MCDONALD PARTNERS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$384.0B
Holdings
240
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (240 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPGIS&P GLOBAL INC | 2,169 | $1.1B | 0.29% | |
| 102 | LITELUMENTUM HLDGS INC | 17,660 | $1.1B | 0.29% | |
| 103 | 4I1PHILIP MORRIS INTL INC | 6,903 | $1.1B | 0.29% | |
| 104 | APOAPOLLO GLOBAL MGMT INC | 7,894 | $1.1B | 0.28% | |
| 105 | LMTLOCKHEED MARTIN CORP | 2,344 | $1.1B | 0.28% | |
| 106 | NFLXNETFLIX INC | 1,138 | $1.1B | 0.28% | |
| 107 | HBC2HSBC HLDGS PLC | 17,709 | $1.0B | 0.27% | |
| 108 | CLCOLGATE PALMOLIVE CO | 10,447 | $983.9M | 0.26% | |
| 109 | AMBAAMBARELLA INC | 19,446 | $978.7M | 0.25% | |
| 110 | CRWDCROWDSTRIKE HLDGS INC | 2,773 | $977.7M | 0.25% | |
| 111 | UHALU HAUL HOLDING COMPANY | 14,925 | $975.5M | 0.25% | |
| 112 | MPCMARATHON PETE CORP | 6,689 | $974.7M | 0.25% | |
| 113 | GDDYGODADDY INC | 5,400 | $972.8M | 0.25% | |
| 114 | WECWEC ENERGY GROUP INC | 8,797 | $964.0M | 0.25% | |
| 115 | IWMISHARES TR | 4,796 | $960.3M | 0.25% | |
| 116 | WMWASTE MGMT INC DEL | 4,115 | $953.1M | 0.25% | |
| 117 | ESEVERSOURCE ENERGY | 15,111 | $941.7M | 0.25% | |
| 118 | AMLPALPS ETF TR | 18,042 | $937.3M | 0.24% | |
| 119 | FCXFREEPORT-MCMORAN INC | 24,535 | $928.9M | 0.24% | |
| 120 | DYHTARGET CORP | 8,847 | $926.0M | 0.24% | |
| 121 | ZTSZOETIS INC | 5,622 | $925.8M | 0.24% | |
| 122 | HTGCHERCULES CAPITAL INC | 48,000 | $922.1M | 0.24% | |
| 123 | FUMBFIRST TR EXCH TRADED FD III | 45,500 | $914.3M | 0.24% | |
| 124 | SUNSUNOCO LP/SUNOCO FIN CORP | 15,502 | $900.1M | 0.23% | |
| 125 | LLYELI LILLY & CO | 1,070 | $883.7M | 0.23% | |
| 126 | MPLXMPLX LP | 16,190 | $866.6M | 0.23% | |
| 127 | UNPUNION PAC CORP | 3,482 | $828.7M | 0.22% | |
| 128 | LQDISHARES TR | 7,578 | $823.7M | 0.21% | |
| 129 | QWLDSPDR INDEX SHS FDS | 6,375 | $814.1M | 0.21% | |
| 130 | AWCAMERICAN WTR WKS CO INC NEW | 5,444 | $808.8M | 0.21% | |
| 131 | JJACOBS SOLUTIONS INC | 6,451 | $779.9M | 0.20% | |
| 132 | BXBLACKSTONE INC | 5,430 | $759.4M | 0.20% | |
| 133 | JMSTJ P MORGAN EXCHANGE TRADED F | 14,600 | $742.4M | 0.19% | |
| 134 | LRCXLAM RESEARCH CORP | 10,105 | $734.6M | 0.19% | |
| 135 | NKENIKE INC | 11,394 | $726.2M | 0.19% | |
| 136 | PKBKPARKE BANCORP INC | 38,448 | $724.4M | 0.19% | |
| 137 | ETENERGY TRANSFER L P | 37,266 | $692.9M | 0.18% | |
| 138 | WENWENDYS CO | 47,165 | $690.1M | 0.18% | |
| 139 | CNHICNH INDL N V | 55,425 | $680.6M | 0.18% | |
| 140 | CMCSACOMCAST CORP NEW | 18,048 | $667.5M | 0.17% | |
| 141 | CLXCLOROX CO DEL | 4,468 | $662.5M | 0.17% | |
| 142 | ARCCARES CAPITAL CORP | 29,836 | $661.2M | 0.17% | |
| 143 | UBERUBER TECHNOLOGIES INC | 9,041 | $658.7M | 0.17% | |
| 144 | MSGSMADISON SQUARE GRDN SPRT COR | 3,346 | $651.5M | 0.17% | |
| 145 | SPYVSPDR SER TR | 12,651 | $646.4M | 0.17% | |
| 146 | KOCOCA COLA CO | 8,913 | $638.7M | 0.17% | |
| 147 | IVVISHARES TR | 1,133 | $636.9M | 0.17% | |
| 148 | VBRVANGUARD INDEX FDS | 3,404 | $634.2M | 0.17% | |
| 149 | DKNGDRAFTKINGS INC NEW | 18,963 | $629.8M | 0.16% | |
| 150 | PKGPACKAGING CORP AMER | 3,177 | $629.5M | 0.16% | |
| 151 | TGNATEGNA INC | 34,050 | $620.4M | 0.16% | |
| 152 | 8CWCROWN CASTLE INC | 5,708 | $598.2M | 0.16% | |
| 153 | RITMRITHM CAPITAL CORP | 50,900 | $582.8M | 0.15% | |
| 154 | CMICUMMINS INC | 1,825 | $572.0M | 0.15% | |
| 155 | MLCOMELCO RESORTS AND ENTMNT LTD | 105,627 | $556.7M | 0.14% | |
| 156 | HOGHARLEY DAVIDSON INC | 21,775 | $549.8M | 0.14% | |
| 157 | GNRCGENERAC HLDGS INC | 4,325 | $547.8M | 0.14% | |
| 158 | FNCLFIDELITY COVINGTON TRUST | 7,800 | $542.3M | 0.14% | |
| 159 | PDOPIMCO DYNAMIC INCOME OPRNTS | 39,000 | $541.3M | 0.14% | |
| 160 | SBUXSTARBUCKS CORP | 5,354 | $525.9M | 0.14% | |
| 161 | PLTRPALANTIR TECHNOLOGIES INC | 6,050 | $510.6M | 0.13% | |
| 162 | FMBFIRST TR EXCH TRADED FD III | 10,000 | $504.2M | 0.13% | |
| 163 | PPGPPG INDS INC | 4,569 | $503.0M | 0.13% | |
| 164 | GEGE AEROSPACE | 2,499 | $500.2M | 0.13% | |
| 165 | SHVISHARES TR | 4,526 | $499.9M | 0.13% | |
| 166 | ACVVIRTUS DIVERSIFIED INCM & CO | 24,700 | $494.0M | 0.13% | |
| 167 | IRDMIRIDIUM COMMUNICATIONS INC | 17,950 | $490.4M | 0.13% | |
| 168 | ILMNILLUMINA INC | 6,128 | $486.2M | 0.13% | |
| 169 | PZTINVESCO EXCH TRADED FD TR II | 21,050 | $465.2M | 0.12% | |
| 170 | SCHXSCHWAB STRATEGIC TR | 20,957 | $462.7M | 0.12% | |
| 171 | NSCNORFOLK SOUTHN CORP | 1,925 | $455.9M | 0.12% | |
| 172 | BF/BBROWN FORMAN CORP | 13,372 | $453.9M | 0.12% | |
| 173 | SWSMURFIT WESTROCK PLC | 10,000 | $450.6M | 0.12% | |
| 174 | ATOATMOS ENERGY CORP | 2,851 | $443.2M | 0.12% | |
| 175 | CRMSALESFORCE INC | 1,642 | $441.1M | 0.11% | |
| 176 | OBDCBLUE OWL CAPITAL CORPORATION | 30,000 | $439.8M | 0.11% | |
| 177 | XLGINVESCO EXCHANGE TRADED FD T | 9,354 | $431.3M | 0.11% | |
| 178 | BIDUNBAIDU INC | 4,665 | $429.3M | 0.11% | |
| 179 | KEYKEYCORP | 26,687 | $426.7M | 0.11% | |
| 180 | NOCNORTHROP GRUMMAN CORP | 830 | $425.2M | 0.11% | |
| 181 | PFFAETFIS SER TR I | 20,000 | $424.2M | 0.11% | |
| 182 | BMYBRISTOL-MYERS SQUIBB CO | 6,873 | $419.2M | 0.11% | |
| 183 | QYLDGLOBAL X FDS | 24,500 | $407.4M | 0.11% | |
| 184 | GLWCORNING INC | 8,634 | $395.3M | 0.10% | |
| 185 | TMUST-MOBILE US INC | 1,480 | $394.7M | 0.10% | |
| 186 | AEPAMERICAN ELEC PWR CO INC | 3,516 | $384.2M | 0.10% | |
| 187 | LECOLINCOLN ELEC HLDGS INC | 1,965 | $371.7M | 0.10% | |
| 188 | CARRCARRIER GLOBAL CORPORATION | 5,854 | $371.1M | 0.10% | |
| 189 | DRIDARDEN RESTAURANTS INC | 1,775 | $368.8M | 0.10% | |
| 190 | IWDISHARES TR | 1,915 | $360.4M | 0.09% | |
| 191 | VRTVERTIV HOLDINGS CO | 4,925 | $355.6M | 0.09% | |
| 192 | FALNISHARES TR | 13,273 | $355.6M | 0.09% | |
| 193 | USALIBERTY ALL STAR EQUITY FD | 52,510 | $343.9M | 0.09% | |
| 194 | SHYISHARES TR | 4,156 | $343.8M | 0.09% | |
| 195 | DEDEERE & CO | 713 | $334.6M | 0.09% | |
| 196 | XLESELECT SECTOR SPDR TR | 3,515 | $329.0M | 0.09% | |
| 197 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,000 | $325.9M | 0.08% | |
| 198 | IVWISHARES TR | 3,348 | $310.8M | 0.08% | |
| 199 | ADXADAMS DIVERSIFIED EQUITY FD | 16,360 | $310.7M | 0.08% | |
| 200 | VVISA INC | 882 | $309.2M | 0.08% |