Mcdonald Partners LLC Portfolio Holdings

Mcdonald Partners LLC

  • $320 Million
  • Q3 2025

Mcdonald Partners LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.5M, Eaton Corp PLC with a value of $14.5M, Apple Inc. with a value of $12M, Jpmorgan Chase & CO with a value of $9.76M, and Berkshire Hathaway Inc Class B with a value of $9.46M.

Examining the 13F form we can see an decrease of $84.6M in the current position value, from $404M to 320M.

Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Million
Technology: $77.3 Million
Industrials: $57.9 Million
ETFs: $48.8 Million
Financial Services: $42.2 Million
Healthcare: $29.4 Million
Consumer Cyclical: $17.9 Million
Communication Services: $15.5 Million
Energy: $12.2 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.67 Million 0.52% of portfolio
21,903
Q3 2025 Reduced 1.26%
$132B
$1.63 Million 0.51% of portfolio
6,585
Q3 2025 Reduced 26.45%
$65.2B
$1.59 Million 0.5% of portfolio
3,757
Q3 2025 Reduced 8.81%
$0
$1.6 Million 0.5% of portfolio
27,850
Q3 2025 Reduced 4.61%
$3.37B
$1.58 Million 0.49% of portfolio
19,096
Q3 2025 Reduced 0.78%
$13.2B
$1.58 Million 0.49% of portfolio
6,950
Q3 2025 Added 6.11%
$204B
$1.52 Million 0.48% of portfolio
10,830
Q3 2025 Reduced 41.13%
$172B
$1.54 Million 0.48% of portfolio
35,146
Q3 2025 Reduced 55.72%
$0
$1.51 Million 0.47% of portfolio
15,028
Q3 2025 Added 10.5%
$57.4B
$1.5 Million 0.47% of portfolio
38,178
Q3 2025 Added 26.9%
$168B
$1.46 Million 0.46% of portfolio
19,327
Q3 2025 Reduced 45.75%
$81.8B
$1.45 Million 0.45% of portfolio
13,227
Q3 2025 Reduced 27.37%
$0
$1.4 Million 0.44% of portfolio
14,690
Q3 2025 Added 0.44%
$74.3B
$1.39 Million 0.43% of portfolio
6,920
Q3 2025 Reduced 2.89%
$63.4B
$1.34 Million 0.42% of portfolio
2,922
Q3 2025 Reduced 0.85%
$300B
$1.32 Million 0.41% of portfolio
3,813
Q3 2025 Added 3.11%
$18.3B
$1.27 Million 0.4% of portfolio
4,850
Q3 2025 Added 0.52%
$49.1B
$1.25 Million 0.39% of portfolio
1,039
Q2 2025 Reduced 8.7%
$1.37T
$1.21 Million 0.38% of portfolio
1,649
Q3 2025 Reduced 73.46%
$2.69B
$1.16 Million 0.36% of portfolio
5,892
Q3 2025 Reduced 0.42%
$235B
$1.13 Million 0.35% of portfolio
13,431
Q3 2025 Reduced 8.74%
$19.9B
$1.13 Million 0.35% of portfolio
14,490
Q3 2025 Reduced 13.79%
$237B
$1.11 Million 0.35% of portfolio
6,852
Q3 2025 Reduced 0.75%
$193B
$1.09 Million 0.34% of portfolio
9,479
Q3 2025 Reduced 44.64%
$228B
$1.09 Million 0.34% of portfolio
8,130
Q3 2025 Reduced 49.15%
$99.7B
$1.06 Million 0.33% of portfolio
5,518
Q3 2025 Reduced 3.29%
$72.3B
$1.04 Million 0.33% of portfolio
9,344
Q3 2025 Reduced 59.82%
$0
$1.03 Million 0.32% of portfolio
12,387
Q3 2025 Added 6.03%
$346B
$964,000 0.3% of portfolio
6,279
Q3 2025 Reduced 43.84%
$0
$942,000 0.29% of portfolio
15,729
Q3 2025 Added 10.39%
$78.4B
$915,000 0.29% of portfolio
6,873
Q3 2025 Reduced 2.11%
$2.24B
$907,000 0.28% of portfolio
48,000
Q4 2023 Added 10.34%
$0
$895,000 0.28% of portfolio
6,375
Q4 2024 New
$85.9B
$887,000 0.28% of portfolio
4,019
Q3 2025 Reduced 2.36%
$98.1B
$892,000 0.28% of portfolio
5,226
Q3 2025 Reduced 1.38%
$0
$874,000 0.27% of portfolio
43,500
Q2 2025 Reduced 4.4%
$342B
$830,000 0.26% of portfolio
4,550
Q3 2025 Reduced 24.79%
$16.4B
$834,000 0.26% of portfolio
44,630
Q3 2025 Added 40.43%
$279B
$847,000 0.26% of portfolio
8,223
Q3 2025 Reduced 71.21%
$971B
$827,000 0.26% of portfolio
1,084
Q3 2025 Added 57.33%
$1.01B
$828,000 0.26% of portfolio
14,525
Q3 2025 Reduced 2.02%
$55.6B
$811,000 0.25% of portfolio
5,546
Q3 2025 Added 0.43%
$258M
$792,000 0.25% of portfolio
36,448
Q2 2025 Reduced 5.2%
$0
$788,000 0.25% of portfolio
7,078
Q2 2025 Reduced 6.6%
$224B
$798,000 0.25% of portfolio
2,628
Q3 2025 Reduced 54.93%
$113B
$803,000 0.25% of portfolio
8,490
Q3 2025 Reduced 57.95%
$4.28B
$759,000 0.24% of portfolio
3,346
Q1 2025 Reduced 2.56%
$4.4B
$760,000 0.24% of portfolio
15,206
Q3 2025 Reduced 1.93%
$9.65B
$724,000 0.23% of portfolio
4,325
Q1 2025 Added 6.13%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $320 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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