MainStreet Investment Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), MainStreet Investment Advisors LLC reported 154 stock positions worth $723.0 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 6.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 5.9%) and Microsoft (MSFT, 5.6%). Compared with Q1 2025, it opened 6 new positions, sold out of 8, added to 55 and reduced 79. The biggest buy was Nvidia (NVDA, shares −0%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001729854
- Portfolio Value
- $723.0M (Q2 2025)
- SEC Filing
- 0001765380-25-000323 ↗ filed Aug 11, 2025
Holdings Value
Holdings 154 stocks · $723.0M
| IJH iShares Core S&P Midcap ETF | 6.22% | 725,169 | $45.0M | Reduce -4.5% |
| EFA iShares MSCI Eafe ETF | 5.91% | 477,601 | $42.7M | Reduce -5.6% |
| MSFT Microsoft Corp. | 5.62% | 81,733 | $40.7M | Reduce -3.9% |
| AAPL Apple Inc. | 4.50% | 158,474 | $32.5M | Reduce -2.7% |
| VGSH Vanguard Short-Term Treasury | 4.18% | 514,496 | $30.2M | Add +15.3% |
| JPM JPMorgan Chase & Co. | 3.12% | 77,847 | $22.6M | Reduce -2.4% |
| BLK BlackRock Inc. | 2.90% | 19,950 | $20.9M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 2.63% | 173,885 | $19.0M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 2.07% | 84,898 | $15.0M | Reduce -4.2% |
| VGIT Vanguard Intermediate-Term T | 1.97% | 238,389 | $14.3M | Add +30.7% |
| PG The Procter & Gamble Co. | 1.94% | 88,023 | $14.0M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 1.85% | 21,584 | $13.4M | Add +6.0% |
| NVDA Nvidia Corp. | 1.77% | 81,076 | $12.8M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.77% | 58,310 | $12.8M | Reduce -1.8% |
| HD Home Depot Inc. | 1.70% | 33,462 | $12.3M | Reduce -2.7% |
| WM Waste Management Inc. | 1.63% | 51,554 | $11.8M | Reduce -1.9% |
| ABBV Abbvie Inc. | 1.61% | 62,727 | $11.6M | Reduce -2.1% |
| JNJ Johnson & Johnson | 1.54% | 73,103 | $11.2M | Reduce -2.1% |
| HON Honeywell International Inc. | 1.51% | 46,754 | $10.9M | Reduce -8.1% |
| AVGO Broadcom Inc. | 1.49% | 39,173 | $10.8M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 1.48% | 215,775 | $10.7M | Reduce -1.9% |
| CAT Caterpillar Inc. | 1.43% | 26,621 | $10.3M | Reduce -2.2% |
| MCD McDonald's Corp. | 1.35% | 33,440 | $9.8M | Reduce -3.0% |
| PEP Pepsico Inc. | 1.30% | 71,453 | $9.4M | Reduce -5.8% |
| CVX Chevron Corp. | 1.26% | 63,534 | $9.1M | Reduce -1.0% |
| PAYX Paychex Inc. | 1.17% | 58,326 | $8.5M | Reduce -2.1% |
| EMR Emerson Electric Co. | 1.05% | 57,184 | $7.6M | Reduce -1.6% |
| MCHP Microchip Technology Inc. | 0.96% | 98,232 | $6.9M | Reduce -4.9% |
| SO The Southern Co. | 0.95% | 74,603 | $6.9M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.94% | 9,241 | $6.8M | Add +0.0% |
| V Visa Inc. Class A | 0.94% | 19,172 | $6.8M | Reduce -3.1% |
| CSCO Cisco Systems Inc. | 0.86% | 90,071 | $6.2M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.86% | 13,437 | $6.2M | Reduce -1.6% |
| PSA Public Storage | 0.82% | 20,174 | $5.9M | Add +0.7% |
| INGR Ingredion Inc. | 0.74% | 39,404 | $5.3M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.69% | 31,537 | $5.0M | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.69% | 7,008 | $5.0M | Add +1.5% |
| WMT Walmart Inc. | 0.67% | 49,739 | $4.9M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.67% | 65,931 | $4.9M | Add +8.0% |
| MO Altria Group Inc. | 0.66% | 81,471 | $4.8M | Reduce -1.5% |
| PRU Prudential Financial Inc. | 0.65% | 43,577 | $4.7M | Reduce -2.9% |
| USB US Bancorp | 0.62% | 99,655 | $4.5M | Reduce -3.4% |
| CME Cme Group Inc. | 0.62% | 16,200 | $4.5M | Reduce -0.9% |
| GPC Genuine Parts Co. | 0.61% | 36,129 | $4.4M | Reduce -2.7% |
| CDNS Cadence Design SYS Inc. | 0.60% | 14,124 | $4.4M | Reduce -0.7% |
| MDT Medtronic PLC | 0.59% | 48,757 | $4.3M | Reduce -1.3% |
| AEP American Electric Power | 0.59% | 40,937 | $4.2M | Add +1.4% |
| ICE Intercontinental Exchange Inc. | 0.59% | 23,095 | $4.2M | Reduce -0.9% |
| MAR Marriott International Class A | 0.58% | 15,380 | $4.2M | Reduce -3.5% |
| TSLA Tesla Inc. | 0.57% | 13,030 | $4.1M | Add +2.3% |
| ADBE Adobe Inc. | 0.57% | 10,596 | $4.1M | Reduce -5.3% |
| ENB Enbridge Inc. | 0.54% | 86,762 | $3.9M | Add +6.9% |
| VZ Verizon Communications Inc. | 0.53% | 88,605 | $3.8M | Add +1.9% |
| PANW Palo Alto Networks Inc. | 0.50% | 17,829 | $3.6M | Reduce -2.6% |
| ACWI iShares MSCI Acwi ETF | 0.50% | 28,089 | $3.6M | Reduce -6.2% |
| GD General Dynamics Corp. | 0.48% | 11,878 | $3.5M | Reduce -3.7% |
| MS Morgan Stanley | 0.47% | 23,886 | $3.4M | Reduce -2.9% |
| EOG EOG Resources Inc. | 0.45% | 27,358 | $3.3M | Reduce -0.0% |
| SYY Sysco Corp. | 0.42% | 40,195 | $3.0M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.41% | 9,549 | $3.0M | Reduce -9.1% |
| CMCSA Comcast Corp. Class A | 0.40% | 81,743 | $2.9M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.40% | 15,869 | $2.9M | Reduce -3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 61,382 | $2.9M | Reduce -5.4% |
| ACN Accenture PLC Class A | 0.40% | 9,558 | $2.9M | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.39% | 28,208 | $2.8M | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.39% | 35,717 | $2.8M | Reduce -5.0% |
| SYK Stryker Corp. | 0.38% | 6,971 | $2.8M | Reduce -0.2% |
| PFE Pfizer Inc. | 0.38% | 112,814 | $2.7M | Reduce -3.2% |
| DE Deere & Co. | 0.37% | 5,331 | $2.7M | Add +0.1% |
| ORCL Oracle Corp. | 0.35% | 11,727 | $2.6M | Add +1.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.34% | 131,041 | $2.5M | Reduce -0.7% |
| CMI Cummins Inc. | 0.33% | 7,216 | $2.4M | Reduce -1.3% |
| ZTS Zoetis Inc. | 0.33% | 15,066 | $2.3M | Add +1.7% |
| CCI Crown Castle Inc. | 0.31% | 21,824 | $2.2M | Add +1.2% |
| AMP Ameriprise Financial Inc. | 0.28% | 3,771 | $2.0M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.28% | 28,853 | $2.0M | Add +1.6% |
| AXP American Express Co. | 0.28% | 6,253 | $2.0M | Add +2.4% |
| CTAS Cintas Corp. | 0.27% | 8,873 | $2.0M | No change |
| UBER Uber Technologies Inc. | 0.27% | 21,091 | $2.0M | Add +2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 15,741 | $2.0M | Reduce -6.3% |
| IAU iShares Gold Trust | 0.26% | 29,861 | $1.9M | Add +2.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.24% | 57,964 | $1.7M | Add +9.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 14,429 | $1.7M | Add +2.3% |
| DUK Duke Energy Corp. | 0.23% | 13,788 | $1.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,170 | $1.5M | Add +281.5% |
| RTX RTX Corp. | 0.20% | 9,958 | $1.5M | Add +22.9% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 3,336 | $1.4M | New |
| MRVL Marvell Technology Inc. | 0.19% | 17,366 | $1.3M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.19% | 7,548 | $1.3M | Reduce -10.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 14,925 | $1.2M | Add +19.1% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 41,360 | $1.1M | Add +282.1% |
| IWM iShares Russell 2000 ETF | 0.14% | 4,788 | $1.0M | Reduce -11.5% |
| MA Mastercard Inc. Class A | 0.14% | 1,822 | $1.0M | Add +0.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 11,098 | $1.0M | No change |
| SUB iShares Short-Term National | 0.14% | 9,344 | $994K | Add +32.8% |
| MUB iShares National Muni Bond E | 0.14% | 9,483 | $991K | Add +1.8% |
| XLK SS Technology Select Sector | 0.14% | 3,889 | $985K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.13% | 2,327 | $947K | Add +12.0% |
| SCHB Schwab US Broad Market ETF | 0.12% | 36,225 | $863K | Reduce -6.1% |
| IEMG iShares Core MSCI Emerging | 0.12% | 14,345 | $861K | Add +14.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.7% | 4.50% | −0.77 |
| UNH Unitedhealth Group Inc. | Reduce -9.1% | 0.41% | −0.39 |
| PEP Pepsico Inc. | Reduce -5.8% | 1.30% | −0.35 |
| ABBV Abbvie Inc. | Reduce -2.1% | 1.61% | −0.34 |
| CVX Chevron Corp. | Reduce -1.0% | 1.26% | −0.30 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.30 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 1.94% | −0.29 |
| JNJ Johnson & Johnson | Reduce -2.1% | 1.54% | −0.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.5% | 6.22% | −0.23 |
| MCD McDonald's Corp. | Reduce -3.0% | 1.35% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.0% | 2.63% | −0.19 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.18 |
| PAYX Paychex Inc. | Reduce -2.1% | 1.17% | −0.16 |
| WM Waste Management Inc. | Reduce -1.9% | 1.63% | −0.14 |
| HD Home Depot Inc. | Reduce -2.7% | 1.70% | −0.14 |
| EFA iShares MSCI Eafe ETF | Reduce -5.6% | 5.91% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.39% | −0.10 |
| UPS United Parcel Service Class B | Reduce -8.1% | 0.39% | −0.10 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.09 |
| PRU Prudential Financial Inc. | Reduce -2.9% | 0.65% | −0.08 |
| SBUX Starbucks Corp. | Reduce -34.5% | 0.11% | −0.08 |
| SO The Southern Co. | Reduce -1.9% | 0.95% | −0.07 |
| V Visa Inc. Class A | Reduce -3.1% | 0.94% | −0.07 |
| WAT Waters Corp. | Reduce -28.3% | 0.11% | −0.06 |
| HON Honeywell International Inc. | Reduce -8.1% | 1.51% | −0.06 |
| MO Altria Group Inc. | Reduce -1.5% | 0.66% | −0.06 |
| EOG EOG Resources Inc. | Reduce -0.0% | 0.45% | −0.06 |
| MDT Medtronic PLC | Reduce -1.3% | 0.59% | −0.06 |
| ADBE Adobe Inc. | Reduce -5.3% | 0.57% | −0.06 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -3.2% | 0.38% | −0.05 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.05 |
| INGR Ingredion Inc. | Reduce -1.8% | 0.74% | −0.05 |
| RGA Reinsurance Group of America | Reduce -38.1% | 0.07% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -1.1% | 0.40% | −0.04 |
| GPC Genuine Parts Co. | Reduce -2.7% | 0.61% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 0.69% | −0.03 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.03 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.86% | −0.03 |
| MKL Markel Group Inc. | Reduce -27.9% | 0.07% | −0.03 |
| SYY Sysco Corp. | Reduce -1.4% | 0.42% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -0.4% | 0.10% | −0.02 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -0.7% | 0.34% | −0.02 |
| IT Gartner Inc. | Reduce -4.2% | 0.10% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -11.5% | 0.14% | −0.01 |
| CME Cme Group Inc. | Reduce -0.9% | 0.62% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -29.7% | 0.04% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -22.6% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.0% | 1.77% | +0.49 |
| VGIT Vanguard Intermediate-Term T | Add +30.7% | 1.97% | +0.40 |
| VGSH Vanguard Short-Term Treasury | Add +15.3% | 4.18% | +0.37 |
| DUK Duke Energy Corp. | New | 0.23% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 1.85% | +0.19 |
| TMO Thermo Fisher Scientific Inc. | New | 0.19% | +0.19 |
| META Meta Platforms Inc. Class A | Add +0.0% | 0.94% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +281.5% | 0.21% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +1.5% | 0.69% | +0.14 |
| ORCL Oracle Corp. | Add +1.2% | 0.35% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +282.1% | 0.15% | +0.11 |
| TSLA Tesla Inc. | Add +2.3% | 0.57% | +0.09 |
| P Everpure Inc. Class A | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | Add +2.5% | 0.27% | +0.05 |
| RTX RTX Corp. | Add +22.9% | 0.20% | +0.04 |
| AXP American Express Co. | Add +2.4% | 0.28% | +0.04 |
| MRVL Marvell Technology Inc. | Add +3.8% | 0.19% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +19.1% | 0.17% | +0.03 |
| PGX Invesco Preferred ETF | New | 0.03% | +0.03 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| SUB iShares Short-Term National | Add +32.8% | 0.14% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | New | 0.03% | +0.03 |
| CYBR Cyberark Software Ltd./Israel | Add +12.0% | 0.13% | +0.03 |
| PNC PNC Financial Services Group | Add +29.1% | 0.10% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.3% | 0.23% | +0.02 |
| GTLS Chart Industries Inc. | Add +32.3% | 0.07% | +0.02 |
| ENB Enbridge Inc. | Add +6.9% | 0.54% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +14.4% | 0.12% | +0.02 |
| EVRG Evergy Inc. | Add +44.1% | 0.07% | +0.02 |
| BND Vanguard Total Bond Market | Add +8.0% | 0.67% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +10.3% | 0.11% | +0.02 |
| AMP Ameriprise Financial Inc. | Add +1.3% | 0.28% | +0.02 |
| HXL Hexcel Corp. | Add +37.5% | 0.05% | +0.01 |
| DE Deere & Co. | Add +0.1% | 0.37% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +9.9% | 0.24% | +0.01 |
| LFUS Littelfuse Inc. | Add +15.2% | 0.05% | +0.01 |
| CRL Charles River Laboratories | Add +24.3% | 0.06% | +0.01 |
| ROK Rockwell Automation Inc. | Add +0.4% | 0.05% | +0.01 |
| IAU iShares Gold Trust | Add +2.0% | 0.26% | +0.01 |
| BWA Borgwarner Inc. | Add +3.3% | 0.04% | +0.00 |
| DVY iShares Select Dividend ETF | Add +12.4% | 0.09% | +0.00 |
| SLGN Silgan Holdings Inc. | Add +3.2% | 0.11% | +0.00 |
| EQIX Equinix Inc. | Add +10.9% | 0.09% | +0.00 |
| CRM Salesforce Inc. | Add +9.1% | 0.04% | +0.00 |
| TFC Truist Financial Corp. | Add +4.4% | 0.05% | +0.00 |
| ZION Zions Bancorp NA | Add +2.5% | 0.08% | +0.00 |
| PLD Prologis Inc. | Add +10.5% | 0.08% | −0.00 |
| FND Floor & Decor Holdings Inc. Class A | Add +4.7% | 0.04% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.14% | −0.00 |
| OC Owens Corning | Add +5.6% | 0.07% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $734.3M | IJH, EFA, AAPL, VGSH, MSFT |
| Q1 2026 | 158 | $664.5M | IJH, EFA, AAPL, VGSH, MSFT |
| Q4 2025 | 159 | $695.6M | IJH, EFA, AAPL, MSFT, VGSH |
| Q3 2025 | 161 | $743.8M | IJH, EFA, MSFT, AAPL, VGSH |
| Q2 2025 | 154 | $723.0M | IJH, EFA, MSFT, AAPL, VGSH |
| Q1 2025 | 156 | $687.3M | IJH, EFA, AAPL, MSFT, VGSH |
| Q4 2024 | 150 | $713.4M | IJH, AAPL, EFA, MSFT, VGSH |
| Q3 2024 | 156 | $752.7M | IJH, EFA, AAPL, MSFT, VGSH |
| Q2 2024 | 156 | $817.3M | IJH, EFA, MSFT, AAPL, VGSH |
| Q1 2024 | 168 | $832.6M | EFA, MSFT, AAPL, IJR, VGSH |