Main Street Research LLC
RIA/Wealth
Main Street Research LLC is a RIA/Wealth based in Lakeville, CT led by James Edmund Demmert, reporting $2.4B in AUM as of Q3 2025 with 38% Technology concentration.
CIOJames Edmund Demmert
- Portfolio Value
- $1.9B
- Positions
- 129
- Top Holding
- NVDA at 6.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Main Street Research LLC's portfolio (42.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $112.2M | 6.06% | +$1.2M Bought | 0.00% 601.6K shares | |
Consumer Electronics Technology | $89.5M | 4.83% | +$14.5M Bought | 0.00% 351.3K shares | |
Software - Infrastructure Technology | $87.1M | 4.71% | +$38.0M Bought | 0.00% 168.2K shares | |
Software - Infrastructure Technology | $83.1M | 4.49% | -$1.1M Sold | 0.02% 455.5K shares | |
Software - Infrastructure Technology | $77.2M | 4.17% | +$367.8K Bought | 0.06% 539.3K shares | |
Internet Content & Information Communication Services | $72.9M | 3.94% | +$607.5K Bought | 0.00% 299.8K shares | |
Banks - Diversified Financial Services | $70.9M | 3.83% | +$137.8K Bought | 0.01% 224.7K shares | |
Semiconductors Technology | $68.8M | 3.72% | +$7.9M Bought | 0.00% 208.4K shares | |
Internet Content & Information Communication Services | $65.5M | 3.54% | +$18.8M Bought | 0.00% 89.2K shares | |
Semiconductors Technology | $61.7M | 3.33% | +$23.4M Bought | — 220.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Main Street Research LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Main Street Research LLC
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