13F HOLDINGS REPORT
MCDONALD PARTNERS LLC
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001172661-26-000422
Total Value
$317.5M
Positions
204
Other Managers
0
Confidential Omitted
No
Holdings (204)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 29,741 | $14.4M | 4.53% |
| 2 | EATON CORP PLC | ETN | 37,083 | $11.8M | 3.72% |
| 3 | APPLE INC | AAPL | 42,805 | $11.6M | 3.67% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 29,368 | $9.5M | 2.98% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,196 | $9.1M | 2.88% |
| 6 | VANGUARD INDEX FDS | 922908363 | 13,003 | $8.2M | 2.57% |
| 7 | RTX CORPORATION | RTX | 39,467 | $7.2M | 2.28% |
| 8 | LUMENTUM HLDGS INC | LITE | 16,820 | $6.2M | 1.95% |
| 9 | SPDR S&P 500 ETF TR | SPY | 8,345 | $5.7M | 1.79% |
| 10 | PENTAIR PLC | PNR | 53,619 | $5.6M | 1.76% |
| 11 | NVIDIA CORPORATION | NVDA | 29,685 | $5.5M | 1.74% |
| 12 | ISHARES TR | 464287671 | 32,033 | $5.4M | 1.69% |
| 13 | ORACLE CORP | ORCL-PD | 27,192 | $5.3M | 1.67% |
| 14 | AMGEN INC | AMGN | 16,069 | $5.3M | 1.66% |
| 15 | BROADCOM INC | AVGO | 14,937 | $5.2M | 1.63% |
| 16 | ABBVIE INC | ABBV | 19,967 | $4.6M | 1.44% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 13,451 | $4.0M | 1.26% |
| 18 | CRH PLC | CRH | 31,190 | $3.9M | 1.23% |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 6,579 | $3.8M | 1.20% |
| 20 | HONEYWELL INTL INC | 438516106 | 19,486 | $3.8M | 1.20% |
| 21 | L3HARRIS TECHNOLOGIES INC | LHX | 12,380 | $3.6M | 1.15% |
| 22 | MUELLER WTR PRODS INC | 624758108 | 152,245 | $3.6M | 1.14% |
| 23 | MARRIOTT INTL INC NEW | 571903202 | 11,463 | $3.6M | 1.12% |
| 24 | GILEAD SCIENCES INC | GILD | 28,296 | $3.5M | 1.09% |
| 25 | CISCO SYS INC | CSCO | 44,386 | $3.4M | 1.08% |
| 26 | JOHNSON & JOHNSON | JNJ | 16,479 | $3.4M | 1.07% |
| 27 | GOLDMAN SACHS GROUP INC | GSCE | 3,813 | $3.4M | 1.06% |
| 28 | CHEVRON CORP NEW | CVX | 21,515 | $3.3M | 1.03% |
| 29 | TRACTOR SUPPLY CO | TSCO | 60,975 | $3.0M | 0.96% |
| 30 | CITIGROUP INC | C-PR | 26,035 | $3.0M | 0.96% |
| 31 | ADOBE INC | ADBE | 7,892 | $2.8M | 0.87% |
| 32 | PROGRESSIVE CORP | 743315103 | 12,067 | $2.7M | 0.87% |
| 33 | AMAZON COM INC | AMZN | 11,031 | $2.5M | 0.80% |
| 34 | INVESCO QQQ TR | IVZ | 4,054 | $2.5M | 0.78% |
| 35 | SMUCKER J M CO | 832696405 | 24,837 | $2.4M | 0.77% |
| 36 | SPDR SERIES TRUST | 78464A409 | 22,166 | $2.4M | 0.74% |
| 37 | PFIZER INC | PFE | 94,826 | $2.4M | 0.74% |
| 38 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 40,962 | $2.3M | 0.74% |
| 39 | PHILLIPS 66 | PSX | 18,064 | $2.3M | 0.73% |
| 40 | HOME DEPOT INC | HD | 6,646 | $2.3M | 0.72% |
| 41 | ALPHABET INC | GOOG | 7,210 | $2.3M | 0.71% |
| 42 | EXXON MOBIL CORP | XOM | 18,581 | $2.2M | 0.70% |
| 43 | ALPHABET INC | GOOG | 6,985 | $2.2M | 0.69% |
| 44 | CUMMINS INC | CMI | 4,269 | $2.2M | 0.69% |
| 45 | HUNTINGTON BANCSHARES INC | HBANP | 121,214 | $2.1M | 0.66% |
| 46 | RPM INTL INC | 749685103 | 19,650 | $2.0M | 0.64% |
| 47 | TEXAS INSTRS INC | 882508104 | 11,555 | $2.0M | 0.63% |
| 48 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 33,959 | $2.0M | 0.62% |
| 49 | FREEPORT-MCMORAN INC | FCX | 38,608 | $2.0M | 0.62% |
| 50 | ACCENTURE PLC IRELAND | ACN | 7,281 | $2.0M | 0.62% |
| 51 | ROKU INC | ROKU | 17,700 | $1.9M | 0.60% |
| 52 | QUALCOMM INC | QCOM | 10,352 | $1.8M | 0.56% |
| 53 | US BANCORP DEL | USB-PS | 32,733 | $1.7M | 0.55% |
| 54 | ISHARES TR | 464287226 | 17,362 | $1.7M | 0.55% |
| 55 | FERGUSON ENTERPRISES INC | FERG | 7,685 | $1.7M | 0.54% |
| 56 | LAM RESEARCH CORP | LRCX | 9,900 | $1.7M | 0.53% |
| 57 | NORDSON CORP | NDSN | 6,925 | $1.7M | 0.52% |
| 58 | SIREN ETF TR | 829658301 | 20,729 | $1.6M | 0.50% |
| 59 | JOHNSON CTLS INTL PLC | G51502105 | 12,948 | $1.6M | 0.49% |
| 60 | MERCK & CO INC | MRK | 14,231 | $1.5M | 0.47% |
| 61 | PNC FINL SVCS GROUP INC | 693475105 | 7,165 | $1.5M | 0.47% |
| 62 | CF BANKSHARES INC | CFBK | 59,427 | $1.5M | 0.47% |
| 63 | CALAMOS ETF TR | 12811T571 | 55,000 | $1.5M | 0.46% |
| 64 | UNITED PARCEL SERVICE INC | UPS | 14,519 | $1.4M | 0.45% |
| 65 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 26,229 | $1.4M | 0.45% |
| 66 | ISHARES TR | 46429B697 | 14,500 | $1.4M | 0.43% |
| 67 | XYLEM INC | XYL | 9,818 | $1.3M | 0.42% |
| 68 | AMBARELLA INC | AMBA | 18,521 | $1.3M | 0.41% |
| 69 | KEYCORP | 493267108 | 59,920 | $1.2M | 0.39% |
| 70 | HYSTER-YALE INC | HY | 40,370 | $1.2M | 0.38% |
| 71 | AT&T INC | T-PC | 47,460 | $1.2M | 0.37% |
| 72 | GARTNER INC | IT | 4,640 | $1.2M | 0.37% |
| 73 | PEPSICO INC | PEP | 8,103 | $1.2M | 0.37% |
| 74 | NETFLIX INC | NFLX | 11,975 | $1.1M | 0.35% |
| 75 | WD 40 CO | WDFC | 5,667 | $1.1M | 0.35% |
| 76 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 16,499 | $1.1M | 0.35% |
| 77 | NEXTERA ENERGY INC | NEE-PW | 13,581 | $1.1M | 0.34% |
| 78 | VANGUARD TAX-MANAGED FDS | 921943858 | 17,190 | $1.1M | 0.34% |
| 79 | MOTOROLA SOLUTIONS INC | MSI | 2,790 | $1.1M | 0.34% |
| 80 | PHILIP MORRIS INTL INC | 718172109 | 6,506 | $1.0M | 0.33% |
| 81 | APOLLO GLOBAL MGMT INC | 03769M106 | 6,936 | $1.0M | 0.32% |
| 82 | SILA REALTY TRUST INC | SILA | 42,910 | $1.0M | 0.32% |
| 83 | ISHARES TR | 464287457 | 11,534 | $955,247 | 0.30% |
| 84 | SPDR INDEX SHS FDS | 78463X418 | 6,550 | $938,293 | 0.30% |
| 85 | VERIZON COMMUNICATIONS INC | VZ | 22,969 | $935,529 | 0.29% |
| 86 | MARATHON PETE CORP | MARA | 5,567 | $905,458 | 0.29% |
| 87 | HERCULES CAPITAL INC | HCXY | 48,000 | $903,360 | 0.28% |
| 88 | WASTE MGMT INC DEL | 94106L109 | 4,017 | $882,958 | 0.28% |
| 89 | LINCOLN ELEC HLDGS INC | 533900106 | 3,664 | $878,041 | 0.28% |
| 90 | PALANTIR TECHNOLOGIES INC | PLTR | 4,905 | $871,869 | 0.27% |
| 91 | BLACKSTONE INC | BX | 5,614 | $865,342 | 0.27% |
| 92 | FIRST TR EXCH TRADED FD III | 33740J104 | 43,000 | $862,580 | 0.27% |
| 93 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 3,305 | $854,835 | 0.27% |
| 94 | PARKE BANCORP INC | PKBK | 33,448 | $837,538 | 0.26% |
| 95 | COLUMBIA ETF TR I | 19761L854 | 17,233 | $818,439 | 0.26% |
| 96 | JANUS DETROIT STR TR | 47103U209 | 10,028 | $817,985 | 0.26% |
| 97 | SUNOCO LP/SUNOCO FIN CORP | SUN | 15,300 | $801,873 | 0.25% |
| 98 | VERTIV HOLDINGS CO | VRT | 4,925 | $797,909 | 0.25% |
| 99 | JACOBS SOLUTIONS INC | J | 5,915 | $783,506 | 0.25% |
| 100 | ISHARES TR | 464287242 | 7,078 | $779,924 | 0.25% |
| 101 | CONOCOPHILLIPS | COP | 8,295 | $776,506 | 0.24% |
| 102 | ILLUMINA INC | ILMN | 5,868 | $769,648 | 0.24% |
| 103 | CORNING INC | GLW | 8,509 | $745,048 | 0.23% |
| 104 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 14,600 | $743,724 | 0.23% |
| 105 | ELI LILLY & CO | LLY | 678 | $728,634 | 0.23% |
| 106 | VANGUARD INDEX FDS | 922908611 | 3,434 | $727,289 | 0.23% |
| 107 | UNITEDHEALTH GROUP INC | UNH | 2,188 | $722,282 | 0.23% |
| 108 | U HAUL HOLDING COMPANY | UHAL-B | 14,325 | $722,135 | 0.23% |
| 109 | DISNEY WALT CO | 254687106 | 5,926 | $674,204 | 0.21% |
| 110 | ZOETIS INC | ZTS | 5,334 | $671,140 | 0.21% |
| 111 | GODADDY INC | GDDY | 5,375 | $666,930 | 0.21% |
| 112 | ABBOTT LABS | ABLZF | 5,314 | $665,794 | 0.21% |
| 113 | SPDR SERIES TRUST | 78464A508 | 11,618 | $660,019 | 0.21% |
| 114 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 12,011 | $649,521 | 0.20% |
| 115 | VIRTUS DIVERSIFIED INCM & CO | 92840N100 | 24,700 | $649,363 | 0.20% |
| 116 | GE AEROSPACE | 369604301 | 2,103 | $647,788 | 0.20% |
| 117 | PIMCO DYNAMIC INCOME OPRNTS | 69355M107 | 46,000 | $636,640 | 0.20% |
| 118 | GENERAC HLDGS INC | GNRC | 4,275 | $582,993 | 0.18% |
| 119 | ISHARES TR | 464287200 | 849 | $581,517 | 0.18% |
| 120 | PROCTER AND GAMBLE CO | 742718109 | 3,956 | $566,935 | 0.18% |
| 121 | DUPONT DE NEMOURS INC | DD | 13,988 | $562,341 | 0.18% |
| 122 | RITHM CAPITAL CORP | RITM-PF | 50,900 | $554,810 | 0.17% |
| 123 | BANK AMERICA CORP | 060505104 | 10,064 | $553,536 | 0.17% |
| 124 | AFLAC INC | AFL | 4,999 | $551,241 | 0.17% |
| 125 | NORFOLK SOUTHN CORP | 655844108 | 1,900 | $548,568 | 0.17% |
| 126 | PACKAGING CORP AMER | 695156109 | 2,487 | $513,277 | 0.16% |
| 127 | FIRST TR EXCH TRADED FD III | 33739N108 | 10,000 | $511,350 | 0.16% |
| 128 | BLACKROCK ETF TRUST | BLK | 13,639 | $509,018 | 0.16% |
| 129 | ARES CAPITAL CORP | ARCC | 25,097 | $507,712 | 0.16% |
| 130 | ISHARES TR | 464288679 | 4,500 | $495,675 | 0.16% |
| 131 | FIDELITY COVINGTON TRUST | 316092501 | 6,243 | $485,331 | 0.15% |
| 132 | INVESCO EXCH TRADED FD TR II | IVZ | 21,050 | $469,710 | 0.15% |
| 133 | FS KKR CAP CORP | FSK | 31,602 | $468,028 | 0.15% |
| 134 | VANGUARD INTL EQUITY INDEX F | 922042858 | 8,671 | $466,197 | 0.15% |
| 135 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 6,506 | $445,348 | 0.14% |
| 136 | GLOBAL X FDS | 37954Y483 | 24,500 | $432,915 | 0.14% |
| 137 | ETFIS SER TR I | 26923G822 | 20,000 | $431,000 | 0.14% |
| 138 | ALPS ETF TR | 00162Q452 | 9,000 | $423,180 | 0.13% |
| 139 | TJX COS INC NEW | 872540109 | 2,743 | $421,352 | 0.13% |
| 140 | SONOS INC | SONO | 23,700 | $416,172 | 0.13% |
| 141 | JANUS DETROIT STR TR | 47103U886 | 8,442 | $414,905 | 0.13% |
| 142 | AMERICAN ELEC PWR CO INC | 025537101 | 3,547 | $409,004 | 0.13% |
| 143 | MCDONALDS CORP | MCD | 1,328 | $405,877 | 0.13% |
| 144 | VANGUARD INDEX FDS | 922908629 | 1,387 | $402,644 | 0.13% |
| 145 | ADAMS DIVERSIFIED EQUITY FD | 006212104 | 17,079 | $398,286 | 0.13% |
| 146 | HARLEY DAVIDSON INC | HOG | 19,350 | $396,488 | 0.12% |
| 147 | PARKER-HANNIFIN CORP | PH | 448 | $393,774 | 0.12% |
| 148 | ISHARES TR | 464287598 | 1,850 | $389,129 | 0.12% |
| 149 | COCA COLA CO | KO | 5,514 | $385,741 | 0.12% |
| 150 | BECTON DICKINSON & CO | BDX | 1,975 | $383,291 | 0.12% |
| 151 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 5,078 | $380,298 | 0.12% |
| 152 | BLUE OWL CAPITAL CORPORATION | OWL | 30,000 | $372,900 | 0.12% |
| 153 | CATERPILLAR INC | CAT | 650 | $372,367 | 0.12% |
| 154 | ADVANCED MICRO DEVICES INC | AMD | 1,730 | $370,498 | 0.12% |
| 155 | ISHARES TR | 46435G474 | 13,265 | $362,135 | 0.11% |
| 156 | APPLIED MATLS INC | 038222105 | 1,405 | $361,073 | 0.11% |
| 157 | AMERICAN TOWER CORP NEW | 03027X100 | 2,045 | $359,046 | 0.11% |
| 158 | CARECLOUD INC | CCLDO | 122,739 | $358,399 | 0.11% |
| 159 | CHUBB LIMITED | CB | 1,128 | $352,072 | 0.11% |
| 160 | DEERE & CO | DE | 751 | $349,644 | 0.11% |
| 161 | LIBERTY ALL STAR EQUITY FD | 530158104 | 55,146 | $346,323 | 0.11% |
| 162 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 10,000 | $342,600 | 0.11% |
| 163 | VANGUARD INDEX FDS | 922908595 | 1,130 | $341,385 | 0.11% |
| 164 | VANGUARD INDEX FDS | 922908736 | 689 | $336,135 | 0.11% |
| 165 | TEGNA INC | 87901J105 | 16,845 | $326,962 | 0.10% |
| 166 | QNITY ELECTRONICS INC | Q | 3,988 | $325,625 | 0.10% |
| 167 | DARDEN RESTAURANTS INC | DRI | 1,725 | $317,437 | 0.10% |
| 168 | STARBUCKS CORP | SBUX | 3,641 | $306,610 | 0.10% |
| 169 | IRIDIUM COMMUNICATIONS INC | IRDM | 17,600 | $305,892 | 0.10% |
| 170 | FIRST TR EXCHNG TRADED FD VI | 33740U729 | 11,500 | $305,095 | 0.10% |
| 171 | LOWES COS INC | 548661107 | 1,265 | $305,069 | 0.10% |
| 172 | ISHARES TR | 464287481 | 2,200 | $301,268 | 0.09% |
| 173 | VANGUARD INDEX FDS | 922908744 | 1,573 | $300,427 | 0.09% |
| 174 | EMERSON ELEC CO | EMR | 2,213 | $293,709 | 0.09% |
| 175 | MICRON TECHNOLOGY INC | MU | 1,025 | $292,545 | 0.09% |
| 176 | JANUS DETROIT STR TR | 47103U845 | 5,738 | $290,239 | 0.09% |
| 177 | T-MOBILE US INC | TMUSZ | 1,405 | $285,271 | 0.09% |
| 178 | ISHARES TR | 464287721 | 1,425 | $284,596 | 0.09% |
| 179 | CARRIER GLOBAL CORPORATION | CARR | 5,379 | $284,226 | 0.09% |
| 180 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,575 | $280,618 | 0.09% |
| 181 | MIDDLEFIELD BANC CORP | 596304204 | 8,100 | $279,774 | 0.09% |
| 182 | COSTCO WHSL CORP NEW | 22160K105 | 313 | $269,912 | 0.09% |
| 183 | VANGUARD INDEX FDS | 922908751 | 1,044 | $269,405 | 0.08% |
| 184 | VISA INC | V | 762 | $267,243 | 0.08% |
| 185 | CALAMOS ETF TR | 12811T720 | 12,097 | $264,684 | 0.08% |
| 186 | SCHWAB STRATEGIC TR | 808524300 | 8,025 | $261,776 | 0.08% |
| 187 | FIFTH THIRD BANCORP | FITBM | 5,575 | $260,966 | 0.08% |
| 188 | VANECK ETF TRUST | 92189F676 | 724 | $260,736 | 0.08% |
| 189 | WALMART INC | WMT | 2,240 | $249,558 | 0.08% |
| 190 | SCHWAB STRATEGIC TR | 808524870 | 9,365 | $248,078 | 0.08% |
| 191 | ISHARES TR | 464288687 | 7,935 | $245,668 | 0.08% |
| 192 | WW GRAINGER INC | 384802104 | 243 | $245,198 | 0.08% |
| 193 | VANGUARD INDEX FDS | 922908769 | 731 | $245,081 | 0.08% |
| 194 | INVESTMENT MANAGERS SER TR I | 30254T577 | 6,500 | $241,150 | 0.08% |
| 195 | ISHARES TR | 464287465 | 2,505 | $240,556 | 0.08% |
| 196 | OTIS WORLDWIDE CORP | OTIS | 2,702 | $236,028 | 0.07% |
| 197 | DELL TECHNOLOGIES INC | DELL | 1,739 | $218,905 | 0.07% |
| 198 | AON PLC | AON | 608 | $214,551 | 0.07% |
| 199 | CNH INDL N V | N20944109 | 22,775 | $209,986 | 0.07% |
| 200 | IDEXX LABS INC | 45168D104 | 310 | $209,724 | 0.07% |
| 201 | ISHARES TR | 464287804 | 1,708 | $205,268 | 0.06% |
| 202 | DOLBY LABORATORIES INC | DLB | 3,142 | $201,780 | 0.06% |
| 203 | EATON VANCE TAX-MANAGED GLOB | ETN | 17,200 | $163,916 | 0.05% |
| 204 | FORD MTR CO | 345370860 | 11,391 | $149,450 | 0.05% |