MainStreet Investment Advisors LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MainStreet Investment Advisors LLC opened 8 positions, added to 61, reduced 50, sold out of 3 and left 1 unchanged. The largest increase in value was CAT (+$4,161,302); the largest decrease was HONZZZZ (-$8,297,335).
- MLM: Country of operation United States; Class Common Stock; Shares 2026-03-31 765; Shares 2026-06-30 765.
Two Form 13F-HR filings compared (SEC CIK 1729854): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Covenant Asset Management, LLC | United States | $0.664B | 165 |
| SAWGRASS ASSET MANAGEMENT LLC | United States | $0.664B | 193 |
| NORTHWEST WEALTH MANAGEMENT, LLC | United States | $0.665B | 255 |
| SC&H Financial Advisors, Inc. | United States | $0.663B | 155 |
| Counterpoint Mutual Funds LLC | United States | $0.666B | 294 |
| Bain Capital Prairie, LLC | United States | $0.666B | 1 |
| Wellington Shields Capital Management, LLC | United States | $0.666B | 326 |
| Gilman Hill Asset Management, LLC | United States | $0.663B | 225 |
| Artemis Wealth Advisors, LLC | United States | $0.662B | 45 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | United States | $0.667B | 175 |