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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 36 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SJM SMUCKER J M CO Consumer Defensive 28.0 $3K 0.00% NEW $113.00 +6.1%
702 NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 296.0 $3K 0.00% NEW $10.48
703 DGRS WISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUND 51.0 $3K 0.00% NEW $59.22 +2.6%
704 APPN APPIAN CORP CLASS A Technology 131.0 $3K 0.00% NEW $22.90 +61.1%
705 MRSH MARSH & MCLENNAN COS INC Financial Services 17.0 $3K 0.00% NEW $170.65 +9.7%
706 CION CION INVT CORP Financial Services 465.0 $3K 0.00% NEW $6.23 +18.5%
707 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 45.0 $3K 0.00% NEW $64.02 +14.3%
708 CHWY CHEWY INC CLASS A Consumer Cyclical 146.0 $3K 0.00% NEW $19.65 +18.5%
709 TRUP TRUPANION INC Financial Services 113.0 $3K 0.00% NEW $24.77 +21.4%
710 BBWI BATH & BODY WKS INC Consumer Cyclical 119.0 $3K 0.00% NEW $23.13 -13.5%
711 IVE ISHARES S&P 500 VALUE ETF 12.0 $3K 0.00% NEW $227.08 +4.4%
712 VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS Communication Services 201.0 $3K 0.00% NEW $13.22 +22.3%
713 GSK GSK PLC ADR F Healthcare 50.0 $3K 0.00% NEW $52.42 -2.3%
714 AWK AMERICAN WTR WKS CO INC Utilities 20.0 $3K 0.00% NEW $130.45 +5.3%
715 CMS CMS ENERGY CORP Utilities 34.0 $3K 0.00% NEW $76.50 -6.5%
716 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 100.0 $3K 0.00% NEW $25.95 +10.3%
717 CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 26.0 $3K 0.00% NEW $98.31 -3.6%
718 NOC NORTHROP GRUMMAN CORP Industrials 5.0 $3K 0.00% NEW $509.40 +16.1%
719 LITHIUM ARGENTINA AG F 300.0 $2K 0.00% NEW $8.27
720 TIC TIC SOLUTIONS INC Industrials 304.0 $2K 0.00% NEW $8.09 +18.7%
Page 36 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%