MainStreet Investment Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), MainStreet Investment Advisors LLC reported 161 stock positions worth $743.8 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 6.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 5.7%) and Microsoft (MSFT, 5.3%). Compared with Q2 2025, it opened 12 new positions, sold out of 5, added to 29 and reduced 108. The biggest buy was a new position in Intl Business Machines (IBM) and the biggest sale Adobe (ADBE, shares −58%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001729854
Portfolio Value
$743.8M (Q3 2025)
SEC Filing
0001765380-25-000457 ↗ filed Nov 10, 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 Q1 2025 Q2 2025: $723.0M Q2 2025 Q3 2025: $743.8M $743.8M Q3 2025 Q4 2025: $695.6M Q4 2025 Q1 2026: $664.5M Q1 2026 Q2 2026: $734.3M Q2 2026

Holdings 161 stocks · $743.8M

IJH iShares Core S&P Midcap ETF 6.02% 686,249 $44.8M Reduce -5.4%
EFA iShares MSCI Eafe ETF 5.68% 452,389 $42.2M Reduce -5.3%
MSFT Microsoft Corp. 5.29% 76,013 $39.4M Reduce -7.0%
AAPL Apple Inc. 5.13% 149,944 $38.2M Reduce -5.4%
VGSH Vanguard Short-Term Treasury 4.22% 533,738 $31.4M Add +3.7%
JPM JPMorgan Chase & Co. 3.00% 70,842 $22.3M Reduce -9.0%
BLK BlackRock Inc. 2.95% 18,846 $22.0M Reduce -5.5%
IJR iShares Core S&P Small-Cap E 2.65% 165,739 $19.7M Reduce -4.7%
GOOGL Alphabet Inc. Class A 2.60% 79,646 $19.4M Reduce -6.2%
NVDA Nvidia Corp. 1.99% 79,343 $14.8M Reduce -2.1%
VGIT Vanguard Intermediate-Term T 1.98% 245,538 $14.7M Add +3.0%
ABBV Abbvie Inc. 1.88% 60,527 $14.0M Reduce -3.5%
AVGO Broadcom Inc. 1.87% 42,099 $13.9M Add +7.5%
IVV iShares Core S&P 500 ETF 1.79% 19,849 $13.3M Reduce -8.0%
JNJ Johnson & Johnson 1.74% 69,901 $13.0M Reduce -4.4%
PG The Procter & Gamble Co. 1.74% 84,261 $12.9M Reduce -4.3%
HD Home Depot Inc. 1.72% 31,599 $12.8M Reduce -5.6%
AMZN Amazon.com Inc. 1.66% 56,210 $12.3M Reduce -3.6%
CAT Caterpillar Inc. 1.58% 24,693 $11.8M Reduce -7.2%
VWO Vanguard Ftse Emerging Marke 1.52% 208,049 $11.3M Reduce -3.6%
WM Waste Management Inc. 1.46% 49,306 $10.9M Reduce -4.4%
MCD McDonald's Corp. 1.31% 32,110 $9.8M Reduce -4.0%
CVX Chevron Corp. 1.28% 61,296 $9.5M Reduce -3.5%
PEP Pepsico Inc. 1.27% 67,230 $9.4M Reduce -5.9%
HON Honeywell International Inc. 1.22% 43,071 $9.1M Reduce -7.9%
EMR Emerson Electric Co. 0.98% 55,514 $7.3M Reduce -2.9%
PAYX Paychex Inc. 0.97% 56,786 $7.2M Reduce -2.6%
SO The Southern Co. 0.93% 72,630 $6.9M Reduce -2.6%
META Meta Platforms Inc. Class A 0.89% 8,963 $6.6M Reduce -3.0%
LMT Lockheed Martin Corp. 0.86% 12,853 $6.4M Reduce -4.3%
V Visa Inc. Class A 0.82% 17,832 $6.1M Reduce -7.0%
MCHP Microchip Technology Inc. 0.79% 91,782 $5.9M Reduce -6.6%
CSCO Cisco Systems Inc. 0.78% 85,180 $5.8M Reduce -5.4%
TSLA Tesla Inc. 0.76% 12,712 $5.7M Reduce -2.4%
PSA Public Storage 0.75% 19,389 $5.6M Reduce -3.9%
GS Goldman Sachs Group Inc. 0.73% 6,822 $5.4M Reduce -2.6%
MO Altria Group Inc. 0.71% 79,933 $5.3M Reduce -1.9%
QCOM Qualcomm Inc. 0.68% 30,431 $5.1M Reduce -3.5%
WMT Walmart Inc. 0.66% 47,726 $4.9M Reduce -4.0%
BND Vanguard Total Bond Market 0.64% 64,338 $4.8M Reduce -2.4%
GPC Genuine Parts Co. 0.64% 34,304 $4.8M Reduce -5.0%
USB US Bancorp 0.63% 97,482 $4.7M Reduce -2.2%
INGR Ingredion Inc. 0.63% 38,078 $4.6M Reduce -3.4%
MDT Medtronic PLC 0.61% 48,017 $4.6M Reduce -1.5%
AEP American Electric Power 0.61% 40,298 $4.5M Reduce -1.6%
CDNS Cadence Design SYS Inc. 0.60% 12,725 $4.5M Reduce -9.9%
CME Cme Group Inc. 0.59% 16,363 $4.4M Add +1.0%
PRU Prudential Financial Inc. 0.58% 41,703 $4.3M Reduce -4.3%
ENB Enbridge Inc. 0.58% 85,030 $4.3M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.54% 14,131 $4.0M New
VZ Verizon Communications Inc. 0.53% 89,461 $3.9M Add +1.0%
GD General Dynamics Corp. 0.53% 11,471 $3.9M Reduce -3.4%
ICE Intercontinental Exchange Inc. 0.51% 22,295 $3.8M Reduce -3.5%
ACWI iShares MSCI Acwi ETF 0.50% 26,764 $3.7M Reduce -4.7%
PANW Palo Alto Networks Inc. 0.50% 18,118 $3.7M Add +1.6%
MAR Marriott International Class A 0.49% 14,072 $3.7M Reduce -8.5%
MS Morgan Stanley 0.48% 22,272 $3.5M Reduce -6.8%
SYY Sysco Corp. 0.44% 40,094 $3.3M Reduce -0.3%
ORCL Oracle Corp. 0.43% 11,395 $3.2M Reduce -2.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 57,552 $3.0M Reduce -6.2%
CMI Cummins Inc. 0.40% 7,013 $3.0M Reduce -2.8%
EOG EOG Resources Inc. 0.39% 26,094 $2.9M Reduce -4.6%
MRK Merck & Co. Inc. 0.38% 33,316 $2.8M Reduce -6.7%
PFE Pfizer Inc. 0.37% 109,286 $2.8M Reduce -3.1%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.35% 136,489 $2.6M Add +4.2%
CMCSA Comcast Corp. Class A 0.35% 83,016 $2.6M Add +1.6%
SYK Stryker Corp. 0.34% 6,743 $2.5M Reduce -3.3%
DE Deere & Co. 0.32% 5,276 $2.4M Reduce -1.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.30% 20,474 $2.2M New
IAU iShares Gold Trust 0.28% 29,106 $2.1M Reduce -2.5%
NEE Nextera Energy Inc. 0.28% 28,047 $2.1M Reduce -2.8%
ZTS Zoetis Inc. 0.28% 14,151 $2.1M Reduce -6.1%
CCI Crown Castle Inc. 0.27% 21,159 $2.0M Reduce -3.0%
UBER Uber Technologies Inc. 0.27% 20,274 $2.0M Reduce -3.9%
AXP American Express Co. 0.26% 5,861 $1.9M Reduce -6.3%
SCHD Schwab US DVD Equity ETF 0.25% 67,610 $1.8M Add +63.5%
DSI iShares ESG MSCI KLD 400 ETF 0.25% 14,609 $1.8M Add +1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 3,650 $1.8M Add +15.1%
RTX RTX Corp. 0.24% 10,888 $1.8M Add +9.3%
TMO Thermo Fisher Scientific Inc. 0.24% 3,679 $1.8M Add +10.3%
AMP Ameriprise Financial Inc. 0.23% 3,533 $1.7M Reduce -6.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 14,949 $1.7M Reduce -5.0%
CTAS Cintas Corp. 0.23% 8,160 $1.7M Reduce -8.0%
GOOG Alphabet Inc. Class C 0.23% 6,870 $1.7M Reduce -9.0%
DUK Duke Energy Corp. 0.22% 13,466 $1.7M Reduce -2.3%
SPSB SS SPDR P St C Corp. ETF 0.21% 52,359 $1.6M Reduce -9.7%
ADBE Adobe Inc. 0.21% 4,400 $1.6M Reduce -58.5%
MRVL Marvell Technology Inc. 0.20% 18,018 $1.5M Add +3.8%
LLY Eli Lilly & Co. 0.19% 1,895 $1.4M New
IEFA iShares Core MSCI Eafe ETF 0.18% 14,980 $1.3M Add +0.4%
CRM Salesforce Inc. 0.17% 5,358 $1.3M Add +412.7%
URI United Rentals Inc. 0.17% 1,300 $1.2M New
UNH Unitedhealth Group Inc. 0.16% 3,545 $1.2M Reduce -62.9%
XLK SS Technology Select Sector 0.15% 3,889 $1.1M No change
IWM iShares Russell 2000 ETF 0.15% 4,523 $1.1M Reduce -5.5%
SUB iShares Short-Term National 0.14% 10,069 $1.1M Add +7.8%
IJK iShares S&P Mid-Cap 400 Grow 0.14% 11,093 $1.1M Reduce -0.1%
MUB iShares National Muni Bond E 0.14% 9,985 $1.1M Add +5.3%
TMUS T-Mobile US Inc. 0.14% 4,378 $1.0M New
DVY iShares Select Dividend ETF 0.14% 7,343 $1.0M Add +57.6%

Show all 161 holdings

Portfolio Sells Q2 2025 → Q3 2025

ADBE Adobe Inc. Reduce -58.5% 0.21% −0.36
UPS United Parcel Service Class B Reduce -85.9% 0.04% −0.35
MSFT Microsoft Corp. Reduce -7.0% 5.29% −0.33
AMAT Applied Materials Inc. Reduce -74.5% 0.11% −0.29
HON Honeywell International Inc. Reduce -7.9% 1.22% −0.29
ACN Accenture PLC Class A Reduce -64.9% 0.11% −0.28
UNH Unitedhealth Group Inc. Reduce -62.9% 0.16% −0.25
EFA iShares MSCI Eafe ETF Reduce -5.3% 5.68% −0.23
PAYX Paychex Inc. Reduce -2.6% 0.97% −0.21
IJH iShares Core S&P Midcap ETF Reduce -5.4% 6.02% −0.20
PG The Procter & Gamble Co. Reduce -4.3% 1.74% −0.20
WM Waste Management Inc. Reduce -4.4% 1.46% −0.17
MCHP Microchip Technology Inc. Reduce -6.6% 0.79% −0.16
V Visa Inc. Class A Reduce -7.0% 0.82% −0.12
JPM JPMorgan Chase & Co. Reduce -9.0% 3.00% −0.12
INGR Ingredion Inc. Reduce -3.4% 0.63% −0.11
AMZN Amazon.com Inc. Reduce -3.6% 1.66% −0.11
MAR Marriott International Class A Reduce -8.5% 0.49% −0.09
ICE Intercontinental Exchange Inc. Reduce -3.5% 0.51% −0.08
CSCO Cisco Systems Inc. Reduce -5.4% 0.78% −0.08
EMR Emerson Electric Co. Reduce -2.9% 0.98% −0.08
GTLS Chart Industries Inc. Sold out 0.00% −0.07
IVV iShares Core S&P 500 ETF Reduce -8.0% 1.79% −0.07
PRU Prudential Financial Inc. Reduce -4.3% 0.58% −0.07
PSA Public Storage Reduce -3.9% 0.75% −0.07
CRL Charles River Laboratories Sold out 0.00% −0.06
SBUX Starbucks Corp. Reduce -53.7% 0.05% −0.06
EOG EOG Resources Inc. Reduce -4.6% 0.39% −0.06
META Meta Platforms Inc. Class A Reduce -3.0% 0.89% −0.06
IT Gartner Inc. Reduce -30.0% 0.05% −0.06
DE Deere & Co. Reduce -1.0% 0.32% −0.05
TXN Texas Instruments Inc. Sold out 0.00% −0.05
CTAS Cintas Corp. Reduce -8.0% 0.23% −0.05
ZTS Zoetis Inc. Reduce -6.1% 0.28% −0.05
SYK Stryker Corp. Reduce -3.3% 0.34% −0.05
TFC Truist Financial Corp. Sold out 0.00% −0.05
AMP Ameriprise Financial Inc. Reduce -6.3% 0.23% −0.04
DIS The Walt Disney Co. Reduce -5.0% 0.23% −0.04
MCD McDonald's Corp. Reduce -4.0% 1.31% −0.04
EPAC Enerpac Tool Group Corp. Sold out 0.00% −0.04
CCI Crown Castle Inc. Reduce -3.0% 0.27% −0.04
PEP Pepsico Inc. Reduce -5.9% 1.27% −0.04
WAT Waters Corp. Reduce -10.7% 0.08% −0.03
SPSB SS SPDR P St C Corp. ETF Reduce -9.7% 0.21% −0.03
BND Vanguard Total Bond Market Reduce -2.4% 0.64% −0.03
ADSK Autodesk Inc. Reduce -24.2% 0.09% −0.03
SLGN Silgan Holdings Inc. Reduce -1.2% 0.08% −0.03
SO The Southern Co. Reduce -2.6% 0.93% −0.02
CHD Church & Dwight Co. Inc. Reduce -6.1% 0.08% −0.02
MRK Merck & Co. Inc. Reduce -6.7% 0.38% −0.02

Portfolio Buys Q2 2025 → Q3 2025

IBM Intl Business Machines Corp. New 0.54% +0.54
AVGO Broadcom Inc. Add +7.5% 1.87% +0.37
BNY Bank of New York Mellon Corp. New 0.30% +0.30
LLY Eli Lilly & Co. New 0.19% +0.19
URI United Rentals Inc. New 0.17% +0.17
TMUS T-Mobile US Inc. New 0.14% +0.14
CRM Salesforce Inc. Add +412.7% 0.17% +0.13
ABT Abbott Laboratories New 0.11% +0.11
SCHD Schwab US DVD Equity ETF Add +63.5% 0.25% +0.10
DVY iShares Select Dividend ETF Add +57.6% 0.14% +0.05
TMO Thermo Fisher Scientific Inc. Add +10.3% 0.24% +0.05
RTX RTX Corp. Add +9.3% 0.24% +0.04
TSPA T Rowe Price US Eqy Research New 0.04% +0.04
P Everpure Inc. Class A Add +10.9% 0.12% +0.04
VGSH Vanguard Short-Term Treasury Add +3.7% 4.22% +0.04
PNC PNC Financial Services Group Add +33.7% 0.13% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +15.1% 0.25% +0.03
EA Electronic Arts Inc. New 0.03% +0.03
BKR Baker Hughes Co. New 0.03% +0.03
EEM iShares MSCI Emerging Market New 0.03% +0.03
NFLX Netflix Inc. New 0.03% +0.03
LOW Lowe's Cos Inc. New 0.03% +0.03
MRVL Marvell Technology Inc. Add +3.8% 0.20% +0.02
DSI iShares ESG MSCI KLD 400 ETF Add +1.3% 0.25% +0.02
BWA Borgwarner Inc. Add +6.2% 0.05% +0.01
HXL Hexcel Corp. Add +12.8% 0.06% +0.01
LFUS Littelfuse Inc. Add +8.3% 0.06% +0.01
ESGE iShares Inc. iShares ESG Awar Add +1.0% 0.12% +0.01
VGIT Vanguard Intermediate-Term T Add +3.0% 1.98% +0.01
PREF Pri Spe Pre Sec Acti-Usd Inc. Add +4.2% 0.35% +0.01
SUB iShares Short-Term National Add +7.8% 0.14% +0.01
AMGN Amgen Inc. Add +11.3% 0.07% +0.01
MUB iShares National Muni Bond E Add +5.3% 0.14% +0.01
XJH Ishare ESG SS S&P Midcap ETF Add +0.7% 0.12% +0.00
IEFA iShares Core MSCI Eafe ETF Add +0.4% 0.18% +0.00
JCI Johnson Controls Internation Add +4.7% 0.03% +0.00
EFG iShares MSCI Eafe Growth ETF Add +3.0% 0.06% +0.00
VZ Verizon Communications Inc. Add +1.0% 0.53% −0.00
PANW Palo Alto Networks Inc. Add +1.6% 0.50% −0.01
CME Cme Group Inc. Add +1.0% 0.59% −0.02
CMCSA Comcast Corp. Class A Add +1.6% 0.35% −0.05

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