SEC 13F Intelligence

Managers / Q1 2026

Mainstream Capital Management LLC

CIK 0002043084 · 3435 WILSHIRE BLVD, SUITE 1100, LOS ANGELES, CA, 90010 · 213-365-6773

Reported Value
$149M
Q1 2026
Positions
88
Filings on Record
7
2019–present window
Filed
Apr 17, 2026
original filing

Summary

Mainstream Capital Management LLC reported $149M in U.S.-listed holdings across 88 positions for Q1 2026.

Its largest position, Jpmorgan Ultra Short Income Etf, represents 14.0% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 5.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+47.0%
share of reported value
Largest Position
+14.0%
Jpmorgan Ultra Short Income Etf
New / Exited
5 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $118MQ3 ’24Q4 ’24: $143MQ4 ’24Q1 ’25: $126MQ1 ’25Q2 ’25: $138MQ2 ’25Q3 ’25: $150MQ3 ’25Q4 ’25: $153MQ4 ’25Q1 ’26: $149MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 54.8%ETP: 43.1%Other: 1.3%ADR: 0.7%
  • Common Stock · 54.8% · $82M
  • ETP · 43.1% · $64M
  • Other · 1.3% · $2M
  • ADR · 0.7% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TOSTTOAST INC CL ANEW+57.4K57.4K+$2M$2M
GEVGE VERNOVA INC COMNEW+1.4K1.4K+$1M$1M
ATDATI INC COMNEW+1.7K1.7K+$247,282$247,282
ISHARES MSCI EMERGING MARKETS EX CHINA ETFNEW+2.6K2.6K+$205,381$205,381
SCHWAB US DIVIDEND EQUITY ETFNEW+6.6K6.6K+$203,991$203,991
CRMSALESFORCE INC COMSOLD OUT6.0K0$2M$0
BXPBXP INC COMSOLD OUT12.4K0$837,967$0
NKENIKE INC CL BSOLD OUT3.9K0$245,857$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1JPMORGAN ULTRA-SHORT INCOME ETFETF14.00%$21M412.3K
2AAPLAPPLE INC COMhistory →Stock6.05%$9M35.6K
3GOLDMAN SACHS ULTRA SHORT BOND ETFETF5.97%$9M176.1K
4GOOGALPHABET INC CAP STK CL CStock5.64%$8M29.3K
5AMZNAMAZON COM INC COMhistory →Stock4.35%$6M31.2K
6NVDANVIDIA CORPORATION COMhistory →Stock3.25%$5M27.7K
7METAMETA PLATFORMS INC CL Ahistory →Stock2.90%$4M7.6K
8ISHARES RUSSELL 1000 GROWTH ETFETF2.49%$4M8.7K
9ISHARES RUSSELL 1000 VALUE ETFETF2.13%$3M14.8K
10ISHARES CORE S&P 500 ETFETF1.94%$3M4.4K
11GQ9SPDR GOLD SHAREShistory →ETF1.79%$3M6.2K
12BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.73%$3M5.4K
13JPMJPMORGAN CHASE & CO COMhistory →Stock1.73%$3M8.8K
14COSTCOSTCO WHOLESALE CORPORATION COMhistory →Stock1.56%$2M2.3K
15STATE STREET SPDR S&P 500 ETFETF1.52%$2M3.5K
16TSLATESLA INC COMhistory →Stock1.49%$2M6.0K
17NFLXNETFLIX INC. COMhistory →Stock1.48%$2M23.0K
18LLYELI LILLY & CO COMhistory →Stock1.41%$2M2.3K
19MSFTMICROSOFT CORP COMhistory →Stock1.34%$2M5.4K
20TJXTJX COS INC NEW COMhistory →Stock1.32%$2M12.3K
21GLWCORNING INC COMhistory →Stock1.29%$2M14.2K
22CAVACAVA GROUP INC COMhistory →Stock1.16%$2M21.3K
23VANGUARD MID-CAP VALUE ETFETF1.12%$2M9.0K
24WMTWALMART INC COMhistory →Stock1.10%$2M13.1K
25GSGOLDMAN SACHS GROUP INC COMhistory →Stock1.08%$2M1.9K
26ISHARES MSCI USA QUALITY FACTOR ETFETF1.06%$2M8.2K
27SCHWSCHWAB CHARLES CORP COMhistory →Stock1.05%$2M16.7K
28TOSTTOAST INC CL Ahistory →Stock1.02%$2M57.4K
29VANGUARD MID-CAP GROWTH ETFETF1.00%$1M5.8K
30IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock0.98%$1M21.8K
31VANGUARD INFORMATION TECHNOLOGY ETFETF0.94%$1M2.0K
32ISHARES MSCI EAFE VALUE ETFETF0.93%$1M18.6K
33CRWDCROWDSTRIKE HLDGS INC CL AStock0.91%$1M3.5K
34LZLEGALZOOM COM INC COMStock0.86%$1M225.0K
35PANWPALO ALTO NETWORKS INC COMStock0.83%$1M7.7K
36EATON CORP PLC SHSStock0.82%$1M3.4K
37GEVGE VERNOVA INC COMStock0.82%$1M1.4K
38DOVDOVER CORP COMStock0.79%$1M5.6K
39ORLYOREILLY AUTOMOTIVE INC COMStock0.78%$1M12.6K
40HDHOME DEPOT INC COMStock0.77%$1M3.5K
41ISHARES MSCI EAFE GROWTH ETFETF0.74%$1M9.8K
42BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR0.72%$1M8.6K
43JPMORGAN EQUITY PREMIUM INCOME ETFETF0.72%$1M18.9K
44CHVCHEVRON CORPORATION COMStock0.71%$1M5.1K
45VVISA INC COM CL AStock0.68%$1M3.3K
46CEGCONSTELLATION ENERGY CORP COMStock0.60%$890,5283.2K
47AVGOBROADCOM INC COMStock0.59%$883,6512.9K
48CMGCHIPOTLE MEXICAN GRILL INC COMStock0.59%$879,79527.5K
49ISHARES U.S. TECHNOLOGY ETFETF0.55%$822,9214.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$149M88Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$153M88Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$150M87Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$138M84Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$126M86Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$143M322Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$118M84Oct 31, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.