Institutional Manager · CIK 0001331074
MCDONALD PARTNERS LLC
Cleveland, OH · File #028-21003
Latest AUM
$317.5M
Positions
204
Top-10 Concentration
41.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025204 pos · $317.5M
- 13F HOLDINGS REPORTQ/E Sep 2025223 pos · $335.0M
- 13F HOLDINGS REPORTQ/E Jun 2025249 pos · $417.1M
- 13F HOLDINGS REPORTQ/E Mar 2025240 pos · $384.0M
- 13F HOLDINGS REPORTQ/E Dec 2024239 pos · $391.3M
- 13F HOLDINGS REPORTQ/E Sep 2024239 pos · $399.8M
- 13F HOLDINGS REPORTQ/E Jun 2024239 pos · $373.3M
- 13F HOLDINGS REPORTQ/E Mar 2024239 pos · $363.6M
- 13F HOLDINGS REPORTQ/E Dec 2023227 pos · $307.3M
- 13F HOLDINGS REPORTQ/E Sep 2023242 pos · $327.3M
- 13F HOLDINGS REPORTQ/E Jun 2023235 pos · $308.7M
- 13F HOLDINGS REPORTQ/E Mar 2023228 pos · $292.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 29,741 | $14.4M | 6.68% |
| 2 | EATON CORP PLC | ETN | 37,083 | $11.8M | 5.48% |
| 3 | APPLE INC | AAPL | 42,805 | $11.6M | 5.40% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 29,368 | $9.5M | 4.39% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,196 | $9.1M | 4.25% |
| 6 | VANGUARD INDEX FDS | 922908363 | 13,003 | $8.2M | 3.79% |
| 7 | RTX CORPORATION | RTX | 39,467 | $7.2M | 3.36% |
| 8 | LUMENTUM HLDGS INC | LITE | 16,820 | $6.2M | 2.88% |
| 9 | SPDR S&P 500 ETF TR | SPY | 8,345 | $5.7M | 2.64% |
| 10 | PENTAIR PLC | PNR | 53,619 | $5.6M | 2.59% |
| 11 | NVIDIA CORPORATION | NVDA | 29,685 | $5.5M | 2.57% |
| 12 | ISHARES TR | 464287671 | 32,033 | $5.4M | 2.50% |
| 13 | ORACLE CORP | ORCL-PD | 27,192 | $5.3M | 2.46% |
| 14 | AMGEN INC | AMGN | 16,069 | $5.3M | 2.44% |
| 15 | BROADCOM INC | AVGO | 14,937 | $5.2M | 2.40% |
| 16 | ABBVIE INC | ABBV | 19,967 | $4.6M | 2.12% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 13,451 | $4.0M | 1.85% |
| 18 | CRH PLC | CRH | 31,190 | $3.9M | 1.81% |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 6,579 | $3.8M | 1.77% |
| 20 | HONEYWELL INTL INC | 438516106 | 19,486 | $3.8M | 1.76% |