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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MCDONALD PARTNERS LLC

Quarter ended Q3 2023 · Filed July 17, 2023 · Accession 0001172661-23-002514

Total Value
$327.3M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL85,639$16.6M5.08%
2MICROSOFT CORPMSFT47,320$16.1M4.92%
3EATON CORP PLCETN43,181$8.7M2.65%
4BERKSHIRE HATHAWAY INC DELBRK-A20,016$6.8M2.09%
5JPMORGAN CHASE & COVYLD44,214$6.4M1.96%
6CHEVRON CORP NEWCVX36,787$5.8M1.77%
7RAYTHEON TECHNOLOGIES CORPRTX55,147$5.4M1.65%
8EXXON MOBIL CORPXOM50,013$5.4M1.64%
9ADOBE SYSTEMS INCORPORATEDADBE10,048$4.9M1.50%
10JOHNSON & JOHNSONJNJ28,720$4.8M1.45%
11AMGEN INCAMGN21,352$4.7M1.45%
12ORACLE CORPORCL-PD36,154$4.3M1.32%
13VANGUARD INDEX FDS92290836310,440$4.3M1.30%
14L3HARRIS TECHNOLOGIES INCLHX20,821$4.1M1.25%
15HONEYWELL INTL INC43851610619,276$4.0M1.22%
16THERMO FISHER SCIENTIFIC INCTMO7,296$3.8M1.16%
17SPDR S&P 500 ETF TRSPY8,371$3.7M1.13%
18SMUCKER J M CO83269640524,199$3.6M1.09%
19PEPSICO INCPEP19,286$3.6M1.09%
20CISCO SYS INCCSCO66,657$3.4M1.05%
21ACCENTURE PLC IRELANDACN11,031$3.4M1.04%
22NVIDIA CORPORATIONNVDA8,000$3.4M1.03%
23PENTAIR PLCPNR50,587$3.3M1.00%
24TEXAS INSTRS INC88250810417,718$3.2M0.97%
25UNITED PARCEL SERVICE INCUPS17,653$3.2M0.97%
26PFIZER INCPFE86,116$3.2M0.97%
27TRACTOR SUPPLY COTSCO14,272$3.2M0.96%
28PHILLIPS 66PSX32,984$3.1M0.96%
29ISHARES TR46428767132,000$3.1M0.95%
30LAS VEGAS SANDS CORPLVS50,967$3.0M0.90%
31ALPHABET INCGOOG24,389$3.0M0.90%
32AMAZON COM INCAMZN21,655$2.8M0.86%
33SHERWIN WILLIAMS COSHW10,568$2.8M0.86%
34GILEAD SCIENCES INCGILD34,755$2.7M0.82%
35ABBVIE INCABBV19,191$2.6M0.79%
36INTERNATIONAL BUSINESS MACHSINTR19,132$2.6M0.78%
37BROADCOM INCAVGO2,936$2.5M0.78%
38MARRIOTT INTL INC NEW57190320212,986$2.4M0.73%
39BROWN FORMAN CORPBF-B34,272$2.3M0.70%
40US BANCORP DELUSB-PS68,143$2.3M0.69%
41UNITEDHEALTH GROUP INCUNH4,653$2.2M0.68%
42HYSTER YALE MATLS HANDLING IHY39,711$2.2M0.68%
43NEXTERA ENERGY INCNEE-PW26,719$2.0M0.61%
44MERCK & CO INCMRK16,769$1.9M0.59%
45GARTNER INCIT5,494$1.9M0.59%
46VERIZON COMMUNICATIONS INCVZ51,068$1.9M0.58%
47XYLEM INCXYL16,725$1.9M0.58%
48PROCTER AND GAMBLE CO74271810912,173$1.8M0.56%
49J P MORGAN EXCHANGE TRADED F46641Q33233,100$1.8M0.56%
50DISNEY WALT CO25468710619,832$1.8M0.54%
51CONOCOPHILLIPSCOP16,952$1.8M0.54%
52BANK AMERICA CORP06050510460,888$1.7M0.53%
53META PLATFORMS INCMETA6,032$1.7M0.53%
54CVS HEALTH CORPCVS25,012$1.7M0.53%
55SPDR SER TR78464A40928,226$1.7M0.53%
56AMBARELLA INCAMBA20,471$1.7M0.52%
57LOWES COS INC5486611077,550$1.7M0.52%
58WALMART INCWMT10,423$1.6M0.50%
59AFLAC INCAFL23,168$1.6M0.49%
60ABBOTT LABSABLZF14,816$1.6M0.49%
61MUELLER WTR PRODS INC62475810899,265$1.6M0.49%
62GRAINGER W W INC3848021042,010$1.6M0.48%
63BECTON DICKINSON & COBDX5,931$1.6M0.48%
64NORDSON CORPNDSN6,125$1.5M0.46%
65MARATHON PETE CORPMARA12,939$1.5M0.46%
66ILLUMINA INCILMN7,835$1.5M0.45%
67ANALOG DEVICES INCADI7,447$1.5M0.44%
68MCDONALDS CORPMCD4,842$1.4M0.44%
69INVESCO QQQ TRIVZ3,882$1.4M0.44%
70CONSTELLATION BRANDS INCSTZ5,774$1.4M0.43%
71NIKE INCNKE12,724$1.4M0.43%
72FIRST TR EXCH TRADED FD III33740J10469,900$1.4M0.43%
73HOME DEPOT INCHD4,489$1.4M0.43%
74AMERICAN TOWER CORP NEW03027X1007,162$1.4M0.42%
75COSTCO WHSL CORP NEW22160K1052,555$1.4M0.42%
76WD 40 COWDFC7,103$1.3M0.41%
77ROKU INCROKU20,533$1.3M0.40%
78LINDE PLCLIN3,444$1.3M0.40%
79QUALCOMM INCQCOM10,884$1.3M0.40%
80EMERSON ELEC COEMR14,148$1.3M0.39%
81ILLINOIS TOOL WKS INC4523081094,749$1.2M0.36%
82DUPONT DE NEMOURS INCDD16,494$1.2M0.36%
83CRH PLCCRH20,825$1.2M0.35%
84ALPHABET INCGOOG9,670$1.2M0.35%
85AIR PRODS & CHEMS INCAIIR3,852$1.2M0.35%
86LUMENTUM HLDGS INCLITE19,672$1.1M0.34%
87GENERAL DYNAMICS CORPGD5,038$1.1M0.33%
88ISHARES TR46429B69714,528$1.1M0.33%
89IRIDIUM COMMUNICATIONS INCIRDM17,100$1.1M0.32%
90ADVANCED MICRO DEVICES INCAMD8,859$1.0M0.31%
91BLACKROCK INCBLK1,459$1.0M0.31%
92GOLDMAN SACHS GROUP INCGSCE3,090$996,7970.30%
93MOTOROLA SOLUTIONS INCMSI3,397$996,4160.30%
94MEDTRONIC PLCMDT11,225$988,9290.30%
95WENDYS CO95058W10044,991$978,5630.30%
96ARK ETF TR00214Q10421,819$963,0930.29%
97CF BANKSHARES INCCFBK64,151$962,2650.29%
98MELCO RESORTS AND ENTMNT LTD58546410076,476$933,7660.29%
99AUTOMATIC DATA PROCESSING INADP4,235$930,8510.28%
100CHUBB LIMITEDCB4,763$917,2330.28%
101CLEVELAND-CLIFFS INC NEWCLF54,674$916,3390.28%
102INTEL CORPINTC27,151$907,9290.28%
103ZOETIS INCZTS5,154$887,5960.27%
104PHILIP MORRIS INTL INC7181721099,088$887,1680.27%
105HARLEY DAVIDSON INCHOG25,015$880,7780.27%
106JACOBS SOLUTIONS INCJ7,351$873,9600.27%
107LOCKHEED MARTIN CORPLMT1,876$863,5450.26%
108FACTSET RESH SYS INC3030751052,155$863,3660.26%
109COMCAST CORP NEWCCZ20,616$856,5890.26%
110WASTE MGMT INC DEL94106L1094,921$853,4520.26%
111U HAUL HOLDING COMPANYUHAL-B15,225$842,2470.26%
112MADISON SQUARE GRDN SPRT COR55825T1034,455$837,7630.26%
113MORGAN STANLEYMS-PQ9,695$827,9550.25%
114STARBUCKS CORPSBUX8,169$809,2450.25%
115PAYCHEX INCPAYX7,144$799,2100.24%
116HSBC HLDGS PLCHBCYF19,865$787,0630.24%
117S&P GLOBAL INCSPGI1,900$761,7790.23%
118CITIGROUP INCC-PR16,249$748,1220.23%
119J P MORGAN EXCHANGE TRADED F46641Q65414,600$739,4900.23%
120COCA COLA COKO12,234$736,7130.23%
121MONDELEZ INTL INC6092071059,997$729,1460.22%
122SIREN ETF TR82965830112,733$718,2160.22%
123COLGATE PALMOLIVE COCL9,311$717,3300.22%
124AT&T INCT-PC44,211$705,1730.22%
125FREEPORT-MCMORAN INCFCX17,605$704,2000.22%
126ALIBABA GROUP HLDG LTDBBAAY8,178$681,6360.21%
127ALPS ETF TR00162Q45217,286$677,7700.21%
128GENERAC HLDGS INCGNRC4,500$671,0850.21%
129CLOROX CO DELCLX4,176$664,2280.20%
130VANGUARD INDEX FDS9229086113,988$659,6660.20%
131APOLLO GLOBAL MGMT INC03769M1068,540$655,9570.20%
132SUNOCO LP/SUNOCO FIN CORPSUN15,000$653,4000.20%
133PARKE BANCORP INCPKBK38,448$653,2320.20%
134BOEING COBA-PA3,071$648,5510.20%
135TARGET CORPTGT4,904$646,8800.20%
136HERCULES CAPITAL INCHCXY43,500$643,8000.20%
137EVERSOURCE ENERGYES8,955$635,1220.19%
138NETFLIX INCNFLX1,398$615,8050.19%
139SONOS INCSONO37,600$614,0080.19%
140SPDR SER TR78464A50813,782$595,3730.18%
141UNION PAC CORPUNP2,869$587,0860.18%
142CROWN CASTLE INCCCI5,120$583,3420.18%
143NORFOLK SOUTHN CORP6558441082,550$578,2380.18%
144ARES CAPITAL CORPARCC30,267$568,7100.17%
145V F CORPVFC29,552$564,1540.17%
146PACKAGING CORP AMER6951561094,193$554,1260.17%
147PPG INDS INC6935061073,725$552,3770.17%
148MPLX LPMPLXP16,173$548,9010.17%
149UBER TECHNOLOGIES INCUBER12,591$543,5530.17%
150VERTEX PHARMACEUTICALS INCVRTX1,510$531,3840.16%
151LILLY ELI & COLLY1,100$515,8780.16%
152PARAMOUNT GLOBAL92556H20632,090$510,5480.16%
153FIRST TR EXCH TRADED FD III33739N10810,000$506,8000.15%
154BLACKSTONE INCBX5,416$503,5360.15%
155WEC ENERGY GROUP INCWEC5,696$502,6580.15%
156J P MORGAN EXCHANGE TRADED F46654Q20310,190$492,8900.15%
157LAM RESEARCH CORPLRCX763$490,5020.15%
158DOLBY LABORATORIES INCDLB5,833$488,1050.15%
159ISHARES TR4642872001,084$482,9430.15%
160DIAGEO PLCDGEAF2,765$479,6790.15%
161AUTODESK INCADSK2,183$446,6640.14%
162HUNTINGTON BANCSHARES INCHBANP41,388$446,1600.14%
163WESTROCK COWEST15,262$443,6660.14%
164DRAFTKINGS INC NEWDKNG16,675$443,0550.14%
165GODADDY INCGDDY5,800$435,7540.13%
166SELECT SECTOR SPDR TR81369Y60512,638$426,0170.13%
167CORNING INCGLW11,974$419,5690.13%
168VANGUARD INDEX FDS9229087361,456$411,9900.13%
169VANGUARD INDEX FDS9229087691,866$411,0420.13%
170LINCOLN ELEC HLDGS INC5339001062,065$410,1710.13%
171CRESTWOOD EQUITY PARTNERS LP22634420815,472$409,7080.13%
172NUCOR CORPNUE2,483$407,1620.12%
173OWL ROCK CAPITAL CORPORATIONOWL30,000$402,6000.12%
174ISHARES TR46434V6217,800$401,9150.12%
175BRISTOL-MYERS SQUIBB COCELG-RI6,205$396,8030.12%
176SELECT SECTOR SPDR TR81369Y5064,864$394,7720.12%
177AMERICAN WTR WKS CO INC NEW0304201032,748$392,2800.12%
178PNC FINL SVCS GROUP INC6934751053,013$379,4540.12%
179ISHARES TR4642876552,021$378,4510.12%
180INVESCO EXCH TRADED FD TR IIIVZ16,250$369,5250.11%
181SIREN ETF TR82965820217,070$368,2000.11%
182SCHWAB STRATEGIC TR8085242017,017$367,4800.11%
183FIDELITY COVINGTON TRUST3160925017,800$367,1460.11%
184AMERICAN ELEC PWR CO INC0255371014,341$365,5120.11%
185RITHM CAPITAL CORPRITM-PF38,900$363,7150.11%
186VANGUARD INDEX FDS9229087442,539$360,7920.11%
187DARDEN RESTAURANTS INCDRI2,125$355,0450.11%
188GLOBAL X FDS37954Y48320,000$355,0000.11%
189CARRIER GLOBAL CORPORATIONCARR7,024$349,1630.11%
190TE CONNECTIVITY LTDTEL2,490$348,9980.11%
191IDEXX LABS INC45168D104667$334,9870.10%
192OTIS WORLDWIDE CORPOTIS3,670$326,6420.10%
193FORD MTR CO DEL34537086021,501$325,3150.10%
194PARKER-HANNIFIN CORPPH825$321,7830.10%
195ATMOS ENERGY CORPATO2,739$318,6740.10%
196VODAFONE GROUP PLC NEW92857W30833,685$318,3230.10%
197ARES COML REAL ESTATE CORP04013V10830,842$313,0420.10%
198ALBEMARLE CORPALB-PA1,355$302,2870.09%
199SEAGATE TECHNOLOGY HLDNGS PLSE4,880$301,9260.09%
200DEERE & CODE713$288,9000.09%
201STERIS PLCSTE1,282$288,4240.09%
202SCHWAB STRATEGIC TR8085243003,776$283,0110.09%
203ISHARES TR4642873094,007$282,4460.09%
204ISHARES TR4642875981,776$280,3710.09%
205VIRTUS DIVERSIFIED INCM & CO92840N10014,000$279,7200.09%
206ISHARES TR4642886878,935$276,3600.08%
207BP PLCBPPFF7,576$267,3570.08%
208CHURCH & DWIGHT CO INCCHD2,652$265,8100.08%
209ISHARES TR46429B6632,517$253,6880.08%
210T-MOBILE US INCTMUSZ1,825$253,4930.08%
211KEYCORP49326710826,021$240,4300.07%
212INVESCO EXCH TRADED FD TR IIIVZ20,825$236,7800.07%
213APPLIED MATLS INC0382221051,635$236,3230.07%
214GREIF INCGEF-B3,000$231,7500.07%
215ISHARES TR4642874812,358$227,8540.07%
216MARATHON OIL CORPMARA9,881$227,4540.07%
217VISA INCV944$224,2210.07%
218UNDER ARMOUR INCUA30,940$223,3870.07%
219FIRST TR EXCHANGE-TRADED FD33733E5004,345$222,3060.07%
220ISHARES TR4642874653,006$217,9330.07%
221AON PLCAON608$209,8820.06%
222OCCIDENTAL PETE CORP6745991053,552$208,8780.06%
223STRYKER CORPORATIONSYK684$208,6380.06%
224SALESFORCE INCCRM979$206,8240.06%
225TJX COS INC NEW8725401092,420$205,1570.06%
226INVESCO EXCHANGE TRADED FD TIVZ4,000$204,8390.06%
227LANCASTER COLONY CORPMZTI1,000$201,0900.06%
228BANCO SANTANDER S.A.BCDRF49,800$184,7600.06%
229OLD NATL BANCORP IND68003310710,260$143,0240.04%
230WARNER BROS DISCOVERY INCWBD10,672$133,8270.04%
231ENERGY TRANSFER L PET-PI10,251$130,1830.04%
232BARCLAYS PLCBCLYF15,864$124,6930.04%
233ENLINK MIDSTREAM LLC29336T10011,658$123,5770.04%
234CARECLOUD INCCCLDO30,226$89,1670.03%
235TILRAY BRANDS INCTLRY43,390$67,6880.02%
236FIRST FNDTN INC32026V10411,771$46,7310.01%
237LLOYDS BANKING GROUP PLCLLOBF18,348$40,3660.01%
238TABOOLA.COM LTDTBLAW11,000$34,2100.01%
239IMPEL PHARMACEUTICALS INC45258K10920,200$25,6540.01%
240SPECTRUM PHARMACEUTICALS INC84763A10820,199$19,3910.01%
241CANOPY GROWTH CORPCGC38,601$14,9730.00%
242AURORA CANNABIS INCACB10,000$5,3460.00%