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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$2.17 Million 0.54% of portfolio
15,987
Q2 2025 Reduced 0.96%
$207B
$2.12 Million 0.53% of portfolio
17,123
Q2 2025 Reduced 3.43%
$0
$2.14 Million 0.53% of portfolio
22,408
Q2 2025 Reduced 3.81%
$439B
$2.15 Million 0.53% of portfolio
2,173
Q2 2025 Reduced 0.09%
$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%
$0
$2.05 Million 0.51% of portfolio
36,070
Q2 2025 Added 5.98%
$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%
$282B
$1.85 Million 0.46% of portfolio
13,014
Q2 2025 Added 1.82%
$203B
$1.82 Million 0.45% of portfolio
62,977
Q2 2025 Reduced 17.97%
$487M
$1.81 Million 0.45% of portfolio
45,469
Q2 2025 Added 5.91%
$368B
$1.78 Million 0.44% of portfolio
11,180
Q2 2025 Reduced 1.49%
$152B
$1.73 Million 0.43% of portfolio
7,791
Q2 2025 Added 3.67%
$222B
$1.7 Million 0.42% of portfolio
5,831
Q2 2025 Added 0.53%
$86.2B
$1.64 Million 0.41% of portfolio
5,640
Q2 2025 Reduced 0.41%
$8.18B
$1.66 Million 0.41% of portfolio
17,460
Q2 2025 Reduced 1.13%
$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%
$0
$1.59 Million 0.39% of portfolio
22,183
Q2 2025 Added 2.6%
$0
$1.59 Million 0.39% of portfolio
29,197
Q2 2025 Added 0.86%
$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%
$1.21T
$1.46 Million 0.36% of portfolio
8,261
Q2 2025 Reduced 10.72%
$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%
$0
$1.37 Million 0.34% of portfolio
14,625
Q4 2024 Added 0.86%
$545B
$1.39 Million 0.34% of portfolio
1,039
Q2 2025 Reduced 8.7%
$0
$1.35 Million 0.33% of portfolio
13,600
Q2 2025 New
$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%
$2.99B
$1.35 Million 0.33% of portfolio
5,917
Q4 2024 Reduced 6.7%
$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%
$261B
$1.26 Million 0.31% of portfolio
6,904
Q2 2025 Added 0.01%
$2.66B
$1.27 Million 0.31% of portfolio
19,246
Q2 2025 Reduced 1.03%
$203B
$1.16 Million 0.29% of portfolio
14,717
Q2 2025 Reduced 8.92%
$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%
$245B
$1.15 Million 0.29% of portfolio
3,698
Q2 2025 Added 27.04%
$182B
$1.17 Million 0.29% of portfolio
2,218
Q2 2025 Added 2.26%

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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