Data as of Q4 2025 (Dec 31, 2025)

MainStreet Investment Advisors LLC

โ€ขCIK: 1729854โ€ขFiling: Q4 2025

**MainStreet Investment Advisors LLC** manages $696M across a diversified portfolio of 159 positions. The firm maintains significant exposure to core US and international equities, highlighted by top holdings including IJH at $43.2M and EFA at $40.6M. Key technology and financial sector allocations are evident through substantial positions in AAPL ($38.1M), MSFT ($34.1M), and JPM ($20.9M). This concentration suggests a tactical approach balancing broad market indices with established mega-cap names.

Total AUM
$695.6M
QoQ Performance
-6.5%
Positions
158
Top 10 Concentration
40.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IJH
EFA
AAPL
IJH6.2%
EFA5.8%
AAPL5.5%
MSFT4.9%
VGSH4.3%
GOOGL3.3%
JPM3.0%
IJR2.7%

๐Ÿ“ˆ Biggest Buys

AMD
Advanced Micro Devices Inc
NEW
0.1% of portfolio
NFLX
Netflix Inc
+4319.4%
0.1% of portfolio
ETN
Eaton Corp PLC
NEW
0.1% of portfolio
XLK
State Street Technology Select
+100.0%
0.2% of portfolio
TSCO
Tractor Supply Co
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

EFA
iShares MSCI EAFE ETF
-6.5%
5.8% of portfolio
AAPL
Apple Inc
-6.6%
5.5% of portfolio
MSFT
Microsoft Corp
-7.2%
4.9% of portfolio
IJH
iShares Core S&P Mid-Cap ETF
-4.6%
6.2% of portfolio
JPM
JPMorgan Chase & Co
-8.6%
3.0% of portfolio

Sector Breakdown

Other45.3%
Technology22.0%
Financial9.5%
Consumer6.7%
Healthcare6.1%
Industrial4.4%
Consumer Staples1.9%
ETF1.7%

๐Ÿšช Exited Positionssold since Q3 2025

SBUX
Starbucks Corp
SOLD
$337.1K
UPS
United Parcel Service Inc
SOLD
$333.1K
PYPL
PayPal Holdings Inc
SOLD
$249.7K
OSK
Oshkosh Corp
SOLD
$243.8K
FND
Floor & Decor Holdings Inc
SOLD
$238.3K
+4 more exited positions

Changes from Q3 2025

NEW7 new positions
โ†‘19 increased
โ†“124 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023