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Livermore
Livermore
ZHEN

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 2, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
204
−19 vs. Q3 2025
Portfolio value
$317.5M
−$17.5M (−5.2%) vs. Q3 2025
Filed
Feb 2, 2026
SEC
Holdings of McDonald Partners LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock29,741$14.4M4.5%−2,176−6.8%ReducedHistory
ETNEaton Corp plcStock37,083$11.8M3.7%−1,617−4.2%ReducedHistory
AAPLApple Inc.Stock42,805$11.6M3.7%−4,130−8.8%ReducedHistory
JPMJPMorgan Chase & CoStock29,368$9.46M3.0%−1,587−5.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock18,196$9.15M2.9%−628−3.3%ReducedHistory
Vanguard S&P 500 ETF922908363ETF13,003$8.16M2.6%+134+1.0%Added–
RTXRTX CorpStock39,467$7.24M2.3%+1,013+2.6%AddedHistory
LITELumentum Holdings Inc.COM16,820$6.20M2.0%−615−3.5%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF8,345$5.69M1.8%+523+6.7%AddedHistory
PNRPENTAIR plcSHS53,619$5.58M1.8%+2,034+3.9%AddedHistory
NVDANVIDIA CorpStock29,685$5.54M1.7%−614−2.0%ReducedHistory
iShares Core S&P U.S. Growth ETF464287671ETF32,033$5.38M1.7%00.0%Unchanged–
ORCLOracle CorpStock27,192$5.30M1.7%−2,057−7.0%ReducedHistory
AMGNAmgen IncStock16,069$5.26M1.7%−1,602−9.1%ReducedHistory
AVGOBroadcom Inc.Stock14,937$5.17M1.6%−1,619−9.8%ReducedHistory
ABBVAbbVie Inc.Stock19,967$4.56M1.4%+378+1.9%AddedHistory
IBMInternational Business Machines CorpStock13,451$3.98M1.3%−1,089−7.5%ReducedHistory
CRHCRH Public Ltd CoORD31,190$3.89M1.2%+3,700+13.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock6,579$3.81M1.2%−165−2.4%ReducedHistory
HONHoneywell International IncCOM19,486$3.80M1.2%−1,594−7.6%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock12,380$3.64M1.1%−1,137−8.4%ReducedHistory
MWAMueller Water Products, Inc.COM SER A152,245$3.63M1.1%+26,145+20.7%AddedHistory
MARMarriott International IncStock11,463$3.56M1.1%+229+2.0%AddedHistory
GILDGilead Sciences, Inc.Stock28,296$3.47M1.1%+1,351+5.0%AddedHistory
CSCOCisco Systems, Inc.Stock44,386$3.42M1.1%−5,376−10.8%ReducedHistory
JNJJohnson & JohnsonStock16,479$3.41M1.1%−3,181−16.2%ReducedHistory
GSGoldman Sachs Group IncStock3,813$3.35M1.1%+76+2.0%AddedHistory
CVXChevron CorpStock21,515$3.28M1.0%−5,416−20.1%ReducedHistory
TSCOTractor Supply CoCOM60,975$3.05M1.0%−2,203−3.5%ReducedHistory
CCitigroup IncStock26,035$3.04M1.0%+775+3.1%AddedHistory
ADBEAdobe Inc.Stock7,892$2.76M0.9%−312−3.8%ReducedHistory
PGRProgressive CorpStock12,067$2.75M0.9%+5,482+83.2%AddedHistory
AMZNAmazon Com IncStock11,031$2.55M0.8%−2,785−20.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF4,054$2.49M0.8%−312−7.1%Reduced–
SJMJ M SMUCKER CoStock24,837$2.43M0.8%−2,118−7.9%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF22,166$2.37M0.7%−1,857−7.7%Reduced–
PFEPfizer IncStock94,826$2.36M0.7%+20,719+28.0%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM40,962$2.34M0.7%+1,908+4.9%Added–
PSXPhillips 66Stock18,064$2.33M0.7%−3,879−17.7%ReducedHistory
HDHome Depot, Inc.Stock6,646$2.29M0.7%−2,246−25.3%ReducedHistory
GOOGAlphabet Inc.Stock7,210$2.26M0.7%−4,302−37.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM18,581$2.24M0.7%−2,643−12.5%ReducedHistory
GOOGLAlphabet Inc.Stock6,985$2.19M0.7%−123−1.7%ReducedHistory
CMICummins IncStock4,269$2.18M0.7%+512+13.6%AddedHistory
HBANHuntington Bancshares IncCOM121,214$2.10M0.7%+14,300+13.4%AddedHistory
RPMRPM International IncCOM19,650$2.04M0.6%+19,650NewHistory
TXNTexas Instruments IncStock11,555$2.00M0.6%−1,800−13.5%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF33,959$1.97M0.6%+6,109+21.9%Added–
FCXFreeport-McMoran IncStock38,608$1.96M0.6%+430+1.1%AddedHistory
ACNAccenture plcStock7,281$1.95M0.6%−1,487−17.0%ReducedHistory
ROKURoku, IncCOM CL A17,700$1.92M0.6%−625−3.4%ReducedHistory
QCOMQualcomm IncStock10,352$1.77M0.6%−364−3.4%ReducedHistory
USBUS Bancorp DECOM NEW32,733$1.75M0.6%−5,708−14.8%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF17,362$1.73M0.5%+2,334+15.5%Added–
FERGFerguson Enterprises Inc.COMMON STOCK NEW7,685$1.71M0.5%−1,400−15.4%ReducedHistory
LRCXLam Research CorpStock9,900$1.69M0.5%−55−0.6%ReducedHistory
NDSNNordson CorpCOM6,925$1.66M0.5%−25−0.4%ReducedHistory
Siren ETF Tr829658301DIVCN LDRS ETF20,729$1.58M0.5%−1,174−5.4%Reduced–
JCIJohnson Controls International plcStock12,948$1.55M0.5%−279−2.1%ReducedHistory
MRKMerck & Co., Inc.Stock14,231$1.50M0.5%+800+6.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock7,165$1.50M0.5%+245+3.5%AddedHistory
CFBKCF Bankshares Inc.COM59,427$1.48M0.5%−4,724−7.4%ReducedHistory
Calamos ETF Tr12811T571AUTOC INCOM ETF55,000$1.47M0.5%+5,000+10.0%Added–
UPSUnited Parcel Service IncStock14,519$1.44M0.5%−689−4.5%ReducedHistory
BMYBristol Myers Squibb CoStock26,229$1.41M0.4%+19,406+284.4%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF14,500$1.37M0.4%−190−1.3%Reduced–
XYLXylem Inc.COM9,818$1.34M0.4%−1,940−16.5%ReducedHistory
AMBAAmbarella IncSHS18,521$1.31M0.4%−575−3.0%ReducedHistory
KEYKeycorpCOM59,920$1.24M0.4%+15,290+34.3%AddedHistory
HYHyster-Yale, Inc.CL A40,370$1.20M0.4%−6,175−13.3%ReducedHistory
TAT&T Inc.Stock47,460$1.18M0.4%−16,798−26.1%ReducedHistory
ITGartner IncCOM4,640$1.17M0.4%−210−4.3%ReducedHistory
PEPPepsiCo IncStock8,103$1.16M0.4%−2,727−25.2%ReducedHistory
NFLXNetflix IncStock11,975$1.12M0.4%+1,585+15.3%AddedConverted for a 10-for-1 splitHistory
WDFCWD 40 CoCOM5,667$1.12M0.4%−225−3.8%ReducedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF16,499$1.10M0.3%+7,192+77.3%Added–
NEENextera Energy IncStock13,581$1.09M0.3%−5,746−29.7%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF17,190$1.07M0.3%+1,461+9.3%Added–
MSIMotorola Solutions, Inc.Stock2,790$1.07M0.3%−132−4.5%ReducedHistory
PMPhilip Morris International Inc.Stock6,506$1.04M0.3%−346−5.0%ReducedHistory
APOApollo Global Management, Inc.COM6,936$1.00M0.3%+63+0.9%AddedHistory
SILASila Realty Trust, Inc.COMMON STOCK42,910$1.00M0.3%−1,896−4.2%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD11,534$955.2K0.3%−853−6.9%Reduced–
SPDR Index Shs FDS78463X418ST STR MSCI WLD6,550$938.3K0.3%+175+2.7%Added–
VZVerizon Communications IncStock22,969$935.5K0.3%−12,177−34.6%ReducedHistory
MPCMarathon Petroleum CorpStock5,567$905.5K0.3%+49+0.9%AddedHistory
HTGCHercules Capital, Inc.COM48,000$903.4K0.3%00.0%UnchangedHistory
WMWaste Management IncStock4,017$883.0K0.3%−20.0%ReducedHistory
LECOLincoln Electric Holdings IncCOM3,664$878.0K0.3%+1,866+103.8%AddedHistory
PLTRPalantir Technologies Inc.Stock4,905$871.9K0.3%+355+7.8%AddedHistory
BXBlackstone Inc.COM5,614$865.3K0.3%+388+7.4%AddedHistory
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU43,000$862.6K0.3%−500−1.1%Reduced–
MSGSMadison Square Garden Sports Corp.CL A3,305$854.8K0.3%−41−1.2%ReducedHistory
PKBKParke Bancorp, Inc.COM33,448$837.5K0.3%−3,000−8.2%ReducedHistory
Columbia ETF Tr I19761L854US EQUI INCO ETF17,233$818.4K0.3%+10,707+164.1%Added–
Janus Detroit STR Tr47103U209HENDERSN SML ETF10,028$818.0K0.3%+10,028New–
SUNSunoco LPCOM UT REP LP15,300$801.9K0.3%+94+0.6%AddedHistory
VRTVertiv Holdings CoCOM CL A4,925$797.9K0.3%00.0%UnchangedHistory
JJacobs Solutions Inc.COM5,915$783.5K0.2%−261−4.2%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF7,078$779.9K0.2%00.0%Unchanged–

Sold out since Q3 2025 (34)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of McDonald Partners LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
METAMeta Platforms, Inc.Stock1,649$1.21M0.4%History
BABAAlibaba Group Holding LtdADR3,744$669.0K0.2%History
GDGeneral Dynamics CorpStock1,706$582.4K0.2%History
BLKBlackRock, Inc.Stock486$569.4K0.2%History
Schwab U.S. Large-Cap ETF808524201ETF20,957$552.0K0.2%–
LINLinde PLCStock1,133$539.5K0.2%History
ADIAnalog Devices IncStock2,018$496.1K0.1%History
CRWDCrowdStrike Holdings, Inc.Stock961$471.3K0.1%History
ITWIllinois Tool Works IncStock1,781$464.4K0.1%History
ADPAutomatic Data Processing IncStock1,579$463.7K0.1%History
SHWSherwin Williams CoCOM1,265$439.0K0.1%History
CAHCardinal Health IncStock2,713$425.8K0.1%History
UNPUnion Pacific CorpStock1,614$382.5K0.1%History
APDAir Products & Chemicals, Inc.Stock1,328$363.2K0.1%History
iShares Russell 2000 ETF464287655ETF1,467$355.4K0.1%–
MDTMedtronic plcStock3,677$350.6K0.1%History
PANWPalo Alto Networks IncStock1,686$343.3K0.1%History
Invesco Exchange Traded FD T46137V233S&P 500 TOP 505,845$336.2K0.1%–
ORealty Income CorpREIT5,157$313.8K0.1%History
MDLZMondelez International, Inc.Stock5,020$313.7K0.1%History
WECWec Energy Group, Inc.Stock2,595$297.1K0.1%History
AWKAmerican Water Works Company, Inc.Stock2,075$289.0K0.1%History
FDSFactset Research Systems IncStock958$275.6K0.1%History
NKENIKE, Inc.Stock3,849$268.4K0.1%History
INTUIntuit Inc.Stock386$263.6K0.1%History
SPGIS&P Global Inc.Stock534$260.9K0.1%History
STESTERIS plcSHS USD1,040$257.3K0.1%History
CMCSAComcast CorpStock7,756$243.7K0.1%History
CMSCMS Energy CorpCOM3,170$232.2K0.1%History
STZConstellation Brands, Inc.Stock1,683$226.9K0.1%History
GBTCGrayscale Bitcoin Trust ETFETF2,500$224.4K0.1%History
CEGConstellation Energy CorpStock664$218.7K0.1%History
LVSLas Vegas Sands CorpCOM3,927$211.3K0.1%History
VODVodafone Group Public Ltd CoADR11,203$130.0K<0.1%History