MCDONALD PARTNERS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$384.0B
Holdings
240
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (240 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 45,284 | $17.0B | 4.43% | |
| 2 | AAPLAPPLE INC | 74,981 | $16.7B | 4.34% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,515 | $10.4B | 2.71% | |
| 4 | ETNEATON CORP PLC | 38,119 | $10.4B | 2.70% | |
| 5 | JPMJPMORGAN CHASE & CO. | 38,260 | $9.4B | 2.45% | |
| 6 | AMGNAMGEN INC | 21,051 | $6.6B | 1.71% | |
| 7 | RTXRTX CORPORATION | 47,145 | $6.3B | 1.63% | |
| 8 | XOMEXXON MOBIL CORP | 50,193 | $6.0B | 1.56% | |
| 9 | CVXCHEVRON CORP NEW | 34,067 | $5.7B | 1.49% | |
| 10 | VOOVANGUARD INDEX FDS | 10,479 | $5.4B | 1.40% | |
| 11 | HONHONEYWELL INTL INC | 23,788 | $5.0B | 1.32% | |
| 12 | AMZNAMAZON COM INC | 25,657 | $4.9B | 1.27% | |
| 13 | NVDANVIDIA CORPORATION | 44,635 | $4.8B | 1.26% | |
| 14 | ABBVABBVIE INC | 22,621 | $4.7B | 1.23% | |
| 15 | JNJJOHNSON & JOHNSON | 27,456 | $4.6B | 1.19% | |
| 16 | ORCLORACLE CORP | 32,293 | $4.5B | 1.18% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 18,031 | $4.5B | 1.17% | |
| 18 | SPYSPDR S&P 500 ETF TR | 7,820 | $4.4B | 1.14% | |
| 19 | PNRPENTAIR PLC | 49,687 | $4.3B | 1.13% | |
| 20 | CSCOCISCO SYS INC | 66,256 | $4.1B | 1.07% | |
| 21 | GOOGALPHABET INC | 26,025 | $4.1B | 1.06% | |
| 22 | IUSGISHARES TR | 32,033 | $4.1B | 1.06% | |
| 23 | SJMSMUCKER J M CO | 34,249 | $4.1B | 1.06% | |
| 24 | PSXPHILLIPS 66 | 32,312 | $4.0B | 1.04% | |
| 25 | SHWSHERWIN WILLIAMS CO | 10,781 | $3.8B | 0.98% | |
| 26 | BACVERIZON COMMUNICATIONS INC | 80,627 | $3.7B | 0.95% | |
| 27 | AVGOBROADCOM INC | 21,686 | $3.6B | 0.95% | |
| 28 | TSCOTRACTOR SUPPLY CO | 63,339 | $3.5B | 0.91% | |
| 29 | METAMETA PLATFORMS INC | 5,998 | $3.5B | 0.90% | |
| 30 | LHXL3HARRIS TECHNOLOGIES INC | 16,506 | $3.5B | 0.90% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC | 6,764 | $3.4B | 0.88% | |
| 32 | ACNACCENTURE PLC IRELAND | 10,564 | $3.3B | 0.86% | |
| 33 | ADBEADOBE INC | 8,264 | $3.2B | 0.83% | |
| 34 | TXNTEXAS INSTRS INC | 17,496 | $3.2B | 0.82% | |
| 35 | PFEPFIZER INC | 115,694 | $2.9B | 0.76% | |
| 36 | UPSUNITED PARCEL SERVICE INC | 26,000 | $2.9B | 0.75% | |
| 37 | PEPPEPSICO INC | 18,822 | $2.8B | 0.74% | |
| 38 | GILDGILEAD SCIENCES INC | 24,709 | $2.8B | 0.72% | |
| 39 | HDHOME DEPOT INC | 7,447 | $2.7B | 0.72% | |
| 40 | MARMARRIOTT INTL INC NEW | 11,519 | $2.7B | 0.71% | |
| 41 | WMTWALMART INC | 29,746 | $2.6B | 0.68% | |
| 42 | JT5MUELLER WTR PRODS INC | 102,240 | $2.6B | 0.68% | |
| 43 | AFLAFLAC INC | 23,176 | $2.6B | 0.67% | |
| 44 | NEENEXTERA ENERGY INC | 35,256 | $2.5B | 0.65% | |
| 45 | CBCHUBB LIMITED | 8,077 | $2.5B | 0.64% | |
| 46 | PGRPROGRESSIVE CORP | 8,529 | $2.4B | 0.63% | |
| 47 | USBUS BANCORP DEL | 54,405 | $2.3B | 0.60% | |
| 48 | COPCONOCOPHILLIPS | 20,946 | $2.2B | 0.57% | |
| 49 | TAT&T INC | 76,776 | $2.2B | 0.57% | |
| 50 | ABTABBOTT LABS | 16,142 | $2.1B | 0.56% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 2,175 | $2.1B | 0.55% | |
| 52 | NDQINVESCO QQQ TR | 4,406 | $2.1B | 0.54% | |
| 53 | ITGARTNER INC | 4,925 | $2.1B | 0.54% | |
| 54 | BACBANK AMERICA CORP | 48,507 | $2.0B | 0.53% | |
| 55 | XYLXYLEM INC | 16,790 | $2.0B | 0.52% | |
| 56 | GWWGRAINGER W W INC | 1,990 | $2.0B | 0.52% | |
| 57 | JEPIJ P MORGAN EXCHANGE TRADED F | 34,035 | $1.9B | 0.51% | |
| 58 | PGPROCTER AND GAMBLE CO | 11,349 | $1.9B | 0.51% | |
| 59 | GSGOLDMAN SACHS GROUP INC | 3,516 | $1.9B | 0.50% | |
| 60 | SPYGSPDR SER TR | 23,295 | $1.9B | 0.49% | |
| 61 | MCDMCDONALDS CORP | 5,800 | $1.8B | 0.48% | |
| 62 | LVSLAS VEGAS SANDS CORP | 46,547 | $1.8B | 0.47% | |
| 63 | HYHYSTER-YALE INC | 42,930 | $1.8B | 0.46% | |
| 64 | TRVCCITIGROUP INC | 25,009 | $1.8B | 0.46% | |
| 65 | LOWLOWES COS INC | 7,515 | $1.8B | 0.46% | |
| 66 | JCIJOHNSON CTLS INTL PLC | 21,980 | $1.8B | 0.46% | |
| 67 | DISDISNEY WALT CO | 17,731 | $1.8B | 0.46% | |
| 68 | ADIANALOG DEVICES INC | 8,605 | $1.7B | 0.46% | |
| 69 | LINLINDE PLC | 3,596 | $1.7B | 0.44% | |
| 70 | BDXBECTON DICKINSON & CO | 6,983 | $1.6B | 0.42% | |
| 71 | EMREMERSON ELEC CO | 14,619 | $1.6B | 0.42% | |
| 72 | AMTAMERICAN TOWER CORP NEW | 7,248 | $1.6B | 0.41% | |
| 73 | GDGENERAL DYNAMICS CORP | 5,663 | $1.6B | 0.41% | |
| 74 | DDDUPONT DE NEMOURS INC | 20,805 | $1.6B | 0.40% | |
| 75 | BLKBLACKROCK INC | 1,628 | $1.6B | 0.40% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 2,911 | $1.6B | 0.40% | |
| 77 | QCOMQUALCOMM INC | 9,916 | $1.5B | 0.40% | |
| 78 | JEPQJ P MORGAN EXCHANGE TRADED F | 28,949 | $1.5B | 0.39% | |
| 79 | MRKMERCK & CO INC | 16,158 | $1.5B | 0.38% | |
| 80 | WDFCWD 40 CO | 5,917 | $1.4B | 0.38% | |
| 81 | APDAIR PRODS & CHEMS INC | 4,840 | $1.4B | 0.38% | |
| 82 | PNCPNC FINL SVCS GROUP INC | 8,166 | $1.4B | 0.37% | |
| 83 | GOOGLALPHABET INC | 9,253 | $1.4B | 0.37% | |
| 84 | CFBKCF BANKSHARES INC | 64,151 | $1.4B | 0.37% | |
| 85 | LEADSIREN ETF TR | 21,620 | $1.4B | 0.36% | |
| 86 | USMVISHARES TR | 14,625 | $1.4B | 0.36% | |
| 87 | HBANHUNTINGTON BANCSHARES INC | 89,623 | $1.3B | 0.35% | |
| 88 | ADPAUTOMATIC DATA PROCESSING IN | 4,333 | $1.3B | 0.35% | |
| 89 | NDSNNORDSON CORP | 6,575 | $1.3B | 0.35% | |
| 90 | AMDADVANCED MICRO DEVICES INC | 12,781 | $1.3B | 0.34% | |
| 91 | SILASILA REALTY TRUST INC | 48,496 | $1.3B | 0.34% | |
| 92 | MSIMOTOROLA SOLUTIONS INC | 2,947 | $1.3B | 0.34% | |
| 93 | ROKUROKU INC | 18,300 | $1.3B | 0.34% | |
| 94 | STZCONSTELLATION BRANDS INC | 6,865 | $1.3B | 0.33% | |
| 95 | ITWILLINOIS TOOL WKS INC | 5,024 | $1.3B | 0.33% | |
| 96 | MDTMEDTRONIC PLC | 13,232 | $1.2B | 0.31% | |
| 97 | MDLZMONDELEZ INTL INC | 17,182 | $1.2B | 0.30% | |
| 98 | FDSFACTSET RESH SYS INC | 2,518 | $1.2B | 0.30% | |
| 99 | PAYXPAYCHEX INC | 7,454 | $1.2B | 0.30% | |
| 100 | BABAALIBABA GROUP HLDG LTD | 8,686 | $1.2B | 0.30% |
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