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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 24 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES 62.0 $19K 0.00% NEW $299.02 +9.6%
462 Q QNITY ELECTRONICS INC Technology 113.0 $18K 0.00% NEW $163.31 -21.4%
463 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 154.0 $18K 0.00% NEW $119.36 +0.5%
464 SPOT SPOTIFY TECHNOLOGY S A F Communication Services 40.0 $18K 0.00% NEW $459.12 +16.9%
465 LMT LOCKHEED MARTIN CORP Industrials 36.0 $18K 0.00% NEW $509.47 +12.7%
466 CRM SALESFORCE INC Technology 116.0 $18K 0.00% NEW $156.66 +32.6%
467 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 268.0 $18K 0.00% NEW $67.51 -0.6%
468 EW EDWARDS LIFESCIENCES COR Healthcare 200.0 $18K 0.00% NEW $90.46 +1.0%
469 GLDM SPDR GOLD MINISHARES Financial Services 227.0 $18K 0.00% NEW $79.42 +12.4%
470 BLV VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES 259.0 $18K 0.00% NEW $68.93 -4.2%
471 VAW VANGUARD MATERIALS INDEXFUND ETF SHARES 78.0 $18K 0.00% NEW $228.79 +3.1%
472 SCE TRUST II 5 5.1 PFDPFD 1,057.0 $18K 0.00% NEW $16.78
473 DASH DOORDASH INC CLASS A Communication Services 96.0 $18K 0.00% NEW $184.53 +19.5%
474 CME CME GROUP INC CLASS A Financial Services 80.0 $18K 0.00% NEW $220.82 +23.4%
475 LIN LINDE PLC F Basic Materials 34.0 $18K 0.00% NEW $518.94 -6.5%
476 US TREASUR NT 0.5 10/27UST NOTE DUE 10/31/27 18,000.0 $17K 0.00% NEW $0.95
477 AXSM AXSOME THERAPEUTICS INC. Healthcare 70.0 $17K 0.00% NEW $244.77 -14.9%
478 EXPI AGNT, INC. Real Estate 3,116.0 $17K 0.00% NEW $5.41 -12.6%
479 JETS U.S. GLOBAL JETS ETF 501.0 $17K 0.00% NEW $33.22 -11.8%
480 EME EMCOR GROUP INC Industrials 20.0 $17K 0.00% NEW $829.90 -5.0%
Page 24 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%