Mainstream Capital Management LLC

data from 30/09/2025

Capitalization

$ 150.410 M 9.38 %

Average holding period

4 ans

Performance

$ 18.091 M 14.68 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Mainstream Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JPST JPMORGAN ULTRA-SHORT INCOME ETF 14.90% 22.412 M $ 441798 2024/09/30 21.701 K $ 0.10 %
2025/09/30 AAPL APPLE INC COM 6.12% 9.200 M $ 36132 2024/09/30 1.866 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC COM 4.72% 7.102 M $ 32345 2024/09/30 5.691 K $ 0.08 %
2025/09/30 META META PLATFORMS INC CL A 3.79% 5.703 M $ 7766 2024/09/30 -28.893 K $ -0.50 %
2025/09/30 NVDA NVIDIA CORPORATION COM 3.46% 5.199 M $ 27863 2024/09/30 779.134 K $ 18.10 %
2025/09/30 GOOG ALPHABET INC CAP STK CL C 3.33% 5.012 M $ 20580 2024/09/30 1.362 M $ 37.30 %
2025/09/30 IWF ISHARES RUSSELL 1000 GROWTH ETF 3.04% 4.573 M $ 9763 2024/09/30 443.165 K $ 10.32 %
2025/09/30 IWD ISHARES RUSSELL 1000 VALUE ETF 2.25% 3.378 M $ 16594 2024/09/30 161.469 K $ 4.82 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 1.97% 2.970 M $ 4438 2024/09/30 218.864 K $ 7.80 %
2025/09/30 JPM JPMORGAN CHASE & CO. COM 1.85% 2.783 M $ 8823 2024/09/30 215.746 K $ 8.80 %
2025/09/30 MSFT MICROSOFT CORP COM 1.84% 2.772 M $ 5351 2024/09/30 108.800 K $ 4.13 %
2025/09/30 NFLX NETFLIX INC COM 1.83% 2.760 M $ 2302 2024/09/30 -317.715 K $ -10.47 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.83% 2.754 M $ 5477 2024/09/30 89.873 K $ 3.49 %
2025/09/30 TSLA TESLA INC COM 1.72% 2.581 M $ 5803 2024/09/30 667.319 K $ 40.00 %
2025/09/30 GOOGL ALPHABET INC CAP STK CL A 1.57% 2.368 M $ 9739 2024/09/30 658.134 K $ 37.94 %
2025/09/30 LZ LEGALZOOM COM INC COM 1.55% 2.336 M $ 225000 2024/09/30 330.750 K $ 16.50 %
2025/09/30 GLD SPDR GOLD SHARES 1.55% 2.324 M $ 6538 2024/09/30 354.783 K $ 16.61 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 1.54% 2.319 M $ 3481 2024/09/30 167.753 K $ 7.82 %
2025/09/30 COST COSTCO WHSL CORP NEW COM 1.47% 2.207 M $ 2384 2024/09/30 -146.626 K $ -6.50 %
2025/09/30 VOT VANGUARD MID-CAP GROWTH ETF 1.23% 1.847 M $ 6286 2024/09/30 60.451 K $ 3.31 %
2025/09/30 TJX TJX COS INC NEW COM 1.22% 1.830 M $ 12662 2024/09/30 261.777 K $ 17.05 %
2025/09/30 LLY ELI LILLY & CO COM 1.18% 1.769 M $ 2318 2024/09/30 -37.985 K $ -2.12 %
2025/09/30 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 1.17% 1.755 M $ 34620 2025/09/30 0.000 $ 0.00 %
2025/09/30 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.17% 1.753 M $ 9011 2024/09/30 105.517 K $ 6.39 %
2025/09/30 VOE VANGUARD MID-CAP VALUE ETF 1.16% 1.738 M $ 9957 2024/09/30 103.294 K $ 6.15 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC CL A 1.14% 1.719 M $ 3506 2024/09/30 -60.159 K $ -3.72 %
2025/09/30 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.11% 1.677 M $ 29367 2024/09/30 8.678 K $ 0.44 %
2025/09/30 HD HOME DEPOT INC COM 1.11% 1.669 M $ 4119 2024/12/31 160.946 K $ 10.51 %
2025/09/30 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.08% 1.629 M $ 2182 2024/09/30 185.870 K $ 12.57 %
2025/09/30 SCHW SCHWAB CHARLES CORP COM 1.08% 1.623 M $ 17005 2024/09/30 70.700 K $ 4.64 %
2025/09/30 PANW PALO ALTO NETWORKS INC COM 1.06% 1.597 M $ 7844 2024/09/30 -7.398 K $ -0.50 %
2025/09/30 CRM SALESFORCE INC COM 0.99% 1.496 M $ 6311 2024/09/30 -230.236 K $ -13.09 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.96% 1.440 M $ 8055 2024/12/31 518.771 K $ 57.60 %
2025/09/30 EFV ISHARES MSCI EAFE VALUE ETF 0.95% 1.425 M $ 21009 2024/09/30 93.364 K $ 6.85 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC COM 0.94% 1.416 M $ 13134 2024/09/30 223.563 K $ 19.62 %
2025/09/30 CAVA CAVA GROUP INC COM 0.89% 1.334 M $ 22089 2024/09/30 -473.208 K $ -28.28 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.89% 1.334 M $ 19381 2025/03/31 246.184 K $ 24.18 %
2025/09/30 WMT WALMART INC COM 0.87% 1.305 M $ 12666 2024/09/30 64.859 K $ 5.40 %
2025/09/30 GS GOLDMAN SACHS GROUP INC COM 0.84% 1.257 M $ 1579 2024/09/30 139.899 K $ 12.52 %
2025/09/30 EFG ISHARES MSCI EAFE GROWTH ETF 0.83% 1.247 M $ 10952 2024/09/30 20.843 K $ 1.68 %
2025/09/30 V VISA INC COM CL A 0.77% 1.158 M $ 3391 2024/09/30 -46.354 K $ -3.85 %
2025/09/30 ETN EATON CORP PLC SHS 0.77% 1.156 M $ 3090 2025/09/30 0.000 $ 0.00 %
2025/09/30 UBER UBER TECHNOLOGIES INC COM 0.76% 1.146 M $ 11694 2025/09/30 0.000 $ 0.00 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC COM 0.73% 1.099 M $ 28054 2024/09/30 -472.539 K $ -30.20 %
2025/09/30 BXP BXP INC COM 0.66% 992.885 K $ 13356 2024/09/30 93.912 K $ 10.18 %
2025/09/30 AVGO BROADCOM INC COM 0.66% 990.060 K $ 3001 2024/09/30 164.516 K $ 19.68 %
2025/09/30 IYW ISHARES U.S. TECHNOLOGY ETF 0.64% 960.106 K $ 4902 2024/09/30 113.695 K $ 13.04 %
2025/09/30 DOV DOVER CORP COM 0.59% 893.041 K $ 5353 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.59% 892.845 K $ 7396 2024/09/30 81.051 K $ 9.65 %
2025/09/30 HNST HONEST CO INC COM 0.58% 868.704 K $ 236061 2024/09/30 -332.846 K $ -27.70 %
2025/09/30 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.56% 837.250 K $ 12701 2024/09/30 77.294 K $ 9.81 %
2025/09/30 CEG CONSTELLATION ENERGY CORP COM 0.54% 811.487 K $ 2466 2024/12/31 14.961 K $ 1.96 %
2025/09/30 CVX CHEVRON CORP NEW COM 0.53% 793.221 K $ 5108 2024/09/30 64.916 K $ 8.45 %
2025/09/30 VOX VANGUARD COMMUNICATION SERVICES ETF 0.47% 713.374 K $ 3800 2024/09/30 64.595 K $ 9.76 %
2025/09/30 T AT&T INC COM 0.47% 705.661 K $ 24988 2024/09/30 -19.360 K $ -2.42 %
2025/09/30 AS AMER SPORTS INC COM SHS 0.45% 670.189 K $ 19286 2024/12/31 -67.568 K $ -10.35 %
2025/09/30 MA MASTERCARD INCORPORATED CL A 0.44% 662.664 K $ 1165 2024/09/30 8.003 K $ 1.22 %
2025/09/30 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.40% 595.386 K $ 6258 2024/09/30 8.384 K $ 1.35 %
2025/09/30 VFH VANGUARD FINANCIALS ETF 0.38% 566.301 K $ 4315 2024/09/30 17.158 K $ 3.10 %
2025/09/30 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.36% 546.245 K $ 1938 2024/09/30 55.713 K $ 11.31 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC COM 0.36% 535.848 K $ 3312 2024/09/30 67.248 K $ 14.02 %
2025/09/30 SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.34% 506.056 K $ 20740 2025/06/30 414.000 $ 0.08 %
2025/09/30 SCUS SCHWAB ULTRA-SHORT INCOME ETF 0.33% 491.946 K $ 19483 2024/12/31 1.168 K $ 0.24 %
2025/09/30 VHT VANGUARD HEALTH CARE ETF 0.31% 468.318 K $ 1804 2024/09/30 22.767 K $ 4.53 %
2025/09/30 BA BOEING CO COM 0.28% 422.595 K $ 1958 2024/09/30 8.788 K $ 3.01 %
2025/09/30 AXP AMERICAN EXPRESS CO COM 0.28% 420.515 K $ 1266 2024/09/30 16.699 K $ 4.13 %
2025/09/30 IJH ISHARES CORE S&P MID-CAP ETF 0.28% 416.098 K $ 6376 2024/09/30 21.850 K $ 5.22 %
2025/09/30 BSV VANGUARD SHORT-TERM BOND ETF 0.28% 413.883 K $ 5245 2024/09/30 1.101 K $ 0.27 %
2025/09/30 ETHA ISHARES ETHEREUM TRUST ETF 0.27% 410.890 K $ 13040 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP COM 0.27% 399.311 K $ 1314 2024/09/30 15.400 K $ 4.01 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.26% 397.670 K $ 6118 2024/12/31 16.675 K $ 6.19 %
2025/09/30 IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.25% 376.237 K $ 7123 2024/09/30 26.912 K $ 7.38 %
2025/09/30 DIS DISNEY WALT CO COM 0.24% 364.339 K $ 3182 2024/09/30 -30.707 K $ -7.67 %
2025/09/30 RIOT RIOT PLATFORMS INC COM 0.23% 352.664 K $ 18532 2025/03/31 143.252 K $ 68.41 %
2025/09/30 SDY SPDR S&P DIVIDEND ETF 0.23% 342.702 K $ 2447 2024/09/30 10.571 K $ 3.18 %
2025/09/30 AMAT APPLIED MATLS INC COM 0.22% 337.412 K $ 1648 2024/09/30 35.712 K $ 11.84 %
2025/09/30 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.22% 335.546 K $ 5668 2024/12/31 26.828 K $ 8.70 %
2025/09/30 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.22% 328.664 K $ 2131 2024/09/30 14.299 K $ 4.55 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.21% 317.606 K $ 3538 2024/12/31 17.704 K $ 5.82 %
2025/09/30 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.21% 311.677 K $ 3977 2024/09/30 -10.340 K $ -3.21 %
2025/09/30 DRI DARDEN RESTAURANTS INC COM 0.20% 297.342 K $ 1562 2024/09/30 -43.126 K $ -12.67 %
2025/09/30 NKE NIKE INC CL B 0.19% 287.078 K $ 4117 2024/09/30 -5.372 K $ -1.84 %
2025/09/30 CBRE CBRE GROUP INC CL A 0.18% 272.264 K $ 1728 2024/09/30 30.136 K $ 12.45 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES I 0.17% 255.157 K $ 425 2024/12/31 20.710 K $ 8.83 %
2025/09/30 IVE ISHARES S&P 500 VALUE ETF 0.15% 229.639 K $ 1112 2024/12/31 11.833 K $ 5.68 %
2025/09/30 PINS PINTEREST INC CL A 0.15% 225.190 K $ 7000 2024/09/30 -25.829 K $ -10.29 %
2025/09/30 EWY ISHARES MSCI SOUTH KOREA ETF 0.15% 222.037 K $ 2772 2025/09/30 0.000 $ 0.00 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 SCHD SCHWAB US DIVIDEND EQUITY ETF 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC COM 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %