Portfolio (Quarterly) Guide ↗

Mainstream Capital Management LLC

· CIK 0002043084

13F Portfolio $149M AUM 88 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 20 Added 24 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRM	SALESFORCE INC COM	Technology	6,042	$1.6M	1.05%	SOLD
2	BXP	BXP INC COM	Real Estate	12,418	$838K	0.55%	SOLD
3	NKE	NIKE INC CL B	Consumer Cyclical	3,859	$246K	0.16%	SOLD
4	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	3,538	$242K	0.16%	SOLD
5	CBRE	CBRE GROUP INC CL A	Real Estate	1,482	$238K	0.16%	SOLD

Sector Allocation

Technology 28.7%

Consumer Cyclical 21.0%

Communication Services 17.4%

Financial Services 17.3%

Industrials 4.9%

Consumer Defensive 4.5%

Utilities 2.4%

Healthcare 2.4%

Energy 1.2%