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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 18 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS 900.0 $33K 0.01% NEW $36.98
342 VIRGINIA ST PUB BLD 5 38VP DUE 08/01/38 30,000.0 $33K 0.01% NEW $1.10
343 USB US BANCORP DEL Financial Services 541.0 $33K 0.01% NEW $60.40 +7.3%
344 NKE NIKE INC CLASS B Consumer Cyclical 794.0 $33K 0.01% NEW $41.05 -2.4%
345 TMO THERMO FISHER SCIENTIFIC Healthcare 65.0 $33K 0.01% NEW $501.35 +17.5%
346 SCHW CHARLES SCHWAB CORP Financial Services 352.0 $32K 0.01% NEW $92.27 +21.0%
347 SLVP ISHARES MSCI GLOBAL SILVER AND METALS MINERSETF 1,040.0 $32K 0.01% NEW $30.83 +16.7%
348 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 173.0 $32K 0.01% NEW $185.23 -0.9%
349 RCL ROYAL CARIBBEAN GROU F Consumer Cyclical 100.0 $32K 0.01% NEW $317.53 -5.5%
350 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 698.0 $32K 0.01% NEW $45.34 -2.9%
351 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 66.0 $32K 0.01% NEW $477.58 -13.4%
352 VIRGINIA BEACH VA 5 30GO UTX DUE 04/01/30 30,000.0 $31K 0.01% NEW $1.04
353 PSR INVESCO ACTIVE U.S. REALESTATE FUND 305.0 $31K 0.01% NEW $102.50 +1.6%
354 KAUFMAN CNTY TEX 4 31GO UTX DUE 02/15/31 30,000.0 $31K 0.01% NEW $1.04
355 CPNG COUPANG INC CLASS A Consumer Cyclical 1,796.0 $31K 0.01% NEW $17.37 -10.3%
356 ELVR ELEVRA LITHIUM LTD FSPONSORED ADR 1 ADR REPS 10 ORD SHS Basic Materials 453.0 $31K 0.01% NEW $68.15 -11.3%
357 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E 339.0 $31K 0.01% NEW $90.79 +2.6%
358 OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 532.0 $31K 0.01% NEW $57.62 -0.6%
359 WM WASTE MGMT INC DEL Industrials 137.0 $31K 0.01% NEW $222.88 +0.3%
360 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 304.0 $30K 0.01% NEW $98.98 -1.6%
Page 18 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%