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 |
|---|---|---|---|---|---|
| 101 | FDSFACTSET RESH SYS INC | 2,589 | $1.2B | 0.28% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 3,698 | $1.2B | 0.28% | |
| 103 | MRKMERCK & CO INC | 14,717 | $1.2B | 0.28% | |
| 104 | DDDUPONT DE NEMOURS INC | 16,807 | $1.2B | 0.28% | |
| 105 | SILASILA REALTY TRUST INC | 48,496 | $1.1B | 0.28% | |
| 106 | LMTLOCKHEED MARTIN CORP | 2,392 | $1.1B | 0.27% | |
| 107 | HBC2HSBC HLDGS PLC | 18,334 | $1.1B | 0.27% | |
| 108 | BABAALIBABA GROUP HLDG LTD | 9,662 | $1.1B | 0.26% | |
| 109 | PAYXPAYCHEX INC | 7,497 | $1.1B | 0.26% | |
| 110 | IWMISHARES TR | 5,027 | $1.1B | 0.26% | |
| 111 | FERGFERGUSON ENTERPRISES INC | 4,935 | $1.1B | 0.26% | |
| 112 | STZCONSTELLATION BRANDS INC | 6,344 | $1.0B | 0.25% | |
| 113 | BDXBECTON DICKINSON & CO | 5,829 | $1.0B | 0.24% | |
| 114 | APOAPOLLO GLOBAL MGMT INC | 7,021 | $996.1M | 0.24% | |
| 115 | ESEVERSOURCE ENERGY | 15,507 | $990.2M | 0.24% | |
| 116 | LRCXLAM RESEARCH CORP | 9,955 | $969.0M | 0.23% | |
| 117 | SHYISHARES TR | 11,683 | $968.1M | 0.23% | |
| 118 | GDDYGODADDY INC | 5,375 | $967.8M | 0.23% | |
| 119 | CLCOLGATE PALMOLIVE CO | 10,548 | $963.7M | 0.23% | |
| 120 | MPCMARATHON PETE CORP | 5,706 | $948.0M | 0.23% | |
| 121 | WMWASTE MGMT INC DEL | 4,116 | $942.2M | 0.23% | |
| 122 | WECWEC ENERGY GROUP INC | 8,573 | $898.3M | 0.22% | |
| 123 | UHALU HAUL HOLDING COMPANY | 14,825 | $897.8M | 0.22% | |
| 124 | AMLPALPS ETF TR | 18,178 | $888.4M | 0.21% | |
| 125 | HTGCHERCULES CAPITAL INC | 48,000 | $877.4M | 0.21% | |
| 126 | FUMBFIRST TR EXCH TRADED FD III | 43,500 | $874.4M | 0.21% | |
| 127 | ZTSZOETIS INC | 5,522 | $861.3M | 0.21% | |
| 128 | QWLDSPDR INDEX SHS FDS | 6,375 | $859.8M | 0.21% | |
| 129 | UBERUBER TECHNOLOGIES INC | 9,001 | $839.8M | 0.20% | |
| 130 | UNPUNION PAC CORP | 3,611 | $837.0M | 0.20% | |
| 131 | MPLXMPLX LP | 16,248 | $837.0M | 0.20% | |
| 132 | SUNSUNOCO LP/SUNOCO FIN CORP | 15,506 | $831.0M | 0.20% | |
| 133 | DKNGDRAFTKINGS INC NEW | 19,283 | $827.1M | 0.20% | |
| 134 | PLTRPALANTIR TECHNOLOGIES INC | 6,050 | $824.7M | 0.20% | |
| 135 | VEAVANGUARD TAX-MANAGED FDS | 14,249 | $812.4M | 0.19% | |
| 136 | JJACOBS SOLUTIONS INC | 6,176 | $811.8M | 0.19% | |
| 137 | BXBLACKSTONE INC | 5,299 | $792.9M | 0.19% | |
| 138 | AWCAMERICAN WTR WKS CO INC NEW | 5,557 | $779.1M | 0.19% | |
| 139 | LQDISHARES TR | 7,078 | $775.8M | 0.19% | |
| 140 | JMSTJ P MORGAN EXCHANGE TRADED F | 14,600 | $743.4M | 0.18% | |
| 141 | PKBKPARKE BANCORP INC | 36,448 | $742.4M | 0.18% | |
| 142 | CNHICNH INDL N V | 55,825 | $723.5M | 0.17% | |
| 143 | NKENIKE INC | 10,078 | $718.8M | 0.17% | |
| 144 | IVVISHARES TR | 1,133 | $703.8M | 0.17% | |
| 145 | MSGSMADISON SQUARE GRDN SPRT COR | 3,346 | $699.1M | 0.17% | |
| 146 | SPYVSPDR SERIES TRUST | 13,348 | $698.9M | 0.17% | |
| 147 | CMCSACOMCAST CORP NEW | 18,634 | $666.5M | 0.16% | |
| 148 | MLCOMELCO RESORTS AND ENTMNT LTD | 92,086 | $665.8M | 0.16% | |
| 149 | VBRVANGUARD INDEX FDS | 3,404 | $663.9M | 0.16% | |
| 150 | 8CWCROWN CASTLE INC | 6,411 | $662.3M | 0.16% | |
| 151 | ARCCARES CAPITAL CORP | 29,881 | $656.2M | 0.16% | |
| 152 | GEGE AEROSPACE | 2,506 | $645.0M | 0.15% | |
| 153 | ETENERGY TRANSFER L P | 35,192 | $638.2M | 0.15% | |
| 154 | VRTVERTIV HOLDINGS CO | 4,925 | $632.4M | 0.15% | |
| 155 | GNRCGENERAC HLDGS INC | 4,325 | $619.4M | 0.15% | |
| 156 | RITMRITHM CAPITAL CORP | 50,900 | $574.7M | 0.14% | |
| 157 | CLXCLOROX CO DEL | 4,724 | $571.5M | 0.14% | |
| 158 | ILMNILLUMINA INC | 5,953 | $568.0M | 0.14% | |
| 159 | ACVVIRTUS DIVERSIFIED INCM & CO | 24,700 | $565.4M | 0.14% | |
| 160 | PPGPPG INDS INC | 4,928 | $563.8M | 0.14% | |
| 161 | KEYKEYCORP | 31,781 | $553.6M | 0.13% | |
| 162 | KOCOCA COLA CO | 7,688 | $544.3M | 0.13% | |
| 163 | IRDMIRIDIUM COMMUNICATIONS INC | 17,950 | $541.6M | 0.13% | |
| 164 | XLGINVESCO EXCHANGE TRADED FD T | 10,341 | $539.9M | 0.13% | |
| 165 | LLYELI LILLY & CO | 689 | $537.1M | 0.13% | |
| 166 | PKGPACKAGING CORP AMER | 2,837 | $535.0M | 0.13% | |
| 167 | PDOPIMCO DYNAMIC INCOME OPRNTS | 39,000 | $525.7M | 0.13% | |
| 168 | WENWENDYS CO | 45,654 | $521.5M | 0.13% | |
| 169 | SCHXSCHWAB STRATEGIC TR | 20,957 | $512.2M | 0.12% | |
| 170 | SBUXSTARBUCKS CORP | 5,461 | $501.3M | 0.12% | |
| 171 | SHVISHARES TR | 4,526 | $499.8M | 0.12% | |
| 172 | FMBFIRST TR EXCH TRADED FD III | 10,000 | $498.2M | 0.12% | |
| 173 | NSCNORFOLK SOUTHN CORP | 1,925 | $492.7M | 0.12% | |
| 174 | HOGHARLEY DAVIDSON INC | 20,825 | $491.5M | 0.12% | |
| 175 | DYHTARGET CORP | 4,899 | $485.4M | 0.12% | |
| 176 | FNCLFIDELITY COVINGTON TRUST | 6,500 | $481.3M | 0.12% | |
| 177 | GLWCORNING INC | 9,134 | $480.4M | 0.12% | |
| 178 | CRMSALESFORCE INC | 1,745 | $476.8M | 0.11% | |
| 179 | PZTINVESCO EXCH TRADED FD TR II | 21,050 | $455.5M | 0.11% | |
| 180 | ATOATMOS ENERGY CORP | 2,831 | $438.7M | 0.11% | |
| 181 | HELOJ P MORGAN EXCHANGE TRADED F | 7,000 | $438.1M | 0.11% | |
| 182 | OBDCBLUE OWL CAPITAL CORPORATION | 30,000 | $430.2M | 0.10% | |
| 183 | CARRCARRIER GLOBAL CORPORATION | 5,854 | $428.5M | 0.10% | |
| 184 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,000 | $424.1M | 0.10% | |
| 185 | NOCNORTHROP GRUMMAN CORP | 833 | $416.7M | 0.10% | |
| 186 | PFFAETFIS SER TR I | 20,000 | $416.6M | 0.10% | |
| 187 | QYLDGLOBAL X FDS | 24,500 | $409.6M | 0.10% | |
| 188 | LECOLINCOLN ELEC HLDGS INC | 1,965 | $407.4M | 0.10% | |
| 189 | DRIDARDEN RESTAURANTS INC | 1,775 | $386.9M | 0.09% | |
| 190 | TGNATEGNA INC | 23,050 | $386.3M | 0.09% | |
| 191 | BABOEING CO | 1,796 | $376.3M | 0.09% | |
| 192 | VWOVANGUARD INTL EQUITY INDEX F | 7,595 | $375.7M | 0.09% | |
| 193 | IWDISHARES TR | 1,915 | $372.0M | 0.09% | |
| 194 | USALIBERTY ALL STAR EQUITY FD | 53,682 | $365.6M | 0.09% | |
| 195 | ADXADAMS DIVERSIFIED EQUITY FD | 16,729 | $363.2M | 0.09% | |
| 196 | DEDEERE & CO | 713 | $362.6M | 0.09% | |
| 197 | VOVANGUARD INDEX FDS | 1,289 | $360.8M | 0.09% | |
| 198 | AEPAMERICAN ELEC PWR CO INC | 3,476 | $360.7M | 0.09% | |
| 199 | FALNISHARES TR | 13,265 | $360.0M | 0.09% | |
| 200 | TMUST-MOBILE US INC | 1,480 | $352.6M | 0.08% |