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
$16.7B
$553,000 0.14% of portfolio
31,781
Q2 2025 Added 19.09%
$15.2B
$567,000 0.14% of portfolio
4,724
Q2 2025 Added 5.73%
$306B
$543,000 0.13% of portfolio
7,688
Q2 2025 Reduced 13.74%
$2.15B
$521,000 0.13% of portfolio
45,654
Q2 2025 Reduced 3.2%
$0
$538,000 0.13% of portfolio
10,341
Q2 2025 Added 10.55%
$608B
$537,000 0.13% of portfolio
689
Q2 2025 Reduced 35.61%
$3.13B
$541,000 0.13% of portfolio
17,950
Q1 2025 Added 4.21%
$18.7B
$534,000 0.13% of portfolio
2,837
Q2 2025 Reduced 10.7%
$0
$512,000 0.13% of portfolio
20,957
Q4 2024 Added 198.66%
$0
$525,000 0.13% of portfolio
39,000
Q4 2024 Added 30.0%
$3.72B
$491,000 0.12% of portfolio
20,825
Q2 2025 Reduced 4.36%
$0
$481,000 0.12% of portfolio
6,500
Q2 2025 Reduced 16.67%
$0
$498,000 0.12% of portfolio
10,000
Q2 2022 New
$108B
$500,000 0.12% of portfolio
5,461
Q2 2025 Added 2.0%
$232B
$475,000 0.12% of portfolio
1,745
Q2 2025 Added 6.27%
$48.9B
$483,000 0.12% of portfolio
4,899
Q2 2025 Reduced 44.63%
$64.4B
$492,000 0.12% of portfolio
1,925
Q1 2025 Reduced 12.5%
$55.6B
$480,000 0.12% of portfolio
9,134
Q2 2025 Added 5.79%
$23.2B
$436,000 0.11% of portfolio
2,831
Q2 2025 Reduced 0.7%
$55B
$428,000 0.11% of portfolio
5,854
Q1 2025 Reduced 2.5%
$32.7B
$426,000 0.11% of portfolio
4,925
Q1 2025 New
$0
$455,000 0.11% of portfolio
21,050
Q1 2025 Reduced 0.94%
$14B
$407,000 0.1% of portfolio
1,965
Q1 2025 Reduced 4.84%
$25.1B
$386,000 0.1% of portfolio
1,775
Q1 2025 Reduced 11.25%
$5.27B
$401,000 0.1% of portfolio
30,000
Q1 2023 New
$89.4B
$416,000 0.1% of portfolio
833
Q2 2025 Added 0.36%
$66.3B
$424,000 0.1% of portfolio
5,000
Q1 2025 Reduced 1.96%
$4.53B
$386,000 0.1% of portfolio
23,050
Q2 2025 Reduced 32.31%
$0
$416,000 0.1% of portfolio
20,000
Q1 2025 New
$0
$409,000 0.1% of portfolio
24,500
Q4 2023 Added 22.5%
$0
$375,000 0.09% of portfolio
7,595
Q2 2025 New
$314B
$352,000 0.09% of portfolio
1,480
Q1 2025 Reduced 13.2%
$0
$344,000 0.09% of portfolio
1,452
Q2 2025 New
$0
$360,000 0.09% of portfolio
1,289
Q2 2025 New
$2.59B
$363,000 0.09% of portfolio
16,729
Q2 2025 Added 2.26%
$153B
$362,000 0.09% of portfolio
713
Q1 2023 Added 3.63%
$5.08B
$369,000 0.09% of portfolio
50,900
Q3 2023 Added 30.85%
$45.8M
$368,000 0.09% of portfolio
121,111
Q2 2025 Reduced 2.8%
$139B
$376,000 0.09% of portfolio
1,796
Q2 2025 Added 15.42%
$0
$365,000 0.09% of portfolio
53,682
Q2 2025 Added 2.23%
$0
$371,000 0.09% of portfolio
1,915
Q2 2024 Reduced 0.57%
$0
$360,000 0.09% of portfolio
13,265
Q2 2025 Reduced 0.06%
$57.5B
$360,000 0.09% of portfolio
3,476
Q2 2025 Reduced 1.14%
$30.3B
$350,000 0.09% of portfolio
4,088
Q2 2025 Reduced 12.37%
$0
$305,000 0.08% of portfolio
2,200
Q1 2024 Reduced 6.7%
$99B
$318,000 0.08% of portfolio
6,873
Q1 2025 Reduced 1.9%
$0
$327,000 0.08% of portfolio
748
Q2 2025 Added 0.4%
$96.6B
$315,000 0.08% of portfolio
452
Q2 2025 Reduced 9.6%
$0
$309,000 0.08% of portfolio
10,600
Q4 2024 Added 300.0%

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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