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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 18,133.0 $617K 0.37% -9K -34.0% $34.00 +11.9%
22 MA MASTERCARD INCORPORATED CL A Financial Services 1,022.0 $525K 0.32% -143.0 -12.3% $513.60 +15.9%
23 SCHO SCHWAB SHORT-TERM US TREASURY ETF 18,337.0 $443K 0.27% -248.0 -1.3% $24.14 -0.3%
24 IJH ISHARES CORE S&P MID-CAP ETF 5,668.0 $437K 0.26% -116.0 -2.0% $77.11 -1.8%
25 IFRA ISHARES U.S. INFRASTRUCTURE ETF 6,307.0 $398K 0.24% -130.0 -2.0% $63.04 -6.1%
26 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2,114.0 $392K 0.24% -17.0 -0.8% $185.23 -4.4%
27 SCUS SCHWAB ULTRA-SHORT INCOME ETF 14,441.0 $364K 0.22% -5K -25.9% $25.18 +0.0%
28 SDY STATE STREET SPDR S&P DIVIDEND ETF 2,371.0 $361K 0.22% -49.0 -2.0% $152.18 +3.5%
29 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 3,213.0 $267K 0.16% -638.0 -16.6% $83.07 +2.9%
Page 2 of 2  ·  29 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 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%