MCDONALD PARTNERS LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$335.0B
Holdings
223
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (223 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 31,917 | $16.5B | 4.94% | |
| 2 | ETNEATON CORP PLC | 38,700 | $14.5B | 4.32% | |
| 3 | AAPLAPPLE INC | 46,935 | $12.0B | 3.57% | |
| 4 | JPMJPMORGAN CHASE & CO. | 30,955 | $9.8B | 2.91% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,824 | $9.5B | 2.82% | |
| 6 | ORCLORACLE CORP | 29,249 | $8.2B | 2.46% | |
| 7 | VOOVANGUARD INDEX FDS | 12,869 | $7.9B | 2.35% | |
| 8 | RTXRTX CORPORATION | 38,454 | $6.4B | 1.92% | |
| 9 | PNRPENTAIR PLC | 51,585 | $5.7B | 1.71% | |
| 10 | NVDANVIDIA CORPORATION | 30,299 | $5.7B | 1.69% | |
| 11 | AVGOBROADCOM INC | 16,556 | $5.5B | 1.63% | |
| 12 | IUSGISHARES TR | 32,033 | $5.3B | 1.57% | |
| 13 | SPYSPDR S&P 500 ETF TR | 7,822 | $5.2B | 1.56% | |
| 14 | AMGNAMGEN INC | 17,671 | $5.0B | 1.49% | |
| 15 | ABBVABBVIE INC | 19,589 | $4.5B | 1.35% | |
| 16 | HONHONEYWELL INTL INC | 21,080 | $4.4B | 1.32% | |
| 17 | CVXCHEVRON CORP NEW | 26,931 | $4.2B | 1.25% | |
| 18 | LHXL3HARRIS TECHNOLOGIES INC | 13,517 | $4.1B | 1.23% | |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 14,540 | $4.1B | 1.22% | |
| 20 | JNJJOHNSON & JOHNSON | 19,660 | $3.6B | 1.09% | |
| 21 | HDHOME DEPOT INC | 8,892 | $3.6B | 1.08% | |
| 22 | TSCOTRACTOR SUPPLY CO | 63,178 | $3.6B | 1.07% | |
| 23 | CSCOCISCO SYS INC | 49,762 | $3.4B | 1.02% | |
| 24 | RHCRH PLC | 27,490 | $3.3B | 0.98% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 6,744 | $3.3B | 0.98% | |
| 26 | JT5MUELLER WTR PRODS INC | 126,100 | $3.2B | 0.96% | |
| 27 | AMZNAMAZON COM INC | 13,816 | $3.0B | 0.91% | |
| 28 | GILDGILEAD SCIENCES INC | 26,945 | $3.0B | 0.89% | |
| 29 | PSXPHILLIPS 66 | 21,943 | $3.0B | 0.89% | |
| 30 | GSGOLDMAN SACHS GROUP INC | 3,737 | $3.0B | 0.89% | |
| 31 | SJMSMUCKER J M CO | 26,955 | $2.9B | 0.87% | |
| 32 | MARMARRIOTT INTL INC NEW | 11,234 | $2.9B | 0.87% | |
| 33 | ADBEADOBE INC | 8,204 | $2.9B | 0.86% | |
| 34 | LITELUMENTUM HLDGS INC | 17,435 | $2.8B | 0.85% | |
| 35 | GOOGALPHABET INC | 11,512 | $2.8B | 0.84% | |
| 36 | NDQINVESCO QQQ TR | 4,366 | $2.6B | 0.78% | |
| 37 | TRVCCITIGROUP INC | 25,260 | $2.6B | 0.77% | |
| 38 | SPYGSPDR SERIES TRUST | 24,023 | $2.5B | 0.75% | |
| 39 | TXNTEXAS INSTRS INC | 13,355 | $2.5B | 0.73% | |
| 40 | XOMEXXON MOBIL CORP | 21,224 | $2.4B | 0.71% | |
| 41 | JEPIJ P MORGAN EXCHANGE TRADED F | 39,054 | $2.2B | 0.67% | |
| 42 | ACNACCENTURE PLC IRELAND | 8,768 | $2.2B | 0.65% | |
| 43 | FERGFERGUSON ENTERPRISES INC | 9,085 | $2.0B | 0.61% | |
| 44 | PFEPFIZER INC | 74,107 | $1.9B | 0.56% | |
| 45 | USBUS BANCORP DEL | 38,441 | $1.9B | 0.55% | |
| 46 | HBANHUNTINGTON BANCSHARES INC | 106,914 | $1.8B | 0.55% | |
| 47 | ROKUROKU INC | 18,325 | $1.8B | 0.55% | |
| 48 | TAT&T INC | 64,258 | $1.8B | 0.54% | |
| 49 | QCOMQUALCOMM INC | 10,716 | $1.8B | 0.53% | |
| 50 | XYLXYLEM INC | 11,758 | $1.7B | 0.52% | |
| 51 | GOOGLALPHABET INC | 7,108 | $1.7B | 0.52% | |
| 52 | HYHYSTER-YALE INC | 46,545 | $1.7B | 0.51% | |
| 53 | LEADSIREN ETF TR | 21,903 | $1.7B | 0.50% | |
| 54 | PGRPROGRESSIVE CORP | 6,585 | $1.6B | 0.49% | |
| 55 | JEPQJ P MORGAN EXCHANGE TRADED F | 27,850 | $1.6B | 0.48% | |
| 56 | CMICUMMINS INC | 3,757 | $1.6B | 0.47% | |
| 57 | NDSNNORDSON CORP | 6,950 | $1.6B | 0.47% | |
| 58 | AMBAAMBARELLA INC | 19,096 | $1.6B | 0.47% | |
| 59 | BACVERIZON COMMUNICATIONS INC | 35,146 | $1.5B | 0.46% | |
| 60 | CFBKCF BANKSHARES INC | 64,151 | $1.5B | 0.46% | |
| 61 | PEPPEPSICO INC | 10,830 | $1.5B | 0.45% | |
| 62 | AGGISHARES TR | 15,028 | $1.5B | 0.45% | |
| 63 | FCXFREEPORT-MCMORAN INC | 38,178 | $1.5B | 0.45% | |
| 64 | NEENEXTERA ENERGY INC | 19,327 | $1.5B | 0.44% | |
| 65 | JCIJOHNSON CTLS INTL PLC | 13,227 | $1.5B | 0.43% | |
| 66 | USMVISHARES TR | 14,690 | $1.4B | 0.42% | |
| 67 | PNCPNC FINL SVCS GROUP INC | 6,920 | $1.4B | 0.42% | |
| 68 | CAIECALAMOS ETF TR | 50,000 | $1.4B | 0.41% | |
| 69 | MSIMOTOROLA SOLUTIONS INC | 2,922 | $1.3B | 0.40% | |
| 70 | LRCXLAM RESEARCH CORP | 9,955 | $1.3B | 0.40% | |
| 71 | UNHUNITEDHEALTH GROUP INC | 3,813 | $1.3B | 0.39% | |
| 72 | ITGARTNER INC | 4,850 | $1.3B | 0.38% | |
| 73 | UPSUNITED PARCEL SERVICE INC | 15,208 | $1.3B | 0.38% | |
| 74 | NFLXNETFLIX INC | 1,039 | $1.2B | 0.37% | |
| 75 | METAMETA PLATFORMS INC | 1,649 | $1.2B | 0.36% | |
| 76 | WDFCWD 40 CO | 5,892 | $1.2B | 0.35% | |
| 77 | DDDUPONT DE NEMOURS INC | 14,490 | $1.1B | 0.34% | |
| 78 | MRKMERCK & CO INC | 13,431 | $1.1B | 0.34% | |
| 79 | SILASILA REALTY TRUST INC | 44,806 | $1.1B | 0.34% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 6,852 | $1.1B | 0.33% | |
| 81 | ABTABBOTT LABS | 8,130 | $1.1B | 0.33% | |
| 82 | DISDISNEY WALT CO | 9,479 | $1.1B | 0.32% | |
| 83 | MPCMARATHON PETE CORP | 5,518 | $1.1B | 0.32% | |
| 84 | AFLAFLAC INC | 9,344 | $1.0B | 0.31% | |
| 85 | SHYISHARES TR | 12,387 | $1.0B | 0.31% | |
| 86 | PGPROCTER AND GAMBLE CO | 6,279 | $964.6M | 0.29% | |
| 87 | VEAVANGUARD TAX-MANAGED FDS | 15,729 | $942.5M | 0.28% | |
| 88 | JJACOBS SOLUTIONS INC | 6,176 | $925.5M | 0.28% | |
| 89 | APOAPOLLO GLOBAL MGMT INC | 6,873 | $916.0M | 0.27% | |
| 90 | HTGCHERCULES CAPITAL INC | 48,000 | $907.7M | 0.27% | |
| 91 | QWLDSPDR INDEX SHS FDS | 6,375 | $895.2M | 0.27% | |
| 92 | BXBLACKSTONE INC | 5,226 | $892.9M | 0.27% | |
| 93 | WMWASTE MGMT INC DEL | 4,019 | $887.4M | 0.26% | |
| 94 | FUMBFIRST TR EXCH TRADED FD III | 43,500 | $874.4M | 0.26% | |
| 95 | WMTWALMART INC | 8,223 | $847.2M | 0.25% | |
| 96 | KEYKEYCORP | 44,630 | $834.1M | 0.25% | |
| 97 | PLTRPALANTIR TECHNOLOGIES INC | 4,550 | $830.0M | 0.25% | |
| 98 | UHALU HAUL HOLDING COMPANY | 14,525 | $829.0M | 0.25% | |
| 99 | LLYELI LILLY & CO | 1,084 | $827.5M | 0.25% | |
| 100 | ZTSZOETIS INC | 5,546 | $811.5M | 0.24% |
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