SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Mainstream Capital Management LLC

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

Reported Value
$143M
Q4 2024
Positions
322
Filings on Record
7
2019–present window
Filed
Feb 6, 2025
original filing

Summary

Mainstream Capital Management LLC reported $143M in U.S.-listed holdings across 322 positions for Q4 2024.

Its largest position, Jpmorgan Ultra Short Income Etf, represents 17.0% of the portfolio.

Compared with Q3 2024, the fund opened 239 new positions and exited 1.

Portfolio Metrics

Turnover
+2.3%
vs prior filed quarter
Top-10 Concentration
+46.6%
share of reported value
Largest Position
+17.0%
Jpmorgan Ultra Short Income Etf
New / Exited
239 / 1
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: 52.9%ETP: 45.5%REIT: 0.8%ADR: 0.4%Other: 0.3%Other: 0.0%
  • Common Stock · 52.9% · $76M
  • ETP · 45.5% · $65M
  • REIT · 0.8% · $1M
  • ADR · 0.4% · $634,984
  • Other · 0.3% · $380,979
  • Other · 0.0% · $27,129

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BABAALIBABA GROUP HLDG LTD SPONSORED ADSNEW+7.1K7.1K+$600,398$600,398
CEGCONSTELLATION ENERGY CORP COMNEW+2.6K2.6K+$577,619$577,619
GBTCGRAYSCALE BITCOIN TRUST ETFNEW+3.9K3.9K+$286,902$286,902
SCHWAB ULTRA-SHORT INCOME ETFNEW+10.3K10.3K+$259,992$259,992
IBITISHARES BITCOIN TRUST ETFNEW+4.4K4.4K+$233,420$233,420
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFNEW+4.1K4.1K+$210,945$210,945
NDQINVESCO QQQ TRUST SERIES INEW+380380+$194,267$194,267
AMER SPORTS INC COM SHSNEW+6.8K6.8K+$189,513$189,513

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

Holdings — Q4 2024

49 positions
#IssuerClass% PortfolioValueShares
1JPMORGAN ULTRA-SHORT INCOME ETFETF16.97%$24M480.5K
2AAPLAPPLE INC COMhistory →Stock6.90%$10M39.3K
3AMZNAMAZON COM INC COMhistory →Stock5.09%$7M33.1K
4GOOGALPHABET INC CAP STK CL CStock4.12%$6M30.9K
5METAMETA PLATFORMS INC CL Ahistory →Stock3.34%$5M8.1K
6ISHARES RUSSELL 1000 GROWTH ETFETF2.90%$4M10.3K
7NVDANVIDIA CORPORATION COMhistory →Stock2.75%$4M29.2K
8ISHARES RUSSELL 1000 VALUE ETFETF2.43%$3M18.7K
9ISHARES CORE S&P 500 ETFETF1.80%$3M4.4K
10BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.67%$2M5.2K
11JPMORGAN EQUITY PREMIUM INCOME ETFETF1.61%$2M39.9K
12MSFTMICROSOFT CORP COMhistory →Stock1.52%$2M5.1K
13CRMSALESFORCE INC COMhistory →Stock1.50%$2M6.4K
14CAVACAVA GROUP INC COMhistory →Stock1.40%$2M17.8K
15COSTCOSTCO WHSL CORP NEW COMhistory →Stock1.40%$2M2.2K
16JPMJPMORGAN CHASE & CO. COMhistory →Stock1.39%$2M8.3K
17NFLXNETFLIX INC COMhistory →Stock1.39%$2M2.2K
18TSLATESLA INC COMhistory →Stock1.38%$2M4.9K
19SPDR S&P 500 ETF TRUSTETF1.34%$2M3.3K
20VANGUARD MID-CAP VALUE ETFETF1.28%$2M11.3K
21LZLEGALZOOM COM INC COMhistory →Stock1.18%$2M225.0K
22VANGUARD MID-CAP GROWTH ETFETF1.18%$2M6.6K
23HNSTHONEST CO INC COMhistory →Stock1.15%$2M236.1K
24CMGCHIPOTLE MEXICAN GRILL INC COMhistory →Stock1.14%$2M27.0K
25UNHUNITEDHEALTH GROUP INC COMhistory →Stock1.09%$2M3.1K
26ISHARES CORE S&P SMALL CAP ETFETF1.06%$2M13.2K
27ISHARES MSCI USA QUALITY FACTOR ETFETF1.03%$1M8.3K
28TJXTJX COS INC NEW COMhistory →Stock1.01%$1M11.9K
29VANGUARD INFORMATION TECHNOLOGY ETFETF0.99%$1M2.3K
30GQ9SPDR GOLD SHARESETF0.95%$1M5.6K
31PANWPALO ALTO NETWORKS INC COMStock0.87%$1M6.8K
32ISHARES MSCI EAFE VALUE ETFETF0.84%$1M22.8K
33SCHWSCHWAB CHARLES CORP COMStock0.83%$1M16.0K
34ISHARES MSCI EAFE GROWTH ETFETF0.76%$1M11.2K
35VVISA INC COM CL AStock0.76%$1M3.4K
36BXPBXP INC COMREIT0.75%$1M14.5K
37CRWDCROWDSTRIKE HLDGS INC CL AStock0.70%$1M2.9K
38WMTWALMART INC COMStock0.69%$982,19510.9K
39ORLYOREILLY AUTOMOTIVE INC COMStock0.65%$929,667784
40DISDISNEY WALT CO COMStock0.65%$922,6468.3K
41GSGOLDMAN SACHS GROUP INC COMStock0.64%$907,6031.6K
42CHVCHEVRON CORP NEW COMStock0.60%$862,9576.0K
43PFEPFIZER INC COMStock0.57%$808,92630.5K
44ISHARES U.S. TECHNOLOGY ETFETF0.55%$788,8264.9K
45AVGOBROADCOM INC COMStock0.52%$739,3383.2K
46ISHARES CORE MSCI EMERGING MARKETS ETFETF0.51%$726,79813.9K
47ISHARES S&P 500 GROWTH ETFETF0.48%$683,8056.7K
48TAT&T INC COMStock0.44%$629,77327.7K
49MAMASTERCARD INCORPORATED CL AStock0.43%$620,2991.2K

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 ↗.