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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$14.2 Million 3.5% of portfolio
39,689
Q2 2025 Added 4.12%
$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%
$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%
$51.7B
$4.3 Million 1.06% of portfolio
17,160
Q2 2025 Added 3.96%
$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%
$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%
$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%
$187B
$2.73 Million 0.68% of portfolio
6,744
Q2 2025 Reduced 0.3%
$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%
$141B
$2.47 Million 0.61% of portfolio
35,629
Q2 2025 Added 1.06%
$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%
$25.8B
$2.22 Million 0.55% of portfolio
17,166
Q2 2025 Added 2.24%
$119B
$2.1 Million 0.52% of portfolio
8,840
Q2 2025 Added 2.73%
$48.5B
$2.07 Million 0.51% of portfolio
1,993
Q2 2025 Added 0.15%
$63.8B
$2.06 Million 0.51% of portfolio
20,394
Q2 2025 Reduced 21.56%
$185B
$1.97 Million 0.49% of portfolio
23,159
Q2 2025 Reduced 7.4%
$78.6B
$1.99 Million 0.49% of portfolio
14,938
Q2 2025 Added 2.18%
$41.2B
$1.93 Million 0.48% of portfolio
44,251
Q2 2025 Reduced 4.93%
$73.5B
$1.92 Million 0.48% of portfolio
18,212
Q2 2025 Reduced 17.14%
$18.1B
$1.95 Million 0.48% of portfolio
4,825
Q2 2025 Reduced 2.03%
$120B
$1.81 Million 0.45% of portfolio
20,192
Q2 2025 Reduced 3.6%
$152B
$1.73 Million 0.43% of portfolio
7,791
Q2 2025 Added 3.67%
$86.2B
$1.64 Million 0.41% of portfolio
5,640
Q2 2025 Reduced 0.41%
$173B
$1.62 Million 0.4% of portfolio
10,181
Q2 2025 Added 2.67%
$95.3B
$1.61 Million 0.4% of portfolio
7,304
Q2 2025 Added 0.77%
$10.2B
$1.59 Million 0.39% of portfolio
18,100
Q2 2025 Reduced 1.09%
$23.8B
$1.57 Million 0.39% of portfolio
93,707
Q2 2025 Added 4.56%
$93.6B
$1.44 Million 0.35% of portfolio
2,818
Q2 2025 Added 1.62%
$12.3B
$1.4 Million 0.35% of portfolio
6,550
Q2 2025 Reduced 0.38%
$64.2B
$1.4 Million 0.35% of portfolio
4,969
Q2 2025 Added 2.67%
$124B
$1.34 Million 0.33% of portfolio
4,350
Q2 2025 Added 0.39%
$56.3B
$1.35 Million 0.33% of portfolio
4,120
Q2 2025 Added 125.75%
$77.3B
$1.33 Million 0.33% of portfolio
7,126
Q2 2025 Reduced 12.74%
$80B
$1.29 Million 0.32% of portfolio
5,237
Q2 2025 Added 4.24%
$60.2B
$1.3 Million 0.32% of portfolio
30,085
Q2 2025 Added 22.62%
$78.6B
$1.24 Million 0.31% of portfolio
2,947
Q1 2025 Reduced 10.62%
$122B
$1.25 Million 0.31% of portfolio
14,395
Q2 2025 Added 8.79%
$14.1B
$1.16 Million 0.29% of portfolio
2,589
Q2 2025 Added 2.82%
$84.1B
$1.18 Million 0.29% of portfolio
17,511
Q2 2025 Added 1.91%

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
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