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 |
|---|---|---|---|---|---|
| 201 | BIDUNBAIDU INC | 4,088 | $350.6M | 0.08% | |
| 202 | VBVANGUARD INDEX FDS | 1,452 | $344.3M | 0.08% | |
| 203 | CBTJCALAMOS ETF TR | 12,526 | $338.9M | 0.08% | |
| 204 | BF/BBROWN FORMAN CORP | 12,510 | $336.7M | 0.08% | |
| 205 | VUGVANGUARD INDEX FDS | 748 | $327.9M | 0.08% | |
| 206 | SWSMURFIT WESTROCK PLC | 7,500 | $323.6M | 0.08% | |
| 207 | BMYBRISTOL-MYERS SQUIBB CO | 6,873 | $318.2M | 0.08% | |
| 208 | PHPARKER-HANNIFIN CORP | 452 | $315.7M | 0.08% | |
| 209 | SCHGSCHWAB STRATEGIC TR | 10,600 | $309.6M | 0.07% | |
| 210 | IWPISHARES TR | 2,200 | $305.1M | 0.07% | |
| 211 | GEVGE VERNOVA INC | 566 | $299.5M | 0.07% | |
| 212 | OTISOTIS WORLDWIDE CORP | 2,947 | $291.9M | 0.07% | |
| 213 | SONOSONOS INC | 26,900 | $290.8M | 0.07% | |
| 214 | TJXTJX COS INC NEW | 2,344 | $289.5M | 0.07% | |
| 215 | VVISA INC | 805 | $285.9M | 0.07% | |
| 216 | CCLDCARECLOUD INC | 121,111 | $285.8M | 0.07% | |
| 217 | RSPFINVESCO EXCHANGE TRADED FD T | 3,575 | $272.1M | 0.07% | |
| 218 | CATCATERPILLAR INC | 698 | $271.1M | 0.07% | |
| 219 | CMSCMS ENERGY CORP | 3,863 | $268.6M | 0.06% | |
| 220 | SMHVANECK ETF TRUST | 951 | $265.6M | 0.06% | |
| 221 | IVWISHARES TR | 2,348 | $258.6M | 0.06% | |
| 222 | AMATAPPLIED MATLS INC | 1,405 | $257.2M | 0.06% | |
| 223 | SYKSTRYKER CORPORATION | 646 | $256.6M | 0.06% | |
| 224 | DGROISHARES TR | 3,926 | $251.0M | 0.06% | |
| 225 | STESTERIS PLC | 1,040 | $249.8M | 0.06% | |
| 226 | VTVVANGUARD INDEX FDS | 1,412 | $249.6M | 0.06% | |
| 227 | PFFISHARES TR | 7,935 | $243.4M | 0.06% | |
| 228 | FUODOLBY LABORATORIES INC | 3,267 | $242.6M | 0.06% | |
| 229 | GFFGRIFFON CORP | 3,310 | $239.6M | 0.06% | |
| 230 | FSKFS KKR CAP CORP | 11,503 | $238.7M | 0.06% | |
| 231 | VTIVANGUARD INDEX FDS | 774 | $235.2M | 0.06% | |
| 232 | VBKVANGUARD INDEX FDS | 846 | $234.3M | 0.06% | |
| 233 | FITBFIFTH THIRD BANCORP | 5,638 | $231.9M | 0.06% | |
| 234 | SHELSHELL PLC | 3,293 | $231.9M | 0.06% | |
| 235 | BUFRFIRST TR EXCHNG TRADED FD VI | 7,000 | $222.6M | 0.05% | |
| 236 | FPAGINVESTMENT MANAGERS SER TR I | 6,500 | $221.0M | 0.05% | |
| 237 | DELLDELL TECHNOLOGIES INC | 1,795 | $220.1M | 0.05% | |
| 238 | SANBANCO SANTANDER S.A. | 26,200 | $217.5M | 0.05% | |
| 239 | AONAON PLC | 608 | $216.9M | 0.05% | |
| 240 | ECLECOLAB INC | 772 | $209.4M | 0.05% | |
| 241 | TSLATESLA INC | 650 | $206.5M | 0.05% | |
| 242 | VODVODAFONE GROUP PLC NEW | 14,878 | $158.6M | 0.04% | |
| 243 | 0VVBPARAMOUNT GLOBAL | 12,139 | $156.6M | 0.04% | |
| 244 | CLFCLEVELAND-CLIFFS INC NEW | 19,952 | $151.7M | 0.04% | |
| 245 | VFCV F CORP | 12,664 | $148.8M | 0.04% | |
| 246 | FFORD MTR CO | 13,201 | $143.2M | 0.03% | |
| 247 | ICLNISHARES TR | 10,284 | $134.8M | 0.03% | |
| 248 | UAAUNDER ARMOUR INC | 19,480 | $133.0M | 0.03% |
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