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Portfolio (Quarterly) Guide ↗

MainStreet Investment Advisors LLC

· CIK 0001729854
13F Portfolio $734M AUM 166 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 166 New
Page 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD Home Depot Inc/The Consumer Cyclical 27,446.0 $9.7M 1.32% NEW $352.68 -5.2%
22 CVX Chevron Corp Energy 54,730.0 $9.1M 1.24% NEW $165.76 +24.2%
23 CSCO Cisco Systems Inc Technology 70,975.0 $8.3M 1.14% NEW $117.46 -6.7%
24 MCD McDonald's Corp Consumer Cyclical 28,457.0 $7.7M 1.05% NEW $270.31 -0.4%
25 PEP PepsiCo Inc Consumer Defensive 53,461.0 $7.2M 0.99% NEW $135.40 +4.9%
26 MCHP Microchip Technology Inc Technology 77,136.0 $7.0M 0.96% NEW $91.20 -16.9%
27 EMR Emerson Electric Co Industrials 48,254.0 $6.9M 0.94% NEW $143.15 +8.1%
28 PANW Palo Alto Networks Inc Technology 19,401.0 $6.6M 0.90% NEW $341.02 +2.5%
29 GS Goldman Sachs Group Inc/The Financial Services 6,408.0 $6.5M 0.88% NEW $1011.37 -0.9%
30 SO Southern Co/The Utilities 65,921.0 $6.3M 0.86% NEW $95.71 -4.5%
31 LMT Lockheed Martin Corp Industrials 11,520.0 $5.9M 0.80% NEW $509.46 +12.2%
32 USB US Bancorp Financial Services 88,767.0 $5.4M 0.73% NEW $60.40 +2.3%
33 V Visa Inc Financial Services 15,586.0 $5.3M 0.73% NEW $343.09 +6.6%
34 MO Altria Group Inc Consumer Defensive 73,176.0 $5.3M 0.72% NEW $71.95 -7.0%
35 AEP American Electric Power Co Inc Utilities 38,063.0 $5.2M 0.71% NEW $136.81 -8.1%
36 BND Vanguard Total Bond Market ETF 67,144.0 $4.9M 0.67% NEW $73.41 -1.5%
37 TSLA Tesla Inc Consumer Cyclical 11,523.0 $4.8M 0.66% NEW $420.60 -17.9%
38 QCOM QUALCOMM Inc Technology 25,779.0 $4.8M 0.65% NEW $184.79 -13.0%
39 WMT Walmart Inc Consumer Defensive 41,082.0 $4.7M 0.63% NEW $113.26 -8.3%
40 IBM International Business Machine Technology 16,136.0 $4.5M 0.62% NEW $281.21 -16.9%
Page 2 of 9  ·  166 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
Technology 29.5%
Financial Services 16.7%
Industrials 13.1%
Healthcare 9.8%
Consumer Cyclical 8.1%
Communication Services 7.3%
Consumer Defensive 7.3%
Utilities 3.2%
Energy 3.1%
Basic Materials 0.9%