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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 9 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 US TREASU NT 0.625 03/27UST NOTE DUE 03/31/27 112,000.0 $109K 0.03% NEW $0.98
162 SPROTT PHYSICAL URANIU F 5,922.0 $109K 0.03% NEW $18.38
163 SHOP SHOPIFY INC FCLASS A Technology 950.0 $108K 0.03% NEW $114.18 +30.5%
164 ARLINGTON CNTY VA 5 27GO UTX DUE 08/01/27 105,000.0 $108K 0.03% NEW $1.03
165 TOYOTA MOTOR CRED 4.8 36 DUE 01/11/36 110,000.0 $108K 0.03% NEW $0.98
166 BX BLACKSTONE INC Financial Services 897.0 $106K 0.03% NEW $117.67 +18.1%
167 JPM JPMORGAN CHASE & CO Financial Services 322.0 $105K 0.03% NEW $327.33 +10.4%
168 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,000.0 $105K 0.02% NEW $52.41 -0.6%
169 SNDK SANDISK CORP Technology 46.0 $105K 0.02% NEW $2273.72 -25.5%
170 CSX CSX CORP Industrials 2,193.0 $104K 0.02% NEW $47.53 +6.3%
171 PSX PHILLIPS 66 Energy 616.0 $104K 0.02% NEW $169.05 +41.2%
172 IWN ISHARES RUSSELL 2000 VALUE ETF 468.0 $104K 0.02% NEW $221.43 +1.9%
173 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 425.0 $103K 0.02% NEW $243.17 +2.4%
174 GILD GILEAD SCIENCES INC Healthcare 818.0 $103K 0.02% NEW $126.34 +11.4%
175 US TREASUR NT 0.5 08/27UST NOTE DUE 08/31/27 107,000.0 $103K 0.02% NEW $0.96
176 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 985.0 $102K 0.02% NEW $103.22 +0.6%
177 DE DEERE & CO Industrials 160.0 $101K 0.02% NEW $634.33 -6.6%
178 AFL AFLAC INC Financial Services 864.0 $101K 0.02% NEW $117.25 +4.1%
179 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,654.0 $101K 0.02% NEW $60.80 +4.4%
180 TRV TRAVELERS COS INC Financial Services 304.0 $100K 0.02% NEW $330.12 +11.9%
Page 9 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%