MainStreet Investment Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), MainStreet Investment Advisors LLC reported 156 stock positions worth $687.3 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 6.4% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 6.0%) and Apple (AAPL, 5.3%). Compared with Q4 2024, it opened 12 new positions, sold out of 6, added to 45 and reduced 88. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001729854
Portfolio Value
$687.3M (Q1 2025)
SEC Filing
0001765380-25-000153 ↗ filed Apr 30, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $832.6M Q1 2024 Q2 2024: $817.3M Q2 2024 Q3 2024: $752.7M Q3 2024 Q4 2024: $713.4M Q4 2024 Q1 2025: $687.3M $687.3M Q1 2025 Q2 2025: $723.0M Q2 2025 Q3 2025: $743.8M Q3 2025 Q4 2025: $695.6M Q4 2025 Q1 2026: $664.5M Q1 2026 Q2 2026: $734.3M Q2 2026

Holdings 156 stocks · $687.3M

IJH iShares Core S&P Midcap ETF 6.45% 759,194 $44.3M Reduce -3.0%
EFA iShares MSCI Eafe ETF 6.01% 505,738 $41.3M Reduce -3.9%
AAPL Apple Inc. 5.26% 162,866 $36.2M Reduce -3.9%
MSFT Microsoft Corp. 4.65% 85,054 $31.9M Reduce -4.9%
VGSH Vanguard Short-Term Treasury 3.81% 446,313 $26.2M Reduce -4.1%
JPM JPMorgan Chase & Co. 2.85% 79,775 $19.6M Reduce -3.9%
BLK BlackRock Inc. 2.83% 20,552 $19.5M Reduce -3.7%
IJR iShares Core S&P Small-Cap E 2.82% 185,048 $19.4M Reduce -3.8%
PG The Procter & Gamble Co. 2.23% 90,086 $15.4M Reduce -2.8%
GOOGL Alphabet Inc. Class A 1.99% 88,657 $13.7M Reduce -2.8%
ABBV Abbvie Inc. 1.95% 64,072 $13.4M Reduce -4.5%
HD Home Depot Inc. 1.83% 34,389 $12.6M Reduce -5.3%
JNJ Johnson & Johnson 1.80% 74,703 $12.4M Reduce -3.6%
WM Waste Management Inc. 1.77% 52,570 $12.2M Reduce -3.7%
IVV iShares Core S&P 500 ETF 1.66% 20,362 $11.4M New
PEP Pepsico Inc. 1.65% 75,839 $11.4M Reduce -4.2%
AMZN Amazon.com Inc. 1.64% 59,403 $11.3M Add +0.3%
VGIT Vanguard Intermediate-Term T 1.58% 182,406 $10.8M Reduce -4.4%
HON Honeywell International Inc. 1.57% 50,894 $10.8M Reduce -11.5%
MCD McDonald's Corp. 1.57% 34,479 $10.8M Reduce -4.0%
CVX Chevron Corp. 1.56% 64,191 $10.7M Reduce -1.9%
VWO Vanguard Ftse Emerging Marke 1.45% 220,006 $10.0M Reduce -1.4%
PAYX Paychex Inc. 1.34% 59,556 $9.2M Reduce -3.8%
CAT Caterpillar Inc. 1.31% 27,210 $9.0M Reduce -4.6%
NVDA Nvidia Corp. 1.28% 81,072 $8.8M Add +2.4%
SO The Southern Co. 1.02% 76,088 $7.0M Reduce -3.7%
V Visa Inc. Class A 1.01% 19,782 $6.9M Reduce -2.8%
AVGO Broadcom Inc. 0.97% 39,762 $6.7M Reduce -5.3%
EMR Emerson Electric Co. 0.93% 58,101 $6.4M Reduce -3.6%
LMT Lockheed Martin Corp. 0.89% 13,661 $6.1M Reduce -2.7%
PSA Public Storage 0.87% 20,038 $6.0M Reduce -2.3%
CSCO Cisco Systems Inc. 0.82% 91,769 $5.7M Reduce -5.6%
UNH Unitedhealth Group Inc. 0.80% 10,500 $5.5M Reduce -1.5%
INGR Ingredion Inc. 0.79% 40,104 $5.4M Reduce -3.2%
META Meta Platforms Inc. Class A 0.77% 9,240 $5.3M Add +2.1%
QCOM Qualcomm Inc. 0.73% 32,627 $5.0M Add +2.2%
PRU Prudential Financial Inc. 0.73% 44,868 $5.0M Reduce -2.7%
MCHP Microchip Technology Inc. 0.73% 103,266 $5.0M Reduce -7.6%
MO Altria Group Inc. 0.72% 82,696 $5.0M Reduce -2.4%
BND Vanguard Total Bond Market 0.65% 61,056 $4.5M Reduce -3.1%
MDT Medtronic PLC 0.65% 49,377 $4.4M Reduce -2.0%
GPC Genuine Parts Co. 0.64% 37,123 $4.4M Reduce -4.9%
AEP American Electric Power 0.64% 40,387 $4.4M Reduce -3.8%
WMT Walmart Inc. 0.64% 50,173 $4.4M Add +3.4%
USB US Bancorp 0.63% 103,132 $4.4M Reduce -1.1%
CME Cme Group Inc. 0.63% 16,341 $4.3M Reduce -3.4%
ADBE Adobe Inc. 0.62% 11,189 $4.3M Reduce -0.6%
ICE Intercontinental Exchange Inc. 0.59% 23,309 $4.0M Reduce -2.6%
VZ Verizon Communications Inc. 0.57% 86,917 $3.9M Reduce -0.2%
MAR Marriott International Class A 0.55% 15,935 $3.8M Reduce -1.5%
GS Goldman Sachs Group Inc. 0.55% 6,905 $3.8M Add +2.7%
CDNS Cadence Design SYS Inc. 0.53% 14,229 $3.6M Reduce -1.0%
ENB Enbridge Inc. 0.52% 81,135 $3.6M Reduce -2.3%
EOG EOG Resources Inc. 0.51% 27,370 $3.5M Add +0.8%
ACWI iShares MSCI Acwi ETF 0.51% 29,939 $3.5M Reduce -4.6%
UPS United Parcel Service Class B 0.49% 30,704 $3.4M Reduce -2.5%
MRK Merck & Co. Inc. 0.49% 37,609 $3.4M Add +0.1%
GD General Dynamics Corp. 0.49% 12,331 $3.4M Add +0.3%
TSLA Tesla Inc. 0.48% 12,740 $3.3M Add +5.2%
PANW Palo Alto Networks Inc. 0.45% 18,315 $3.1M Reduce -0.7%
SYY Sysco Corp. 0.45% 40,753 $3.1M Reduce -3.8%
ACN Accenture PLC Class A 0.44% 9,664 $3.0M Reduce -2.3%
PFE Pfizer Inc. 0.43% 116,579 $3.0M Reduce -3.5%
CMCSA Comcast Corp. Class A 0.43% 79,532 $2.9M Add +3.1%
MS Morgan Stanley 0.42% 24,593 $2.9M Reduce -3.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.39% 64,860 $2.7M Reduce -0.4%
SYK Stryker Corp. 0.38% 6,982 $2.6M Add +2.8%
DE Deere & Co. 0.36% 5,328 $2.5M Reduce -1.8%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.36% 131,937 $2.5M Reduce -7.6%
ZTS Zoetis Inc. 0.35% 14,809 $2.4M Add +0.3%
AMAT Applied Materials Inc. 0.35% 16,428 $2.4M Reduce -1.2%
CMI Cummins Inc. 0.33% 7,310 $2.3M Add +1.7%
CCI Crown Castle Inc. 0.33% 21,570 $2.2M Reduce -5.2%
J Jacobs Solutions Inc. 0.30% 16,849 $2.0M Add +2.3%
NEE Nextera Energy Inc. 0.29% 28,407 $2.0M Reduce -1.1%
CTAS Cintas Corp. 0.27% 8,873 $1.8M Reduce -4.2%
AMP Ameriprise Financial Inc. 0.26% 3,723 $1.8M Add +2.7%
IAU iShares Gold Trust 0.25% 29,286 $1.7M Add +2.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.24% 16,809 $1.7M Add +3.6%
AXP American Express Co. 0.24% 6,104 $1.6M Add +3.5%
ORCL Oracle Corp. 0.24% 11,590 $1.6M Add +5.3%
SPSB SS SPDR P St C Corp. ETF 0.23% 52,762 $1.6M Reduce -0.9%
UBER Uber Technologies Inc. 0.22% 20,574 $1.5M Add +5.1%
DSI iShares ESG MSCI KLD 400 ETF 0.21% 14,101 $1.4M New
GOOG Alphabet Inc. Class C 0.19% 8,411 $1.3M Reduce -0.2%
SBUX Starbucks Corp. 0.19% 13,150 $1.3M Reduce -31.3%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.18% 13,542 $1.3M Reduce -15.2%
WAT Waters Corp. 0.18% 3,288 $1.2M Reduce -2.8%
IWM iShares Russell 2000 ETF 0.16% 5,408 $1.1M Reduce -0.8%
RTX RTX Corp. 0.16% 8,102 $1.1M Add +116.8%
MRVL Marvell Technology Inc. 0.15% 16,733 $1.0M New
MA Mastercard Inc. Class A 0.14% 1,807 $990K Reduce -1.6%
MUB iShares National Muni Bond E 0.14% 9,320 $983K Add +0.8%
IEFA iShares Core MSCI Eafe ETF 0.14% 12,530 $948K Add +19.1%
IJK iShares S&P Mid-Cap 400 Grow 0.13% 11,098 $924K Reduce -2.1%
XJH Ishare ESG SS S&P Midcap ETF 0.13% 22,135 $865K Reduce -4.4%
CHD Church & Dwight Co. Inc. 0.12% 7,554 $832K Add +0.2%
SCHB Schwab US Broad Market ETF 0.12% 38,575 $831K New
IT Gartner Inc. 0.12% 1,954 $820K Reduce -12.8%
XLK SS Technology Select Sector 0.12% 3,889 $803K No change

Show all 156 holdings

Portfolio Sells Q4 2024 → Q1 2025

AAPL Apple Inc. Reduce -3.9% 5.26% −0.69
MSFT Microsoft Corp. Reduce -4.9% 4.65% −0.64
GOOGL Alphabet Inc. Class A Reduce -2.8% 1.99% −0.43
AVGO Broadcom Inc. Reduce -5.3% 0.97% −0.40
IJH iShares Core S&P Midcap ETF Reduce -3.0% 6.45% −0.39
IJR iShares Core S&P Small-Cap E Reduce -3.8% 2.82% −0.29
HON Honeywell International Inc. Reduce -11.5% 1.57% −0.25
BLK BlackRock Inc. Reduce -3.7% 2.83% −0.24
FCX Freeport-McMoran Inc. Sold out 0.00% −0.20
MCHP Microchip Technology Inc. Reduce -7.6% 0.73% −0.17
HD Home Depot Inc. Reduce -5.3% 1.83% −0.15
CAT Caterpillar Inc. Reduce -4.6% 1.31% −0.14
EMR Emerson Electric Co. Reduce -3.6% 0.93% −0.12
MAR Marriott International Class A Reduce -1.5% 0.55% −0.08
CDNS Cadence Design SYS Inc. Reduce -1.0% 0.53% −0.08
ADBE Adobe Inc. Reduce -0.6% 0.62% −0.08
LMT Lockheed Martin Corp. Reduce -2.7% 0.89% −0.07
USB US Bancorp Reduce -1.1% 0.63% −0.07
UPS United Parcel Service Class B Reduce -2.5% 0.49% −0.06
SBUX Starbucks Corp. Reduce -31.3% 0.19% −0.06
ACN Accenture PLC Class A Reduce -2.3% 0.44% −0.05
WSM Williams-Sonoma Inc. Reduce -39.8% 0.04% −0.04
PRU Prudential Financial Inc. Reduce -2.7% 0.73% −0.04
PGX Invesco Preferred ETF Sold out 0.00% −0.04
GOOG Alphabet Inc. Class C Reduce -0.2% 0.19% −0.03
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.03
IT Gartner Inc. Reduce -12.8% 0.12% −0.03
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.03
AMAT Applied Materials Inc. Reduce -1.2% 0.35% −0.03
PEP Pepsico Inc. Reduce -4.2% 1.65% −0.03
PYPL PayPal Holdings Inc. Reduce -20.4% 0.05% −0.03
CPRT Copart Inc. Sold out 0.00% −0.03
MS Morgan Stanley Reduce -3.0% 0.42% −0.03
LOW Lowe's Cos Inc. Sold out 0.00% −0.03
HYS PIMCO 0-5 Year H/Y Corp. Bond Reduce -15.2% 0.18% −0.03
PFE Pfizer Inc. Reduce -3.5% 0.43% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -28.3% 0.04% −0.02
PANW Palo Alto Networks Inc. Reduce -0.7% 0.45% −0.02
CRM Salesforce Inc. Reduce -15.2% 0.04% −0.02
ADSK Autodesk Inc. Reduce -3.8% 0.11% −0.01
ROK Rockwell Automation Inc. Reduce -19.8% 0.04% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -19.5% 0.10% −0.01
TXN Texas Instruments Inc. Reduce -18.3% 0.06% −0.01
PREF Pri Spe Pre Sec Acti-Usd Inc. Reduce -7.6% 0.36% −0.01
IWM iShares Russell 2000 ETF Reduce -0.8% 0.16% −0.01
APD Air Products & Chemicals Inc. Reduce -20.3% 0.06% −0.01
INGR Ingredion Inc. Reduce -3.2% 0.79% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -2.1% 0.13% −0.01
XJH Ishare ESG SS S&P Midcap ETF Reduce -4.4% 0.13% −0.01
ACWI iShares MSCI Acwi ETF Reduce -4.6% 0.51% −0.01

Portfolio Buys Q4 2024 → Q1 2025

IVV iShares Core S&P 500 ETF New 1.66% +1.66
DSI iShares ESG MSCI KLD 400 ETF New 0.21% +0.21
MRVL Marvell Technology Inc. New 0.15% +0.15
SCHB Schwab US Broad Market ETF New 0.12% +0.12
RTX RTX Corp. Add +116.8% 0.16% +0.10
DVY iShares Select Dividend ETF New 0.08% +0.08
XLG Invesco S&P 500 Top 50 ETF New 0.06% +0.06
UBER Uber Technologies Inc. Add +5.1% 0.22% +0.05
IAU iShares Gold Trust Add +2.3% 0.25% +0.05
EOG EOG Resources Inc. Add +0.8% 0.51% +0.04
SCHD Schwab US DVD Equity ETF New 0.04% +0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.04% +0.04
QCOM Qualcomm Inc. Add +2.2% 0.73% +0.04
IWF iShares Russell 1000 Growth New 0.04% +0.04
SYK Stryker Corp. Add +2.8% 0.38% +0.04
GD General Dynamics Corp. Add +0.3% 0.49% +0.04
HXL Hexcel Corp. New 0.04% +0.04
IEFA iShares Core MSCI Eafe ETF Add +19.1% 0.14% +0.03
META Meta Platforms Inc. Class A Add +2.1% 0.77% +0.03
IEMG iShares Core MSCI Emerging Add +37.4% 0.10% +0.03
XOM Exxon Mobil Corp. New 0.03% +0.03
IUSG iShares Core S&P U.S. Growth New 0.03% +0.03
WMT Walmart Inc. Add +3.4% 0.64% +0.03
PNC PNC Financial Services Group Add +63.8% 0.07% +0.03
CMCSA Comcast Corp. Class A Add +3.1% 0.43% +0.02
CYBR Cyberark Software Ltd./Israel Add +18.5% 0.10% +0.02
GTLS Chart Industries Inc. Add +109.5% 0.05% +0.02
PLD Prologis Inc. Add +16.4% 0.08% +0.02
ZTS Zoetis Inc. Add +0.3% 0.35% +0.02
MKL Markel Group Inc. Add +2.3% 0.10% +0.01
EVRG Evergy Inc. Add +9.6% 0.05% +0.01
CHD Church & Dwight Co. Inc. Add +0.2% 0.12% +0.01
GS Goldman Sachs Group Inc. Add +2.7% 0.55% +0.01
CRL Charles River Laboratories Add +41.3% 0.05% +0.01
SLGN Silgan Holdings Inc. Add +5.7% 0.11% +0.01
EPAC Enerpac Tool Group Corp. Add +5.5% 0.04% +0.01
SPHY SS SPDR P High Yield ETF Add +4.3% 0.09% +0.01
SUB iShares Short-Term National Add +1.4% 0.11% +0.01
LFUS Littelfuse Inc. Add +34.0% 0.04% +0.01
MUB iShares National Muni Bond E Add +0.8% 0.14% +0.00
BWA Borgwarner Inc. Add +13.8% 0.03% +0.00
ZION Zions Bancorp NA Add +5.3% 0.08% +0.00
OC Owens Corning Add +11.8% 0.07% −0.00
RGA Reinsurance Group of America Add +2.4% 0.11% −0.00
EQIX Equinix Inc. Add +8.0% 0.09% −0.00
FND Floor & Decor Holdings Inc. Class A Add +6.9% 0.04% −0.00
AXP American Express Co. Add +3.5% 0.24% −0.01
AMP Ameriprise Financial Inc. Add +2.7% 0.26% −0.01
DIS The Walt Disney Co. Add +3.6% 0.24% −0.01
J Jacobs Solutions Inc. Add +2.3% 0.30% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$734.3MIJH, EFA, AAPL, VGSH, MSFT
Q1 2026 158$664.5MIJH, EFA, AAPL, VGSH, MSFT
Q4 2025 159$695.6MIJH, EFA, AAPL, MSFT, VGSH
Q3 2025 161$743.8MIJH, EFA, MSFT, AAPL, VGSH
Q2 2025 154$723.0MIJH, EFA, MSFT, AAPL, VGSH
Q1 2025 156$687.3MIJH, EFA, AAPL, MSFT, VGSH
Q4 2024 150$713.4MIJH, AAPL, EFA, MSFT, VGSH
Q3 2024 156$752.7MIJH, EFA, AAPL, MSFT, VGSH
Q2 2024 156$817.3MIJH, EFA, MSFT, AAPL, VGSH
Q1 2024 168$832.6MEFA, MSFT, AAPL, IJR, VGSH