1y return+26.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $162 against $157 in the S&P 500.2
Main Street Group, LTDS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QLDProshares Ultra Qqq | $100.9M | 23.5% | +1.1% |
| SSOProshares Ultra S&p500 | $80.5M | 18.8% | +2.8% |
| PULSPgim Ultra Short Bond Etf | $36.6M | 8.5% | +12.1% |
| PAAAPgim Aaa Clo Etf | $30.6M | 7.1% | +30.6% |
| VEUVanguard Ftse All-world Ex-us Index Fund Etf Shares | $18.5M | 4.3% | +43.6% |
| QQQInvesco Qqq Tr | $10.7M | 2.5% | |
| TQQQProshares Ultrapro Qqq | $8.8M | 2.0% | −2.3% |
| MSFTMicrosoft Corp | $8.4M | 2.0% | −3.8% |
| UPROProshares Ultrapro S& P500 | $6.6M | 1.5% | −1.2% |
| NUKZRange Nuclear Renaissance Etf | $6.6M | 1.5% | +15.8% |
| Us Treasu Nt 0.625 05/30ust Note Due 05/15/30CUSIP 912828ZQ6 | $6.5M | 1.5% | +3.7% |
| Us Treasu Nt 0.375 07/27ust Note Due 07/31/27CUSIP 91282CAD3 | $6.1M | 1.4% | |
| Us Treasu Nt 0.625 07/26ust Note Due 07/31/26CUSIP 91282CCP4 | $4.1M | 0.9% | |
| BOXXAlpha Architect 1-3 Month Box Etf | $3.8M | 0.9% | −1.8% |
| SPYState Street Spdr S&p 500 Etf Trust | $3.7M | 0.9% | |
| AAPLApple Inc | $3.7M | 0.9% | −9.5% |
| SCHOSchwab Short-term U.s. Treasury Etf | $3.6M | 0.8% | −16.7% |
| VTIVanguard Total Stock Market Index Fund Etf Shares | $2.8M | 0.6% | +1.4% |
| AMZNAmazon.com Inc | $2.6M | 0.6% | −1.2% |
| RWJInvesco S&p Smallcap 600rev Etf | $2.5M | 0.6% | +6.2% |
| SCHXSchwab U.s. Large-cap Etf | $2.2M | 0.5% | |
| NVDANvidia Corp | $2.1M | 0.5% | −6.4% |
| VGTVanguard Information Technology Index Fund Etf Shares | $1.8M | 0.4% | −1.5% |
| NSCNorfolk Southn Corp | $1.7M | 0.4% | |
| Us Treasu Nt 0.625 08/30ust Note Due 08/15/30CUSIP 91282CAE1 | $1.7M | 0.4% | +2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2023 | +304.0% | $2.1M |
| TQQQProshares Ultrapro Qqq | December 31, 2023 | +219.5% | $8.8M |
| UPROProshares Ultrapro S& P500 | December 31, 2023 | +159.0% | $6.6M |
| GOOGLAlphabet Inc Class A | December 31, 2023 | +155.8% | $1.4M |
| QLDProshares Ultra Qqq | December 31, 2023 | +154.6% | $100.9M |
| SSOProshares Ultra S&p500 | December 31, 2023 | +107.1% | $80.5M |
| IYWIshares U.s. Technology Etf | December 31, 2023 | +105.5% | $810K |
| VGTVanguard Information Technology Index Fund Etf Shares | December 31, 2023 | +97.6% | $1.8M |
| PMPhilip Morris Intl Inc | December 31, 2023 | +92.3% | $1.2M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $10.7M |
Sold off last quarter
- Us Treasur NtCUSIP 91282CCF6 was $329K
- Us Treasu NtCUSIP 91282CKS9 was $100K
- Honeywell Intl IncCUSIP 438516106 was $89K
- Us TreasuryCUSIP 912797SN8 was $50K
- Us Treasury BillCUSIP 912797QN0 was $50K
- Us TreasuryCUSIP 912797SV0 was $50K
- Us TreasuryCUSIP 912797TU1 was $50K
- VPUVanguard Utilities Indexfund Etf Shares was $49K
- Connecticut St SplCUSIP 2077582C6 was $38K
- Massachusetts StCUSIP 57582TGD8 was $32K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +23.2% | +14.8% |
| March 31, 2026 | −8.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +10.2% | +7.8% |
| June 30, 2025 | +15.2% | +10.5% |
| March 31, 2025 | −8.2% | −4.6% |
| December 31, 2024 | +2.8% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +5.4% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Main Street Group, LTD Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965796&type=13F-HR&dateb=&owner=include&count=40CIK 1965796
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965796/000196579626000004/Filed July 13, 2026 · accession 0001965796-26-000004