Mcdonald Partners LLC Portfolio Holdings

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025

Mcdonald Partners LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $404 Million distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.5M, Eaton Corp PLC with a value of $14.2M, Apple Inc. with a value of $14M, Jpmorgan Chase & CO with a value of $10.9M, and Berkshire Hathaway Inc Class B with a value of $9.21M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $374M to 404M.

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

Portfolio value $404 Million
Technology: $94.5 Million
Industrials: $69.5 Million
Financial Services: $50.8 Million
ETFs: $47.5 Million
Healthcare: $32.4 Million
Consumer Cyclical: $28.6 Million
Communication Services: $24.3 Million
Consumer Defensive: $18.9 Million
Other: $37.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$22.5 Million 5.56% of portfolio
45,217
Q2 2025 Reduced 0.15%
$145B
$14.2 Million 3.5% of portfolio
39,689
Q2 2025 Added 4.12%
$3.69T
$14 Million 3.47% of portfolio
68,321
Q2 2025 Reduced 8.88%
$859B
$10.9 Million 2.7% of portfolio
37,673
Q2 2025 Reduced 1.53%
$621B
$9.21 Million 2.28% of portfolio
18,967
Q2 2025 Reduced 2.81%
$229B
$7.29 Million 1.8% of portfolio
49,936
Q2 2025 Added 5.92%
$0
$7.14 Million 1.77% of portfolio
12,572
Q2 2025 Added 19.97%
$684B
$7 Million 1.73% of portfolio
32,018
Q2 2025 Reduced 0.85%
$456B
$6.9 Million 1.71% of portfolio
43,690
Q2 2025 Reduced 2.12%
$127B
$6.76 Million 1.67% of portfolio
24,515
Q2 2025 Added 13.05%
$152B
$5.9 Million 1.46% of portfolio
21,136
Q2 2025 Added 0.4%
$2.26T
$5.7 Million 1.41% of portfolio
25,979
Q2 2025 Added 1.26%
$146B
$5.54 Million 1.37% of portfolio
23,770
Q2 2025 Reduced 0.08%
$17.5B
$5.45 Million 1.35% of portfolio
53,119
Q2 2025 Added 6.91%
$210B
$5.26 Million 1.3% of portfolio
17,828
Q2 2025 Reduced 1.13%
$442B
$4.95 Million 1.23% of portfolio
45,962
Q2 2025 Reduced 8.43%
$0
$4.81 Million 1.19% of portfolio
7,780
Q2 2025 Reduced 0.51%
$293B
$4.78 Million 1.18% of portfolio
68,944
Q2 2025 Added 4.06%
$302B
$4.7 Million 1.16% of portfolio
32,843
Q2 2025 Reduced 3.59%
$1.24T
$4.61 Million 1.14% of portfolio
25,969
Q2 2025 Reduced 0.22%
$1.78T
$4.59 Million 1.13% of portfolio
6,213
Q2 2025 Added 3.58%
$51.7B
$4.3 Million 1.06% of portfolio
17,160
Q2 2025 Added 3.96%
$351B
$4.25 Million 1.05% of portfolio
22,916
Q2 2025 Added 1.3%
$452B
$4.17 Million 1.03% of portfolio
27,314
Q2 2025 Reduced 0.52%
$57.7B
$3.83 Million 0.95% of portfolio
32,073
Q2 2025 Reduced 0.74%
$11.9B
$3.7 Million 0.92% of portfolio
37,712
Q2 2025 Added 10.11%
$405B
$3.63 Million 0.9% of portfolio
9,898
Q2 2025 Added 32.91%
$92.8B
$3.57 Million 0.88% of portfolio
10,391
Q2 2025 Reduced 3.62%
$182B
$3.43 Million 0.85% of portfolio
79,370
Q2 2025 Reduced 1.56%
$177B
$3.45 Million 0.85% of portfolio
17,710
Q2 2025 Added 1.22%
$6.58B
$3.3 Million 0.82% of portfolio
62,514
Q2 2025 Reduced 1.3%
$150B
$3.2 Million 0.79% of portfolio
10,691
Q2 2025 Added 1.2%
$157B
$3.2 Million 0.79% of portfolio
8,264
Q1 2025 Added 0.15%
$86B
$3.13 Million 0.77% of portfolio
11,459
Q2 2025 Reduced 0.52%
$138B
$2.83 Million 0.7% of portfolio
116,796
Q2 2025 Added 0.95%
$281B
$2.79 Million 0.69% of portfolio
28,560
Q2 2025 Reduced 3.99%
$254B
$2.78 Million 0.69% of portfolio
3,932
Q2 2025 Added 11.83%
$187B
$2.73 Million 0.68% of portfolio
6,744
Q2 2025 Reduced 0.3%
$4.22B
$2.67 Million 0.66% of portfolio
110,970
Q2 2025 Added 8.54%
$150B
$2.57 Million 0.64% of portfolio
23,167
Q2 2025 Reduced 6.24%
$65.4B
$2.45 Million 0.61% of portfolio
23,255
Q2 2025 Added 0.34%
$68B
$2.48 Million 0.61% of portfolio
54,734
Q2 2025 Added 0.6%
$0
$2.48 Million 0.61% of portfolio
4,487
Q2 2025 Added 1.84%
$141B
$2.47 Million 0.61% of portfolio
35,629
Q2 2025 Added 1.06%
$202B
$2.43 Million 0.6% of portfolio
18,396
Q2 2025 Reduced 2.26%
$112B
$2.37 Million 0.59% of portfolio
8,187
Q2 2025 Added 1.36%
$142B
$2.39 Million 0.59% of portfolio
8,953
Q2 2025 Added 4.97%
$381B
$2.34 Million 0.58% of portfolio
49,491
Q2 2025 Added 2.03%
$25.8B
$2.22 Million 0.55% of portfolio
17,166
Q2 2025 Added 2.24%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $404 Million
  • Prior Value $374 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email