Institutions / McDonald Partners LLC
McDonald Partners LLC
CIK 1331074 · Institution · as of Mar 31, 2026
Portfolio value
$424.02M
Positions
208
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$424.02M+33.6%Positions
208+2.0%Top holdings
Mar 31, 2026View all 208 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $15.35M | 3.6% |
| Microsoft Corp | $13.54M | 3.2% |
| Eaton Corp plc | $13.47M | 3.2% |
| JPMorgan Chase & Co | $12.24M | 2.9% |
| Lumentum Hldgs Inc | $11.71M | 2.8% |
| Vanguard Index Fds | $10.33M | 2.4% |
| AbbVie Inc. | $8.79M | 2.1% |
| Warren E. Buffett | $8.65M | 2.0% |
| Phillips 66 | $8.21M | 1.9% |
| Exxon Mobil Corp | $7.83M | 1.8% |
| Citigroup Inc | $7.43M | 1.8% |
| Alphabet Inc. | $7.41M | 1.7% |
| RTX Corp | $7.14M | 1.7% |
| Johnson & Johnson | $7.12M | 1.7% |
| International Business Machines Corp | $6.74M | 1.6% |
| Bristol Myers Squibb Co | $6.63M | 1.6% |
| Amazon.com Inc | $6.28M | 1.5% |
| Thermo Fisher Scientific Inc. | $6.07M | 1.4% |
| Alphabet Inc. | $5.81M | 1.4% |
| ConocoPhillips | $5.77M | 1.4% |
| Amgen Inc | $5.64M | 1.3% |
| Broadcom Inc. | $5.18M | 1.2% |
| State Str SPDR S&P 500 ETF T | $5.06M | 1.2% |
| PENTAIR plc | $4.98M | 1.2% |
| iShares Tr | $4.96M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $5.40M | +19K +268.83% | 25,763 1.75% of portfolio | medium |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $5.04M | +83K +317.05% | 109,389 1.56% of portfolio | medium |
| Q1 2026 as of | Add | Phillips 66 Common stock | $4.92M | +27K +149.61% | 45,090 1.94% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $4.67M | +28K +148.27% | 46,131 1.85% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $4.67M | +35K +426.86% | 43,703 1.36% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $4.49M | +18K +41.29% | 60,478 3.62% of portfolio | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $4.47M | +39K +151.51% | 65,480 1.75% of portfolio | low |
| Q1 2026 as of | New | Textron Inc Common stock | $4.47M | +51K | 51,000 1.05% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $4.44M | +20K +102.30% | 40,393 2.07% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $3.99M | +19K +173.52% | 30,172 1.48% of portfolio | low |