McDonald Partners LLC
- SEC CIK
- 0001331074
- Latest filing
- Jul 28, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 240
- +1 vs. Q4 2024
- Portfolio value
- $384.0M
- −$7.33M (−1.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 45,284 | $17.0M | 4.4% | −664−1.4% | Reduced | History |
| AAPLApple Inc. | Stock | 74,981 | $16.7M | 4.3% | −3,319−4.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 19,515 | $10.4M | 2.7% | +166+0.9% | Added | History |
| ETNEaton Corp plc | Stock | 38,119 | $10.4M | 2.7% | −811−2.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 38,260 | $9.39M | 2.4% | −621−1.6% | Reduced | History |
| AMGNAmgen Inc | Stock | 21,051 | $6.58M | 1.7% | −215−1.0% | Reduced | History |
| RTXRTX Corp | Stock | 47,145 | $6.25M | 1.6% | −920−1.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 50,193 | $5.98M | 1.6% | +514+1.0% | Added | History |
| CVXChevron Corp | Stock | 34,067 | $5.70M | 1.5% | −112−0.3% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 10,479 | $5.39M | 1.4% | +39+0.4% | Added | – |
| HONHoneywell International Inc | COM | 23,788 | $5.05M | 1.3% | +908+4.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 25,657 | $4.88M | 1.3% | +712+2.9% | Added | History |
| NVDANVIDIA Corp | Stock | 44,635 | $4.84M | 1.3% | +1,151+2.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 22,621 | $4.74M | 1.2% | −1,331−5.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 27,456 | $4.57M | 1.2% | +43+0.2% | Added | History |
| ORCLOracle Corp | Stock | 32,293 | $4.51M | 1.2% | +190+0.6% | Added | History |
| IBMInternational Business Machines Corp | Stock | 18,031 | $4.50M | 1.2% | −695−3.7% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,820 | $4.37M | 1.1% | −498−6.0% | Reduced | History |
| PNRPENTAIR plc | SHS | 49,687 | $4.35M | 1.1% | −500−1.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 66,256 | $4.09M | 1.1% | +7,765+13.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 26,025 | $4.07M | 1.1% | +427+1.7% | Added | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 32,033 | $4.07M | 1.1% | +33+0.1% | Added | – |
| SJMJ M SMUCKER Co | Stock | 34,249 | $4.06M | 1.1% | −2,373−6.5% | Reduced | History |
| PSXPhillips 66 | Stock | 32,312 | $4.00M | 1.0% | −174−0.5% | Reduced | History |
| SHWSherwin Williams Co | COM | 10,781 | $3.78M | 1.0% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 80,627 | $3.66M | 1.0% | +821+1.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 21,686 | $3.63M | 0.9% | +606+2.9% | Added | History |
| TSCOTractor Supply Co | COM | 63,339 | $3.49M | 0.9% | −39−0.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,998 | $3.47M | 0.9% | +9+0.2% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,506 | $3.47M | 0.9% | −3,426−17.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,764 | $3.37M | 0.9% | −50−0.7% | Reduced | History |
| ACNAccenture plc | Stock | 10,564 | $3.31M | 0.9% | +228+2.2% | Added | History |
| ADBEAdobe Inc. | Stock | 8,264 | $3.17M | 0.8% | +12+0.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 17,496 | $3.15M | 0.8% | −82−0.5% | Reduced | History |
| PFEPfizer Inc | Stock | 115,694 | $2.93M | 0.8% | +5,398+4.9% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 26,000 | $2.86M | 0.7% | +1,588+6.5% | Added | History |
| PEPPepsiCo Inc | Stock | 18,822 | $2.83M | 0.7% | +27+0.1% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 24,709 | $2.77M | 0.7% | −3,107−11.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,447 | $2.75M | 0.7% | +2,202+42.0% | Added | History |
| MARMarriott International Inc | Stock | 11,519 | $2.74M | 0.7% | −785−6.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 29,746 | $2.62M | 0.7% | −1,271−4.1% | Reduced | History |
| MWAMueller Water Products, Inc. | COM SER A | 102,240 | $2.60M | 0.7% | −6,000−5.5% | Reduced | History |
| AFLAflac Inc | Stock | 23,176 | $2.58M | 0.7% | −227−1.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 35,256 | $2.50M | 0.7% | +459+1.3% | Added | History |
| CBChubb Ltd | Stock | 8,077 | $2.45M | 0.6% | +51+0.6% | Added | History |
| PGRProgressive Corp | Stock | 8,529 | $2.41M | 0.6% | +8,529 | New | History |
| USBUS Bancorp DE | COM NEW | 54,405 | $2.30M | 0.6% | +886+1.7% | Added | History |
| COPConocoPhillips | Stock | 20,946 | $2.20M | 0.6% | −593−2.8% | Reduced | History |
| TAT&T Inc. | Stock | 76,776 | $2.17M | 0.6% | +8,489+12.4% | Added | History |
| ABTAbbott Laboratories | Stock | 16,142 | $2.15M | 0.6% | −11−0.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 2,175 | $2.09M | 0.5% | −21−1.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,406 | $2.07M | 0.5% | +212+5.1% | Added | – |
| ITGartner Inc | COM | 4,925 | $2.07M | 0.5% | −300−5.7% | Reduced | History |
| BACBank of America Corp | Stock | 48,507 | $2.03M | 0.5% | −1,194−2.4% | Reduced | History |
| XYLXylem Inc. | COM | 16,790 | $2.01M | 0.5% | −137−0.8% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 1,990 | $2.00M | 0.5% | +39+2.0% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,035 | $1.94M | 0.5% | +3,485+11.4% | Added | – |
| PGProcter & Gamble Co | Stock | 11,349 | $1.94M | 0.5% | +458+4.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 3,516 | $1.92M | 0.5% | −197−5.3% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 23,295 | $1.87M | 0.5% | −29−0.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 5,800 | $1.83M | 0.5% | −18−0.3% | Reduced | History |
| LVSLas Vegas Sands Corp | COM | 46,547 | $1.80M | 0.5% | +523+1.1% | Added | History |
| HYHyster-Yale, Inc. | CL A | 42,930 | $1.78M | 0.5% | +6,354+17.4% | Added | History |
| CCitigroup Inc | Stock | 25,009 | $1.78M | 0.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 7,515 | $1.76M | 0.5% | +229+3.1% | Added | History |
| JCIJohnson Controls International plc | Stock | 21,980 | $1.76M | 0.5% | −2,000−8.3% | Reduced | History |
| DISWalt Disney Co | Stock | 17,731 | $1.75M | 0.5% | −162−0.9% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 8,605 | $1.75M | 0.5% | +232+2.8% | Added | History |
| LINLinde PLC | Stock | 3,596 | $1.69M | 0.4% | +65+1.8% | Added | History |
| BDXBecton Dickinson & Co | Stock | 6,983 | $1.61M | 0.4% | +68+1.0% | Added | History |
| EMREmerson Electric Co | Stock | 14,619 | $1.61M | 0.4% | +412+2.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 7,248 | $1.59M | 0.4% | +193+2.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 5,663 | $1.56M | 0.4% | +121+2.2% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 20,805 | $1.55M | 0.4% | −2,998−12.6% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,628 | $1.55M | 0.4% | +88+5.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,911 | $1.55M | 0.4% | +85+3.0% | Added | History |
| QCOMQualcomm Inc | Stock | 9,916 | $1.52M | 0.4% | −175−1.7% | Reduced | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 28,949 | $1.50M | 0.4% | +9,076+45.7% | Added | – |
| MRKMerck & Co., Inc. | Stock | 16,158 | $1.45M | 0.4% | −1,228−7.1% | Reduced | History |
| WDFCWD 40 Co | COM | 5,917 | $1.44M | 0.4% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,840 | $1.44M | 0.4% | +87+1.8% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 8,166 | $1.44M | 0.4% | +500+6.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 9,253 | $1.43M | 0.4% | −90−1.0% | Reduced | History |
| CFBKCF Bankshares Inc. | COM | 64,151 | $1.41M | 0.4% | 00.0% | Unchanged | History |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 21,620 | $1.40M | 0.4% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,625 | $1.37M | 0.4% | 00.0% | Unchanged | – |
| HBANHuntington Bancshares Inc | COM | 89,623 | $1.35M | 0.4% | −4,100−4.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,333 | $1.34M | 0.3% | −138−3.1% | Reduced | History |
| NDSNNordson Corp | COM | 6,575 | $1.33M | 0.3% | +150+2.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 12,781 | $1.31M | 0.3% | +2,770+27.7% | Added | History |
| SILASila Realty Trust, Inc. | COMMON STOCK | 48,496 | $1.30M | 0.3% | −10,187−17.4% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 2,947 | $1.29M | 0.3% | −350−10.6% | Reduced | History |
| ROKURoku, Inc | COM CL A | 18,300 | $1.29M | 0.3% | −500−2.7% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 6,865 | $1.27M | 0.3% | +730+11.9% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 5,024 | $1.26M | 0.3% | −93−1.8% | Reduced | History |
| MDTMedtronic plc | Stock | 13,232 | $1.19M | 0.3% | −265−2.0% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 17,182 | $1.17M | 0.3% | +894+5.5% | Added | History |
| FDSFactset Research Systems Inc | Stock | 2,518 | $1.16M | 0.3% | +171+7.3% | Added | History |
| PAYXPaychex Inc | Stock | 7,454 | $1.16M | 0.3% | −186−2.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 8,686 | $1.15M | 0.3% | +144+1.7% | Added | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 831 | $335.6K | 0.1% | History |
| IDXXIDEXX Laboratories Inc | COM | 510 | $210.9K | 0.1% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,779 | $205.1K | 0.1% | – |
| GEVGE Vernova Inc. | Stock | 622 | $204.6K | 0.1% | History |
| GEF.BGreif, Inc | CL B | 3,000 | $203.6K | 0.1% | History |
| FSKFS KKR Capital Corp | COM | 9,222 | $200.3K | 0.1% | History |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 11,609 | $164.3K | <0.1% | History |
| Prospect Cap Corp74348TAT9 | NOTE 6.375% 3/0 | 10,000 | $9.90K | <0.1% | – |