Shares 4,861 Est. Cost $66.72 Unrealized +18.7%
D DOMINION ENERGY INC 0.1%
Value ($000) $439 Shares 5,498 Est. Cost $62.43 Unrealized +11.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $420 Shares 2,768 Est. Cost $20.81 Unrealized -9.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $407 Shares 10,372 Est. Cost $38.49 Unrealized -0.3%
NTES NETEASE INC 0.1%
Value ($000) $374 Shares 4,010 Est. Cost $85.33 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $364 Shares 959 Est. Cost $372.93 Unrealized
BOX BOX INC 0.1%
Value ($000) $359 Shares 14,282 Est. Cost $27.94 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $349 Shares 680 Est. Cost $346.81 Unrealized +35.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $343 Shares 1,640 Est. Cost $143.88 Unrealized +47.7%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $329 Shares 40,081 Est. Cost $9.75 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $325 Shares 670 Est. Cost $54.67 Unrealized -4.2%
WMT WALMART INC 0.1%
Value ($000) $322 Shares 2,652 Est. Cost $37.39 Unrealized +17.8%
NKE NIKE INC 0.1%
Value ($000) $319 Shares 3,120 Est. Cost $74.17 Unrealized +50.1%
VEEV VEEVA SYS INC 0.1%
Value ($000) $317 Shares 1,600 Est. Cost $272.96 Unrealized -32.6%
PEP PEPSICO INC 0.1%
Value ($000) $317 Shares 1,900 Est. Cost $107.17 Unrealized +39.8%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $311 Shares 806 Est. Cost $256.75 Unrealized +54.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $304 Shares 3,168 Est. Cost $77.56 Unrealized +14.1%
XENE XENON PHARMACEUTICALS INC 0.1%
Value ($000) $304 Shares 10,000 Est. Cost $30.24 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $293 Shares 929 Est. Cost $332.91 Unrealized +1.3%
INTC INTEL CORP 0.1%
Value ($000) $283 Shares 7,571 Est. Cost $52.61 Unrealized -22.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $270 Shares 2,810 Est. Cost $66.30 Unrealized +30.7%
ASML ASML HOLDING N V 0.1%
Value ($000) $266 Shares 559 Est. Cost $292.42 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $264 Shares 1,000 Est. Cost $241.40 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $262 Shares 12,504 Est. Cost $16.80 Unrealized -3.0%
HD HOME DEPOT INC 0.1%
Value ($000) $261 Shares 950 Est. Cost $217.96 Unrealized +23.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $259 Shares 1,304 Est. Cost $178.46 Unrealized +26.6%
XYL XYLEM INC 0.1%
Value ($000) $254 Shares 3,250 Est. Cost $122.16 Unrealized -35.3%
RMD RESMED INC 0.1%
Value ($000) $252 Shares 1,200 Est. Cost $158.28 Unrealized +30.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $238 Shares 3,111 Est. Cost $128.65 Unrealized -27.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $235 Shares 25,921 Est. Cost $9.88 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $231 Shares 750 Est. Cost $339.32 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $230 Shares 898 Est. Cost $248.17 Unrealized -10.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $226 Shares 599 Est. Cost $444.34 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $215 Shares 882 Est. Cost $203.29 Unrealized +7.5%
YUM YUM BRANDS INC 0.1%
Value ($000) $214 Shares 1,883 Est. Cost $116.56 Unrealized -7.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $209 Shares 2,200 Est. Cost $94.26 Unrealized +9.8%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $208 Shares 6,682 Est. Cost $25.72 Unrealized +27.3%
DE DEERE & CO 0.1%
Value ($000) $202 Shares 674 Est. Cost $232.12 Unrealized +50.6%
NUE NUCOR CORP 0.1%
Value ($000) $200 Shares 1,920 Est. Cost $41.31 Unrealized +209.5%
SKILLZ INC 0.0%
Value ($000) $17 Shares 14,008 Est. Cost $9.81 Unrealized