Mcdonald Partners LLC Portfolio Holdings
Mcdonald Partners LLC
- $366 Million
- Q2 2024
Mcdonald Partners LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $366 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.1M, Apple Inc. with a value of $16.3M, Eaton Corp PLC with a value of $12.6M, Jpmorgan Chase & CO with a value of $7.93M, and Berkshire Hathaway Inc Class B with a value of $7.72M.
Examining the 13F form we can see an increase of $9.12M in the current position value, from $357M to 366M.
Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$366 Million
Technology: $86.8 Million
Industrials: $61.4 Million
Financial Services: $39.5 Million
Healthcare: $36.2 Million
ETFs: $35.5 Million
Consumer Cyclical: $26 Million
Energy: $23.1 Million
Communication Services: $19.9 Million
Other: $37.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $366 Million
- Prior Value $357 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks