MCDONALD PARTNERS LLC 13F Holdings

CIK 0001331074 · CLEVELAND, OH

As of Sep 30, 2025, MCDONALD PARTNERS LLC reported 223 positions worth $329.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology31,917 6.5M5.01%
EATON CORP PLCETNIndustrials38,700 4.5M4.39%
APPLE INCAAPLTechnology46,935 2.0M3.62%
JPMORGAN CHASE & COJPMFinancial Services30,955$9.8M2.96%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services18,824$9.5M2.87%
ORACLE CORPORCLTechnology29,249$8.2M2.49%
VANGUARD 500 INDEX FUNDVOO—12,869$7.9M2.39%
RTX CORPRTXEquity38,454$6.4M1.95%
PENTAIR PLCPNRIndustrials51,585$5.7M1.73%
NVIDIA CORPNVDATechnology30,299$5.7M1.71%
BROADCOM INCAVGOTechnology16,556$5.5M1.66%
ISHARES CORE S&P US GROWTH ETFIUSG—32,033$5.3M1.60%
SPDR S&P 500 ETF TRUSTSPY—7,822$5.2M1.58%
AMGEN INCAMGNHealthcare17,671$5.0M1.51%
ABBVIE INCABBVEquity19,589$4.5M1.38%
HONEYWELL INTERNATIONAL INCHONIndustrials21,080$4.4M1.35%
CHEVRON CORPCHVEnergy26,931$4.2M1.27%
L3HARRIS TECHNOLOGIES INCLHXIndustrials13,517$4.1M1.25%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology14,540$4.1M1.24%
JOHNSON & JOHNSONJNJHealthcare19,660$3.6M1.11%
HOME DEPOT INCHDConsumer Cyclical8,892$3.6M1.09%
TRACTOR SUPPLY COTSCOConsumer Cyclical63,178$3.6M1.09%
CISCO SYSTEMS INCCSCOTechnology49,762$3.4M1.03%
CRH PUBLIC LTD COCRHBasic Materials27,490$3.3M1.00%
THERMO FISHER SCIENTIFIC INCTMOHealthcare6,744$3.3M0.99%