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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 27 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GM GENERAL MTRS CO Consumer Cyclical 157.0 $12K 0.00% NEW $77.08 +8.6%
522 VDE VANGUARD ENERGY INDEX FUND ETF SHARES 80.0 $12K 0.00% NEW $150.12 +19.4%
523 OKE ONEOK INC NEW Energy 138.0 $12K 0.00% NEW $86.94 +11.6%
524 UBS UBS GROUP AG F Financial Services 242.0 $12K 0.00% NEW $49.56 +6.9%
525 US TREASU NT 3.875 05/27UST NOTE DUE 05/31/27 12,000.0 $12K 0.00% NEW $1.00
526 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 350.0 $12K 0.00% NEW $34.00 -1.9%
527 BNP PARIBAS SA 0 29F DUE 11/15/29 10,000.0 $12K 0.00% NEW $1.18
528 WTW WILLIS TOWERS WATSON P F Financial Services 45.0 $12K 0.00% NEW $261.38 +25.5%
529 CARNIVAL CORP LTD F 410.0 $12K 0.00% NEW $28.58
530 FS KKR CAPITAL 6.125 30 DUE 01/15/30 12,000.0 $12K 0.00% NEW $0.97
531 MORGAN STANLEY FIN 0 27 DUE 02/03/27 10,000.0 $11K 0.00% NEW $1.15
532 RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 80.0 $11K 0.00% NEW $142.93 +5.5%
533 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 83.0 $11K 0.00% NEW $134.72 +2.8%
534 MORGAN STANLEY BANK 0 29CD FDIC INS DUE 08/03/29US 10,000.0 $11K 0.00% NEW $1.12
535 ING ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 355.0 $11K 0.00% NEW $31.38 +13.1%
536 ARITZIA INC F 100.0 $11K 0.00% NEW $110.54
537 SMR NUSCALE PWR CORP CLASS A Utilities 1,100.0 $11K 0.00% NEW $10.03 -13.9%
538 QUAL ISHARES MSCI USA QUALITYFACTOR ETF 50.0 $11K 0.00% NEW $219.44 +2.1%
539 ITB ISHARES U.S. HOME CONSTRUCTION ETF 105.0 $11K 0.00% NEW $104.48 -7.6%
540 REAX REAL BROKERAGE INC F Real Estate 6,000.0 $11K 0.00% NEW $1.82 +45.6%
Page 27 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%