Fund HoldingsMainStreet Investment Advisors LLC

Total Portfolio Value
$817.26M
Total Bought
$116.62M
Total Sold
$144.52M
Net Transaction
-$27.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
iShares Core S&P Mid-Cap ETF234,767963,629+728,86214,26056,3926.90%+42,132
iShares Core S&P 500 ETF022,062+22,062012,0731.48%+12,073
NVIDIA Corp(NVDA)085,749+85,749010,5931.30%+10,593
Vanguard Intermediate-Term Tre
INTER TERM TREAS
63,686185,283+121,5973,72910,7891.32%+7,060
Apple Inc(AAPL)211,617197,897-13,72036,28841,6815.10%+5,393
Palo Alto Networks Inc(PANW)012,253+12,25304,1540.51%+4,154
Walmart Inc(WMT)17,12264,143+47,0211,0304,3430.53%+3,313
Stryker Corp(SYK)08,082+8,08202,7500.34%+2,750
Sysco Corp(SYY)028,861+28,86102,0600.25%+2,060
CME Group Inc(CME)010,452+10,45202,0550.25%+2,055
Alphabet Inc(GOOG)135,306122,603-12,70320,42222,3322.73%+1,910
Uber Technologies Inc(UBER)024,854+24,85401,8060.22%+1,806
PIMCO 0-5 Year High Yield Corp
0-5 HIGH YIELD
018,949+18,94901,7570.21%+1,757
iShares MSCI KLD 400 Social ET014,663+14,66301,5230.19%+1,523
Public Storage(PSA)17,38622,384+4,9985,0436,4390.79%+1,396
iShares Russell 2000 ETF06,825+6,82501,3850.17%+1,385
Oracle Corp(ORCL)011,316+11,31601,5980.20%+1,598
Vanguard Short-Term Treasury E
SHORT TERM TREAS
512,865535,154+22,28929,78231,0343.80%+1,252
Amazon.com Inc(AMZN)73,24073,937+69713,21114,2881.75%+1,077
iShares National Muni Bond ETF09,540+9,54001,0160.12%+1,016
iShares S&P Mid-Cap 400 Growth011,212+11,21209880.12%+988
Technology Select Sector SPDR
ST STR TECHN ETF
03,889+3,88908800.11%+880
Schwab US Broad Market ETF013,000+13,00008170.10%+817
Meta Platforms Inc(META)10,35711,585+1,2285,0295,8410.71%+812
iShares MSCI EAFE Growth ETF06,888+6,88807050.09%+705
Broadcom Inc(AVGO)04,386+4,38607040.09%+704
iShares S&P Mid-Cap 400 Value06,168+6,16807000.09%+700
Vanguard Real Estate ETF08,075+8,07506760.08%+676
Equinix Inc(EQIX)0845+84506390.08%+639
iShares Short-Term National Mu06,063+6,06306340.08%+634
Prologis Inc(PLD)04,788+4,78805380.07%+538
American Electric Power Co Inc37,54642,517+4,9713,2333,7300.46%+498
CyberArk Software Ltd01,716+1,71604690.06%+469
iShares S&P 500 Growth ETF05,037+5,03704660.06%+466
Materials Select Sector SPDR F
ST STR MATER ETF
05,153+5,15304550.06%+455
Charles River Laboratories Int(CRL)02,023+2,02304180.05%+418
NextEra Energy Inc(NEE)35,92938,302+2,3732,2962,7120.33%+416
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
05,480+5,48003980.05%+398
Invesco Exchange-Traded Fund T
S&P 500 TOP 50
08,565+8,56503920.05%+392
Vanguard Small-Cap ETF01,770+1,77003860.05%+386
iShares MSCI EAFE Value ETF06,938+6,93803680.05%+368
Vanguard Total International B
TOTAL INT BD ETF
07,524+7,52403660.04%+366
Tesla Inc(TSLA)01,818+1,81803600.04%+360
Vanguard Large-Cap ETF01,255+1,25503130.04%+313
Health Care Select Sector SPDR
ST STR CARE ETF
02,007+2,00702930.04%+293
iShares iBoxx $ High Yield Cor03,447+3,44702660.03%+266
Alphabet Inc(GOOG)8,3998,402+31,2791,5410.19%+262
iShares Select Dividend ETF02,045+2,04502470.03%+247
Marsh & McLennan Cos Inc(MRSH)01,171+1,17102470.03%+247
Invesco Preferred ETF020,305+20,30502350.03%+235
iShares Core MSCI Emerging Mar
CORE MSCI EMKT
04,112+4,11202200.03%+220
iShares MSCI Emerging Markets05,141+5,14102190.03%+219
iShares Russell Mid-Cap ETF02,660+2,66002160.03%+216
Altria Group Inc(MO)84,12985,164+1,0353,6703,8790.47%+210
Applied Materials Inc26,72524,223-2,5025,5115,7160.70%+205
iShares Core S&P U.S. Growth E01,600+1,60002040.02%+204
Crown Castle Inc(CCI)22,06825,921+3,8532,3352,5320.31%+197
Southern Co/The(SO)86,20382,239-3,9646,1846,3790.78%+195
Littelfuse Inc(LFUS)01,433+1,43303660.04%+366
Evergy Inc(EVRG)05,718+5,71803030.04%+303
Enerpac Tool Group Corp(EPAC)08,090+8,09003090.04%+309
Amgen Inc(AMGN)3,2173,029-1889159460.12%+32
Manhattan Associates Inc(MANH)02,459+2,45906070.07%+607
Markel Group Inc(MKL)0407+40706410.08%+641
iShares Russell 1000 Growth ET0723+72302640.03%+264
Reinsurance Group of America I(RGA)5,0874,854-2339819960.12%+15
Owens Corning(OC)03,838+3,83806670.08%+667
Air Products and Chemicals Inc02,944+2,94407600.09%+760
SPDR S&P 500 ETF Trust(SPY)0673+67303660.04%+366
BorgWarner Inc09,471+9,47103050.04%+305
Expeditors International of Wa(EXPD)06,299+6,29907860.10%+786
Loews Corp(L)03,275+3,27502450.03%+245
Oshkosh Corp(OSK)05,468+5,46805920.07%+592
Enbridge Inc(ENB)86,40387,156+7533,1263,1020.38%-24
Adobe Inc(ADBE)17,22215,591-1,6318,6908,6611.06%-29
Lowe's Cos Inc(LOW)01,440+1,44003170.04%+317
Zions Bancorp NA(ZION)012,291+12,29105330.07%+533
SPDR Portfolio Short Term Corp
ST SHOR CORP ETF
49,89748,231-1,6661,4851,4320.18%-53
Rockwell Automation Inc(ROK)02,325+2,32506400.08%+640
Ameriprise Financial Inc(AMP)4,3024,286-161,8861,8310.22%-55
Church & Dwight Co Inc(CHD)9,3728,877-4959789200.11%-57
Pfizer Inc(PFE)148,155144,600-3,5554,1114,0460.50%-65
Martin Marietta Materials Inc(MLM)0918+91804970.06%+497
Mondelez International Inc(MDLZ)09,576+9,57606270.08%+627
Prudential Financial Inc(PFH)46,87046,220-6505,5035,4170.66%-86
NIKE Inc(NKE)05,296+5,29603990.05%+399
Nasdaq Inc(NDAQ)04,134+4,13402490.03%+249
Silgan Holdings Inc(SLGN)16,82716,743-848177090.09%-108
Ingredion Inc(INGR)42,92942,753-1765,0164,9040.60%-112
Agilent Technologies Inc(A)5,7975,613-1848447280.09%-116
Floor & Decor Holdings Inc(FND)04,149+4,14904120.05%+412
Zoetis Inc(ZTS)21,66820,309-1,3593,6663,5210.43%-146
Gartner Inc(IT)2,7052,505-2001,2891,1250.14%-164
Illinois Tool Works Inc(ITW)4,0223,856-1661,0799140.11%-166
Autodesk Inc7,0326,713-3191,8311,6610.20%-170
RTX Corp(RTX)02,656+2,65602670.03%+267
Cisco Systems Inc(CSCO)109,471111,166+1,6955,4645,2810.65%-182
McCormick & Co Inc/MD(MKC)000000
Bank of America Corp104,55694,319-10,2373,9653,7510.46%-214
Mastercard Inc(MA)2,5562,299-2571,2311,0140.12%-217
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