Mcdonald Partners LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $374 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17M, Apple Inc. with a value of $16.7M, Berkshire Hathaway Inc Class B with a value of $10.4M, Eaton Corp PLC with a value of $10.4M, and Jpmorgan Chase & CO with a value of $9.39M.
Examining the 13F form we can see an decrease of $6.99M in the current position value, from $381M to 374M.
Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$374 Million
Technology: $79.5 Million
Industrials: $60.6 Million
Financial Services: $48.8 Million
ETFs: $39 Million
Healthcare: $36.4 Million
Consumer Cyclical: $25.8 Million
Communication Services: $22.5 Million
Energy: $21.8 Million
Other: $39.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
