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 |
|---|---|---|---|---|---|
| 101 | COPCONOCOPHILLIPS | 8,490 | $803.1M | 0.24% | |
| 102 | MCDMCDONALDS CORP | 2,628 | $799.7M | 0.24% | |
| 103 | LQDISHARES TR | 7,078 | $789.0M | 0.24% | |
| 104 | PKBKPARKE BANCORP INC | 36,448 | $785.5M | 0.23% | |
| 105 | SUNSUNOCO LP/SUNOCO FIN CORP | 15,206 | $760.5M | 0.23% | |
| 106 | MSGSMADISON SQUARE GRDN SPRT COR | 3,346 | $759.5M | 0.23% | |
| 107 | GLWCORNING INC | 9,134 | $749.3M | 0.22% | |
| 108 | JMSTJ P MORGAN EXCHANGE TRADED F | 14,600 | $745.2M | 0.22% | |
| 109 | VRTVERTIV HOLDINGS CO | 4,925 | $743.0M | 0.22% | |
| 110 | GDDYGODADDY INC | 5,375 | $735.5M | 0.22% | |
| 111 | GNRCGENERAC HLDGS INC | 4,325 | $724.0M | 0.22% | |
| 112 | EMREMERSON ELEC CO | 5,443 | $713.5M | 0.21% | |
| 113 | BACBANK AMERICA CORP | 13,696 | $706.6M | 0.21% | |
| 114 | VBRVANGUARD INDEX FDS | 3,383 | $706.1M | 0.21% | |
| 115 | AMTAMERICAN TOWER CORP NEW | 3,667 | $705.2M | 0.21% | |
| 116 | GWWGRAINGER W W INC | 729 | $698.8M | 0.21% | |
| 117 | GEGE AEROSPACE | 2,303 | $692.8M | 0.21% | |
| 118 | SPYVSPDR SERIES TRUST | 12,506 | $691.9M | 0.21% | |
| 119 | AMDADVANCED MICRO DEVICES INC | 4,259 | $689.1M | 0.21% | |
| 120 | CBCHUBB LIMITED | 2,394 | $675.7M | 0.20% | |
| 121 | BABAALIBABA GROUP HLDG LTD | 3,744 | $669.0M | 0.20% | |
| 122 | BDXBECTON DICKINSON & CO | 3,487 | $653.1M | 0.19% | |
| 123 | COSTCOSTCO WHSL CORP NEW | 702 | $652.5M | 0.19% | |
| 124 | PKGPACKAGING CORP AMER | 2,839 | $618.7M | 0.18% | |
| 125 | HELOJ P MORGAN EXCHANGE TRADED F | 9,307 | $604.9M | 0.18% | |
| 126 | ACVVIRTUS DIVERSIFIED INCM & CO | 24,700 | $595.3M | 0.18% | |
| 127 | GDGENERAL DYNAMICS CORP | 1,706 | $582.4M | 0.17% | |
| 128 | RITMRITHM CAPITAL CORP | 50,900 | $579.8M | 0.17% | |
| 129 | NSCNORFOLK SOUTHN CORP | 1,900 | $570.8M | 0.17% | |
| 130 | BLKBLACKROCK INC | 486 | $569.4M | 0.17% | |
| 131 | IVVISHARES TR | 849 | $568.2M | 0.17% | |
| 132 | HOGHARLEY DAVIDSON INC | 20,325 | $567.1M | 0.17% | |
| 133 | ILMNILLUMINA INC | 5,953 | $565.4M | 0.17% | |
| 134 | SCHXSCHWAB STRATEGIC TR | 20,957 | $552.0M | 0.16% | |
| 135 | PDOPIMCO DYNAMIC INCOME OPRNTS | 39,000 | $550.7M | 0.16% | |
| 136 | LINLINDE PLC | 1,133 | $539.5M | 0.16% | |
| 137 | LOWLOWES COS INC | 2,124 | $533.9M | 0.16% | |
| 138 | ARCCARES CAPITAL CORP | 26,034 | $531.4M | 0.16% | |
| 139 | FMBFIRST TR EXCH TRADED FD III | 10,000 | $507.0M | 0.15% | |
| 140 | SHVISHARES TR | 4,500 | $497.2M | 0.15% | |
| 141 | VVISA INC | 1,454 | $496.5M | 0.15% | |
| 142 | FNCLFIDELITY COVINGTON TRUST | 6,500 | $496.2M | 0.15% | |
| 143 | ADIANALOG DEVICES INC | 2,018 | $496.1M | 0.15% | |
| 144 | CNHICNH INDL N V | 44,165 | $479.2M | 0.14% | |
| 145 | CRWDCROWDSTRIKE HLDGS INC | 961 | $471.3M | 0.14% | |
| 146 | PZTINVESCO EXCH TRADED FD TR II | 21,050 | $468.2M | 0.14% | |
| 147 | VTVVANGUARD INDEX FDS | 2,507 | $467.6M | 0.14% | |
| 148 | ITWILLINOIS TOOL WKS INC | 1,781 | $464.4M | 0.14% | |
| 149 | ADPAUTOMATIC DATA PROCESSING IN | 1,579 | $463.7M | 0.14% | |
| 150 | TGNATEGNA INC | 21,945 | $446.1M | 0.13% | |
| 151 | SHWSHERWIN WILLIAMS CO | 1,265 | $439.0M | 0.13% | |
| 152 | PFFAETFIS SER TR I | 20,000 | $434.2M | 0.13% | |
| 153 | AMLPALPS ETF TR | 9,200 | $431.8M | 0.13% | |
| 154 | VWOVANGUARD INTL EQUITY INDEX F | 7,965 | $431.6M | 0.13% | |
| 155 | CAHCARDINAL HEALTH INC | 2,713 | $425.8M | 0.13% | |
| 156 | LECOLINCOLN ELEC HLDGS INC | 1,798 | $424.0M | 0.13% | |
| 157 | QYLDGLOBAL X FDS | 24,500 | $416.7M | 0.12% | |
| 158 | SONOSONOS INC | 26,200 | $414.0M | 0.12% | |
| 159 | AEPAMERICAN ELEC PWR CO INC | 3,476 | $391.1M | 0.12% | |
| 160 | CCLDCARECLOUD INC | 121,111 | $388.8M | 0.12% | |
| 161 | KOCOCA COLA CO | 5,785 | $383.7M | 0.11% | |
| 162 | OBDCBLUE OWL CAPITAL CORPORATION | 30,000 | $383.1M | 0.11% | |
| 163 | UNPUNION PAC CORP | 1,614 | $382.5M | 0.11% | |
| 164 | ADXADAMS DIVERSIFIED EQUITY FD | 17,079 | $380.9M | 0.11% | |
| 165 | VOVANGUARD INDEX FDS | 1,295 | $380.4M | 0.11% | |
| 166 | IWDISHARES TR | 1,850 | $376.6M | 0.11% | |
| 167 | FALNISHARES TR | 13,265 | $368.5M | 0.11% | |
| 168 | APDAIR PRODS & CHEMS INC | 1,328 | $363.2M | 0.11% | |
| 169 | VUGVANGUARD INDEX FDS | 752 | $360.7M | 0.11% | |
| 170 | DEDEERE & CO | 788 | $360.3M | 0.11% | |
| 171 | CBTJCALAMOS ETF TR | 12,526 | $358.2M | 0.11% | |
| 172 | IWMISHARES TR | 1,467 | $355.4M | 0.11% | |
| 173 | TMUST-MOBILE US INC | 1,480 | $354.3M | 0.11% | |
| 174 | MDTMEDTRONIC PLC | 3,677 | $350.6M | 0.10% | |
| 175 | USALIBERTY ALL STAR EQUITY FD | 55,147 | $349.6M | 0.10% | |
| 176 | PANWPALO ALTO NETWORKS INC | 1,686 | $343.3M | 0.10% | |
| 177 | PHPARKER-HANNIFIN CORP | 452 | $342.7M | 0.10% | |
| 178 | TJXTJX COS INC NEW | 2,344 | $338.8M | 0.10% | |
| 179 | DRIDARDEN RESTAURANTS INC | 1,775 | $337.9M | 0.10% | |
| 180 | XLGINVESCO EXCHANGE TRADED FD T | 5,845 | $336.2M | 0.10% | |
| 181 | CARRCARRIER GLOBAL CORPORATION | 5,554 | $331.6M | 0.10% | |
| 182 | VBKVANGUARD INDEX FDS | 1,110 | $330.4M | 0.10% | |
| 183 | SBUXSTARBUCKS CORP | 3,783 | $320.1M | 0.10% | |
| 184 | CATCATERPILLAR INC | 667 | $318.3M | 0.09% | |
| 185 | VBVANGUARD INDEX FDS | 1,240 | $315.3M | 0.09% | |
| 186 | OREALTY INCOME CORP | 5,157 | $313.8M | 0.09% | |
| 187 | MDLZMONDELEZ INTL INC | 5,020 | $313.7M | 0.09% | |
| 188 | IRDMIRIDIUM COMMUNICATIONS INC | 17,950 | $313.4M | 0.09% | |
| 189 | IWPISHARES TR | 2,200 | $313.3M | 0.09% | |
| 190 | BMYBRISTOL-MYERS SQUIBB CO | 6,823 | $307.7M | 0.09% | |
| 191 | EQINCOLUMBIA ETF TR I | 6,526 | $304.7M | 0.09% | |
| 192 | BUFZFIRST TR EXCHNG TRADED FD VI | 11,500 | $297.9M | 0.09% | |
| 193 | WECWEC ENERGY GROUP INC | 2,595 | $297.1M | 0.09% | |
| 194 | AWCAMERICAN WTR WKS CO INC NEW | 2,075 | $289.0M | 0.09% | |
| 195 | AMATAPPLIED MATLS INC | 1,405 | $287.7M | 0.09% | |
| 196 | RSPFINVESCO EXCHANGE TRADED FD T | 3,575 | $278.1M | 0.08% | |
| 197 | FDSFACTSET RESH SYS INC | 958 | $275.6M | 0.08% | |
| 198 | NKENIKE INC | 3,849 | $268.4M | 0.08% | |
| 199 | SMHVANECK ETF TRUST | 808 | $263.9M | 0.08% | |
| 200 | INTUINTUIT | 386 | $263.6M | 0.08% |