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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 2 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHX SCHWAB U.S. LARGE-CAP ETF 76,188.0 $2.2M 0.52% NEW $29.43 +3.6%
22 NVDA NVIDIA CORP Technology 10,533.0 $2.1M 0.49% NEW $200.11 +12.4%
23 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 14,648.0 $1.8M 0.41% NEW $119.52 +2.5%
24 NSC NORFOLK SOUTHN CORP Industrials 5,377.0 $1.7M 0.39% NEW $314.59 +8.4%
25 US TREASU NT 0.625 08/30UST NOTE DUE 08/15/30 1,947,000.0 $1.7M 0.39% NEW $0.87
26 VOO VANGUARD S&P 500 ETF 2,404.0 $1.7M 0.39% NEW $686.75 +3.4%
27 SCHB SCHWAB U.S. BROAD MARKETETF 56,427.0 $1.6M 0.38% NEW $28.96 +3.3%
28 COF CAPITAL ONE FINL CORP Financial Services 8,119.0 $1.6M 0.38% NEW $200.63 +10.4%
29 US TREASU NT 1.125 10/26UST NOTE DUE 10/31/26 1,623,000.0 $1.6M 0.38% NEW $0.99
30 GOOGL ALPHABET INC CLASS A Communication Services 4,046.0 $1.4M 0.34% NEW $357.43 -3.8%
31 DSI ISHARES ESG MSCI KLD 400ETF 9,634.0 $1.4M 0.32% NEW $142.39 +3.5%
32 US TREASUR NT 0.75 08/26UST NOTE DUE 08/31/26 1,302,000.0 $1.3M 0.30% NEW $0.99
33 PM PHILIP MORRIS INTL INC Consumer Defensive 6,832.0 $1.2M 0.29% NEW $180.90 +2.0%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 1,243.0 $1.2M 0.27% NEW $935.35 +1.9%
35 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 14,339.0 $1.2M 0.27% NEW $81.06 +2.9%
36 UBSI UNITED BANKSHARES INC W Financial Services 23,870.0 $1.1M 0.26% NEW $45.83 +6.9%
37 IBM IBM CORP Technology 3,876.0 $1.1M 0.25% NEW $281.21 -18.6%
38 JNJ JOHNSON & JOHNSON Healthcare 3,455.0 $878K 0.20% NEW $253.99 +3.3%
39 US TREASUR NT 0.5 04/27UST NOTE DUE 04/30/27 844,000.0 $820K 0.19% NEW $0.97
40 IYW ISHARES U.S. TECHNOLOGY ETF 3,213.0 $810K 0.19% NEW $252.23 +1.0%
Page 2 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%