MCDONALD PARTNERS LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$417.1B
Holdings
248
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 45,217 | $22.5B | 5.40% | |
| 2 | ETNEATON CORP PLC | 39,689 | $14.2B | 3.40% | |
| 3 | AAPLAPPLE INC | 68,321 | $14.0B | 3.36% | |
| 4 | JPMJPMORGAN CHASE & CO. | 37,673 | $10.9B | 2.62% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,967 | $9.2B | 2.21% | |
| 6 | RTXRTX CORPORATION | 49,936 | $7.3B | 1.75% | |
| 7 | VOOVANGUARD INDEX FDS | 12,572 | $7.1B | 1.71% | |
| 8 | ORCLORACLE CORP | 32,018 | $7.0B | 1.68% | |
| 9 | NVDANVIDIA CORPORATION | 43,690 | $6.9B | 1.66% | |
| 10 | AVGOBROADCOM INC | 24,515 | $6.8B | 1.62% | |
| 11 | AMGNAMGEN INC | 21,136 | $5.9B | 1.42% | |
| 12 | AMZNAMAZON COM INC | 25,979 | $5.7B | 1.37% | |
| 13 | HONHONEYWELL INTL INC | 23,770 | $5.5B | 1.33% | |
| 14 | PNRPENTAIR PLC | 53,119 | $5.5B | 1.31% | |
| 15 | IBMINTERNATIONAL BUSINESS MACHS | 17,828 | $5.3B | 1.26% | |
| 16 | XOMEXXON MOBIL CORP | 45,962 | $5.0B | 1.19% | |
| 17 | IUSGISHARES TR | 32,033 | $4.8B | 1.16% | |
| 18 | SPYSPDR S&P 500 ETF TR | 7,780 | $4.8B | 1.15% | |
| 19 | CSCOCISCO SYS INC | 68,944 | $4.8B | 1.15% | |
| 20 | CVXCHEVRON CORP NEW | 32,843 | $4.7B | 1.13% | |
| 21 | GOOGALPHABET INC | 25,969 | $4.6B | 1.11% | |
| 22 | METAMETA PLATFORMS INC | 6,213 | $4.6B | 1.10% | |
| 23 | LHXL3HARRIS TECHNOLOGIES INC | 17,160 | $4.3B | 1.04% | |
| 24 | ABBVABBVIE INC | 22,916 | $4.3B | 1.02% | |
| 25 | JNJJOHNSON & JOHNSON | 27,314 | $4.2B | 1.00% | |
| 26 | PSXPHILLIPS 66 | 32,073 | $3.8B | 0.92% | |
| 27 | SJMSMUCKER J M CO | 37,712 | $3.7B | 0.89% | |
| 28 | TXNTEXAS INSTRS INC | 17,710 | $3.7B | 0.88% | |
| 29 | HDHOME DEPOT INC | 9,898 | $3.6B | 0.87% | |
| 30 | SHWSHERWIN WILLIAMS CO | 10,391 | $3.6B | 0.86% | |
| 31 | BACVERIZON COMMUNICATIONS INC | 79,370 | $3.4B | 0.82% | |
| 32 | TSCOTRACTOR SUPPLY CO | 62,514 | $3.3B | 0.79% | |
| 33 | ACNACCENTURE PLC IRELAND | 10,691 | $3.2B | 0.77% | |
| 34 | ADBEADOBE INC | 8,264 | $3.2B | 0.77% | |
| 35 | MARMARRIOTT INTL INC NEW | 11,459 | $3.1B | 0.75% | |
| 36 | PFEPFIZER INC | 116,796 | $2.8B | 0.68% | |
| 37 | WMTWALMART INC | 28,560 | $2.8B | 0.67% | |
| 38 | LVSLAS VEGAS SANDS CORP | 64,251 | $2.8B | 0.67% | Call |
| 39 | GSGOLDMAN SACHS GROUP INC | 3,932 | $2.8B | 0.67% | |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | 6,744 | $2.7B | 0.66% | |
| 41 | JT5MUELLER WTR PRODS INC | 110,970 | $2.7B | 0.64% | |
| 42 | GILDGILEAD SCIENCES INC | 23,167 | $2.6B | 0.62% | |
| 43 | NEENEXTERA ENERGY INC | 35,629 | $2.5B | 0.59% | |
| 44 | USBUS BANCORP DEL | 54,734 | $2.5B | 0.59% | |
| 45 | NDQINVESCO QQQ TR | 4,487 | $2.5B | 0.59% | |
| 46 | AFLAFLAC INC | 23,255 | $2.5B | 0.59% | |
| 47 | PEPPEPSICO INC | 18,396 | $2.4B | 0.58% | |
| 48 | PGRPROGRESSIVE CORP | 8,953 | $2.4B | 0.57% | |
| 49 | CBCHUBB LIMITED | 8,187 | $2.4B | 0.57% | |
| 50 | BACBANK AMERICA CORP | 49,491 | $2.3B | 0.56% | |
| 51 | XYLXYLEM INC | 17,166 | $2.2B | 0.53% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 2,173 | $2.2B | 0.52% | |
| 53 | ABTABBOTT LABS | 15,987 | $2.2B | 0.52% | |
| 54 | SPYGSPDR SERIES TRUST | 22,408 | $2.1B | 0.51% | |
| 55 | DISDISNEY WALT CO | 17,123 | $2.1B | 0.51% | |
| 56 | ADIANALOG DEVICES INC | 8,840 | $2.1B | 0.51% | |
| 57 | GWWGRAINGER W W INC | 1,993 | $2.1B | 0.51% | |
| 58 | UPSUNITED PARCEL SERVICE INC | 20,394 | $2.1B | 0.49% | |
| 59 | JEPIJ P MORGAN EXCHANGE TRADED F | 36,070 | $2.1B | 0.49% | |
| 60 | EMREMERSON ELEC CO | 14,938 | $2.0B | 0.48% | |
| 61 | TRVCCITIGROUP INC | 23,159 | $2.0B | 0.47% | |
| 62 | ITGARTNER INC | 4,825 | $2.0B | 0.47% | |
| 63 | JCIJOHNSON CTLS INTL PLC | 18,212 | $1.9B | 0.46% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 13,014 | $1.8B | 0.44% | |
| 65 | TAT&T INC | 62,977 | $1.8B | 0.44% | |
| 66 | COPCONOCOPHILLIPS | 20,192 | $1.8B | 0.44% | |
| 67 | HYHYSTER-YALE INC | 45,469 | $1.8B | 0.43% | |
| 68 | BLKBLACKROCK INC | 1,688 | $1.8B | 0.43% | |
| 69 | PGPROCTER AND GAMBLE CO | 11,180 | $1.8B | 0.43% | |
| 70 | LOWLOWES COS INC | 7,791 | $1.7B | 0.42% | |
| 71 | LINLINDE PLC | 3,654 | $1.7B | 0.41% | |
| 72 | MCDMCDONALDS CORP | 5,831 | $1.7B | 0.41% | |
| 73 | GDGENERAL DYNAMICS CORP | 5,640 | $1.7B | 0.40% | |
| 74 | LITELUMENTUM HLDGS INC | 17,460 | $1.7B | 0.40% | |
| 75 | AMTAMERICAN TOWER CORP NEW | 7,304 | $1.6B | 0.39% | |
| 76 | QCOMQUALCOMM INC | 10,181 | $1.6B | 0.39% | |
| 77 | LEADSIREN ETF TR | 22,183 | $1.6B | 0.38% | |
| 78 | ROKUROKU INC | 18,100 | $1.6B | 0.38% | |
| 79 | JEPQJ P MORGAN EXCHANGE TRADED F | 29,197 | $1.6B | 0.38% | |
| 80 | HBANHUNTINGTON BANCSHARES INC | 93,707 | $1.6B | 0.38% | |
| 81 | CFBKCF BANKSHARES INC | 64,151 | $1.5B | 0.37% | |
| 82 | GOOGLALPHABET INC | 8,261 | $1.5B | 0.35% | |
| 83 | CRWDCROWDSTRIKE HLDGS INC | 2,818 | $1.4B | 0.34% | |
| 84 | APDAIR PRODS & CHEMS INC | 4,969 | $1.4B | 0.34% | |
| 85 | NDSNNORDSON CORP | 6,550 | $1.4B | 0.34% | |
| 86 | NFLXNETFLIX INC | 1,039 | $1.4B | 0.33% | |
| 87 | USMVISHARES TR | 14,625 | $1.4B | 0.33% | |
| 88 | ADPAUTOMATIC DATA PROCESSING IN | 4,350 | $1.4B | 0.33% | |
| 89 | WDFCWD 40 CO | 5,917 | $1.3B | 0.32% | |
| 90 | CMICUMMINS INC | 4,120 | $1.3B | 0.32% | |
| 91 | AGGISHARES TR | 13,600 | $1.3B | 0.32% | |
| 92 | PNCPNC FINL SVCS GROUP INC | 7,126 | $1.3B | 0.32% | |
| 93 | ITWILLINOIS TOOL WKS INC | 5,237 | $1.3B | 0.31% | |
| 94 | FCXFREEPORT-MCMORAN INC | 30,085 | $1.3B | 0.31% | |
| 95 | AMBAAMBARELLA INC | 19,246 | $1.3B | 0.30% | |
| 96 | MDTMEDTRONIC PLC | 14,395 | $1.3B | 0.30% | |
| 97 | 4I1PHILIP MORRIS INTL INC | 6,904 | $1.3B | 0.30% | |
| 98 | MSIMOTOROLA SOLUTIONS INC | 2,947 | $1.2B | 0.30% | |
| 99 | MDLZMONDELEZ INTL INC | 17,511 | $1.2B | 0.28% | |
| 100 | SPGIS&P GLOBAL INC | 2,218 | $1.2B | 0.28% |
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