SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Mainstream Capital Management LLC

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

Reported Value
$153M
Q4 2025
Positions
88
Filings on Record
7
2019–present window
Filed
Jan 21, 2026
original filing

Summary

Mainstream Capital Management LLC reported $153M in U.S.-listed holdings across 88 positions for Q4 2025.

Its largest position, Jpmorgan Ultra Short Income Etf, represents 13.6% of the portfolio.

Compared with Q3 2025, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+6.0%
vs prior filed quarter
Top-10 Concentration
+46.5%
share of reported value
Largest Position
+13.6%
Jpmorgan Ultra Short Income Etf
New / Exited
3 / 2
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: 56.1%ETP: 41.3%Other: 1.2%ADR: 0.8%REIT: 0.5%
  • Common Stock · 56.1% · $86M
  • ETP · 41.3% · $63M
  • Other · 1.2% · $2M
  • ADR · 0.8% · $1M
  • REIT · 0.5% · $837,967

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GLWCORNING INC COMNEW+14.2K14.2K+$1M$1M
PLTRPALANTIR TECHNOLOGIES INC CL ANEW+1.6K1.6K+$277,823$277,823
SBUXSTARBUCKS CORP COMNEW+3.1K3.1K+$262,819$262,819
NFLXNETFLIX INC COMADDED+20.7K23.0K$603,340$2M
GOLDMAN SACHS ULTRA SHORT BOND ETFADDED+91.5K126.2K+$5M$6M
TAT&T INC COMSOLD OUT25.0K0$705,661$0
PINSPINTEREST INC CL ASOLD OUT7.0K0$225,190$0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFADDED+1.9K3.9K+$11,783$558,028

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

Holdings — Q4 2025

49 positions
#IssuerClass% PortfolioValueShares
1JPMORGAN ULTRA-SHORT INCOME ETFETF13.57%$21M409.9K
2AAPLAPPLE INC COMhistory →Stock6.36%$10M35.7K
3GOOGALPHABET INC CAP STK CL CStock6.05%$9M29.5K
4AMZNAMAZON COM INC COMhistory →Stock4.78%$7M31.6K
5GOLDMAN SACHS ULTRA SHORT BOND ETFETF4.17%$6M126.2K
6NVDANVIDIA CORPORATION COMhistory →Stock3.38%$5M27.7K
7METAMETA PLATFORMS INC CL Ahistory →Stock3.28%$5M7.6K
8ISHARES RUSSELL 1000 GROWTH ETFETF2.73%$4M8.8K
9ISHARES RUSSELL 1000 VALUE ETFETF2.07%$3M15.0K
10ISHARES CORE S&P 500 ETFETF1.99%$3M4.4K
11JPMJPMORGAN CHASE & CO. COMhistory →Stock1.82%$3M8.6K
12BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.77%$3M5.4K
13TSLATESLA INC COMhistory →Stock1.73%$3M5.9K
14MSFTMICROSOFT CORP COMhistory →Stock1.68%$3M5.3K
15LLYELI LILLY & CO COMhistory →Stock1.61%$2M2.3K
16GQ9SPDR GOLD SHAREShistory →ETF1.60%$2M6.2K
17SPDR S&P 500 ETF TRUSTETF1.55%$2M3.5K
18LZLEGALZOOM COM INC COMhistory →Stock1.46%$2M225.0K
19NFLXNETFLIX INC COMhistory →Stock1.41%$2M23.0K
20COSTCOSTCO WHOLESALE CORPORATION COMhistory →Stock1.31%$2M2.3K
21TJXTJX COS INC NEW COMhistory →Stock1.22%$2M12.2K
22SCHWSCHWAB CHARLES CORP COMhistory →Stock1.09%$2M16.6K
23ISHARES MSCI USA QUALITY FACTOR ETFETF1.07%$2M8.3K
24JPMORGAN EQUITY PREMIUM INCOME ETFETF1.07%$2M28.6K
25VANGUARD MID-CAP GROWTH ETFETF1.06%$2M5.8K
26VANGUARD MID-CAP VALUE ETFETF1.06%$2M9.1K
27CRWDCROWDSTRIKE HLDGS INC CL Ahistory →Stock1.06%$2M3.4K
28CRMSALESFORCE INC COMhistory →Stock1.05%$2M6.0K
29VANGUARD INFORMATION TECHNOLOGY ETFETF1.00%$2M2.0K
30PANWPALO ALTO NETWORKS INC COMStock0.93%$1M7.7K
31IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock0.91%$1M21.6K
32WMTWALMART INC COMStock0.90%$1M12.3K
33ISHARES MSCI EAFE VALUE ETFETF0.87%$1M18.7K
34GSGOLDMAN SACHS GROUP INC COMStock0.87%$1M1.5K
35HDHOME DEPOT INC COMStock0.84%$1M3.8K
36BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR0.82%$1M8.5K
37GLWCORNING INC COMStock0.81%$1M14.2K
38CAVACAVA GROUP INC COMStock0.80%$1M20.8K
39VVISA INC COM CL AStock0.77%$1M3.3K
40ORLYOREILLY AUTOMOTIVE INC COMStock0.75%$1M12.5K
41ISHARES MSCI EAFE GROWTH ETFETF0.74%$1M9.9K
42CEGCONSTELLATION ENERGY CORP COMStock0.73%$1M3.1K
43DOVDOVER CORP COMStock0.72%$1M5.6K
44CMGCHIPOTLE MEXICAN GRILL INC COMStock0.68%$1M27.9K
45EATON CORP PLC SHSStock0.67%$1M3.2K
46AVGOBROADCOM INC COMStock0.66%$1M2.9K
47UBERUBER TECHNOLOGIES INC COMStock0.61%$936,64211.5K
48ISHARES U.S. TECHNOLOGY ETFETF0.60%$909,5424.6K
49AMER SPORTS INC COM SHSStock0.56%$857,96723.0K

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 ↗.