Mcdonald Partners LLC Purchases in Q2 2025

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
49
+ 2.26%
$438.31 - $527.29 $21.5K - $25.8K
2.22K $1.17M
MDT
Medtronic PLC

Healthcare
1.16K
+ 8.79%
$80.68 - $88.86 $93.8K - $103K
14.4K $1.25M
CCI
Crown Castle International Corp

Real Estate
703
+ 12.32%
$94.83 - $107.06 $66.7K - $75.3K
6.41K $658K
PPG
Ppg Industries Inc

Basic Materials
359
+ 7.86%
$91.66 - $115.04 $32.9K - $41.3K
4.93K $560K
LMT
Lockheed Martin Corp

Industrials
48
+ 2.05%
$430.82 - $486.45 $20.7K - $23.3K
2.39K $1.11M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
369
+ 2.26%
$17.11 - $21.71 $6.31K - $8.01K
16.7K $363K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
697
+ 5.51%
$45.11 - $52.34 $31.4K - $36.5K
13.3K $698K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.4%
$329.49 - $438.4 $988 - $1.32K
748 $327K
ITW
Illinois Tool Works Inc

Industrials
213
+ 4.24%
$218.41 - $252.43 $46.5K - $53.8K
5.24K $1.29M
ES
Eversource Energy

Utilities
396
+ 2.62%
$54.25 - $65.89 $21.5K - $26.1K
15.5K $986K
TXN
Texas Instruments Inc

Technology
214
+ 1.22%
N/A
17.7K $3.45M
AMT
American Tower Corp

Real Estate
56
+ 0.77%
$203.96 - $228.19 $11.4K - $12.8K
7.3K $1.61M
CRM
Salesforce, Inc.

Technology
103
+ 6.27%
$236.26 - $291.15 $24.3K - $30K
1.75K $475K
HY
Hyster Yale Materials Handling, Inc.

Industrials
2.54K
+ 5.91%
$36.24 - $43.32 $92K - $110K
45.5K $1.81M
USA
Liberty All Star Equity Fund

Financial Services
1.17K
+ 2.23%
$5.9 - $6.81 $6.91K - $7.98K
53.7K $365K
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.39%
$276.76 - $326.81 $4.7K - $5.56K
4.35K $1.34M
MDLZ
Mondelez International, Inc.

Consumer Defensive
329
+ 1.91%
$63.54 - $68.5 $20.9K - $22.5K
17.5K $1.18M
FDS
Factset Research Systems Inc

Financial Services
71
+ 2.82%
$398.85 - $473.32 $28.3K - $33.6K
2.59K $1.16M
UNP
Union Pacific Corp

Industrials
129
+ 3.7%
$208.27 - $238.46 $26.9K - $30.8K
3.61K $830K
CNHI
Cnh Industrial N.V.

Industrials
400
+ 0.72%
N/A
55.8K $581K
GFF
Griffon Corp

Industrials
9
+ 0.27%
$64.73 - $74.97 $583 - $675
3.31K $239K
Blackrock Inc
60
+ 3.69%
N/A
1.69K $0
Ferguson Enterprises Inc
3.23K
+ 188.6%
N/A
4.94K $0
Calamos ETF Tr
735
+ 6.23%
N/A
12.5K $0
Ge Vernova Inc
566
New
N/A
566 $0
J P Morgan Exchange Traded F
7K
New
N/A
7K $0
CMCSA
Comcast Corp

Communication Services
586
+ 3.25%
$32.84 - $36.72 $19.2K - $21.5K
18.6K $665K
Linde PLC
58
+ 1.61%
N/A
3.65K $0
Investment Managers Ser Tr I
6.5K
New
N/A
6.5K $0
ARCC
Ares Capital Corp

Financial Services
45
+ 0.15%
$18.91 - $22.43 $851 - $1.01K
29.9K $656K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.36%
$456.3 - $540.39 $1.37K - $1.62K
833 $416K
SHEL
Shell PLC

Energy
4
+ 0.12%
$59.75 - $73.05 $239 - $292
3.29K $231K
WM
Waste Management Inc

Industrials
1
+ 0.02%
$216.47 - $242.1 $216 - $242
4.12K $941K
CMS
Cms Energy Corp

Utilities
33
+ 0.86%
$68.57 - $75.51 $2.26K - $2.49K
3.86K $267K
CL
Colgate Palmolive CO

Consumer Defensive
101
+ 0.97%
$87.57 - $96.0 $8.84K - $9.7K
10.5K $958K
LOW
Lowes Companies Inc

Consumer Cyclical
276
+ 3.67%
$210.83 - $235.28 $58.2K - $64.9K
7.79K $1.73M
PGR
Progressive Corp

Financial Services
424
+ 4.97%
$255.27 - $288.74 $108K - $122K
8.95K $2.39M
SBUX
Starbucks Corp

Consumer Cyclical
107
+ 2.0%
$79.69 - $99.41 $8.53K - $10.6K
5.46K $500K
NEE
Nextera Energy Inc

Utilities
373
+ 1.06%
$64.11 - $75.0 $23.9K - $28K
35.6K $2.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
129
+ 2.67%
$248.61 - $294.96 $32.1K - $38K
4.97K $1.4M
AWK
American Water Works Company, Inc.

Utilities
113
+ 2.08%
$133.82 - $151.96 $15.1K - $17.2K
5.56K $773K
MPLX
Mplx LP

Energy
58
+ 0.36%
$46.68 - $53.89 $2.71K - $3.13K
16.2K $836K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
136
+ 0.75%
$45.07 - $52.57 $6.13K - $7.15K
18.2K $888K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
976
+ 11.24%
$99.37 - $134.05 $97K - $131K
9.66K $1.1M
PAYX
Paychex Inc

Industrials
43
+ 0.58%
$137.01 - $159.78 $5.89K - $6.87K
7.5K $1.09M
CB
Chubb LTD

Financial Services
110
+ 1.36%
$274.32 - $302.46 $30.2K - $33.3K
8.19K $2.37M
SUN
Sunoco LP

Energy
4
+ 0.03%
$50.38 - $59.13 $202 - $237
15.5K $830K
CLX
Clorox CO

Consumer Defensive
256
+ 5.73%
$118.01 - $148.69 $30.2K - $38.1K
4.72K $567K
PFE
Pfizer Inc

Healthcare
1.1K
+ 0.95%
$21.59 - $24.84 $23.8K - $27.4K
117K $2.83M
Activity Summary
Buys All Purchases 107 New Holdings 15 Increased Positions 92 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 0
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