Mcdonald Partners LLC Portfolio Holdings

Mcdonald Partners LLC

  • $374 Million
  • Q1 2025

Mcdonald Partners LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $374 Million distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17M, Apple Inc. with a value of $16.7M, Berkshire Hathaway Inc Class B with a value of $10.4M, Eaton Corp PLC with a value of $10.4M, and Jpmorgan Chase & CO with a value of $9.39M.

Examining the 13F form we can see an decrease of $6.99M in the current position value, from $381M to 374M.

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

Portfolio value $374 Million
Technology: $79.5 Million
Industrials: $60.6 Million
Financial Services: $48.8 Million
ETFs: $39 Million
Healthcare: $36.4 Million
Consumer Cyclical: $25.8 Million
Communication Services: $22.5 Million
Energy: $21.8 Million
Other: $39.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.4B
$525,000 0.14% of portfolio
5,354
Q1 2025 Reduced 2.17%
$0
$541,000 0.14% of portfolio
39,000
Q4 2024 Added 30.0%
$262B
$510,000 0.14% of portfolio
6,050
Q1 2025 Added 101.67%
$0
$542,000 0.14% of portfolio
7,800
Q1 2022 Added 228.01%
$26.2B
$499,000 0.13% of portfolio
4,569
Q1 2025 Added 13.8%
$272B
$500,000 0.13% of portfolio
2,499
Q3 2024 Added 0.12%
$0
$494,000 0.13% of portfolio
24,700
Q4 2023 Added 76.43%
$0
$504,000 0.13% of portfolio
10,000
Q2 2022 New
$0
$499,000 0.13% of portfolio
4,526
Q4 2024 New
$12.9B
$486,000 0.13% of portfolio
6,128
Q1 2025 Reduced 3.4%
$3.28B
$490,000 0.13% of portfolio
17,950
Q1 2025 Added 4.21%
$21.6B
$440,000 0.12% of portfolio
2,851
Q1 2025 Added 0.99%
$0
$465,000 0.12% of portfolio
21,050
Q1 2025 Reduced 0.94%
$57.4B
$455,000 0.12% of portfolio
1,925
Q1 2025 Reduced 12.5%
$0
$462,000 0.12% of portfolio
20,957
Q4 2024 Added 198.66%
$264B
$440,000 0.12% of portfolio
1,642
Q1 2025 Added 105.76%
$32.7B
$426,000 0.11% of portfolio
4,925
Q1 2025 New
$102B
$419,000 0.11% of portfolio
6,873
Q1 2025 Reduced 1.9%
$5.27B
$401,000 0.11% of portfolio
30,000
Q1 2023 New
$303B
$394,000 0.11% of portfolio
1,480
Q1 2025 Reduced 13.2%
$28.9B
$429,000 0.11% of portfolio
4,665
Q1 2025 Added 13.39%
$0
$430,000 0.11% of portfolio
9,354
Q1 2025 Added 30.22%
$15B
$426,000 0.11% of portfolio
26,687
Q1 2025 Added 17.86%
$75.1B
$424,000 0.11% of portfolio
830
Q1 2025 Added 32.38%
$0
$424,000 0.11% of portfolio
20,000
Q1 2025 New
$43B
$395,000 0.11% of portfolio
8,634
Q1 2025 Reduced 8.48%
$11.3B
$371,000 0.1% of portfolio
1,965
Q1 2025 Reduced 4.84%
$52.8B
$384,000 0.1% of portfolio
3,516
Q1 2025 Reduced 0.71%
$59.2B
$371,000 0.1% of portfolio
5,854
Q1 2025 Reduced 2.5%
$0
$360,000 0.1% of portfolio
1,915
Q2 2024 Reduced 0.57%
$45.8M
$378,000 0.1% of portfolio
124,605
Q1 2025 Added 375.12%
$26.6B
$368,000 0.1% of portfolio
1,775
Q1 2025 Reduced 11.25%
$5.08B
$369,000 0.1% of portfolio
50,900
Q3 2023 Added 30.85%
$0
$343,000 0.09% of portfolio
4,156
Q1 2024 New
$0
$343,000 0.09% of portfolio
52,510
Q1 2025 Added 5.02%
$0
$328,000 0.09% of portfolio
3,515
Q1 2025 Reduced 22.35%
$155B
$334,000 0.09% of portfolio
713
Q1 2023 Added 3.63%
$58B
$325,000 0.09% of portfolio
5,000
Q1 2025 Reduced 1.96%
$0
$355,000 0.09% of portfolio
13,273
Q1 2025 Added 10.53%
$39.5B
$304,000 0.08% of portfolio
2,952
Q1 2025 Reduced 0.84%
$2.42B
$310,000 0.08% of portfolio
16,360
Q1 2025 New
$24.3B
$282,000 0.08% of portfolio
1,248
Q4 2023 Reduced 2.65%
$149B
$285,000 0.08% of portfolio
2,344
Q2 2024 Added 4.41%
$598B
$309,000 0.08% of portfolio
882
Q4 2024 Reduced 4.34%
$0
$310,000 0.08% of portfolio
3,348
Q1 2025 Added 21.88%
$1.3B
$293,000 0.08% of portfolio
27,500
Q1 2025 Reduced 9.24%
$85.4B
$303,000 0.08% of portfolio
500
Q2 2024 Added 33.33%
$20.6B
$287,000 0.08% of portfolio
3,830
Q1 2025 Added 13.25%
$0
$276,000 0.07% of portfolio
745
Q1 2025 Added 8.13%

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $374 Million
  • Prior Value $381 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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