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
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