Fund Holdings — Main Street Group, LTD

Total Portfolio Value
$340.44M
Total Bought
$84.86M
Total Sold
$32.81M
Net Transaction
+$52.06M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PGIM AAA CLO ETF
AAA CLO ETF
159,391457,211+297,8208,17023,4006.87%+15,230
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES0153,921+153,921011,5593.40%+11,559
US TREASU NT(T)07,162,000+7,162,00006,2741.84%+6,274
US TREASU NT(T)06,289,000+6,289,00006,0081.76%+6,008
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
068,120+68,12004,1731.23%+4,173
US TREASU NT(T)04,104,000+4,104,00004,0621.19%+4,062
RANGE NUCLEAR RENAISSANCE ETF41,44583,185+41,7402,6325,4711.61%+2,839
US TREASU NT(T)01,896,000+1,896,00001,6470.48%+1,647
US TREASU NT(T)01,494,000+1,494,00001,4710.43%+1,471
US TREASUR NT(T)01,202,000+1,202,00001,1870.35%+1,187
US TREASUR NT(T)0844,000+844,00008150.24%+815
PHILIP MORRIS INTL INC(PM)4,5086,984+2,4767231,1550.34%+431
US TREASUR NT(T)0395,000+395,00003880.11%+388
US TREASUR NT(T)0390,000+390,00003690.11%+369
US TREASUR NT(T)0331,000+331,00003290.10%+329
EA BRIDGEWAY BLUE CHIP ETF
BRIDGEWAY BLUE
16,79038,996+22,2062565760.17%+319
ARES INDUSTRIAL REAL ESTATE INCOME TRUST INC CLASS I CONVERSION021,601+21,60102850.08%+285
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
05,944+5,94402530.07%+253
US TREASU NT(T)0250,000+250,00002500.07%+250
US TREASURY(S)0299,000+299,00002490.07%+249
ISHARES U.S. TECHNOLOGY ETF1,4372,899+1,4622875260.15%+239
INVESCO S&P 500 HIGH BETA ETF07,213+7,21302390.07%+239
AXIS CAPITAL H(AXS)011,851+11,85102300.07%+230
ISHARES SILVER TRUST(SLV)03,333+3,33302270.07%+227
INVESCO S & P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
2,2443,691+1,4473115350.16%+225
PIMCO CORPORATE & INCOME(PTY)43,07864,655+21,5775567800.23%+224
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES03,480+3,48002230.07%+223
UNITED STATES OIL FUND, LP(USO)01,750+1,75002230.07%+223
US TREASU NT(T)0197,000+197,00001980.06%+198
COLGATE PALMOLIVE CO(CL)02,300+2,30001960.06%+196
VALERO ENERGY CORP NEW(VLO)0773+77301910.06%+191
NUVEEN NASDAQ 100 DYNAMI(QQQX)07,158+7,15801910.06%+191
US TREASU NT(T)0175,000+175,00001760.05%+176
SYSCO CORP(SYY)02,450+2,45001750.05%+175
PRICE T ROWE GROUP INC(TROW)01,920+1,92001730.05%+173
COSTCO WHSL CORP NEW(COST)1,2161,226+101,0481,2210.36%+173
ISHARES BITCOIN TRUST ETF(IBIT)04,486+4,48601720.05%+172
ENTERPRISE PRODS PART LP(EPD)04,463+4,46301690.05%+169
US TREASUR NT(T)0175,000+175,00001680.05%+168
EXXON MOBIL CORP0976+97601660.05%+166
RPAR RISK PARITY ETF07,422+7,42201650.05%+165
US TREASURY(T)0235,000+235,00001650.05%+165
GE AEROSPACE(GE)0552+55201570.05%+157
ROUND ROCK TEX INDP(TX)0145,000+145,00001550.05%+155
INVESCO S&P MIDCAP 400 GARP ETF
S&P MIDCAP 400
1,7473,078+1,3312103640.11%+154
US TREASUR NT(T)0150,000+150,00001520.04%+152
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
0115+11501520.04%+152
THE COCA-COLA CO(KO)01,970+1,97001500.04%+150
US TREASUR NT(T)0150,000+150,00001480.04%+148
ISHARES MSCI EAFE VALUE ETF01,968+1,96801460.04%+146
ISHARES S&P MID-CAP 400 VALUE ETF01,085+1,08501440.04%+144
CONOCOPHILLIPS(COP)01,073+1,07301420.04%+142
US TREASURY(T)0200,000+200,00001380.04%+138
US TREASUR NT(T)0146,000+146,00001380.04%+138
CORNING INC(GLW)01,013+1,01301380.04%+138
DIREXION DAILY S&P500 BULL 3X SHARES
DA 500 BU 3X ETF
0737+73701360.04%+136
INTEL CORP(INTC)02,994+2,99401320.04%+132
ELI LILLY AND CO(LLY)0142+14201300.04%+130
SPROTT PHYSICAL URANIU F06,359+6,35901280.04%+128
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
01,781+1,78101260.04%+126
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF0606+60601260.04%+126
GE VERNOVA INC(GEV)0143+14301250.04%+125
SCHWAB U.S. LARGE-CAP GROWTH ETF04,240+4,24001240.04%+124
SOUTHERN CO(SO)01,273+1,27301230.04%+123
US TREASUR(T)0125,000+125,00001220.04%+122
US TREASUR NT(T)0127,000+127,00001220.04%+122
AMERICAN HEALTHCARE REITREIT(AHR)02,568+2,56801210.04%+121
SAP SE ORDF0705+70501200.04%+120
ALTRIA GROUP INC(MO)10,35010,840+4905977150.21%+119
VIRGINIA COLLEGE BL0120,000+120,00001190.03%+119
APOLLO GLOBAL MGMT INC NCLASS CLASS A(APO)01,060+1,06001180.03%+118
VIRGINIA COLLEGE BL0110,000+110,00001180.03%+118
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
01,345+1,34501170.03%+117
WASHINGTON D C MET(DC)0110,000+110,00001160.03%+116
NUCOR CORP(NUE)0681+68101150.03%+115
GILEAD SCIENCES INC(GILD)0818+81801140.03%+114
VIRGINIA COMWLTH0110,000+110,00001130.03%+113
PHILLIPS 66(PSX)0616+61601120.03%+112
ISHARES S&P MID-CAP 400 GROWTH ETF01,100+1,10001110.03%+111
JPMORGAN CHASE & CO(JPM)0375+37501100.03%+110
ATLANTIC UN BANKSHARES C(AUB)03,079+3,07901100.03%+110
SEAGATE TECHNOLOGY H F
ORD SHS
0280+28001100.03%+110
US TREASU NT(T)0112,000+112,00001090.03%+109
VIRGINIA COLLEGE0100,000+100,00001090.03%+109
ARLINGTON CNTY VA0105,000+105,00001090.03%+109
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF02,000+2,00001050.03%+105
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)02,345+2,34501050.03%+105
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES01,927+1,92701040.03%+104
BLACKSTONE INC(BX)0897+89701030.03%+103
US TREASUR NT(T)0107,000+107,00001020.03%+102
SHOPIFY INC FCLASS CLASS A(SHOP)0850+85001010.03%+101
US TREASU NT(T)0100,000+100,00001010.03%+101
US TREASU NT(T)0100,000+100,00001000.03%+100
VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES0460+46001000.03%+100
US TREASUR NT(T)0100,000+100,00001000.03%+100
US TREASUR NT(T)0100,000+100,00001000.03%+100
INTUIT(INTU)0227+2270980.03%+98
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
01,066+1,0660980.03%+98
US TREASU NT(T)0100,000+100,0000960.03%+96
AFLAC INC(AFL)0864+8640950.03%+95
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Main Street Group, LTD — 13F Holdings — Q1 2026 | TickerTrail