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
$36B
$1.15 Million 0.28% of portfolio
16,807
Q2 2025 Reduced 19.22%
$259B
$1.11 Million 0.28% of portfolio
18,334
Q2 2025 Added 3.53%
$324B
$1.1 Million 0.27% of portfolio
9,662
Q2 2025 Added 11.24%
$0
$1.08 Million 0.27% of portfolio
5,027
Q2 2025 Added 4.82%
$113B
$1.11 Million 0.27% of portfolio
2,392
Q2 2025 Added 2.05%
$48.7B
$1.09 Million 0.27% of portfolio
7,497
Q2 2025 Added 0.58%
$27.4B
$1.03 Million 0.26% of portfolio
6,344
Q2 2025 Reduced 7.59%
$86.8B
$996,000 0.25% of portfolio
7,021
Q2 2025 Reduced 11.06%
$55.6B
$1 Million 0.25% of portfolio
5,829
Q2 2025 Reduced 16.53%
$22.8B
$986,000 0.24% of portfolio
15,507
Q2 2025 Added 2.62%
$70.9B
$958,000 0.24% of portfolio
10,548
Q2 2025 Added 0.97%
$22B
$967,000 0.24% of portfolio
5,375
Q2 2025 Reduced 0.46%
$0
$968,000 0.24% of portfolio
11,683
Q2 2025 Added 181.11%
$95.6B
$941,000 0.23% of portfolio
4,116
Q2 2025 Added 0.02%
$79.3B
$947,000 0.23% of portfolio
5,706
Q2 2025 Reduced 14.7%
$2.45B
$877,000 0.22% of portfolio
48,000
Q4 2023 Added 10.34%
$34.5B
$893,000 0.22% of portfolio
8,573
Q2 2025 Reduced 2.55%
$1.14B
$897,000 0.22% of portfolio
14,825
Q2 2025 Reduced 0.67%
$0
$888,000 0.22% of portfolio
18,178
Q2 2025 Added 0.75%
$0
$859,000 0.21% of portfolio
6,375
Q4 2024 New
$70.1B
$861,000 0.21% of portfolio
5,522
Q2 2025 Reduced 1.78%
$135B
$830,000 0.21% of portfolio
3,611
Q2 2025 Added 3.7%
$4.31B
$830,000 0.21% of portfolio
15,506
Q2 2025 Added 0.03%
$50.2B
$836,000 0.21% of portfolio
16,248
Q2 2025 Added 0.36%
$182B
$839,000 0.21% of portfolio
9,001
Q2 2025 Reduced 0.44%
$0
$812,000 0.2% of portfolio
14,249
Q2 2025 New
$367B
$824,000 0.2% of portfolio
6,050
Q1 2025 Added 101.67%
$123B
$792,000 0.2% of portfolio
5,299
Q2 2025 Reduced 2.41%
$19.3B
$827,000 0.2% of portfolio
19,283
Q2 2025 Added 1.69%
$0
$775,000 0.19% of portfolio
7,078
Q2 2025 Reduced 6.6%
$25.8B
$773,000 0.19% of portfolio
5,557
Q2 2025 Added 2.08%
$0
$743,000 0.18% of portfolio
14,600
Q4 2022 Added 37.74%
$260M
$742,000 0.18% of portfolio
36,448
Q2 2025 Reduced 5.2%
$94.4B
$715,000 0.18% of portfolio
10,078
Q2 2025 Reduced 11.55%
$3.87B
$699,000 0.17% of portfolio
3,346
Q1 2025 Reduced 2.56%
$0
$703,000 0.17% of portfolio
1,133
Q1 2025 Added 11.41%
$0
$698,000 0.17% of portfolio
13,348
Q2 2025 Added 5.51%
$0
$663,000 0.16% of portfolio
3,404
Q1 2025 Reduced 4.62%
$3.96B
$665,000 0.16% of portfolio
92,086
Q2 2025 Reduced 12.82%
$306B
$645,000 0.16% of portfolio
2,506
Q2 2025 Added 0.28%
$53.7B
$638,000 0.16% of portfolio
35,192
Q2 2025 Reduced 5.57%
$0
$656,000 0.16% of portfolio
29,881
Q2 2025 Added 0.15%
$141B
$665,000 0.16% of portfolio
18,634
Q2 2025 Added 3.25%
$44.3B
$658,000 0.16% of portfolio
6,411
Q2 2025 Added 12.32%
$12.7B
$619,000 0.15% of portfolio
4,325
Q1 2025 Added 6.13%
$15.3B
$567,000 0.14% of portfolio
5,953
Q2 2025 Reduced 2.86%
$14.1B
$581,000 0.14% of portfolio
55,825
Q2 2025 Added 0.72%
$0
$565,000 0.14% of portfolio
24,700
Q4 2023 Added 76.43%
$25.6B
$560,000 0.14% of portfolio
4,928
Q2 2025 Added 7.86%

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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