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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 21 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 F FORD MTR CO DEL Consumer Cyclical 1,791.0 $25K 0.01% NEW $13.90 +4.2%
402 MEMPHIS TENN 3.5 36GO UTX DUE 06/01/36 25,000.0 $25K 0.01% NEW $1.00
403 NEVADA ST 3 33GO LTX DUE 08/01/33OID XTRO 25,000.0 $25K 0.01% NEW $0.99
404 US TREASUR NT 2 11/26UST NOTE DUE 11/15/26 25,000.0 $25K 0.01% NEW $0.99
405 CI THE CIGNA GROUP Healthcare 90.0 $25K 0.01% NEW $275.68 +0.6%
406 IBB ISHARES BIOTECHNOLOGY ETF 130.0 $25K 0.01% NEW $190.24 +14.0%
407 SUFFOLK VA 3 35GO UTX DUE 02/01/35OID 25,000.0 $25K 0.01% NEW $0.99
408 DOUGLAS CNTY NEB SC 3 32GO UTX DUE 12/15/32 25,000.0 $25K 0.01% NEW $0.99
409 AMAT APPLIED MATLS INC Technology 34.0 $25K 0.01% NEW $723.00 -31.4%
410 CMCSA COMCAST CORP NEW CLASS A Communication Services 993.0 $24K 0.01% NEW $24.55 +8.3%
411 SMH VANECK SEMICONDUCTOR ETF 37.0 $24K 0.01% NEW $655.89 -14.5%
412 RICHMOND VA 3.125 37GO UTX DUE 07/15/37OID 25,000.0 $24K 0.01% NEW $0.97
413 CG CARLYLE GROUP INC Financial Services 568.0 $24K 0.01% NEW $42.11 +17.3%
414 UBER UBER TECHNOLOGIES INC Technology 330.0 $24K 0.01% NEW $72.16 +8.1%
415 DUK DUKE ENERGY CORP NEW Utilities 188.0 $24K 0.01% NEW $126.53 -2.3%
416 LITHIUM AMERS CORP F 6,158.0 $24K 0.01% NEW $3.85
417 XEL XCEL ENERGY INC Utilities 295.0 $24K 0.01% NEW $80.30 -1.1%
418 SCHM SCHWAB U.S. MID-CAP ETF 642.0 $24K 0.01% NEW $36.86 -1.7%
419 TIP ISHARES TIPS BOND ETF 209.0 $23K 0.01% NEW $109.61 -1.9%
420 PSI INVESCO SEMICONDUCTORS ETF 121.0 $23K 0.01% NEW $187.69 -25.7%
Page 21 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%