Investor
MCDONALD PARTNERS LLC
CIK 0001331074 · filed 2026-05-15 · SEC filing
13F book
$424M
Positions
208
15 new · 11 sold
Largest name
3.6%
Apple Inc. · AAPL
Est. mark
$1.31M
Price effect on 193 names still held. Flow $105.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 60.5K | $15.3M | 3.6% | −$773.7K | Added$3.71M |
| Microsoft Corp | MSFT | 36.6K | $13.5M | 3.2% | −$3.38M | Added−$842.4K |
| Eaton Corp Plc | ETN | 37.6K | $13.5M | 3.2% | $1.45M | Added$1.65M |
| Jpmorgan Chase & Co. | — | 41.6K | $12.2M | 2.9% | −$824.8K | Added$2.78M |
| Lumentum Hldgs Inc | — | 16.7K | $11.7M | 2.8% | $5.57M | Cut$5.51M |
| Vanguard Index Fds | — | 17.3K | $10.3M | 2.4% | −$385.1K | Added$2.18M |
| AbbVie Inc. | ABBV | 40.4K | $8.79M | 2.1% | −$219.7K | Added$4.22M |
| Berkshire Hathaway Inc Del | — | 17.8K | $8.65M | 2.0% | −$322.5K | Cut−$501K |
| Phillips 66 | PSX | 45.1K | $8.21M | 1.9% | $959.8K | Added$5.88M |
| Exxon Mobil Corp | — | 46.1K | $7.83M | 1.8% | $916.1K | Added$5.59M |
| Citigroup Inc | — | 65.5K | $7.43M | 1.8% | −$85.4K | Added$4.39M |
| Alphabet Inc | — | 25.8K | $7.41M | 1.7% | −$177.7K | Added$5.22M |
| RTX Corp | RTX | 37K | $7.14M | 1.7% | $351.4K | Cut−$102.9K |
| Johnson & Johnson | JNJ | 29.1K | $7.12M | 1.7% | $617.8K | Added$3.71M |
| International Business Machs | — | 27.8K | $6.74M | 1.6% | −$724.2K | Added$2.76M |
| Bristol-Myers Squibb Co | — | 109.4K | $6.63M | 1.6% | $176K | Added$5.22M |
| Amazon Com Inc | AMZN | 30.2K | $6.28M | 1.5% | −$248.8K | Added$3.74M |
| Thermo Fisher Scientific Inc. | TMO | 12.4K | $6.07M | 1.4% | −$578.4K | Added$2.26M |
| Alphabet Inc | — | 20.3K | $5.81M | 1.4% | −$194.2K | Added$3.55M |
| Conocophillips | COP | 43.7K | $5.77M | 1.4% | $318.4K | Added$4.99M |
| Amgen Inc | AMGN | 16K | $5.64M | 1.3% | $393.2K | Cut$377.8K |
| Broadcom Inc. | AVGO | 16.7K | $5.18M | 1.2% | −$546.6K | Added$14.3K |
| Spdr S&P 500 Etf Tr | — | 7.78K | $5.06M | 1.2% | −$246.2K | Cut−$630.9K |
| PENTAIR plc | PNR | 57.2K | $4.98M | 1.2% | −$917.4K | Added−$604.6K |
| Ishares Tr | — | 32K | $4.96M | 1.2% | −$410.6K | Cut−$416.1K |
| Mueller Wtr Prods Inc | — | 178.4K | $4.9M | 1.2% | $558.7K | Added$1.28M |
| Nvidia Corp | NVDA | 26.7K | $4.66M | 1.1% | −$323.6K | Cut−$871.6K |
| Textron Inc | TXT | 51K | $4.47M | 1.1% | — | New |
| Chevron Corp New | CVX | 21K | $4.35M | 1.0% | $1.15M | Cut$1.07M |
| Honeywell Intl Inc | — | 19.2K | $4.35M | 1.0% | $594.5K | Cut$543.7K |
| L3harris Technologies Inc | — | 12.4K | $4.27M | 1.0% | $637.6K | Cut$636.8K |
| Bank America Corp | — | 85.3K | $4.16M | 1.0% | −$62.9K | Added$3.6M |
| Ge Aerospace | — | 14.4K | $4.1M | 1.0% | −$51K | Added$3.45M |
| Oracle Corp | — | 27.8K | $4.08M | 1.0% | −$1.3M | Added−$1.22M |
| Gilead Sciences, Inc. | GILD | 27.3K | $3.8M | 0.9% | $453.8K | Cut$331.6K |
| Yum Brands Inc | YUM | 24.1K | $3.74M | 0.9% | — | New |
| Marriott Intl Inc New | — | 11.3K | $3.71M | 0.9% | $190.8K | Cut$152K |
| Rockwell Automation, Inc | ROK | 10K | $3.59M | 0.8% | — | New |
| Smucker J M Co | — | 34.8K | $3.35M | 0.8% | −$34.1K | Added$922.1K |
| Cisco Sys Inc | — | 42.2K | $3.28M | 0.8% | $23.4K | Cut−$142.6K |
| Goldman Sachs Group Inc | — | 3.8K | $3.21M | 0.8% | −$125.4K | Cut−$138.6K |
| Progressive Corp | — | 15.9K | $3.16M | 0.7% | −$355.7K | Added$408.3K |
| Ishares Tr | — | 30.1K | $2.99M | 0.7% | −$10.6K | Added$1.26M |
| Crh Plc | — | 28.2K | $2.95M | 0.7% | −$570.9K | Cut−$942.8K |
| Tractor Supply Co | — | 64.5K | $2.92M | 0.7% | −$287.2K | Added−$129.8K |
| Pfizer Inc | PFE | 102.6K | $2.88M | 0.7% | $301.5K | Added$518.5K |
| Home Depot, Inc. | HD | 8.43K | $2.77M | 0.7% | −$101.1K | Added$486K |
| Vanguard Tax-Managed Fds | — | 40.5K | $2.6M | 0.6% | $27.7K | Added$1.52M |
| J P Morgan Exchange Traded F | — | 44.5K | $2.53M | 0.6% | −$22.9K | Added$180.4K |
| Invesco Qqq Tr | — | 4.05K | $2.34M | 0.6% | −$150.4K | Cut−$152.3K |
| Salesforce, Inc. | CRM | 12.5K | $2.33M | 0.5% | — | New |
| Freeport-Mcmoran Inc | FCX | 39.2K | $2.31M | 0.5% | $308.5K | Added$345.1K |
| Rpm Intl Inc | — | 23.1K | $2.3M | 0.5% | −$90.4K | Added$251.5K |
| Texas Instrs Inc | — | 11.6K | $2.24M | 0.5% | $238.6K | Held |
| Janus Detroit Str Tr | — | 27.6K | $2.19M | 0.5% | −$22.2K | Added$1.37M |
| Spdr Series Trust | — | 21.9K | $2.15M | 0.5% | −$192.6K | Cut−$219.3K |
| Lam Research Corp | LRCX | 9.6K | $2.05M | 0.5% | $407.8K | Cut$356.5K |
| J P Morgan Exchange Traded F | — | 31.2K | $1.99M | 0.5% | −$41.6K | Added$897.3K |
| Occidental Pete Corp | — | 30.2K | $1.96M | 0.5% | — | New |
| Cummins Inc | CMI | 3.63K | $1.95M | 0.5% | $100K | Cut−$227.7K |
| Qnity Electronics, Inc. | Q | 16.7K | $1.93M | 0.5% | $134.5K | Added$1.6M |
| Adobe Inc. | ADBE | 7.87K | $1.91M | 0.5% | −$841.8K | Cut−$848.1K |
| Blackrock Etf Trust | — | 52.8K | $1.91M | 0.4% | — | New |
| Nordson Corp | NDSN | 7.09K | $1.89M | 0.4% | $177.5K | Added$221.4K |
| J P Morgan Exchange Traded F | — | 24.8K | $1.88M | 0.4% | $4.32K | Added$1.5M |
| Principal Exchange Traded Fd | — | 27.9K | $1.79M | 0.4% | −$26.9K | Added$1.35M |
| Ferguson Enterprises Inc | — | 7.7K | $1.78M | 0.4% | $66.5K | Added$68.9K |
| J P Morgan Exchange Traded F | — | 31.6K | $1.75M | 0.4% | −$82.2K | Cut−$218.9K |
| Johnson Ctls Intl Plc | — | 13.2K | $1.73M | 0.4% | $145K | Added$177.2K |
| Roku, Inc | ROKU | 18.3K | $1.73M | 0.4% | −$245.5K | Added−$193.5K |
| Merck & Co., Inc. | MRK | 14.3K | $1.72M | 0.4% | $213.8K | Added$219.3K |
| At&T Inc | — | 57.8K | $1.67M | 0.4% | $196.9K | Added$495.9K |
| Cf Bankshares Inc. | CFBK | 59.4K | $1.66M | 0.4% | $175.9K | Held |
| Huntington Bancshares Inc | — | 105.3K | $1.65M | 0.4% | −$179K | Cut−$454.9K |
| DuPont de Nemours, Inc. | DD | 34.6K | $1.59M | 0.4% | $78.3K | Added$1.02M |
| Us Bancorp Del | — | 30.4K | $1.58M | 0.4% | −$41.2K | Cut−$163.2K |
| Ishares Tr | — | 18.8K | $1.56M | 0.4% | −$2.88K | Added$600.7K |
| J P Morgan Exchange Traded F | — | 28.9K | $1.55M | 0.4% | −$3.69K | Added$903.8K |
| Pnc Finl Svcs Group Inc | — | 7.43K | $1.55M | 0.4% | −$4.59K | Added$50.8K |
| Siren Etf Tr | — | 19.4K | $1.49M | 0.4% | $9.12K | Cut−$94.6K |
| Hyster-Yale, Inc. | HY | 44.7K | $1.45M | 0.3% | $113K | Added$252.3K |
| Accenture Plc Ireland | — | 7.3K | $1.45M | 0.3% | −$509.7K | Added−$506.6K |
| Calamos Etf Tr | — | 56.7K | $1.43M | 0.3% | −$88K | Added−$45.2K |
| United Parcel Service Inc | UPS | 14.3K | $1.41M | 0.3% | −$11.6K | Cut−$30.8K |
| Marathon Pete Corp | — | 5.52K | $1.35M | 0.3% | $450K | Cut$441.8K |
| Ishares Tr | — | 14.5K | $1.34M | 0.3% | −$20.6K | Held |
| Vertiv Holdings Co | VRT | 5.27K | $1.32M | 0.3% | $436.2K | Added$522.1K |
| Janus Detroit Str Tr | — | 26.2K | $1.28M | 0.3% | −$2.42K | Added$866.4K |
| Nextera Energy Inc | — | 13.5K | $1.25M | 0.3% | $169.9K | Cut$162.2K |
| Qualcomm Inc | — | 9.64K | $1.24M | 0.3% | −$407.6K | Cut−$529K |
| Pepsico Inc | PEP | 7.73K | $1.2M | 0.3% | $90.7K | Cut$36.7K |
| Keycorp | — | 62.5K | $1.19M | 0.3% | −$93K | Added−$43.2K |
| Motorola Solutions, Inc. | MSI | 2.74K | $1.19M | 0.3% | $138.8K | Cut$119.6K |
| Vanguard Intl Equity Index F | — | 21.8K | $1.18M | 0.3% | $2.49K | Added$714K |
| Corning Inc | — | 8.51K | $1.16M | 0.3% | $411.9K | Held |
| Wd 40 Co | WDFC | 5.67K | $1.16M | 0.3% | $39.9K | Held |
| Xylem Inc. | XYL | 9.63K | $1.15M | 0.3% | −$160.6K | Cut−$186.5K |
| Columbia Etf Tr I | — | 23.4K | $1.15M | 0.3% | $28.5K | Added$330.8K |
| Verizon Communications Inc | VZ | 22.4K | $1.13M | 0.3% | $212.3K | Cut$189.8K |
| Netflix Inc | NFLX | 11.3K | $1.09M | 0.3% | $27.1K | Cut−$33.9K |
| Sila Realty Trust Inc | — | 44.8K | $1.06M | 0.3% | $15.9K | Added$60.7K |
| Philip Morris Intl Inc | — | 6.36K | $1.05M | 0.2% | $31.4K | Cut$7.16K |
| Madison Square Grdn Sprt Cor | — | 3.07K | $988K | 0.2% | $192.9K | Cut$133.1K |
| Sunoco Lp/Sunoco Fin Corp | — | 15.1K | $981K | 0.2% | $189.7K | Cut$179.2K |
| Parke Bancorp, Inc. | PKBK | 33.4K | $949.9K | 0.2% | $112.4K | Held |
| Spdr Index Shs Fds | — | 6.63K | $949.7K | 0.2% | −$735 | Added$11.4K |
| Ambarella Inc | AMBA | 18.1K | $937.9K | 0.2% | −$342.2K | Cut−$374.1K |
| Waste Mgmt Inc Del | — | 3.94K | $905.2K | 0.2% | $39.4K | Cut$22.2K |
| First Tr Exch Traded Fd Iii | — | 42.5K | $852.1K | 0.2% | −$425 | Cut−$10.5K |
| Lincoln Elec Hldgs Inc | — | 3.38K | $842.1K | 0.2% | $31.9K | Cut−$35.9K |
| Palantir Technologies Inc. | PLTR | 5.75K | $840.4K | 0.2% | −$154.4K | Added−$31.5K |
| Generac Hldgs Inc | — | 4.28K | $835K | 0.2% | $252K | Held |
| Vanguard Index Fds | — | 2.78K | $799.4K | 0.2% | −$4.25K | Added$396.7K |
| Vanguard Index Fds | — | 3.61K | $783.4K | 0.2% | $18.7K | Added$56.1K |
| Apollo Global Mgmt Inc | — | 6.87K | $765.8K | 0.2% | −$229.1K | Cut−$238.3K |
| Jacobs Solutions Inc. | J | 5.92K | $752.9K | 0.2% | −$30.6K | Held |
| J P Morgan Exchange Traded F | — | 14.6K | $744.3K | 0.2% | $584 | Held |
| Gartner Inc | IT | 4.64K | $734.7K | 0.2% | −$435.9K | Held |
| Illumina, Inc. | ILMN | 5.8K | $721.2K | 0.2% | −$39.7K | Cut−$48.5K |
| Hercules Capital Inc | — | 48K | $709K | 0.2% | −$194.4K | Held |
| U Haul Holding Company | — | 14.4K | $689.2K | 0.2% | −$37.7K | Added−$32.9K |
| J P Morgan Exchange Traded F | — | 8.56K | $681.1K | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 2.48K | $670.8K | 0.2% | −$130.2K | Added−$51.5K |
| Spdr Series Trust | — | 11.7K | $663K | 0.2% | −$2.67K | Added$2.98K |
| Eli Lilly & Co | LLY | 678 | $623.6K | 0.1% | −$105K | Held |
| Zoetis Inc. | ZTS | 5.18K | $612.8K | 0.1% | −$39.5K | Cut−$58.3K |
| Virtus Diversified Incm & Co | — | 24.7K | $600.2K | 0.1% | −$49.2K | Held |
| Pimco Dynamic Income Oprnts | — | 46K | $594.8K | 0.1% | −$41.9K | Held |
| Tjx Cos Inc New | — | 3.61K | $577.2K | 0.1% | $16.7K | Added$155.8K |
| Procter And Gamble Co | PG | 3.97K | $573.7K | 0.1% | $4.47K | Added$6.78K |
| Ishares Tr | — | 849 | $554.6K | 0.1% | −$26.9K | Held |
| Aflac Inc | AFL | 5K | $548.4K | 0.1% | −$2.8K | Held |
| Abbott Labs | ABT | 5.31K | $545.6K | 0.1% | −$120.2K | Held |
| Norfolk Southn Corp | — | 1.9K | $545.3K | 0.1% | −$3.27K | Held |
| Iridium Communications Inc. | IRDM | 19.5K | $541.6K | 0.1% | $182.3K | Added$235.7K |
| Ares Capital Corp | ARCC | 30K | $540.6K | 0.1% | −$55.5K | Added$32.9K |
| Blackstone Inc. | BX | 4.66K | $536.3K | 0.1% | −$182.6K | Cut−$329K |
| First Tr Exch Traded Fd Iii | — | 10K | $506.6K | 0.1% | −$4.75K | Held |
| Ishares Tr | — | 4.5K | $496.8K | 0.1% | $1.08K | Held |
| Mckesson Corp | MCK | 557 | $482.7K | 0.1% | — | New |
| Rithm Capital Corp | — | 50.9K | $482.5K | 0.1% | −$72.3K | Held |
| Applied Matls Inc | — | 1.41K | $480.2K | 0.1% | $119.1K | Held |
| Schwab Us Tips Etf | — | 17.8K | $473.8K | 0.1% | $1.12K | Added$225.7K |
| Alps Etf Tr | — | 9K | $473.8K | 0.1% | $50.6K | Held |
| Packaging Corp Amer | — | 2.21K | $470.1K | 0.1% | $12.9K | Cut−$43.2K |
| Caterpillar Inc | CAT | 650 | $460.5K | 0.1% | $88.1K | Held |
| First Tr Exchng Traded Fd Vi | — | 13.5K | $455.9K | 0.1% | −$4.9K | Added$113.3K |
| Vanguard Index Fds | — | 1.5K | $451.9K | 0.1% | $158 | Added$110.5K |
| Janus Detroit Str Tr | — | 8.95K | $450.6K | 0.1% | −$1.21K | Added$160.4K |
| GoDaddy Inc. | GDDY | 5.28K | $444.4K | 0.1% | −$210.2K | Cut−$222.6K |
| American Elec Pwr Co Inc | — | 3.35K | $438.7K | 0.1% | $52.8K | Cut$29.7K |
| Disney Walt Co | — | 4.45K | $428.8K | 0.1% | −$77.4K | Cut−$245.4K |
| Deere & Co | DE | 751 | $423K | 0.1% | $73.4K | Held |
| Global X Fds | — | 24.5K | $420.2K | 0.1% | −$12.7K | Held |
| Etfis Ser Tr I | — | 20K | $407.2K | 0.1% | −$23.8K | Held |
| Coca Cola Co | KO | 5.32K | $404.3K | 0.1% | $32.4K | Cut$18.5K |
| Ishares Tr | — | 1.85K | $395.3K | 0.1% | $6.16K | Held |
| Micron Technology Inc | MU | 1.13K | $380.1K | 0.1% | $53.7K | Added$87.5K |
| Adams Diversified Equity Fd | — | 17.1K | $373.9K | 0.1% | −$24.4K | Held |
| CareCloud, Inc. | CCLD | 101.2K | $369.5K | 0.1% | $73.9K | Cut$11.1K |
| First Tr Exchng Traded Fd Vi | — | 14K | $367.8K | 0.1% | −$2.99K | Added$62.7K |
| Parker-Hannifin Corp | PH | 410 | $367K | 0.1% | $6.67K | Cut−$26.7K |
| Costco Whsl Corp New | — | 363 | $361.7K | 0.1% | $42K | Added$91.8K |
| Vanguard Index Fds | — | 1.37K | $359K | 0.1% | $4.15K | Added$89.6K |
| Ishares Tr | — | 13.3K | $354.4K | 0.1% | −$7.69K | Held |
| Advanced Micro Devices Inc | AMD | 1.73K | $351.9K | 0.1% | −$18.6K | Held |
| Fidelity Covington Trust | — | 5K | $351K | 0.1% | −$37.7K | Cut−$134.3K |
| Mcdonalds Corp | MCD | 1.13K | $350.6K | 0.1% | $5.82K | Cut−$55.3K |
| State Srt Spdr Prtfl Hgh | — | 14.9K | $347.5K | 0.1% | — | New |
| Calamos Etf Tr | — | 18.4K | $347.3K | 0.1% | −$36.5K | Added$82.7K |
| Starbucks Corp | SBUX | 3.85K | $344.8K | 0.1% | $19.6K | Added$38.2K |
| Harley-Davidson, Inc. | HOG | 17.1K | $344.8K | 0.1% | −$4.61K | Cut−$51.7K |
| Walmart Inc. | WMT | 2.75K | $341.8K | 0.1% | $28.8K | Added$92.2K |
| Darden Restaurants Inc | DRI | 1.73K | $338.2K | 0.1% | $20.7K | Held |
| Ishares Tr | — | 3.08K | $335.5K | 0.1% | −$3.69K | Cut−$444.5K |
| Blue Owl Capital Corporation | — | 30K | $331.8K | 0.1% | −$41.1K | Held |
| Ishares Tr | — | 1.82K | $330.1K | 0.1% | −$26K | Added$45.5K |
| Ishares Tr | — | 6.5K | $325.5K | 0.1% | — | New |
| Sonos Inc | SONO | 23.3K | $314.9K | 0.1% | −$94.2K | Cut−$101.3K |
| Becton Dickinson & Co | BDX | 1.99K | $313.5K | 0.1% | −$72.8K | Added−$69.8K |
| Vanguard Index Fds | — | 1.57K | $308.6K | 0.1% | $8.2K | Held |
| Liberty All Star Equity Fd | — | 55.1K | $306.1K | 0.1% | −$40.3K | Held |
| Ww Grainger Inc | — | 272 | $296.7K | 0.1% | $19.9K | Added$51.5K |
| T-Mobile Us Inc | — | 1.41K | $295.1K | 0.1% | $9.82K | Held |
| Visa Inc. | V | 973 | $294.1K | 0.1% | −$36.9K | Added$26.8K |
| Lowes Cos Inc | — | 1.23K | $291.6K | 0.1% | −$6.02K | Cut−$13.5K |
| Vanguard Growth Etf | — | 666 | $290.9K | 0.1% | −$34K | Cut−$45.2K |
| Emerson Elec Co | — | 2.21K | $289.9K | 0.1% | −$3.76K | Held |
| Dell Technologies Inc. | DELL | 1.74K | $285.4K | 0.1% | $66.5K | Held |
| Vaneck Etf Trust | — | 737 | $282.6K | 0.1% | $16.8K | Added$21.8K |
| Ishares Tr | — | 2.2K | $281.9K | 0.1% | −$19.4K | Held |
| Farmers National Banc Corp | — | 21.1K | $277.1K | 0.1% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 12.3K | $272.4K | 0.1% | −$3.01K | Cut−$197.3K |
| CARRIER GLOBAL Corp | CARR | 4.81K | $271.1K | 0.1% | $16.7K | Cut−$13.2K |
| Fifth Third Bancorp | — | 5.58K | $259K | 0.1% | −$1.95K | Held |
| Select Sector Spdr Tr | — | 1.95K | $258.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 776 | $248.9K | 0.1% | −$10.6K | Added$3.87K |
| Valero Energy Corp | — | 999 | $246.8K | 0.1% | — | New |
| Schwab Strategic Tr | — | 8.4K | $244.8K | 0.1% | −$28K | Added−$16.9K |
| Ishares Tr | — | 2.5K | $243.3K | 0.1% | $2.76K | Held |
| Ishares Tr | — | 7.93K | $240.6K | 0.1% | −$5.08K | Held |
| Investment Managers Ser Tr I | — | 6.5K | $235.8K | 0.1% | −$5.33K | Held |
| Shell Plc | — | 2.47K | $229.6K | 0.1% | — | New |
| Eaton Vance Tax-Managed Glob | — | 26.5K | $229.2K | 0.1% | −$15K | Added$65.2K |
| Chubb Limited | — | 695 | $226.5K | 0.1% | $9.6K | Cut−$125.6K |
| Ishares Tr | — | 1.71K | $212.3K | 0.1% | $7.05K | Held |
| First Tr Exchng Traded Fd Vi | — | 9K | $201.4K | 0.0% | — | New |
| Cnh Indl N V | — | 13.4K | $147.1K | 0.0% | $23.8K | Cut−$62.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.