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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 1,507.0 $310K 0.19% $206.01 +4.7%
82 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,611.0 $267K 0.16% $102.30 -4.1%
83 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 3,213.0 $267K 0.16% -638.0 -16.6% $83.07 +2.9%
84 CSCO CISCO SYS INC COM Technology 2,237.0 $263K 0.16% NEW $117.44 -6.4%
85 IVE ISHARES S&P 500 VALUE ETF 1,149.0 $261K 0.16% +6.0 +0.5% $227.06 +4.5%
86 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,926.0 $225K 0.14% +46.0 +2.5% $116.67 +59.7%
87 SCHD SCHWAB US DIVIDEND EQUITY ETF 6,649.0 $211K 0.13% $31.71 +10.1%
88 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 6,662.0 $207K 0.12% NEW $31.10 +4.5%
89 IBB ISHARES BIOTECHNOLOGY ETF 1,076.0 $205K 0.12% NEW $190.19 +9.9%
90 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 12,849.0 $153K 0.09% $11.89 +54.5%
Page 5 of 5  ·  90 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%