MCDONALD PARTNERS LLC
CIK: 0001331074SEC EDGAR →
Portfolio Value
$317.5M
Holdings
204
As of
Q4 2025
New Positions
11
Closed Positions
36
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 29,741 | $14.4M | 4.53% |
| 2 | EATON CORP PLC | 37,083 | $11.8M | 3.72% |
| 3 | APPLE INC | 42,805 | $11.6M | 3.67% |
| 4 | JPMORGAN CHASE & CO. | 29,368 | $9.5M | 2.98% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 18,196 | $9.1M | 2.88% |
| 6 | VANGUARD INDEX FDS | 13,003 | $8.2M | 2.57% |
| 7 | RTX CORPORATION | 39,467 | $7.2M | 2.28% |
| 8 | LUMENTUM HLDGS INC | 16,820 | $6.2M | 1.95% |
| 9 | SPDR S&P 500 ETF TR | 8,345 | $5.7M | 1.79% |
| 10 | PENTAIR PLC | 53,619 | $5.6M | 1.76% |
Quarterly Changes
New Positions (15)
$2.0M · 20K shares
$817K · 10K shares
$649K · 12K shares
$509K · 14K shares
$445K · 7K shares
$414K · 8K shares
$380K · 5K shares
$325K · 4K shares
$292K · 1K shares
$290K · 6K shares
$284K · 1K shares
$279K · 8K shares
$240K · 3K shares
$209K · 310 shares
$163K · 17K shares
Closed Positions (34)
$1.2M · 2K shares
$669K · 4K shares
$582K · 2K shares
$569K · 486 shares
$552K · 21K shares
$539K · 1K shares
$496K · 2K shares
$471K · 961 shares
$464K · 2K shares
$464K · 2K shares
$439K · 1K shares
$426K · 3K shares
$383K · 2K shares
$363K · 1K shares
$355K · 1K shares
$351K · 4K shares
$343K · 2K shares
$336K · 6K shares
$314K · 5K shares
$314K · 5K shares
$297K · 3K shares
$289K · 2K shares
$276K · 958 shares
$268K · 4K shares
$264K · 386 shares
$261K · 534 shares
$257K · 1K shares
$244K · 8K shares
$232K · 3K shares
$227K · 2K shares
$224K · 3K shares
$219K · 664 shares
$211K · 4K shares
$130K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $87.3M | 27.5% |
| Technology | 27 | $74.7M | 23.5% |
| Industrials | 27 | $51.2M | 16.1% |
| Healthcare | 16 | $30.3M | 9.5% |
| Unknown | 9 | $20.2M | 6.4% |
| Consumer Cyclical | 13 | $18.1M | 5.7% |
| Communication Services | 10 | $11.1M | 3.5% |
| Energy | 6 | $10.3M | 3.3% |
| Basic Materials | 4 | $5.7M | 1.8% |
| Consumer Defensive | 6 | $5.1M | 1.6% |
| Real Estate | 3 | $1.9M | 0.6% |
| Utilities | 2 | $1.5M | 0.5% |