MCDONALD PARTNERS LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$317.5M
Holdings
204
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (204 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 29,741 | $14.4M | 4.53% | |
| 2 | ETNEATON CORP PLC | 37,083 | $11.8M | 3.72% | |
| 3 | AAPLAPPLE INC | 42,805 | $11.6M | 3.67% | |
| 4 | JPMJPMORGAN CHASE & CO. | 29,368 | $9.5M | 2.98% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,196 | $9.1M | 2.88% | |
| 6 | VOOVANGUARD INDEX FDS | 13,003 | $8.2M | 2.57% | |
| 7 | RTXRTX CORPORATION | 39,467 | $7.2M | 2.28% | |
| 8 | LITELUMENTUM HLDGS INC | 16,820 | $6.2M | 1.95% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,345 | $5.7M | 1.79% | |
| 10 | PNRPENTAIR PLC | 53,619 | $5.6M | 1.76% | |
| 11 | NVDANVIDIA CORPORATION | 29,685 | $5.5M | 1.74% | |
| 12 | IUSGISHARES TR | 32,033 | $5.4M | 1.69% | |
| 13 | ORCLORACLE CORP | 27,192 | $5.3M | 1.67% | |
| 14 | AMGNAMGEN INC | 16,069 | $5.3M | 1.66% | |
| 15 | AVGOBROADCOM INC | 14,937 | $5.2M | 1.63% | |
| 16 | ABBVABBVIE INC | 19,967 | $4.6M | 1.44% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 13,451 | $4.0M | 1.25% | |
| 18 | RHCRH PLC | 31,190 | $3.9M | 1.23% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 6,579 | $3.8M | 1.20% | |
| 20 | HONHONEYWELL INTL INC | 19,486 | $3.8M | 1.20% | |
| 21 | LHXL3HARRIS TECHNOLOGIES INC | 12,380 | $3.6M | 1.14% | |
| 22 | JT5MUELLER WTR PRODS INC | 152,245 | $3.6M | 1.14% | |
| 23 | MARMARRIOTT INTL INC NEW | 11,463 | $3.6M | 1.12% | |
| 24 | GILDGILEAD SCIENCES INC | 28,296 | $3.5M | 1.09% | |
| 25 | CSCOCISCO SYS INC | 44,386 | $3.4M | 1.08% | |
| 26 | JNJJOHNSON & JOHNSON | 16,479 | $3.4M | 1.07% | |
| 27 | GSGOLDMAN SACHS GROUP INC | 3,813 | $3.4M | 1.06% | |
| 28 | CVXCHEVRON CORP NEW | 21,515 | $3.3M | 1.03% | |
| 29 | TSCOTRACTOR SUPPLY CO | 60,975 | $3.0M | 0.96% | |
| 30 | TRVCCITIGROUP INC | 26,035 | $3.0M | 0.96% | |
| 31 | ADBEADOBE INC | 7,892 | $2.8M | 0.87% | |
| 32 | PGRPROGRESSIVE CORP | 12,067 | $2.7M | 0.87% | |
| 33 | AMZNAMAZON COM INC | 11,031 | $2.5M | 0.80% | |
| 34 | NDQINVESCO QQQ TR | 4,054 | $2.5M | 0.78% | |
| 35 | SJMSMUCKER J M CO | 24,837 | $2.4M | 0.77% | |
| 36 | SPYGSPDR SERIES TRUST | 22,166 | $2.4M | 0.74% | |
| 37 | PFEPFIZER INC | 94,826 | $2.4M | 0.74% | |
| 38 | JEPIJ P MORGAN EXCHANGE TRADED F | 40,962 | $2.3M | 0.74% | |
| 39 | PSXPHILLIPS 66 | 18,064 | $2.3M | 0.73% | |
| 40 | HDHOME DEPOT INC | 6,646 | $2.3M | 0.72% | |
| 41 | GOOGALPHABET INC | 7,210 | $2.3M | 0.71% | |
| 42 | XOMEXXON MOBIL CORP | 18,581 | $2.2M | 0.70% | |
| 43 | GOOGLALPHABET INC | 6,985 | $2.2M | 0.69% | |
| 44 | CMICUMMINS INC | 4,269 | $2.2M | 0.69% | |
| 45 | HBANHUNTINGTON BANCSHARES INC | 121,214 | $2.1M | 0.66% | |
| 46 | RPMRPM INTL INC | 19,650 | $2.0M | 0.64% | |
| 47 | TXNTEXAS INSTRS INC | 11,555 | $2.0M | 0.63% | |
| 48 | JEPQJ P MORGAN EXCHANGE TRADED F | 33,959 | $2.0M | 0.62% | |
| 49 | FCXFREEPORT-MCMORAN INC | 38,608 | $2.0M | 0.62% | |
| 50 | ACNACCENTURE PLC IRELAND | 7,281 | $2.0M | 0.62% | |
| 51 | ROKUROKU INC | 17,700 | $1.9M | 0.60% | |
| 52 | QCOMQUALCOMM INC | 10,352 | $1.8M | 0.56% | |
| 53 | USBUS BANCORP DEL | 32,733 | $1.7M | 0.55% | |
| 54 | AGGISHARES TR | 17,362 | $1.7M | 0.55% | |
| 55 | FERGFERGUSON ENTERPRISES INC | 7,685 | $1.7M | 0.54% | |
| 56 | LRCXLAM RESEARCH CORP | 9,900 | $1.7M | 0.53% | |
| 57 | NDSNNORDSON CORP | 6,925 | $1.7M | 0.52% | |
| 58 | LEADSIREN ETF TR | 20,729 | $1.6M | 0.50% | |
| 59 | JCIJOHNSON CTLS INTL PLC | 12,948 | $1.6M | 0.49% | |
| 60 | MRKMERCK & CO INC | 14,231 | $1.5M | 0.47% | |
| 61 | PNCPNC FINL SVCS GROUP INC | 7,165 | $1.5M | 0.47% | |
| 62 | CFBKCF BANKSHARES INC | 59,427 | $1.5M | 0.47% | |
| 63 | CAIECALAMOS ETF TR | 55,000 | $1.5M | 0.46% | |
| 64 | UPSUNITED PARCEL SERVICE INC | 14,519 | $1.4M | 0.45% | |
| 65 | BMYBRISTOL-MYERS SQUIBB CO | 26,229 | $1.4M | 0.45% | |
| 66 | USMVISHARES TR | 14,500 | $1.4M | 0.43% | |
| 67 | XYLXYLEM INC | 9,818 | $1.3M | 0.42% | |
| 68 | AMBAAMBARELLA INC | 18,521 | $1.3M | 0.41% | |
| 69 | KEYKEYCORP | 59,920 | $1.2M | 0.39% | |
| 70 | HYHYSTER-YALE INC | 40,370 | $1.2M | 0.38% | |
| 71 | TAT&T INC | 47,460 | $1.2M | 0.37% | |
| 72 | ITGARTNER INC | 4,640 | $1.2M | 0.37% | |
| 73 | PEPPEPSICO INC | 8,103 | $1.2M | 0.37% | |
| 74 | NFLXNETFLIX INC | 11,975 | $1.1M | 0.35% | |
| 75 | WDFCWD 40 CO | 5,667 | $1.1M | 0.35% | |
| 76 | HELOJ P MORGAN EXCHANGE TRADED F | 16,499 | $1.1M | 0.35% | |
| 77 | NEENEXTERA ENERGY INC | 13,581 | $1.1M | 0.34% | |
| 78 | VEAVANGUARD TAX-MANAGED FDS | 17,190 | $1.1M | 0.34% | |
| 79 | MSIMOTOROLA SOLUTIONS INC | 2,790 | $1.1M | 0.34% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 6,506 | $1.0M | 0.33% | |
| 81 | APOAPOLLO GLOBAL MGMT INC | 6,936 | $1.0M | 0.32% | |
| 82 | SILASILA REALTY TRUST INC | 42,910 | $1.0M | 0.31% | |
| 83 | SHYISHARES TR | 11,534 | $955K | 0.30% | |
| 84 | QWLDSPDR INDEX SHS FDS | 6,550 | $938K | 0.30% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 22,969 | $935K | 0.29% | |
| 86 | MPCMARATHON PETE CORP | 5,567 | $905K | 0.29% | |
| 87 | HTGCHERCULES CAPITAL INC | 48,000 | $903K | 0.28% | |
| 88 | WMWASTE MGMT INC DEL | 4,017 | $882K | 0.28% | |
| 89 | LECOLINCOLN ELEC HLDGS INC | 3,664 | $878K | 0.28% | |
| 90 | PLTRPALANTIR TECHNOLOGIES INC | 4,905 | $871K | 0.27% | |
| 91 | BXBLACKSTONE INC | 5,614 | $865K | 0.27% | |
| 92 | FUMBFIRST TR EXCH TRADED FD III | 43,000 | $862K | 0.27% | |
| 93 | MSGSMADISON SQUARE GRDN SPRT COR | 3,305 | $854K | 0.27% | |
| 94 | PKBKPARKE BANCORP INC | 33,448 | $837K | 0.26% | |
| 95 | EQINCOLUMBIA ETF TR I | 17,233 | $818K | 0.26% | |
| 96 | JSMDJANUS DETROIT STR TR | 10,028 | $817K | 0.26% | |
| 97 | SUNSUNOCO LP/SUNOCO FIN CORP | 15,300 | $801K | 0.25% | |
| 98 | VRTVERTIV HOLDINGS CO | 4,925 | $797K | 0.25% | |
| 99 | JJACOBS SOLUTIONS INC | 5,915 | $783K | 0.25% | |
| 100 | LQDISHARES TR | 7,078 | $779K | 0.25% |
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