MainStreet Investment Advisors LLC

Name: MainStreet Investment Advisors LLC 13F holdings, Q2 2025
Creator: MainStreet Investment Advisors LLC
Published: 2025-08-11

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
XJH Ishare ESG SS S&P Midcap ETF	0.12%	20,710	$859K	Reduce -6.4%
ADSK Autodesk Inc.	0.11%	2,683	$831K	Reduce -5.8%
WAT Waters Corp.	0.11%	2,359	$823K	Reduce -28.3%
IJJ iShares S&P Mid-Cap 400 Valu	0.11%	6,633	$820K	No change
ESGE iShares Inc. iShares ESG Awar	0.11%	20,697	$811K	Add +10.3%
SLGN Silgan Holdings Inc.	0.11%	14,704	$797K	Add +3.2%
SBUX Starbucks Corp.	0.11%	8,608	$789K	Reduce -34.5%
IT Gartner Inc.	0.10%	1,872	$757K	Reduce -4.2%
CHD Church & Dwight Co. Inc.	0.10%	7,526	$723K	Reduce -0.4%
PNC PNC Financial Services Group	0.10%	3,721	$694K	Add +29.1%
EQIX Equinix Inc.	0.09%	824	$655K	Add +10.9%
DVY iShares Select Dividend ETF	0.09%	4,658	$619K	Add +12.4%
PLD Prologis Inc.	0.08%	5,753	$605K	Add +10.5%
ZION Zions Bancorp NA	0.08%	10,886	$565K	Add +2.5%
EVRG Evergy Inc.	0.07%	7,706	$531K	Add +44.1%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.07%	9,196	$530K	New
OC Owens Corning	0.07%	3,767	$518K	Add +5.6%
MKL Markel Group Inc.	0.07%	259	$517K	Reduce -27.9%
VNQ Vanguard Real Estate ETF	0.07%	5,775	$514K	Reduce -0.8%
GTLS Chart Industries Inc.	0.07%	3,030	$499K	Add +32.3%
MLM Martin Marietta Materials	0.07%	883	$485K	Reduce -3.8%
RGA Reinsurance Group of America	0.07%	2,430	$482K	Reduce -38.1%
CRL Charles River Laboratories	0.06%	3,065	$465K	Add +24.3%
AMGN Amgen Inc.	0.06%	1,639	$458K	Add +3.1%
XLG Invesco S&P 500 Top 50 ETF	0.06%	8,565	$446K	No change
EFV iShares MSCI Eafe Value ETF	0.06%	6,938	$440K	No change
EFG iShares MSCI Eafe Growth ETF	0.06%	3,848	$431K	No change
ROK Rockwell Automation Inc.	0.05%	1,123	$373K	Add +0.4%
LFUS Littelfuse Inc.	0.05%	1,610	$365K	Add +15.2%
APD Air Products & Chemicals Inc.	0.05%	1,267	$357K	Reduce -3.4%
BNDX Vanguard Total Intl Bond ETF	0.05%	7,200	$356K	No change
TXN Texas Instruments Inc.	0.05%	1,693	$352K	Reduce -24.7%
HXL Hexcel Corp.	0.05%	6,055	$342K	Add +37.5%
XLB SS Materials Select Sector	0.05%	3,813	$335K	No change
MDLZ Mondelez International Inc. Class A	0.05%	4,950	$334K	Reduce -0.3%
TFC Truist Financial Corp.	0.05%	7,709	$331K	Add +4.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.04%	1,135	$324K	No change
NDAQ Nasdaq Inc.	0.04%	3,571	$319K	Reduce -2.9%
IWF iShares Russell 1000 Growth	0.04%	723	$307K	No change
PYPL PayPal Holdings Inc.	0.04%	3,918	$291K	Reduce -29.7%
CRM Salesforce Inc.	0.04%	1,045	$285K	Add +9.1%
VB Vanguard Most SM-Cap ETF-Usd	0.04%	1,195	$283K	Reduce -5.9%
EPAC Enerpac Tool Group Corp.	0.04%	6,964	$282K	Add +2.5%
FND Floor & Decor Holdings Inc. Class A	0.04%	3,567	$271K	Add +4.7%
BWA Borgwarner Inc.	0.04%	7,932	$266K	Add +3.3%
OSK Oshkosh Corp.	0.04%	2,277	$259K	Reduce -14.2%
IUSG iShares Core S&P U.S. Growth	0.03%	1,600	$241K	No change
WSM Williams-Sonoma Inc.	0.03%	1,468	$240K	Reduce -22.6%
PGX Invesco Preferred ETF	0.03%	20,518	$228K	New
JCI Johnson Controls Internation	0.03%	2,130	$225K	New
XLV SS Health Care Select Sector	0.03%	1,645	$222K	Add +2.8%
L Loews Corp.	0.03%	2,400	$220K	No change
IWR iShares Russell Mid-Cap ETF	0.03%	2,283	$210K	New
IGIB iShares 5-10Y Inv Grade Corp.	0.03%	3,905	$208K	No change

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