MAIN STREET RESEARCH LLC Information

30 LIBERTY SHIP WAY, SUITE 3330, SAUSALITO, California, 94965, (415) 289-1010

Report Date: 03/31/2014

Position Statistics

Total Positions 151
New Positions 4
Increased Positions 89
Decreased Positions 38
Positions with Activity 127
Sold Out Positions 12
Total Mkt Value (in $ millions) 426

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.16%
Capital Goods 1.41%
Conglomerates
Consumer Cyclical 2.76%
Consumer/Non-Cyclical 11.03%
Energy 13.21%
Financial 13.72%
Healthcare 16.35%
Services 15.78%
Technology 14.77%
Transportation 1.25%
Utilities 6.13%

151 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 1,211 -9 (0.72) 13,704
SOUTHERN CO COM 1,051 173 19.71 23,685
CLOROX CO DEL COM 1,042 New 11,830
GENERAL MLS INC COM 1,032 -23 (2.18) 19,990
COCA COLA CO COM 1,031 54 5.53 26,030
NUCOR CORP COM 1,022 644 169.81 19,955
ORACLE CORP COM 998 62 6.67 24,355
SUNCOR ENERGY INC NEW COM 965 82 9.25 23,039
BERKSHIRE HATHAWAY INC DEL CL A 959 New 5
MERCK & CO INC NEW COM 749 69 10.12 12,898
AMGEN INC COM 727 309 73.93 5,590
COMCAST CORP NEW CL A 703 46 7.03 12,682
CHIPOTLE MEXICAN GRILL INC COM 688 40 6.10 1,009
AUTOMATIC DATA PROCESSING INC COM 646 -23 (3.38) 7,865
PHILIP MORRIS INTL INC COM 630 8 1.34 7,574
DISNEY WALT CO COM DISNEY 574 9 1.59 6,584
VANGUARD INDEX FDS TOTAL STK MKT 569 New 5,589
UNION PAC CORP COM 531 New 5,338
BERKSHIRE HATHAWAY INC DEL CL B NEW 499 New 3,905
CISCO SYS INC COM 489 -14 (2.7) 19,068