Mcdonald Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$424.0M
Q ending 2026-03-31
Prior quarter
$317.5M
Q ending 2025-12-31
Change
+33.6% QoQ · +10.4% YoY
Positions
208
reported holdings
Largest positions
Top 100 of 208 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $15.3M | 60K |
| Microsoft Corp | MSFT | Shares | $13.5M | 37K |
| Eaton Corp Plc | Shares | $13.5M | 38K | |
| Jpmorgan Chase & Co | JPM | Shares | $12.2M | 42K |
| Lumentum Hldgs Inc | LITE | Shares | $11.7M | 17K |
| Vanguard Index Fds | VOO | Shares | $10.3M | 17K |
| Abbvie Inc | ABBV | Shares | $8.8M | 40K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.6M | 18K |
| Phillips 66 | PSX | Shares | $8.2M | 45K |
| Exxon Mobil Corp | XOM | Shares | $7.8M | 46K |
| Citigroup Inc | C | Shares | $7.4M | 65K |
| Alphabet Inc | GOOGL | Shares | $7.4M | 26K |
| Rtx Corporation | RTX | Shares | $7.1M | 37K |
| Johnson & Johnson | JNJ | Shares | $7.1M | 29K |
| International Business Machs | IBM | Shares | $6.7M | 28K |
| Bristol-Myers Squibb Co | BMY | Shares | $6.6M | 109K |
| Amazon Com Inc | AMZN | Shares | $6.3M | 30K |
| Thermo Fisher Scientific Inc | TMO | Shares | $6.1M | 12K |
| Alphabet Inc | GOOG | Shares | $5.8M | 20K |
| Conocophillips | COP | Shares | $5.8M | 44K |
| Amgen Inc | AMGN | Shares | $5.6M | 16K |
| Broadcom Inc | AVGO | Shares | $5.2M | 17K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.1M | 8K |
| Pentair Plc | Shares | $5.0M | 57K | |
| Ishares Tr | IUSG | Shares | $5.0M | 32K |
| Mueller Wtr Prods Inc | MWA | Shares | $4.9M | 178K |
| Nvidia Corporation | NVDA | Shares | $4.7M | 27K |
| Textron Inc | TXT | Shares | $4.5M | 51K |
| Chevron Corporation | CVX | Shares | $4.4M | 21K |
| Honeywell Intl Inc | HONGBP | Shares | $4.3M | 19K |
| L3Harris Technologies Inc | LHX | Shares | $4.3M | 12K |
| Bank America Corp | BAC | Shares | $4.2M | 85K |
| Ge Aerospace | GE | Shares | $4.1M | 14K |
| Oracle Corp | ORCL | Shares | $4.1M | 28K |
| Gilead Sciences Inc | GILD | Shares | $3.8M | 27K |
| Yum Brands Inc | YUM | Shares | $3.7M | 24K |
| Marriott Intl Inc New | MAR | Shares | $3.7M | 11K |
| Rockwell Automation Inc | ROK | Shares | $3.6M | 10K |
| Smucker J M Co | SJM | Shares | $3.4M | 35K |
| Cisco Sys Inc | CSCO | Shares | $3.3M | 42K |
| Goldman Sachs Group Inc | GS | Shares | $3.2M | 4K |
| Progressive Corp | PGR | Shares | $3.2M | 16K |
| Ishares Tr | AGG | Shares | $3.0M | 30K |
| Crh Plc | Shares | $2.9M | 28K | |
| Tractor Supply Co | TSCO | Shares | $2.9M | 64K |
| Pfizer Inc | PFE | Shares | $2.9M | 103K |
| Home Depot Inc | HD | Shares | $2.8M | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.6M | 41K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.5M | 45K |
| Invesco Qqq Tr | QQQ | Shares | $2.3M | 4K |
| Salesforce Inc | CRM | Shares | $2.3M | 12K |
| Freeport Mcmoran Inc | FCX | Shares | $2.3M | 39K |
| Rpm Intl Inc | RPM | Shares | $2.3M | 23K |
| Texas Instrs Inc | TXN | Shares | $2.2M | 12K |
| Janus Detroit Str Tr | JSMD | Shares | $2.2M | 28K |
| Spdr Series Trust | SPYG | Shares | $2.1M | 22K |
| Lam Research Corp | LRCX | Shares | $2.1M | 10K |
| J P Morgan Exchange Traded F | HELO | Shares | $2.0M | 31K |
| Occidental Pete Corp | OXY | Shares | $2.0M | 30K |
| Cummins Inc | CMI | Shares | $2.0M | 4K |
| Qnity Electronics Inc | Q | Shares | $1.9M | 17K |
| Adobe Inc | ADBE | Shares | $1.9M | 8K |
| Blackrock Etf Trust | BLCV | Shares | $1.9M | 53K |
| Nordson Corp | NDSN | Shares | $1.9M | 7K |
| J P Morgan Exchange Traded F | JIRE | Shares | $1.9M | 25K |
| Principal Exchange Traded Fd | USMC | Shares | $1.8M | 28K |
| Ferguson Enterprises Inc | FERG | Shares | $1.8M | 8K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.8M | 32K |
| Johnson Controls Internation | Shares | $1.7M | 13K | |
| Roku Inc | ROKU | Shares | $1.7M | 18K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| At&T Inc | T | Shares | $1.7M | 58K |
| Cf Bankshares Inc | CFBK | Shares | $1.7M | 59K |
| Huntington Bancshares Inc | HBAN | Shares | $1.6M | 105K |
| Dupont De Nemours Inc | DDUSD | Shares | $1.6M | 35K |
| Us Bancorp | USB | Shares | $1.6M | 30K |
| Ishares Tr | SHY | Shares | $1.6M | 19K |
| J P Morgan Exchange Traded F | JBND | Shares | $1.6M | 29K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.5M | 7K |
| Siren Etf Tr | Shares | $1.5M | 19K | |
| Hyster-Yale Inc | HY | Shares | $1.5M | 45K |
| Accenture Plc Ireland | Shares | $1.4M | 7K | |
| Calamos Etf Tr | CAIE | Shares | $1.4M | 57K |
| United Parcel Svcs Inc | UPS | Shares | $1.4M | 14K |
| Marathon Pete Corp | MPC | Shares | $1.3M | 6K |
| Ishares Tr | USMV | Shares | $1.3M | 15K |
| Vertiv Holdings Co | VRT | Shares | $1.3M | 5K |
| Janus Detroit Str Tr | VNLA | Shares | $1.3M | 26K |
| Nextera Energy Inc | NEE | Shares | $1.3M | 13K |
| Qualcomm Inc | QCOM | Shares | $1.2M | 10K |
| Pepsico Inc | PEP | Shares | $1.2M | 8K |
| Keycorp | KEY | Shares | $1.2M | 63K |
| Motorola Solutions Inc | MSI | Shares | $1.2M | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.2M | 22K |
| Corning Inc | GLW | Shares | $1.2M | 9K |
| Wd 40 Co | WDFC | Shares | $1.2M | 6K |
| Xylem Inc | XYL | Shares | $1.2M | 10K |
| Columbia Etf Tr I | EQIN | Shares | $1.1M | 23K |
| Verizon Communications Inc | VZ | Shares | $1.1M | 22K |
| Netflix Inc. | NFLX | Shares | $1.1M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.