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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 12 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MA MASTERCARD INC CLASS A Financial Services 136.0 $70K 0.02% NEW $512.51 +12.8%
222 UNP UNION PAC CORP Industrials 255.0 $69K 0.02% NEW $271.91 +10.2%
223 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 417.0 $68K 0.02% NEW $164.09 +2.7%
224 BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Defensive 1,100.0 $68K 0.02% NEW $61.76 -9.0%
225 LYFORD TEX CONS IND 5 35GO UTX DUE 08/15/35 60,000.0 $67K 0.02% NEW $1.12
226 UST INFL IDX 0.375 07/27INFL INDEX DUE 07/15/27 50,000.0 $67K 0.02% NEW $1.34
227 US TREASU NT 1.625 05/31UST NOTE DUE 05/15/31 75,000.0 $67K 0.02% NEW $0.89
228 SAP SE ORDF 425.0 $65K 0.01% NEW $153.07
229 TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS Consumer Cyclical 386.0 $65K 0.01% NEW $168.42 +12.3%
230 OPPE WISDOMTREE EUROPEAN OPPORTUNITIES FUND 1,164.0 $65K 0.01% NEW $55.81 +7.4%
231 MRK MERCK & CO. INC. Healthcare 505.0 $65K 0.01% NEW $128.60 +5.4%
232 SPACE EX TECH SPACEX CLASS A 380.0 $65K 0.01% NEW $170.86
233 MS MORGAN STANLEY Financial Services 307.0 $64K 0.01% NEW $209.04 +3.7%
234 SNDA SONIDA SENIOR LIVING INC Healthcare 1,554.0 $63K 0.01% NEW $40.80 -1.1%
235 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 90.0 $63K 0.01% NEW $703.34 +0.4%
236 DES WISDOMTREE U.S. SMALLCAPDIVIDEND FUND 1,551.0 $63K 0.01% NEW $40.68 +1.3%
237 TFC TRUIST FINL CORP Financial Services 1,252.0 $62K 0.01% NEW $49.80 +5.7%
238 HERNANDO CNTY F 4.125 38COMB TAX DUE 06/01/38OID 60,000.0 $61K 0.01% NEW $1.02
239 CB CHUBB LTD F Financial Services 176.0 $60K 0.01% NEW $340.74 +1.3%
240 DINO HF SINCLAIR CORP Energy 859.0 $60K 0.01% NEW $69.68 +36.3%
Page 12 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%