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)

#StockSharesValue% PortfolioType
201
OTISOTIS WORLDWIDE CORP
2,952$304.7M0.08%
202
PHPARKER-HANNIFIN CORP
500$303.9M0.08%
203
SONOSONOS INC
27,500$293.4M0.08%
204
CMSCMS ENERGY CORP
3,830$288.5M0.08%
205
TJXTJX COS INC NEW
2,344$285.5M0.07%
206
STESTERIS PLC
1,248$282.9M0.07%
207
VUGVANGUARD INDEX FDS
745$276.3M0.07%
208
FERGFERGUSON ENTERPRISES INC
1,710$274.0M0.07%
209
CBTJCALAMOS ETF TR
11,791$273.8M0.07%
210
DGROISHARES TR
4,426$273.4M0.07%
211
SCHGSCHWAB STRATEGIC TR
10,600$265.4M0.07%
212
BABOEING CO
1,556$265.4M0.07%
213
FUODOLBY LABORATORIES INC
3,267$262.4M0.07%
214
RSPFINVESCO EXCHANGE TRADED FD T
3,575$259.3M0.07%
215
CATCATERPILLAR INC
784$258.7M0.07%
216
IWPISHARES TR
2,200$258.5M0.07%
217
CLFCLEVELAND-CLIFFS INC NEW
30,560$251.3M0.07%
218
SYKSTRYKER CORPORATION
655$245.1M0.06%
219
CINFCINCINNATI FINL CORP
1,652$244.0M0.06%
220
VTVVANGUARD INDEX FDS
1,412$243.9M0.06%
221
PFFISHARES TR
7,935$243.8M0.06%
222
AONAON PLC
608$242.6M0.06%
223
SHELSHELL PLC
3,289$241.1M0.06%
224
GFFGRIFFON CORP
3,301$236.0M0.06%
225
BPBP PLC
6,890$232.8M0.06%
226
FITBFIFTH THIRD BANCORP
5,638$221.0M0.06%
227
VFCV F CORP
14,096$218.8M0.06%
228
VODVODAFONE GROUP PLC NEW
22,981$215.3M0.06%
229
AMATAPPLIED MATLS INC
1,455$211.2M0.05%
230
BUFRFIRST TR EXCHNG TRADED FD VI
7,000$207.8M0.05%
231
ALSALLSTATE CORP
999$206.9M0.05%
232
DONSPDR DOW JONES INDL AVERAGE
486$206.3M0.05%
233
0VVBPARAMOUNT GLOBAL
16,977$203.0M0.05%
234
EQINCOLUMBIA ETF TR I
4,422$202.4M0.05%
235
SMHVANECK ETF TRUST
955$202.2M0.05%
236
SANBANCO SANTANDER S.A.
25,946$173.9M0.05%
237
CCLDCARECLOUD INC
124,605$173.2M0.05%
238
FFORD MTR CO
14,642$146.9M0.04%
239
UAAUNDER ARMOUR INC
19,480$121.8M0.03%
240
FFWMFIRST FNDTN INC
11,771$61.1M0.02%
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