McDonald Partners LLC
- SEC CIK
- 0001331074
- Latest filing
- Jul 28, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Nov 24, 2021. Long positions only.
- Positions
- 290
- No 13F data for Q4 2020
- Portfolio value
- $389.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 60,426 | $14.2M | 3.7% | – | – | History |
| AAPLApple Inc. | Stock | 115,489 | $14.1M | 3.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 51,802 | $7.89M | 2.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 28,509 | $7.28M | 1.9% | – | – | History |
| DISWalt Disney Co | Stock | 38,708 | $7.14M | 1.8% | – | – | History |
| ETNEaton Corp plc | Stock | 50,192 | $6.94M | 1.8% | – | – | History |
| ROKURoku, Inc | COM CL A | 21,145 | $6.89M | 1.8% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 131,027 | $6.62M | 1.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 16,302 | $5.94M | 1.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 39,170 | $5.76M | 1.5% | – | – | – |
| AMGNAmgen Inc | Stock | 20,272 | $5.04M | 1.3% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 54,972 | $5.04M | 1.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 68,426 | $4.93M | 1.3% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 23,827 | $4.83M | 1.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 9,750 | $4.63M | 1.2% | – | – | History |
| PFEPfizer Inc | Stock | 117,561 | $4.26M | 1.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 25,703 | $4.22M | 1.1% | – | – | History |
| HYHyster-Yale, Inc. | CL A | 47,676 | $4.15M | 1.1% | – | – | History |
| RTXRTX Corp | Stock | 53,207 | $4.11M | 1.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 28,688 | $4.06M | 1.0% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,075 | $3.99M | 1.0% | – | – | History |
| HONHoneywell International Inc | COM | 18,281 | $3.97M | 1.0% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 75,310 | $3.89M | 1.0% | – | – | History |
| PNRPENTAIR plc | SHS | 58,898 | $3.67M | 0.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,018 | $3.66M | 0.9% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,597 | $3.65M | 0.9% | – | – | – |
| CVSCVS Health Corp | Stock | 47,948 | $3.61M | 0.9% | – | – | History |
| CVXChevron Corp | Stock | 33,940 | $3.56M | 0.9% | – | – | History |
| ORCLOracle Corp | Stock | 48,397 | $3.40M | 0.9% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 36,056 | $3.27M | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,576 | $3.27M | 0.8% | – | – | – |
| SJMJ M SMUCKER Co | Stock | 25,847 | $3.27M | 0.8% | – | – | History |
| ILMNIllumina, Inc. | COM | 8,067 | $3.10M | 0.8% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 17,630 | $3.00M | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 940 | $2.91M | 0.7% | – | – | History |
| PSXPhillips 66 | Stock | 35,287 | $2.88M | 0.7% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 43,823 | $2.82M | 0.7% | – | – | – |
| INTCIntel Corp | Stock | 43,899 | $2.81M | 0.7% | – | – | History |
| TXNTexas Instruments Inc | Stock | 14,389 | $2.72M | 0.7% | – | – | History |
| VFCV F Corp | Stock | 33,248 | $2.66M | 0.7% | – | – | History |
| ACNAccenture plc | Stock | 9,505 | $2.63M | 0.7% | – | – | History |
| CCICrown Castle Inc. | REIT | 15,004 | $2.58M | 0.7% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 38,648 | $2.50M | 0.6% | – | – | History |
| TSCOTractor Supply Co | COM | 14,100 | $2.50M | 0.6% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 19,119 | $2.40M | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,859 | $2.33M | 0.6% | – | – | – |
| iShares Inc464286392 | MSCI WORLD ETF | 19,300 | $2.29M | 0.6% | – | – | – |
| WDFCWD 40 Co | COM | 7,313 | $2.24M | 0.6% | – | – | History |
| BF.BBrown Forman Corp | Stock | 31,560 | $2.18M | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,039 | $2.15M | 0.6% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 27,620 | $2.13M | 0.5% | – | – | History |
| MMM3M Co | Stock | 10,895 | $2.10M | 0.5% | – | – | History |
| ADPTAdaptive Biotechnologies Corp | COM | 50,683 | $2.04M | 0.5% | – | – | History |
| AMBAAmbarella Inc | SHS | 20,071 | $2.02M | 0.5% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,594 | $2.00M | 0.5% | – | – | – |
| SHWSherwin Williams Co | COM | 2,695 | $1.99M | 0.5% | – | – | History |
| TAT&T Inc. | Stock | 64,067 | $1.94M | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 34,442 | $1.92M | 0.5% | – | – | History |
| MARMarriott International Inc | Stock | 12,936 | $1.92M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 14,070 | $1.91M | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 34,094 | $1.89M | 0.5% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 124,407 | $1.87M | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 13,608 | $1.81M | 0.5% | – | – | History |
| VODVodafone Group Public Ltd Co | ADR | 96,291 | $1.77M | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 23,245 | $1.76M | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 16,117 | $1.74M | 0.4% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,665 | $1.74M | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 7,688 | $1.72M | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 815 | $1.68M | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 28,259 | $1.64M | 0.4% | – | – | History |
| LITELumentum Holdings Inc. | COM | 17,863 | $1.63M | 0.4% | – | – | History |
| XYLXylem Inc. | COM | 14,907 | $1.57M | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 13,009 | $1.56M | 0.4% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 40,812 | $1.55M | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 29,025 | $1.53M | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,906 | $1.50M | 0.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 3,920 | $1.45M | 0.4% | – | – | History |
| WMWaste Management Inc | Stock | 11,153 | $1.44M | 0.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 2,695 | $1.44M | 0.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 7,538 | $1.43M | 0.4% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 23,274 | $1.41M | 0.4% | – | – | History |
| QCOMQualcomm Inc | Stock | 10,511 | $1.39M | 0.4% | – | – | History |
| PKGPackaging Corp of America | Stock | 10,322 | $1.39M | 0.4% | – | – | History |
| AMTAmerican Tower Corp | REIT | 5,617 | $1.34M | 0.3% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 5,437 | $1.32M | 0.3% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 7,008 | $1.32M | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 14,857 | $1.32M | 0.3% | – | – | History |
| CCitigroup Inc | Stock | 17,986 | $1.31M | 0.3% | – | – | History |
| LINLinde PLC | SHS | 4,601 | $1.29M | 0.3% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,653 | $1.28M | 0.3% | – | – | History |
| MSMorgan Stanley | Stock | 16,140 | $1.25M | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 3,695 | $1.21M | 0.3% | – | – | History |
| GLWCorning Inc | COM | 27,477 | $1.20M | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,745 | $1.20M | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 8,977 | $1.19M | 0.3% | – | – | History |
| MDTMedtronic plc | Stock | 10,027 | $1.18M | 0.3% | – | – | History |
| CLFCleveland-Cliffs Inc. | COM | 58,517 | $1.18M | 0.3% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,689 | $1.17M | 0.3% | – | – | – |
| ABBNYABB Ltd | SPONSORED ADR | 38,180 | $1.16M | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 8,489 | $1.15M | 0.3% | – | – | History |