Mcdonald Partners LLC Portfolio Holdings
Mcdonald Partners LLC
- $390 Million
- Q3 2024
Mcdonald Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $390 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 $20.3M, Apple Inc. with a value of $18.4M, Eaton Corp PLC with a value of $13.5M, Berkshire Hathaway Inc Class B with a value of $8.93M, and Jpmorgan Chase & CO with a value of $8.27M.
Examining the 13F form we can see an increase of $24M in the current position value, from $366M to 390M.
Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$390 Million
Technology: $88.9 Million
Industrials: $68.1 Million
Financial Services: $44.9 Million
Healthcare: $37.9 Million
ETFs: $37.4 Million
Consumer Cyclical: $28 Million
Communication Services: $21.6 Million
Energy: $21.5 Million
Other: $41.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $390 Million
- Prior Value $366 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks