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Main Street Research LLC
James Demmert · Investment Advisor · Macro
Main Street Research LLC is a boutique investment advisory firm headquartered in Sausalito, California, with additional offices in New York and Connecticut. Founded in 1993 by James Demmert, the firm is an SEC-registered investment advisor that provides fiduciary wealth management and bespoke financial planning to private individuals, families, and institutional clients. Main Street Research is distinguished by its Active Risk Management process, a proprietary investment methodology that combines macroeconomic research with fundamental and technical analysis to navigate market volatility. The firm focuses on constructing portfolios of individual global securities, including stocks and bonds, to ensure transparency, cost efficiency, and tactical agility. Over its three-decade history, Main Street Research has been recognized for its disciplined approach to risk mitigation and its ability to adjust asset allocations based on evolving global economic cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +9.4% |
| YTD return | +6.9% |
| Sharpe ratio | 3.22 |
| Win rate | 53% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ms-research.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 10.4% | +15.5% |
| AAPL | Apple Inc | 9.3% | +24.8% |
| GOOGL | Alphabet Inc Class A | 8.2% | +33.1% |
| MU | Micron Technology Inc | 7.8% | +31.9% |
| TSM | Taiwan Semiconductor Manufacturing | 7.0% | +47.5% |
| JPM | JPMorgan Chase & Co | 5.8% | +15.6% |
| AVGO | Broadcom Inc | 5.4% | +8.7% |
| ASML | ASML Holding NV ADR | 5.2% | +60.7% |
| AMZN | Amazon.com Inc | 5.0% | +15.2% |
| GLW | Corning Incorporated | 4.3% | -11.2% |
| JNJ | Johnson & Johnson | 3.7% | +8.8% |
| APH | Amphenol Corporation | 3.6% | +34.1% |
| CAT | Caterpillar Inc | 3.6% | +4.6% |
| GEV | GE Vernova LLC | 3.4% | +13.9% |
| META | Meta Platforms Inc. | 3.2% | -8.0% |
| BCS | Barclays PLC ADR | 3.1% | -2.9% |
| COST | Costco Wholesale Corp | 3.1% | -2.3% |
| KEYS | Keysight Technologies Inc | 2.7% | -5.7% |
| WMT | Walmart Inc. Common Stock | 2.7% | +3.9% |
| ROST | Ross Stores Inc | 2.5% | -0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | ASML | 5.2% → 5.2% |
| Sep 7, 2026 | BUY | AVGO | 5.7% → 5.4% |
| Sep 7, 2026 | SELL | TSM | 7.0% → 7.0% |
| Sep 7, 2026 | BUY | MU | 7.2% → 7.8% |
| Sep 7, 2026 | SELL | GEV | 3.4% → 3.4% |
Investment Style Analysis
Main Street Research LLC is widely recognized for employing a Macro strategy. As of Sep 11, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Main Street Research LLC made a significant move by reducing the position in ASML. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Main Street Research follows an investment philosophy centered on Active Risk Management, which prioritizes capital preservation alongside long-term growth. The firm's strategy is fundamentally driven by macroeconomic research, analyzing global economic trends, inflation data, and central bank policies to determine tactical asset allocations. Rather than following a passive indexing approach, the Investment Committee actively rotates sectors and adjusts exposure to individual global equities and fixed-income securities based on the current stage of the business cycle. This process incorporates quantitative and qualitative standards, utilizing disciplined stop-loss measures to protect portfolios from catastrophic losses during bear markets while maintaining upside participation during bull markets. The firm emphasizes transparency and low-cost execution by investing primarily in individual securities rather than expensive fund structures.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Main Street Research LLC.
Similar Investment Style
Based on Macro.
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- Bridgewater Associates — Nir Bar Dea · 3M -4.2%
Frequently asked questions
How is the simulated portfolio for Main Street Research LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Main Street Research LLC's largest holding?
As of the latest filing, Main Street Research LLC's top position is NVIDIA Corporation (NVDA), representing 10.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Main Street Research LLC's historical performance and risk profile?
Our simulation indicates a total return of +9.4% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 3.22, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Main Street Research LLC primarily invest in?
Main Street Research LLC has a strong preference for the Semiconductors sector, which makes up 30.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Main Street Research LLC's portfolio concentrated or diversified?
Main Street Research LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Main Street Research LLC performed in 2026?
Our AI-simulated model portfolio for Main Street Research LLC tracks a Year-to-Date (YTD) return of +6.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James Demmert manage Main Street Research LLC directly?
Yes, James Demmert serves as the key portfolio manager for Main Street Research LLC, overseeing the investment strategy and final capital allocation decisions.