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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 Q2 2025 · Filed August 12, 2025 · Accession 0001172661-25-003063

Total Value
$417.1M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT45,217$22.5M5.40%
2EATON CORP PLCETN39,689$14.2M3.40%
3APPLE INCAAPL68,321$14.0M3.36%
4JPMORGAN CHASE & CO.VYLD37,673$10.9M2.62%
5BERKSHIRE HATHAWAY INC DELBRK-A18,967$9.2M2.21%
6RTX CORPORATIONRTX49,936$7.3M1.75%
7VANGUARD INDEX FDS92290836312,572$7.1M1.71%
8ORACLE CORPORCL-PD32,018$7.0M1.68%
9NVIDIA CORPORATIONNVDA43,690$6.9M1.66%
10BROADCOM INCAVGO24,515$6.8M1.62%
11AMGEN INCAMGN21,136$5.9M1.42%
12AMAZON COM INCAMZN25,979$5.7M1.37%
13HONEYWELL INTL INC43851610623,770$5.5M1.33%
14PENTAIR PLCPNR53,119$5.5M1.31%
15INTERNATIONAL BUSINESS MACHSINTR17,828$5.3M1.26%
16EXXON MOBIL CORPXOM45,962$5.0M1.19%
17ISHARES TR46428767132,033$4.8M1.16%
18SPDR S&P 500 ETF TRSPY7,780$4.8M1.15%
19CISCO SYS INCCSCO68,944$4.8M1.15%
20CHEVRON CORP NEWCVX32,843$4.7M1.13%
21ALPHABET INCGOOG25,969$4.6M1.11%
22META PLATFORMS INCMETA6,213$4.6M1.10%
23L3HARRIS TECHNOLOGIES INCLHX17,160$4.3M1.04%
24ABBVIE INCABBV22,916$4.3M1.02%
25JOHNSON & JOHNSONJNJ27,314$4.2M1.00%
26PHILLIPS 66PSX32,073$3.8M0.92%
27SMUCKER J M CO83269640537,712$3.7M0.89%
28TEXAS INSTRS INC88250810417,710$3.7M0.88%
29HOME DEPOT INCHD9,898$3.6M0.87%
30SHERWIN WILLIAMS COSHW10,391$3.6M0.86%
31VERIZON COMMUNICATIONS INCVZ79,370$3.4M0.82%
32TRACTOR SUPPLY COTSCO62,514$3.3M0.79%
33ACCENTURE PLC IRELANDACN10,691$3.2M0.77%
34ADOBE INCADBE8,264$3.2M0.77%
35MARRIOTT INTL INC NEW57190320211,459$3.1M0.75%
36PFIZER INCPFE116,796$2.8M0.68%
37WALMART INCWMT28,560$2.8M0.67%
38GOLDMAN SACHS GROUP INCGSCE3,932$2.8M0.67%
39THERMO FISHER SCIENTIFIC INCTMO6,744$2.7M0.66%
40MUELLER WTR PRODS INC624758108110,970$2.7M0.64%
41GILEAD SCIENCES INCGILD23,167$2.6M0.62%
42NEXTERA ENERGY INCNEE-PW35,629$2.5M0.59%
43US BANCORP DELUSB-PS54,734$2.5M0.59%
44INVESCO QQQ TRIVZ4,487$2.5M0.59%
45AFLAC INCAFL23,255$2.5M0.59%
46PEPSICO INCPEP18,396$2.4M0.58%
47PROGRESSIVE CORP7433151038,953$2.4M0.57%
48CHUBB LIMITEDCB8,187$2.4M0.57%
49BANK AMERICA CORP06050510449,491$2.3M0.56%
50XYLEM INCXYL17,166$2.2M0.53%
51COSTCO WHSL CORP NEW22160K1052,173$2.2M0.52%
52ABBOTT LABSABLZF15,987$2.2M0.52%
53SPDR SERIES TRUST78464A40922,408$2.1M0.51%
54DISNEY WALT CO25468710617,123$2.1M0.51%
55ANALOG DEVICES INCADI8,840$2.1M0.51%
56GRAINGER W W INC3848021041,993$2.1M0.51%
57UNITED PARCEL SERVICE INCUPS20,394$2.1M0.49%
58J P MORGAN EXCHANGE TRADED F46641Q33236,070$2.1M0.49%
59EMERSON ELEC COEMR14,938$2.0M0.48%
60CITIGROUP INCC-PR23,159$2.0M0.47%
61GARTNER INCIT4,825$2.0M0.47%
62LAS VEGAS SANDS CORPLVS44,251$1.9M0.46%
63JOHNSON CTLS INTL PLCG5150210518,212$1.9M0.46%
64ADVANCED MICRO DEVICES INCAMD13,014$1.8M0.44%
65AT&T INCT-PC62,977$1.8M0.44%
66CONOCOPHILLIPSCOP20,192$1.8M0.44%
67HYSTER-YALE INCHY45,469$1.8M0.43%
68BLACKROCK INCBLK1,688$1.8M0.43%
69PROCTER AND GAMBLE CO74271810911,180$1.8M0.43%
70LOWES COS INC5486611077,791$1.7M0.42%
71LINDE PLCLIN3,654$1.7M0.41%
72MCDONALDS CORPMCD5,831$1.7M0.41%
73GENERAL DYNAMICS CORPGD5,640$1.7M0.40%
74LUMENTUM HLDGS INCLITE17,460$1.7M0.40%
75AMERICAN TOWER CORP NEW03027X1007,304$1.6M0.39%
76QUALCOMM INCQCOM10,181$1.6M0.39%
77SIREN ETF TR82965830122,183$1.6M0.38%
78ROKU INCROKU18,100$1.6M0.38%
79J P MORGAN EXCHANGE TRADED F46654Q20329,197$1.6M0.38%
80HUNTINGTON BANCSHARES INCHBANP93,707$1.6M0.38%
81CF BANKSHARES INCCFBK64,151$1.5M0.37%
82ALPHABET INCGOOG8,261$1.5M0.35%
83CROWDSTRIKE HLDGS INCCRWD2,818$1.4M0.34%
84AIR PRODS & CHEMS INCAIIR4,969$1.4M0.34%
85NORDSON CORPNDSN6,550$1.4M0.34%
86NETFLIX INCNFLX1,039$1.4M0.33%
87ISHARES TR46429B69714,625$1.4M0.33%
88AUTOMATIC DATA PROCESSING INADP4,350$1.4M0.33%
89WD 40 COWDFC5,917$1.3M0.32%
90CUMMINS INCCMI4,120$1.3M0.32%
91ISHARES TR46428722613,600$1.3M0.32%
92PNC FINL SVCS GROUP INC6934751057,126$1.3M0.32%
93ILLINOIS TOOL WKS INC4523081095,237$1.3M0.31%
94FREEPORT-MCMORAN INCFCX30,085$1.3M0.31%
95AMBARELLA INCAMBA19,246$1.3M0.30%
96MEDTRONIC PLCMDT14,395$1.3M0.30%
97PHILIP MORRIS INTL INC7181721096,904$1.3M0.30%
98MOTOROLA SOLUTIONS INCMSI2,947$1.2M0.30%
99MONDELEZ INTL INC60920710517,511$1.2M0.28%
100S&P GLOBAL INCSPGI2,218$1.2M0.28%
101FACTSET RESH SYS INC3030751052,589$1.2M0.28%
102UNITEDHEALTH GROUP INCUNH3,698$1.2M0.28%
103MERCK & CO INCMRK14,717$1.2M0.28%
104DUPONT DE NEMOURS INCDD16,807$1.2M0.28%
105SILA REALTY TRUST INCSILA48,496$1.1M0.28%
106LOCKHEED MARTIN CORPLMT2,392$1.1M0.27%
107HSBC HLDGS PLCHBCYF18,334$1.1M0.27%
108ALIBABA GROUP HLDG LTDBBAAY9,662$1.1M0.26%
109PAYCHEX INCPAYX7,497$1.1M0.26%
110ISHARES TR4642876555,027$1.1M0.26%
111FERGUSON ENTERPRISES INCFERG4,935$1.1M0.26%
112CONSTELLATION BRANDS INCSTZ6,344$1.0M0.25%
113BECTON DICKINSON & COBDX5,829$1.0M0.24%
114APOLLO GLOBAL MGMT INC03769M1067,021$996,0710.24%
115EVERSOURCE ENERGYES15,507$990,2280.24%
116LAM RESEARCH CORPLRCX9,955$969,0220.23%
117ISHARES TR46428745711,683$968,0530.23%
118GODADDY INCGDDY5,375$967,8230.23%
119COLGATE PALMOLIVE COCL10,548$963,7420.23%
120MARATHON PETE CORPMARA5,706$947,9560.23%
121WASTE MGMT INC DEL94106L1094,116$942,2440.23%
122WEC ENERGY GROUP INCWEC8,573$898,2790.22%
123U HAUL HOLDING COMPANYUHAL-B14,825$897,8010.22%
124ALPS ETF TR00162Q45218,178$888,4060.21%
125HERCULES CAPITAL INCHCXY48,000$877,4400.21%
126FIRST TR EXCH TRADED FD III33740J10443,500$874,3500.21%
127LAS VEGAS SANDS CORPLVS20,000$870,2000.21%
128ZOETIS INCZTS5,522$861,2680.21%
129SPDR INDEX SHS FDS78463X4186,375$859,8390.21%
130UBER TECHNOLOGIES INCUBER9,001$839,8020.20%
131UNION PAC CORPUNP3,611$837,0470.20%
132MPLX LPMPLXP16,248$837,0440.20%
133SUNOCO LP/SUNOCO FIN CORPSUN15,506$831,0100.20%
134DRAFTKINGS INC NEWDKNG19,283$827,0510.20%
135PALANTIR TECHNOLOGIES INCPLTR6,050$824,7360.20%
136VANGUARD TAX-MANAGED FDS92194385814,249$812,3650.19%
137JACOBS SOLUTIONS INCJ6,176$811,8440.19%
138BLACKSTONE INCBX5,299$792,8510.19%
139AMERICAN WTR WKS CO INC NEW0304201035,557$779,1090.19%
140ISHARES TR4642872427,078$775,8200.19%
141J P MORGAN EXCHANGE TRADED F46641Q65414,600$743,4320.18%
142PARKE BANCORP INCPKBK36,448$742,4450.18%
143CNH INDL N VN2094410955,825$723,4920.17%
144NIKE INCNKE10,078$718,8340.17%
145ISHARES TR4642872001,133$703,8160.17%
146MADISON SQUARE GRDN SPRT COR55825T1033,346$699,1490.17%
147SPDR SERIES TRUST78464A50813,348$698,8740.17%
148COMCAST CORP NEWCCZ18,634$666,5480.16%
149MELCO RESORTS AND ENTMNT LTD58546410092,086$665,8010.16%
150VANGUARD INDEX FDS9229086113,404$663,9020.16%
151CROWN CASTLE INCCCI6,411$662,3080.16%
152ARES CAPITAL CORPARCC29,881$656,2360.16%
153GE AEROSPACE3696043012,506$645,0240.15%
154ENERGY TRANSFER L PET-PI35,192$638,1630.15%
155VERTIV HOLDINGS COVRT4,925$632,4290.15%
156GENERAC HLDGS INCGNRC4,325$619,3940.15%
157RITHM CAPITAL CORPRITM-PF50,900$574,6610.14%
158CLOROX CO DELCLX4,724$571,4650.14%
159ILLUMINA INCILMN5,953$567,9850.14%
160VIRTUS DIVERSIFIED INCM & CO92840N10024,700$565,3830.14%
161PPG INDS INC6935061074,928$563,8480.14%
162KEYCORP49326710831,781$553,6440.13%
163COCA COLA COKO7,688$544,2600.13%
164IRIDIUM COMMUNICATIONS INCIRDM17,950$541,5660.13%
165INVESCO EXCHANGE TRADED FD TIVZ10,341$539,9320.13%
166ELI LILLY & COLLY689$537,0970.13%
167PACKAGING CORP AMER6951561092,837$534,9820.13%
168PIMCO DYNAMIC INCOME OPRNTS69355M10739,000$525,7200.13%
169WENDYS CO95058W10045,654$521,4800.13%
170SCHWAB STRATEGIC TR80852420120,957$512,1890.12%
171STARBUCKS CORPSBUX5,461$501,3340.12%
172ISHARES TR4642886794,526$499,7600.12%
173FIRST TR EXCH TRADED FD III33739N10810,000$498,2000.12%
174NORFOLK SOUTHN CORP6558441081,925$492,7450.12%
175HARLEY DAVIDSON INCHOG20,825$491,4700.12%
176TARGET CORPTGT4,899$485,4060.12%
177FIDELITY COVINGTON TRUST3160925016,500$481,2600.12%
178CORNING INCGLW9,134$480,3590.12%
179SALESFORCE INCCRM1,745$476,7520.11%
180INVESCO EXCH TRADED FD TR IIIVZ21,050$455,5220.11%
181ATMOS ENERGY CORPATO2,831$438,7340.11%
182J P MORGAN EXCHANGE TRADED F46654Q7247,000$438,0600.11%
183BLUE OWL CAPITAL CORPORATIONOWL30,000$430,2000.10%
184CARRIER GLOBAL CORPORATIONCARR5,854$428,4650.10%
185GRAYSCALE BITCOIN TRUST ETFGBTC5,000$424,1500.10%
186NORTHROP GRUMMAN CORPNOC833$416,7220.10%
187ETFIS SER TR I26923G82220,000$416,6000.10%
188GLOBAL X FDS37954Y48324,500$409,6400.10%
189LINCOLN ELEC HLDGS INC5339001061,965$407,3830.10%
190DARDEN RESTAURANTS INCDRI1,775$386,8990.09%
191TEGNA INC87901J10523,050$386,3180.09%
192BOEING COBA-PA1,796$376,3150.09%
193VANGUARD INTL EQUITY INDEX F9220428587,595$375,6820.09%
194ISHARES TR4642875981,915$372,0310.09%
195LIBERTY ALL STAR EQUITY FD53015810453,682$365,5800.09%
196ADAMS DIVERSIFIED EQUITY FD00621210416,729$363,1880.09%
197DEERE & CODE713$362,5530.09%
198VANGUARD INDEX FDS9229086291,289$360,8450.09%
199AMERICAN ELEC PWR CO INC0255371013,476$360,6710.09%
200ISHARES TR46435G47413,265$360,0120.09%
201T-MOBILE US INCTMUSZ1,480$352,6280.08%
202BAIDU INCBAIDF4,088$350,5870.08%
203VANGUARD INDEX FDS9229087511,452$344,3000.08%
204CALAMOS ETF TR12811T72012,526$338,8670.08%
205BROWN FORMAN CORPBF-B12,510$336,6900.08%
206VANGUARD INDEX FDS922908736748$327,9220.08%
207SMURFIT WESTROCK PLCSW7,500$323,6250.08%
208BRISTOL-MYERS SQUIBB COCELG-RI6,873$318,1530.08%
209PARKER-HANNIFIN CORPPH452$315,7090.08%
210SCHWAB STRATEGIC TR80852430010,600$309,6260.07%
211ISHARES TR4642874812,200$305,0960.07%
212GE VERNOVA INCGEV566$299,4990.07%
213OTIS WORLDWIDE CORPOTIS2,947$291,8830.07%
214SONOS INCSONO26,900$290,7890.07%
215TJX COS INC NEW8725401092,344$289,4600.07%
216VISA INCV805$285,9040.07%
217CARECLOUD INCCCLDO121,111$285,8220.07%
218INVESCO EXCHANGE TRADED FD TIVZ3,575$272,1060.07%
219CATERPILLAR INCCAT698$271,1420.07%
220CMS ENERGY CORPCMS-PC3,863$268,5940.06%
221VANECK ETF TRUST92189F676951$265,5820.06%
222ISHARES TR4642873092,348$258,5790.06%
223APPLIED MATLS INC0382221051,405$257,2150.06%
224STRYKER CORPORATIONSYK646$256,5970.06%
225ISHARES TR46434V6213,926$251,0360.06%
226STERIS PLCSTE1,040$249,8290.06%
227VANGUARD INDEX FDS9229087441,412$249,5980.06%
228ISHARES TR4642886877,935$243,4460.06%
229DOLBY LABORATORIES INCDLB3,267$242,6080.06%
230GRIFFON CORPGFF3,310$239,5530.06%
231FS KKR CAP CORPFSK11,503$238,6870.06%
232VANGUARD INDEX FDS922908769774$235,2430.06%
233VANGUARD INDEX FDS922908595846$234,2920.06%
234FIFTH THIRD BANCORPFITBM5,638$231,8910.06%
235SHELL PLCRYDAF3,293$231,8610.06%
236FIRST TR EXCHNG TRADED FD VI33740F7557,000$222,6000.05%
237INVESTMENT MANAGERS SER TR I30254T5776,500$220,9760.05%
238DELL TECHNOLOGIES INCDELL1,795$220,0810.05%
239BANCO SANTANDER S.A.BCDRF26,200$217,4820.05%
240AON PLCAON608$216,9100.05%
241ECOLAB INCECL772$209,4450.05%
242TESLA INCTSLA650$206,4820.05%
243VODAFONE GROUP PLC NEW92857W30814,878$158,6000.04%
244PARAMOUNT GLOBAL92556H20612,139$156,5940.04%
245CLEVELAND-CLIFFS INC NEWCLF19,952$151,6710.04%
246V F CORPVFC12,664$148,8170.04%
247FORD MTR CO34537086013,201$143,2330.03%
248ISHARES TR46428822410,284$134,8490.03%
249UNDER ARMOUR INCUA19,480$133,0490.03%