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Portfolio (Quarterly) Guide ↗

Main Street Group, LTD

· CIK 0001965796
13F Portfolio $429M AUM 1,544 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 863 New
Page 37 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FRANKLIN BSP CAPITAL CORPORATION 182.0 $2K 0.00% NEW $13.45
722 FOUR SHIFT4 PMTS INC CLASS A Technology 50.0 $2K 0.00% NEW $48.64 -4.0%
723 NUVEEN CREDIT STRATEGIES 500.0 $2K 0.00% NEW $4.86
724 FRST PRIMIS FINL CORP Financial Services 145.0 $2K 0.00% NEW $16.32 +1.3%
725 COPX GLOBAL X COPPER MINERS ETF 30.0 $2K 0.00% NEW $76.97 +11.2%
726 WTV WISDOMTREE U.S. VALUE FUND 22.0 $2K 0.00% NEW $101.73 +5.5%
727 DLTR DOLLAR TREE INC Consumer Defensive 18.0 $2K 0.00% NEW $120.94 +7.9%
728 CC CHEMOURS CO Basic Materials 106.0 $2K 0.00% NEW $20.52 -24.8%
729 TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 44.0 $2K NEW $47.98 +1.3%
730 FIVN FIVE9 INC Technology 97.0 $2K NEW $21.32 +52.2%
731 CFG CITIZENS FINL GROUP INC Financial Services 29.0 $2K NEW $70.97 +3.5%
732 FLGT FULGENT GENETICS INC Healthcare 100.0 $2K NEW $20.52 -9.5%
733 LUMN LUMEN TECHNOLOGIES INC Communication Services 264.0 $2K NEW $7.68 -20.2%
734 UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL Financial Services 60.0 $2K NEW $32.95 +34.0%
735 TJX TJX COS INC NEW Consumer Cyclical 13.0 $2K NEW $151.54 -0.5%
736 IWD ISHARES RUSSELL 1000 VALUE ETF 8.0 $2K NEW $242.38 +5.9%
737 BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS Consumer Cyclical 20.0 $2K NEW $96.00 +33.6%
738 USFR WISDOMTREE FLOATING RATETREASURY FUND 37.0 $2K NEW $50.35 +0.2%
739 ADYEN N V F 200.0 $2K NEW $9.31
740 EXC EXELON CORP Utilities 39.0 $2K NEW $46.62 -2.8%
Page 37 of 44  ·  863 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.3%
Technology 27.7%
Consumer Defensive 8.2%
Consumer Cyclical 6.7%
Industrials 6.2%
Communication Services 5.7%
Healthcare 4.7%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.3%