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Portfolio (Quarterly) Guide ↗

Mainstream Capital Management LLC

· CIK 0002043084
13F Portfolio $166M AUM 90 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 13 Added 29 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,637.0 $1.9M 1.12% NEW $281.21 -16.2%
2 CSCO CISCO SYS INC COM Technology 2,237.0 $263K 0.16% NEW $117.44 -6.4%
3 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 6,662.0 $207K 0.12% NEW $31.10 +4.5%
4 IBB ISHARES BIOTECHNOLOGY ETF 1,076.0 $205K 0.12% NEW $190.19 +9.9%

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 38.2%
Consumer Cyclical 19.1%
Financial Services 17.3%
Communication Services 9.7%
Industrials 5.1%
Consumer Defensive 3.9%
Utilities 2.9%
Healthcare 2.9%
Energy 0.9%