MCDONALD PARTNERS LLC
CIK: 0001331074Latest portfolio: $317.5M · Q4 2025
Holdings
204
Total Value
$317.5M
New Positions
15
Closed Positions
34
Top Holdings
View All 204 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 29,741 | $14.4M | 4.53% | -2,176 | |
| 2 | ETNEATON CORP PLC | 37,083 | $11.8M | 3.72% | -1,617 | |
| 3 | AAPLAPPLE INC | 42,805 | $11.6M | 3.67% | -4,130 | |
| 4 | JPMJPMORGAN CHASE & CO. | 29,368 | $9.5M | 2.98% | -1,587 | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,196 | $9.1M | 2.88% | -628 | |
| 6 | VOOVANGUARD INDEX FDS | 13,003 | $8.2M | 2.57% | +134 | |
| 7 | RTXRTX CORPORATION | 39,467 | $7.2M | 2.28% | +1K | |
| 8 | LITELUMENTUM HLDGS INC | 16,820 | $6.2M | 1.95% | -615 | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,345 | $5.7M | 1.79% | +523 | |
| 10 | PNRPENTAIR PLC | 53,619 | $5.6M | 1.76% | +2K | |
| 11 | NVDANVIDIA CORPORATION | 29,685 | $5.5M | 1.74% | -614 | |
| 12 | IUSGISHARES TR | 32,033 | $5.4M | 1.69% | — | |
| 13 | ORCLORACLE CORP | 27,192 | $5.3M | 1.67% | -2,057 | |
| 14 | AMGNAMGEN INC | 16,069 | $5.3M | 1.66% | -1,602 | |
| 15 | AVGOBROADCOM INC | 14,937 | $5.2M | 1.63% | -1,619 | |
| 16 | ABBVABBVIE INC | 19,967 | $4.6M | 1.44% | +378 | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 13,451 | $4.0M | 1.25% | -1,089 | |
| 18 | RHCRH PLC | 31,190 | $3.9M | 1.23% | +4K | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 6,579 | $3.8M | 1.20% | -165 | |
| 20 | HONHONEYWELL INTL INC | 19,486 | $3.8M | 1.20% | -1,594 | |
| 21 | LHXL3HARRIS TECHNOLOGIES INC | 12,380 | $3.6M | 1.14% | -1,137 | |
| 22 | JT5MUELLER WTR PRODS INC | 152,245 | $3.6M | 1.14% | +26K | |
| 23 | MARMARRIOTT INTL INC NEW | 11,463 | $3.6M | 1.12% | +229 | |
| 24 | GILDGILEAD SCIENCES INC | 28,296 | $3.5M | 1.09% | +1K | |
| 25 | CSCOCISCO SYS INC | 44,386 | $3.4M | 1.08% | -5,376 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($9.463815556915379e+254T)
Technology0.0% ($1.4384116376199555e+92T)
Industrials0.0% ($1.18117238558438e+81T)
Healthcare0.0% ($5.259456238123473e+46T)
Consumer Cyclical0.0% ($3.8923556304925467e+34T)
Communication Services0.0% ($2.262218619201178e+25T)
Unknown0.0% ($9.14636263038249e+22T)
Energy0.0% ($327923312236.9T)
Consumer Defensive0.0% ($24291163566.4T)
Basic Materials0.0% ($204319.6T)
Real Estate0.0% ($1.0T)
Utilities0.0% ($1.1B)
Filing History
Fund Information
MCDONALD PARTNERS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $317.5M across 204 holdings. The largest position is MICROSOFT CORP (MSFT), representing 4.5% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 34 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.