13F HOLDINGS REPORT
MCDONALD PARTNERS LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004722
Total Value
$335.0M
Positions
223
Other Managers
0
Confidential Omitted
No
Holdings (223)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 31,917 | $16.5M | 4.94% |
| 2 | EATON CORP PLC | ETN | 38,700 | $14.5M | 4.32% |
| 3 | APPLE INC | AAPL | 46,935 | $12.0M | 3.57% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 30,955 | $9.8M | 2.91% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,824 | $9.5M | 2.82% |
| 6 | ORACLE CORP | ORCL-PD | 29,249 | $8.2M | 2.46% |
| 7 | VANGUARD INDEX FDS | 922908363 | 12,869 | $7.9M | 2.35% |
| 8 | RTX CORPORATION | RTX | 38,454 | $6.4M | 1.92% |
| 9 | PENTAIR PLC | PNR | 51,585 | $5.7M | 1.71% |
| 10 | NVIDIA CORPORATION | NVDA | 30,299 | $5.7M | 1.69% |
| 11 | BROADCOM INC | AVGO | 16,556 | $5.5M | 1.63% |
| 12 | ISHARES TR | 464287671 | 32,033 | $5.3M | 1.57% |
| 13 | SPDR S&P 500 ETF TR | SPY | 7,822 | $5.2M | 1.56% |
| 14 | AMGEN INC | AMGN | 17,671 | $5.0M | 1.49% |
| 15 | ABBVIE INC | ABBV | 19,589 | $4.5M | 1.35% |
| 16 | HONEYWELL INTL INC | 438516106 | 21,080 | $4.4M | 1.32% |
| 17 | CHEVRON CORP NEW | CVX | 26,931 | $4.2M | 1.25% |
| 18 | L3HARRIS TECHNOLOGIES INC | LHX | 13,517 | $4.1M | 1.23% |
| 19 | INTERNATIONAL BUSINESS MACHS | INTR | 14,540 | $4.1M | 1.22% |
| 20 | JOHNSON & JOHNSON | JNJ | 19,660 | $3.6M | 1.09% |
| 21 | HOME DEPOT INC | HD | 8,892 | $3.6M | 1.08% |
| 22 | TRACTOR SUPPLY CO | TSCO | 63,178 | $3.6M | 1.07% |
| 23 | CISCO SYS INC | CSCO | 49,762 | $3.4M | 1.02% |
| 24 | CRH PLC | CRH | 27,490 | $3.3M | 0.98% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 6,744 | $3.3M | 0.98% |
| 26 | MUELLER WTR PRODS INC | 624758108 | 126,100 | $3.2M | 0.96% |
| 27 | AMAZON COM INC | AMZN | 13,816 | $3.0M | 0.91% |
| 28 | GILEAD SCIENCES INC | GILD | 26,945 | $3.0M | 0.89% |
| 29 | PHILLIPS 66 | PSX | 21,943 | $3.0M | 0.89% |
| 30 | GOLDMAN SACHS GROUP INC | GSCE | 3,737 | $3.0M | 0.89% |
| 31 | SMUCKER J M CO | 832696405 | 26,955 | $2.9M | 0.87% |
| 32 | MARRIOTT INTL INC NEW | 571903202 | 11,234 | $2.9M | 0.87% |
| 33 | ADOBE INC | ADBE | 8,204 | $2.9M | 0.86% |
| 34 | LUMENTUM HLDGS INC | LITE | 17,435 | $2.8M | 0.85% |
| 35 | ALPHABET INC | GOOG | 11,512 | $2.8M | 0.84% |
| 36 | INVESCO QQQ TR | IVZ | 4,366 | $2.6M | 0.78% |
| 37 | CITIGROUP INC | C-PR | 25,260 | $2.6M | 0.77% |
| 38 | SPDR SERIES TRUST | 78464A409 | 24,023 | $2.5M | 0.75% |
| 39 | TEXAS INSTRS INC | 882508104 | 13,355 | $2.5M | 0.73% |
| 40 | EXXON MOBIL CORP | XOM | 21,224 | $2.4M | 0.71% |
| 41 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 39,054 | $2.2M | 0.67% |
| 42 | ACCENTURE PLC IRELAND | ACN | 8,768 | $2.2M | 0.65% |
| 43 | FERGUSON ENTERPRISES INC | FERG | 9,085 | $2.0M | 0.61% |
| 44 | PFIZER INC | PFE | 74,107 | $1.9M | 0.56% |
| 45 | US BANCORP DEL | USB-PS | 38,441 | $1.9M | 0.55% |
| 46 | HUNTINGTON BANCSHARES INC | HBANP | 106,914 | $1.8M | 0.55% |
| 47 | ROKU INC | ROKU | 18,325 | $1.8M | 0.55% |
| 48 | AT&T INC | T-PC | 64,258 | $1.8M | 0.54% |
| 49 | QUALCOMM INC | QCOM | 10,716 | $1.8M | 0.53% |
| 50 | XYLEM INC | XYL | 11,758 | $1.7M | 0.52% |
| 51 | ALPHABET INC | GOOG | 7,108 | $1.7M | 0.52% |
| 52 | HYSTER-YALE INC | HY | 46,545 | $1.7M | 0.51% |
| 53 | SIREN ETF TR | 829658301 | 21,903 | $1.7M | 0.50% |
| 54 | PROGRESSIVE CORP | 743315103 | 6,585 | $1.6M | 0.49% |
| 55 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 27,850 | $1.6M | 0.48% |
| 56 | CUMMINS INC | CMI | 3,757 | $1.6M | 0.47% |
| 57 | NORDSON CORP | NDSN | 6,950 | $1.6M | 0.47% |
| 58 | AMBARELLA INC | AMBA | 19,096 | $1.6M | 0.47% |
| 59 | VERIZON COMMUNICATIONS INC | VZ | 35,146 | $1.5M | 0.46% |
| 60 | CF BANKSHARES INC | CFBK | 64,151 | $1.5M | 0.46% |
| 61 | PEPSICO INC | PEP | 10,830 | $1.5M | 0.45% |
| 62 | ISHARES TR | 464287226 | 15,028 | $1.5M | 0.45% |
| 63 | FREEPORT-MCMORAN INC | FCX | 38,178 | $1.5M | 0.45% |
| 64 | NEXTERA ENERGY INC | NEE-PW | 19,327 | $1.5M | 0.44% |
| 65 | JOHNSON CTLS INTL PLC | G51502105 | 13,227 | $1.5M | 0.43% |
| 66 | ISHARES TR | 46429B697 | 14,690 | $1.4M | 0.42% |
| 67 | PNC FINL SVCS GROUP INC | 693475105 | 6,920 | $1.4M | 0.42% |
| 68 | CALAMOS ETF TR | 12811T571 | 50,000 | $1.4M | 0.41% |
| 69 | MOTOROLA SOLUTIONS INC | MSI | 2,922 | $1.3M | 0.40% |
| 70 | LAM RESEARCH CORP | LRCX | 9,955 | $1.3M | 0.40% |
| 71 | UNITEDHEALTH GROUP INC | UNH | 3,813 | $1.3M | 0.39% |
| 72 | GARTNER INC | IT | 4,850 | $1.3M | 0.38% |
| 73 | UNITED PARCEL SERVICE INC | UPS | 15,208 | $1.3M | 0.38% |
| 74 | NETFLIX INC | NFLX | 1,039 | $1.2M | 0.37% |
| 75 | META PLATFORMS INC | META | 1,649 | $1.2M | 0.36% |
| 76 | WD 40 CO | WDFC | 5,892 | $1.2M | 0.35% |
| 77 | DUPONT DE NEMOURS INC | DD | 14,490 | $1.1M | 0.34% |
| 78 | MERCK & CO INC | MRK | 13,431 | $1.1M | 0.34% |
| 79 | SILA REALTY TRUST INC | SILA | 44,806 | $1.1M | 0.34% |
| 80 | PHILIP MORRIS INTL INC | 718172109 | 6,852 | $1.1M | 0.33% |
| 81 | ABBOTT LABS | ABLZF | 8,130 | $1.1M | 0.33% |
| 82 | DISNEY WALT CO | 254687106 | 9,479 | $1.1M | 0.32% |
| 83 | MARATHON PETE CORP | MARA | 5,518 | $1.1M | 0.32% |
| 84 | AFLAC INC | AFL | 9,344 | $1.0M | 0.31% |
| 85 | ISHARES TR | 464287457 | 12,387 | $1.0M | 0.31% |
| 86 | PROCTER AND GAMBLE CO | 742718109 | 6,279 | $964,578 | 0.29% |
| 87 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,729 | $942,504 | 0.28% |
| 88 | JACOBS SOLUTIONS INC | J | 6,176 | $925,541 | 0.28% |
| 89 | APOLLO GLOBAL MGMT INC | 03769M106 | 6,873 | $915,966 | 0.27% |
| 90 | HERCULES CAPITAL INC | HCXY | 48,000 | $907,680 | 0.27% |
| 91 | SPDR INDEX SHS FDS | 78463X418 | 6,375 | $895,243 | 0.27% |
| 92 | BLACKSTONE INC | BX | 5,226 | $892,867 | 0.27% |
| 93 | WASTE MGMT INC DEL | 94106L109 | 4,019 | $887,356 | 0.26% |
| 94 | FIRST TR EXCH TRADED FD III | 33740J104 | 43,500 | $874,350 | 0.26% |
| 95 | WALMART INC | WMT | 8,223 | $847,199 | 0.25% |
| 96 | KEYCORP | 493267108 | 44,630 | $834,139 | 0.25% |
| 97 | PALANTIR TECHNOLOGIES INC | PLTR | 4,550 | $830,015 | 0.25% |
| 98 | U HAUL HOLDING COMPANY | UHAL-B | 14,525 | $828,950 | 0.25% |
| 99 | ELI LILLY & CO | LLY | 1,084 | $827,484 | 0.25% |
| 100 | ZOETIS INC | ZTS | 5,546 | $811,491 | 0.24% |
| 101 | CONOCOPHILLIPS | COP | 8,490 | $803,068 | 0.24% |
| 102 | MCDONALDS CORP | MCD | 2,628 | $799,690 | 0.24% |
| 103 | ISHARES TR | 464287242 | 7,078 | $788,984 | 0.24% |
| 104 | PARKE BANCORP INC | PKBK | 36,448 | $785,455 | 0.23% |
| 105 | SUNOCO LP/SUNOCO FIN CORP | SUN | 15,206 | $760,452 | 0.23% |
| 106 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 3,346 | $759,542 | 0.23% |
| 107 | CORNING INC | GLW | 9,134 | $749,264 | 0.22% |
| 108 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 14,600 | $745,184 | 0.22% |
| 109 | VERTIV HOLDINGS CO | VRT | 4,925 | $742,989 | 0.22% |
| 110 | GODADDY INC | GDDY | 5,375 | $735,463 | 0.22% |
| 111 | GENERAC HLDGS INC | GNRC | 4,325 | $724,005 | 0.22% |
| 112 | EMERSON ELEC CO | EMR | 5,443 | $713,525 | 0.21% |
| 113 | BANK AMERICA CORP | 060505104 | 13,696 | $706,632 | 0.21% |
| 114 | VANGUARD INDEX FDS | 922908611 | 3,383 | $706,104 | 0.21% |
| 115 | AMERICAN TOWER CORP NEW | 03027X100 | 3,667 | $705,216 | 0.21% |
| 116 | GRAINGER W W INC | 384802104 | 729 | $698,849 | 0.21% |
| 117 | GE AEROSPACE | 369604301 | 2,303 | $692,789 | 0.21% |
| 118 | SPDR SERIES TRUST | 78464A508 | 12,506 | $691,935 | 0.21% |
| 119 | ADVANCED MICRO DEVICES INC | AMD | 4,259 | $689,066 | 0.21% |
| 120 | CHUBB LIMITED | CB | 2,394 | $675,736 | 0.20% |
| 121 | ALIBABA GROUP HLDG LTD | BBAAY | 3,744 | $668,993 | 0.20% |
| 122 | BECTON DICKINSON & CO | BDX | 3,487 | $653,073 | 0.19% |
| 123 | COSTCO WHSL CORP NEW | 22160K105 | 702 | $652,514 | 0.19% |
| 124 | PACKAGING CORP AMER | 695156109 | 2,839 | $618,671 | 0.18% |
| 125 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 9,307 | $604,941 | 0.18% |
| 126 | VIRTUS DIVERSIFIED INCM & CO | 92840N100 | 24,700 | $595,270 | 0.18% |
| 127 | GENERAL DYNAMICS CORP | GD | 1,706 | $582,411 | 0.17% |
| 128 | RITHM CAPITAL CORP | RITM-PF | 50,900 | $579,751 | 0.17% |
| 129 | NORFOLK SOUTHN CORP | 655844108 | 1,900 | $570,782 | 0.17% |
| 130 | BLACKROCK INC | BLK | 486 | $569,379 | 0.17% |
| 131 | ISHARES TR | 464287200 | 849 | $568,239 | 0.17% |
| 132 | HARLEY DAVIDSON INC | HOG | 20,325 | $567,068 | 0.17% |
| 133 | ILLUMINA INC | ILMN | 5,953 | $565,364 | 0.17% |
| 134 | SCHWAB STRATEGIC TR | 808524201 | 20,957 | $552,007 | 0.16% |
| 135 | PIMCO DYNAMIC INCOME OPRNTS | 69355M107 | 39,000 | $550,680 | 0.16% |
| 136 | LINDE PLC | LIN | 1,133 | $539,479 | 0.16% |
| 137 | LOWES COS INC | 548661107 | 2,124 | $533,910 | 0.16% |
| 138 | ARES CAPITAL CORP | ARCC | 26,034 | $531,361 | 0.16% |
| 139 | FIRST TR EXCH TRADED FD III | 33739N108 | 10,000 | $507,016 | 0.15% |
| 140 | ISHARES TR | 464288679 | 4,500 | $497,205 | 0.15% |
| 141 | VISA INC | V | 1,454 | $496,524 | 0.15% |
| 142 | FIDELITY COVINGTON TRUST | 316092501 | 6,500 | $496,210 | 0.15% |
| 143 | ANALOG DEVICES INC | ADI | 2,018 | $496,145 | 0.15% |
| 144 | CNH INDL N V | N20944109 | 44,165 | $479,192 | 0.14% |
| 145 | CROWDSTRIKE HLDGS INC | CRWD | 961 | $471,258 | 0.14% |
| 146 | INVESCO EXCH TRADED FD TR II | IVZ | 21,050 | $468,174 | 0.14% |
| 147 | VANGUARD INDEX FDS | 922908744 | 2,507 | $467,593 | 0.14% |
| 148 | ILLINOIS TOOL WKS INC | 452308109 | 1,781 | $464,444 | 0.14% |
| 149 | AUTOMATIC DATA PROCESSING IN | ADP | 1,579 | $463,656 | 0.14% |
| 150 | TEGNA INC | 87901J105 | 21,945 | $446,142 | 0.13% |
| 151 | SHERWIN WILLIAMS CO | SHW | 1,265 | $438,999 | 0.13% |
| 152 | ETFIS SER TR I | 26923G822 | 20,000 | $434,200 | 0.13% |
| 153 | ALPS ETF TR | 00162Q452 | 9,200 | $431,756 | 0.13% |
| 154 | VANGUARD INTL EQUITY INDEX F | 922042858 | 7,965 | $431,569 | 0.13% |
| 155 | CARDINAL HEALTH INC | CAH | 2,713 | $425,833 | 0.13% |
| 156 | LINCOLN ELEC HLDGS INC | 533900106 | 1,798 | $424,024 | 0.13% |
| 157 | GLOBAL X FDS | 37954Y483 | 24,500 | $416,745 | 0.12% |
| 158 | SONOS INC | SONO | 26,200 | $413,960 | 0.12% |
| 159 | AMERICAN ELEC PWR CO INC | 025537101 | 3,476 | $391,054 | 0.12% |
| 160 | CARECLOUD INC | CCLDO | 121,111 | $388,766 | 0.12% |
| 161 | COCA COLA CO | KO | 5,785 | $383,675 | 0.11% |
| 162 | BLUE OWL CAPITAL CORPORATION | OWL | 30,000 | $383,100 | 0.11% |
| 163 | UNION PAC CORP | UNP | 1,614 | $382,537 | 0.11% |
| 164 | ADAMS DIVERSIFIED EQUITY FD | 006212104 | 17,079 | $380,865 | 0.11% |
| 165 | VANGUARD INDEX FDS | 922908629 | 1,295 | $380,431 | 0.11% |
| 166 | ISHARES TR | 464287598 | 1,850 | $376,642 | 0.11% |
| 167 | ISHARES TR | 46435G474 | 13,265 | $368,502 | 0.11% |
| 168 | AIR PRODS & CHEMS INC | AIIR | 1,328 | $363,201 | 0.11% |
| 169 | VANGUARD INDEX FDS | 922908736 | 752 | $360,667 | 0.11% |
| 170 | DEERE & CO | DE | 788 | $360,321 | 0.11% |
| 171 | CALAMOS ETF TR | 12811T720 | 12,526 | $358,243 | 0.11% |
| 172 | ISHARES TR | 464287655 | 1,467 | $355,352 | 0.11% |
| 173 | T-MOBILE US INC | TMUSZ | 1,480 | $354,286 | 0.11% |
| 174 | MEDTRONIC PLC | MDT | 3,677 | $350,584 | 0.10% |
| 175 | LIBERTY ALL STAR EQUITY FD | 530158104 | 55,147 | $349,632 | 0.10% |
| 176 | PALO ALTO NETWORKS INC | PANW | 1,686 | $343,300 | 0.10% |
| 177 | PARKER-HANNIFIN CORP | PH | 452 | $342,684 | 0.10% |
| 178 | TJX COS INC NEW | 872540109 | 2,344 | $338,802 | 0.10% |
| 179 | DARDEN RESTAURANTS INC | DRI | 1,775 | $337,889 | 0.10% |
| 180 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,845 | $336,231 | 0.10% |
| 181 | CARRIER GLOBAL CORPORATION | CARR | 5,554 | $331,574 | 0.10% |
| 182 | VANGUARD INDEX FDS | 922908595 | 1,110 | $330,358 | 0.10% |
| 183 | STARBUCKS CORP | SBUX | 3,783 | $320,056 | 0.10% |
| 184 | CATERPILLAR INC | CAT | 667 | $318,261 | 0.09% |
| 185 | VANGUARD INDEX FDS | 922908751 | 1,240 | $315,342 | 0.09% |
| 186 | REALTY INCOME CORP | O | 5,157 | $313,809 | 0.09% |
| 187 | MONDELEZ INTL INC | 609207105 | 5,020 | $313,687 | 0.09% |
| 188 | IRIDIUM COMMUNICATIONS INC | IRDM | 17,950 | $313,410 | 0.09% |
| 189 | ISHARES TR | 464287481 | 2,200 | $313,302 | 0.09% |
| 190 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 6,823 | $307,717 | 0.09% |
| 191 | COLUMBIA ETF TR I | 19761L854 | 6,526 | $304,662 | 0.09% |
| 192 | FIRST TR EXCHNG TRADED FD VI | 33740U729 | 11,500 | $297,850 | 0.09% |
| 193 | WEC ENERGY GROUP INC | WEC | 2,595 | $297,112 | 0.09% |
| 194 | AMERICAN WTR WKS CO INC NEW | 030420103 | 2,075 | $288,980 | 0.09% |
| 195 | APPLIED MATLS INC | 038222105 | 1,405 | $287,661 | 0.09% |
| 196 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,575 | $278,056 | 0.08% |
| 197 | FACTSET RESH SYS INC | 303075105 | 958 | $275,622 | 0.08% |
| 198 | NIKE INC | NKE | 3,849 | $268,449 | 0.08% |
| 199 | VANECK ETF TRUST | 92189F676 | 808 | $263,947 | 0.08% |
| 200 | INTUIT | INTU | 386 | $263,606 | 0.08% |
| 201 | VANGUARD INDEX FDS | 922908769 | 797 | $261,562 | 0.08% |
| 202 | S&P GLOBAL INC | SPGI | 534 | $260,923 | 0.08% |
| 203 | STERIS PLC | STE | 1,040 | $257,338 | 0.08% |
| 204 | OTIS WORLDWIDE CORP | OTIS | 2,789 | $255,007 | 0.08% |
| 205 | FIFTH THIRD BANCORP | FITBM | 5,638 | $251,173 | 0.07% |
| 206 | ISHARES TR | 464288687 | 7,935 | $250,905 | 0.07% |
| 207 | DELL TECHNOLOGIES INC | DELL | 1,739 | $246,540 | 0.07% |
| 208 | COMCAST CORP NEW | CCZ | 7,756 | $243,691 | 0.07% |
| 209 | DOLBY LABORATORIES INC | DLB | 3,267 | $236,436 | 0.07% |
| 210 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 7,000 | $233,940 | 0.07% |
| 211 | INVESTMENT MANAGERS SER TR I | 30254T577 | 6,500 | $232,965 | 0.07% |
| 212 | FS KKR CAP CORP | FSK | 15,585 | $232,683 | 0.07% |
| 213 | CMS ENERGY CORP | CMS-PC | 3,170 | $232,197 | 0.07% |
| 214 | CONSTELLATION BRANDS INC | STZ | 1,683 | $226,879 | 0.07% |
| 215 | SCHWAB STRATEGIC TR | 808524870 | 8,393 | $226,191 | 0.07% |
| 216 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 2,500 | $224,425 | 0.07% |
| 217 | CONSTELLATION ENERGY CORP | CEG | 664 | $218,687 | 0.07% |
| 218 | SCHWAB STRATEGIC TR | 808524300 | 6,800 | $216,988 | 0.06% |
| 219 | AON PLC | AON | 608 | $216,801 | 0.06% |
| 220 | LAS VEGAS SANDS CORP | LVS | 3,927 | $211,267 | 0.06% |
| 221 | ISHARES TR | 464287804 | 1,708 | $202,963 | 0.06% |
| 222 | FORD MTR CO | 345370860 | 11,391 | $136,236 | 0.04% |
| 223 | VODAFONE GROUP PLC NEW | 92857W308 | 11,203 | $129,955 | 0.04% |