Mcdonald Partners LLC Portfolio Holdings

Mcdonald Partners LLC

  • $320 Million
  • Q3 2025

Mcdonald Partners LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.5M, Eaton Corp PLC with a value of $14.5M, Apple Inc. with a value of $12M, Jpmorgan Chase & CO with a value of $9.76M, and Berkshire Hathaway Inc Class B with a value of $9.46M.

Examining the 13F form we can see an decrease of $84.6M in the current position value, from $404M to 320M.

Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Million
Technology: $77.3 Million
Industrials: $57.9 Million
ETFs: $48.8 Million
Financial Services: $42.2 Million
Healthcare: $29.4 Million
Consumer Cyclical: $17.9 Million
Communication Services: $15.5 Million
Energy: $12.2 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$16.5 Million 5.17% of portfolio
31,917
Q3 2025 Reduced 29.41%
$141B
$14.5 Million 4.53% of portfolio
38,700
Q3 2025 Reduced 2.49%
$4.39T
$12 Million 3.74% of portfolio
46,935
Q3 2025 Reduced 31.3%
$908B
$9.76 Million 3.05% of portfolio
30,955
Q3 2025 Reduced 17.83%
$647B
$9.46 Million 2.96% of portfolio
18,824
Q3 2025 Reduced 0.75%
$587B
$8.23 Million 2.57% of portfolio
29,249
Q3 2025 Reduced 8.65%
$0
$7.88 Million 2.47% of portfolio
12,869
Q3 2025 Added 2.36%
$256B
$6.43 Million 2.01% of portfolio
38,454
Q3 2025 Reduced 22.99%
$17.6B
$5.71 Million 1.79% of portfolio
51,585
Q3 2025 Reduced 2.89%
$466B
$5.65 Million 1.77% of portfolio
30,299
Q3 2025 Reduced 30.65%
$138B
$5.46 Million 1.71% of portfolio
16,556
Q3 2025 Reduced 32.47%
$0
$5.27 Million 1.65% of portfolio
32,033
Q1 2025 Added 0.1%
$0
$5.21 Million 1.63% of portfolio
7,822
Q3 2025 Added 0.54%
$180B
$4.99 Million 1.56% of portfolio
17,671
Q3 2025 Reduced 16.39%
$411B
$4.54 Million 1.42% of portfolio
19,589
Q3 2025 Reduced 14.52%
$134B
$4.44 Million 1.39% of portfolio
21,080
Q3 2025 Reduced 11.32%
$55.2B
$4.13 Million 1.29% of portfolio
13,517
Q3 2025 Reduced 21.23%
$273B
$4.1 Million 1.28% of portfolio
14,540
Q3 2025 Reduced 18.44%
$510B
$3.65 Million 1.14% of portfolio
19,660
Q3 2025 Reduced 28.02%
$377B
$3.6 Million 1.13% of portfolio
8,892
Q3 2025 Reduced 10.16%
$6.24B
$3.59 Million 1.12% of portfolio
63,178
Q3 2025 Added 1.06%
$318B
$3.4 Million 1.06% of portfolio
49,762
Q3 2025 Reduced 27.82%
$227B
$3.27 Million 1.02% of portfolio
6,744
Q2 2025 Reduced 0.3%
$3.62B
$3.22 Million 1.01% of portfolio
126,100
Q3 2025 Added 13.63%
$2.42T
$3.03 Million 0.95% of portfolio
13,816
Q3 2025 Reduced 46.82%
$157B
$2.99 Million 0.94% of portfolio
26,945
Q3 2025 Added 16.31%
$275B
$2.98 Million 0.93% of portfolio
3,737
Q3 2025 Reduced 4.96%
$67.1B
$2.98 Million 0.93% of portfolio
21,943
Q3 2025 Reduced 31.58%
$11.8B
$2.93 Million 0.92% of portfolio
26,955
Q3 2025 Reduced 28.52%
$93.3B
$2.93 Million 0.92% of portfolio
11,234
Q3 2025 Reduced 1.96%
$155B
$2.89 Million 0.91% of portfolio
8,204
Q3 2025 Reduced 0.73%
$15.5B
$2.84 Million 0.89% of portfolio
17,435
Q3 2025 Reduced 0.14%
$1.7T
$2.8 Million 0.88% of portfolio
11,512
Q3 2025 Reduced 55.67%
$0
$2.62 Million 0.82% of portfolio
4,366
Q3 2025 Reduced 2.7%
$177B
$2.6 Million 0.81% of portfolio
13,355
Q3 2025 Reduced 24.59%
$195B
$2.56 Million 0.8% of portfolio
25,260
Q3 2025 Added 9.07%
$0
$2.51 Million 0.79% of portfolio
24,023
Q3 2025 Added 7.21%
$495B
$2.39 Million 0.75% of portfolio
21,224
Q3 2025 Reduced 53.82%
$0
$2.23 Million 0.7% of portfolio
39,054
Q3 2025 Added 8.27%
$156B
$2.16 Million 0.68% of portfolio
8,768
Q3 2025 Reduced 17.99%
$145B
$1.89 Million 0.59% of portfolio
74,107
Q3 2025 Reduced 36.55%
$70.3B
$1.86 Million 0.58% of portfolio
38,441
Q3 2025 Reduced 29.77%
$22.7B
$1.85 Million 0.58% of portfolio
106,914
Q3 2025 Added 14.09%
$183B
$1.81 Million 0.57% of portfolio
64,258
Q3 2025 Added 2.03%
$12.1B
$1.83 Million 0.57% of portfolio
18,325
Q3 2025 Added 1.24%
$196B
$1.78 Million 0.56% of portfolio
10,716
Q3 2025 Added 5.25%
$390M
$1.72 Million 0.54% of portfolio
46,545
Q3 2025 Added 2.37%
$1.74T
$1.73 Million 0.54% of portfolio
7,108
Q3 2025 Reduced 13.96%
$26.5B
$1.73 Million 0.54% of portfolio
11,758
Q3 2025 Reduced 31.5%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $320 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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