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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 Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002211

Total Value
$384.0M
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT45,284$17.0M4.43%
2APPLE INCAAPL74,981$16.7M4.34%
3BERKSHIRE HATHAWAY INC DELBRK-A19,515$10.4M2.71%
4EATON CORP PLCETN38,119$10.4M2.70%
5JPMORGAN CHASE & CO.VYLD38,260$9.4M2.45%
6AMGEN INCAMGN21,051$6.6M1.71%
7RTX CORPORATIONRTX47,145$6.3M1.63%
8EXXON MOBIL CORPXOM50,193$6.0M1.56%
9CHEVRON CORP NEWCVX34,067$5.7M1.49%
10VANGUARD INDEX FDS92290836310,479$5.4M1.40%
11HONEYWELL INTL INC43851610623,788$5.0M1.32%
12AMAZON COM INCAMZN25,657$4.9M1.27%
13NVIDIA CORPORATIONNVDA44,635$4.8M1.26%
14ABBVIE INCABBV22,621$4.7M1.23%
15JOHNSON & JOHNSONJNJ27,456$4.6M1.19%
16ORACLE CORPORCL-PD32,293$4.5M1.18%
17INTERNATIONAL BUSINESS MACHSINTR18,031$4.5M1.17%
18SPDR S&P 500 ETF TRSPY7,820$4.4M1.14%
19PENTAIR PLCPNR49,687$4.3M1.13%
20CISCO SYS INCCSCO66,256$4.1M1.07%
21ALPHABET INCGOOG26,025$4.1M1.06%
22ISHARES TR46428767132,033$4.1M1.06%
23SMUCKER J M CO83269640534,249$4.1M1.06%
24PHILLIPS 66PSX32,312$4.0M1.04%
25SHERWIN WILLIAMS COSHW10,781$3.8M0.98%
26VERIZON COMMUNICATIONS INCVZ80,627$3.7M0.95%
27BROADCOM INCAVGO21,686$3.6M0.95%
28TRACTOR SUPPLY COTSCO63,339$3.5M0.91%
29META PLATFORMS INCMETA5,998$3.5M0.90%
30L3HARRIS TECHNOLOGIES INCLHX16,506$3.5M0.90%
31THERMO FISHER SCIENTIFIC INCTMO6,764$3.4M0.88%
32ACCENTURE PLC IRELANDACN10,564$3.3M0.86%
33ADOBE INCADBE8,264$3.2M0.83%
34TEXAS INSTRS INC88250810417,496$3.2M0.82%
35PFIZER INCPFE115,694$2.9M0.76%
36UNITED PARCEL SERVICE INCUPS26,000$2.9M0.75%
37PEPSICO INCPEP18,822$2.8M0.74%
38GILEAD SCIENCES INCGILD24,709$2.8M0.72%
39HOME DEPOT INCHD7,447$2.7M0.72%
40MARRIOTT INTL INC NEW57190320211,519$2.7M0.71%
41WALMART INCWMT29,746$2.6M0.68%
42MUELLER WTR PRODS INC624758108102,240$2.6M0.68%
43AFLAC INCAFL23,176$2.6M0.67%
44NEXTERA ENERGY INCNEE-PW35,256$2.5M0.65%
45CHUBB LIMITEDCB8,077$2.5M0.64%
46PROGRESSIVE CORP7433151038,529$2.4M0.63%
47US BANCORP DELUSB-PS54,405$2.3M0.60%
48CONOCOPHILLIPSCOP20,946$2.2M0.57%
49AT&T INCT-PC76,776$2.2M0.57%
50ABBOTT LABSABLZF16,142$2.1M0.56%
51COSTCO WHSL CORP NEW22160K1052,175$2.1M0.55%
52INVESCO QQQ TRIVZ4,406$2.1M0.54%
53GARTNER INCIT4,925$2.1M0.54%
54BANK AMERICA CORP06050510448,507$2.0M0.53%
55XYLEM INCXYL16,790$2.0M0.52%
56GRAINGER W W INC3848021041,990$2.0M0.52%
57J P MORGAN EXCHANGE TRADED F46641Q33234,035$1.9M0.51%
58PROCTER AND GAMBLE CO74271810911,349$1.9M0.51%
59GOLDMAN SACHS GROUP INCGSCE3,516$1.9M0.50%
60SPDR SER TR78464A40923,295$1.9M0.49%
61MCDONALDS CORPMCD5,800$1.8M0.48%
62LAS VEGAS SANDS CORPLVS46,547$1.8M0.47%
63HYSTER-YALE INCHY42,930$1.8M0.46%
64CITIGROUP INCC-PR25,009$1.8M0.46%
65LOWES COS INC5486611077,515$1.8M0.46%
66JOHNSON CTLS INTL PLCG5150210521,980$1.8M0.46%
67DISNEY WALT CO25468710617,731$1.8M0.46%
68ANALOG DEVICES INCADI8,605$1.7M0.46%
69LINDE PLCLIN3,596$1.7M0.44%
70BECTON DICKINSON & COBDX6,983$1.6M0.42%
71EMERSON ELEC COEMR14,619$1.6M0.42%
72AMERICAN TOWER CORP NEW03027X1007,248$1.6M0.41%
73GENERAL DYNAMICS CORPGD5,663$1.6M0.41%
74DUPONT DE NEMOURS INCDD20,805$1.6M0.40%
75BLACKROCK INCBLK1,628$1.6M0.40%
76UNITEDHEALTH GROUP INCUNH2,911$1.6M0.40%
77QUALCOMM INCQCOM9,916$1.5M0.40%
78J P MORGAN EXCHANGE TRADED F46654Q20328,949$1.5M0.39%
79MERCK & CO INCMRK16,158$1.5M0.38%
80WD 40 COWDFC5,917$1.4M0.38%
81AIR PRODS & CHEMS INCAIIR4,840$1.4M0.38%
82PNC FINL SVCS GROUP INC6934751058,166$1.4M0.37%
83ALPHABET INCGOOG9,253$1.4M0.37%
84CF BANKSHARES INCCFBK64,151$1.4M0.37%
85SIREN ETF TR82965830121,620$1.4M0.36%
86ISHARES TR46429B69714,625$1.4M0.36%
87HUNTINGTON BANCSHARES INCHBANP89,623$1.3M0.35%
88AUTOMATIC DATA PROCESSING INADP4,333$1.3M0.35%
89NORDSON CORPNDSN6,575$1.3M0.35%
90ADVANCED MICRO DEVICES INCAMD12,781$1.3M0.34%
91SILA REALTY TRUST INCSILA48,496$1.3M0.34%
92MOTOROLA SOLUTIONS INCMSI2,947$1.3M0.34%
93ROKU INCROKU18,300$1.3M0.34%
94CONSTELLATION BRANDS INCSTZ6,865$1.3M0.33%
95ILLINOIS TOOL WKS INC4523081095,024$1.3M0.33%
96MEDTRONIC PLCMDT13,232$1.2M0.31%
97MONDELEZ INTL INC60920710517,182$1.2M0.30%
98FACTSET RESH SYS INC3030751052,518$1.2M0.30%
99PAYCHEX INCPAYX7,454$1.2M0.30%
100ALIBABA GROUP HLDG LTDBBAAY8,686$1.2M0.30%
101S&P GLOBAL INCSPGI2,169$1.1M0.29%
102LUMENTUM HLDGS INCLITE17,660$1.1M0.29%
103PHILIP MORRIS INTL INC7181721096,903$1.1M0.29%
104APOLLO GLOBAL MGMT INC03769M1067,894$1.1M0.28%
105LOCKHEED MARTIN CORPLMT2,344$1.1M0.28%
106NETFLIX INCNFLX1,138$1.1M0.28%
107HSBC HLDGS PLCHBCYF17,709$1.0M0.27%
108COLGATE PALMOLIVE COCL10,447$983,8970.26%
109AMBARELLA INCAMBA19,446$978,7170.25%
110CROWDSTRIKE HLDGS INCCRWD2,773$977,7040.25%
111U HAUL HOLDING COMPANYUHAL-B14,925$975,4980.25%
112MARATHON PETE CORPMARA6,689$974,6680.25%
113GODADDY INCGDDY5,400$972,7560.25%
114WEC ENERGY GROUP INCWEC8,797$964,0270.25%
115ISHARES TR4642876554,796$960,3040.25%
116WASTE MGMT INC DEL94106L1094,115$953,1370.25%
117EVERSOURCE ENERGYES15,111$941,7330.25%
118ALPS ETF TR00162Q45218,042$937,3340.24%
119FREEPORT-MCMORAN INCFCX24,535$928,8950.24%
120TARGET CORPTGT8,847$925,9750.24%
121ZOETIS INCZTS5,622$925,7530.24%
122HERCULES CAPITAL INCHCXY48,000$922,0800.24%
123FIRST TR EXCH TRADED FD III33740J10445,500$914,3230.24%
124SUNOCO LP/SUNOCO FIN CORPSUN15,502$900,0550.23%
125ELI LILLY & COLLY1,070$883,7240.23%
126MPLX LPMPLXP16,190$866,6220.23%
127UNION PAC CORPUNP3,482$828,7410.22%
128ISHARES TR4642872427,578$823,6530.21%
129SPDR INDEX SHS FDS78463X4186,375$814,0520.21%
130AMERICAN WTR WKS CO INC NEW0304201035,444$808,7610.21%
131JACOBS SOLUTIONS INCJ6,451$779,8610.20%
132BLACKSTONE INCBX5,430$759,3560.20%
133J P MORGAN EXCHANGE TRADED F46641Q65414,600$742,4100.19%
134LAM RESEARCH CORPLRCX10,105$734,6340.19%
135NIKE INCNKE11,394$726,1660.19%
136PARKE BANCORP INCPKBK38,448$724,3600.19%
137ENERGY TRANSFER L PET-PI37,266$692,9150.18%
138WENDYS CO95058W10047,165$690,1440.18%
139CNH INDL N VN2094410955,425$680,6190.18%
140COMCAST CORP NEWCCZ18,048$667,4910.17%
141CLOROX CO DELCLX4,468$662,5270.17%
142ARES CAPITAL CORPARCC29,836$661,1920.17%
143UBER TECHNOLOGIES INCUBER9,041$658,7270.17%
144MADISON SQUARE GRDN SPRT COR55825T1033,346$651,5330.17%
145SPDR SER TR78464A50812,651$646,3500.17%
146COCA COLA COKO8,913$638,6860.17%
147ISHARES TR4642872001,133$636,9340.17%
148VANGUARD INDEX FDS9229086113,404$634,2130.17%
149DRAFTKINGS INC NEWDKNG18,963$629,7610.16%
150PACKAGING CORP AMER6951561093,177$629,4740.16%
151TEGNA INC87901J10534,050$620,3910.16%
152CROWN CASTLE INCCCI5,708$598,1920.16%
153RITHM CAPITAL CORPRITM-PF50,900$582,8050.15%
154CUMMINS INCCMI1,825$572,0280.15%
155MELCO RESORTS AND ENTMNT LTD585464100105,627$556,6720.14%
156HARLEY DAVIDSON INCHOG21,775$549,8190.14%
157GENERAC HLDGS INCGNRC4,325$547,7610.14%
158FIDELITY COVINGTON TRUST3160925017,800$542,2560.14%
159PIMCO DYNAMIC INCOME OPRNTS69355M10739,000$541,3200.14%
160STARBUCKS CORPSBUX5,354$525,9160.14%
161PALANTIR TECHNOLOGIES INCPLTR6,050$510,6200.13%
162FIRST TR EXCH TRADED FD III33739N10810,000$504,2220.13%
163PPG INDS INC6935061074,569$502,9730.13%
164GE AEROSPACE3696043012,499$500,1770.13%
165ISHARES TR4642886794,526$499,9420.13%
166VIRTUS DIVERSIFIED INCM & CO92840N10024,700$494,0000.13%
167IRIDIUM COMMUNICATIONS INCIRDM17,950$490,3940.13%
168ILLUMINA INCILMN6,128$486,1960.13%
169INVESCO EXCH TRADED FD TR IIIVZ21,050$465,2050.12%
170SCHWAB STRATEGIC TR80852420120,957$462,7310.12%
171NORFOLK SOUTHN CORP6558441081,925$455,9360.12%
172BROWN FORMAN CORPBF-B13,372$453,8940.12%
173SMURFIT WESTROCK PLCSW10,000$450,6000.12%
174ATMOS ENERGY CORPATO2,851$443,1840.12%
175SALESFORCE INCCRM1,642$441,0760.11%
176BLUE OWL CAPITAL CORPORATIONOWL30,000$439,8000.11%
177INVESCO EXCHANGE TRADED FD TIVZ9,354$431,2860.11%
178BAIDU INCBAIDF4,665$429,3200.11%
179KEYCORP49326710826,687$426,7330.11%
180NORTHROP GRUMMAN CORPNOC830$425,1900.11%
181ETFIS SER TR I26923G82220,000$424,2000.11%
182BRISTOL-MYERS SQUIBB COCELG-RI6,873$419,1840.11%
183GLOBAL X FDS37954Y48324,500$407,4350.11%
184CORNING INCGLW8,634$395,2650.10%
185T-MOBILE US INCTMUSZ1,480$394,7310.10%
186AMERICAN ELEC PWR CO INC0255371013,516$384,1930.10%
187LINCOLN ELEC HLDGS INC5339001061,965$371,6990.10%
188CARRIER GLOBAL CORPORATIONCARR5,854$371,1440.10%
189DARDEN RESTAURANTS INCDRI1,775$368,7740.10%
190ISHARES TR4642875981,915$360,4040.09%
191VERTIV HOLDINGS COVRT4,925$355,5850.09%
192ISHARES TR46435G47413,273$355,5840.09%
193LIBERTY ALL STAR EQUITY FD53015810452,510$343,9450.09%
194ISHARES TR4642874574,156$343,8260.09%
195DEERE & CODE713$334,6470.09%
196SELECT SECTOR SPDR TR81369Y5063,515$329,0060.09%
197GRAYSCALE BITCOIN TRUST ETFGBTC5,000$325,8500.08%
198ISHARES TR4642873093,348$310,8460.08%
199ADAMS DIVERSIFIED EQUITY FD00621210416,360$310,6790.08%
200VISA INCV882$309,1660.08%
201OTIS WORLDWIDE CORPOTIS2,952$304,7440.08%
202PARKER-HANNIFIN CORPPH500$303,9250.08%
203SONOS INCSONO27,500$293,4250.08%
204CMS ENERGY CORPCMS-PC3,830$288,4550.08%
205TJX COS INC NEW8725401092,344$285,4990.07%
206STERIS PLCSTE1,248$282,8590.07%
207VANGUARD INDEX FDS922908736745$276,2610.07%
208FERGUSON ENTERPRISES INCFERG1,710$273,9930.07%
209CALAMOS ETF TR12811T72011,791$273,7870.07%
210ISHARES TR46434V6214,426$273,4460.07%
211SCHWAB STRATEGIC TR80852430010,600$265,4240.07%
212BOEING COBA-PA1,556$265,3760.07%
213DOLBY LABORATORIES INCDLB3,267$262,3730.07%
214INVESCO EXCHANGE TRADED FD TIVZ3,575$259,2940.07%
215CATERPILLAR INCCAT784$258,6680.07%
216ISHARES TR4642874812,200$258,4780.07%
217CLEVELAND-CLIFFS INC NEWCLF30,560$251,2600.07%
218STRYKER CORPORATIONSYK655$245,0560.06%
219CINCINNATI FINL CORP1720621011,652$244,0330.06%
220VANGUARD INDEX FDS9229087441,412$243,9490.06%
221ISHARES TR4642886877,935$243,8430.06%
222AON PLCAON608$242,6470.06%
223SHELL PLCRYDAF3,289$241,0870.06%
224GRIFFON CORPGFF3,301$236,0400.06%
225BP PLCBPPFF6,890$232,8200.06%
226FIFTH THIRD BANCORPFITBM5,638$221,0100.06%
227V F CORPVFC14,096$218,7790.06%
228VODAFONE GROUP PLC NEW92857W30822,981$215,3410.06%
229APPLIED MATLS INC0382221051,455$211,1500.05%
230FIRST TR EXCHNG TRADED FD VI33740F7557,000$207,8300.05%
231ALLSTATE CORPALL-PJ999$206,8630.05%
232SPDR DOW JONES INDL AVERAGE78467X109486$206,2750.05%
233PARAMOUNT GLOBAL92556H20616,977$203,0480.05%
234COLUMBIA ETF TR I19761L8544,422$202,3510.05%
235VANECK ETF TRUST92189F676955$202,2330.05%
236BANCO SANTANDER S.A.BCDRF25,946$173,8600.05%
237CARECLOUD INCCCLDO124,605$173,2010.05%
238FORD MTR CO34537086014,642$146,8590.04%
239UNDER ARMOUR INCUA19,480$121,7500.03%
240FIRST FNDTN INC32026V10411,771$61,0910.02%