Holders — by stockHoldings — by fund
MCDONALD PARTNERS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001331074
$411.7M
disclosed book value
621
positions
3.9%
largest position share
Positions, as of 2026-06-30
top 100 of 621 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EATON CORP PLC | 37,797 | $16.1M | 3.9% |
| 2 | LITELUMENTUM HLDGS INC | 16,120 | $13.8M | 3.4% |
| 3 | AAPLAPPLE INC | 46,343 | $13.4M | 3.3% |
| 4 | VOOVANGUARD INDEX FDS | 17,489 | $12.0M | 2.9% |
| 5 | MSFTMICROSOFT CORP | 30,962 | $11.5M | 2.8% |
| 6 | JPMJPMORGAN CHASE & CO | 28,608 | $9.4M | 2.3% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,185 | $8.6M | 2.1% |
| 8 | JNJJOHNSON & JOHNSON | 32,121 | $8.2M | 2% |
| 9 | RTXRTX CORPORATION | 34,018 | $6.5M | 1.6% |
| 10 | AVGOBROADCOM INC | 16,339 | $6.2M | 1.5% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 8,173 | $6.1M | 1.5% |
| 12 | NVDANVIDIA CORPORATION | 30,234 | $6.0M | 1.5% |
| 13 | IUSGISHARES TR | 32,000 | $6.0M | 1.5% |
| 14 | AMGNAMGEN INC | 15,929 | $5.8M | 1.4% |
| 15 | ABBVABBVIE INC | 20,808 | $5.2M | 1.3% |
| 16 | JSMDJANUS DETROIT STR TR | 47,967 | $4.9M | 1.2% |
| 17 | PENTAIR PLC | 61,213 | $4.7M | 1.1% |
| 18 | MWAMUELLER WTR PRODS INC | 174,205 | $4.5M | 1.1% |
| 19 | USMCPRINCIPAL EXCHANGE TRADED FD | 59,997 | $4.4M | 1.1% |
| 20 | BLCVBLACKROCK ETF TRUST | 106,565 | $4.4M | 1.1% |
| 21 | JIREJ P MORGAN EXCHANGE TRADED F | 52,877 | $4.4M | 1.1% |
| 22 | LRCXLAM RESEARCH CORP | 9,600 | $4.2M | 1% |
| 23 | CSCOCISCO SYS INC | 35,319 | $4.1M | 1% |
| 24 | MARMARRIOTT INTL INC NEW | 11,178 | $4.1M | 1% |
| 25 | CVXCHEVRON CORPORATION | 24,395 | $4.0M | 1% |
| 26 | ORCLORACLE CORP | 27,487 | $4.0M | 1% |
| 27 | CRH PLC | 36,005 | $3.9M | 0.9% |
| 28 | AMZNAMAZON COM INC | 15,592 | $3.7M | 0.9% |
| 29 | GSGOLDMAN SACHS GROUP INC | 3,569 | $3.6M | 0.9% |
| 30 | CCITIGROUP INC | 25,305 | $3.5M | 0.9% |
| 31 | TXNTEXAS INSTRS INC | 11,470 | $3.4M | 0.8% |
| 32 | IBMINTERNATIONAL BUSINESS MACHS | 12,077 | $3.4M | 0.8% |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 6,634 | $3.3M | 0.8% |
| 34 | LHXL3HARRIS TECHNOLOGIES INC | 11,263 | $3.3M | 0.8% |
| 35 | HELOJ P MORGAN EXCHANGE TRADED F | 45,741 | $3.1M | 0.8% |
| 36 | PSXPHILLIPS 66 | 18,065 | $3.1M | 0.7% |
| 37 | QQQINVESCO QQQ TR | 3,991 | $2.9M | 0.7% |
| 38 | SJMSMUCKER J M CO | 26,076 | $2.9M | 0.7% |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 41,013 | $2.9M | 0.7% |
| 40 | GILDGILEAD SCIENCES INC | 23,016 | $2.9M | 0.7% |
| 41 | CMICUMMINS INC | 3,924 | $2.8M | 0.7% |
| 42 | AGGISHARES TR | 27,872 | $2.8M | 0.7% |
| 43 | PGRPROGRESSIVE CORP | 12,327 | $2.7M | 0.7% |
| 44 | RPMRPM INTL INC | 24,150 | $2.7M | 0.7% |
| 45 | JBNDJ P MORGAN EXCHANGE TRADED F | 49,400 | $2.6M | 0.6% |
| 46 | SPYGSPDR SERIES TRUST | 21,891 | $2.6M | 0.6% |
| 47 | JEPIJ P MORGAN EXCHANGE TRADED F | 45,855 | $2.6M | 0.6% |
| 48 | GOOGALPHABET INC | 7,275 | $2.6M | 0.6% |
| 49 | ROKUROKU INC | 18,025 | $2.5M | 0.6% |
| 50 | FERGFERGUSON ENTERPRISES INC | 10,430 | $2.5M | 0.6% |
| 51 | VNLAJANUS DETROIT STR TR | 50,377 | $2.5M | 0.6% |
| 52 | HONHONEYWELL INTL INC | 10,956 | $2.5M | 0.6% |
| 53 | PFEPFIZER INC | 101,152 | $2.4M | 0.6% |
| 54 | HONAHONEYWELL AEROSPACE INC | 10,923 | $2.4M | 0.6% |
| 55 | JEPQJ P MORGAN EXCHANGE TRADED F | 39,131 | $2.4M | 0.6% |
| 56 | KEYKEYCORP | 92,990 | $2.1M | 0.5% |
| 57 | GOOGLALPHABET INC | 5,965 | $2.1M | 0.5% |
| 58 | PNCPNC FINL SVCS GROUP INC | 8,521 | $2.1M | 0.5% |
| 59 | GLWCORNING INC | 8,209 | $2.1M | 0.5% |
| 60 | NDSNNORDSON CORP | 6,925 | $2.1M | 0.5% |
| 61 | TSCOTRACTOR SUPPLY CO | 64,050 | $2.0M | 0.5% |
| 62 | CFBKCF BANKSHARES INC | 58,702 | $1.9M | 0.5% |
| 63 | JTEKJ P MORGAN EXCHANGE TRADED F | 17,242 | $1.9M | 0.5% |
| 64 | CAIECALAMOS ETF TR | 70,000 | $1.9M | 0.5% |
| 65 | SYYSYSCO CORP | 22,762 | $1.9M | 0.5% |
| 66 | EXMOCEXXON MOBIL CORP | 13,532 | $1.9M | 0.4% |
| 67 | HBANHUNTINGTON BANCSHARES INC | 103,684 | $1.8M | 0.4% |
| 68 | MRKMERCK & CO INC | 13,987 | $1.8M | 0.4% |
| 69 | QCOMQUALCOMM INC | 9,712 | $1.8M | 0.4% |
| 70 | VRTVERTIV HOLDINGS CO | 5,268 | $1.8M | 0.4% |
| 71 | SIREN ETF TR | 19,157 | $1.8M | 0.4% |
| 72 | FCXFREEPORT MCMORAN INC | 27,681 | $1.7M | 0.4% |
| 73 | HDHOME DEPOT INC | 4,813 | $1.7M | 0.4% |
| 74 | USBUS BANCORP | 27,386 | $1.7M | 0.4% |
| 75 | BMYBRISTOL-MYERS SQUIBB CO | 28,302 | $1.6M | 0.4% |
| 76 | SHYISHARES TR | 19,747 | $1.6M | 0.4% |
| 77 | ADBEADOBE INC | 7,824 | $1.6M | 0.4% |
| 78 | AMBARELLA INC | 17,946 | $1.5M | 0.4% |
| 79 | UPSUNITED PARCEL SVCS INC | 14,207 | $1.5M | 0.4% |
| 80 | JOHNSON CONTROLS INTERNATION | 9,894 | $1.4M | 0.4% |
| 81 | MPCMARATHON PETE CORP | 5,482 | $1.4M | 0.3% |
| 82 | USMVISHARES TR | 14,500 | $1.4M | 0.3% |
| 83 | EQINCOLUMBIA ETF TR I | 26,788 | $1.4M | 0.3% |
| 84 | SILA REALTY TRUST INC | 44,802 | $1.4M | 0.3% |
| 85 | HYHYSTER-YALE INC | 38,406 | $1.3M | 0.3% |
| 86 | VWOVANGUARD INTL EQUITY INDEX F | 22,551 | $1.3M | 0.3% |
| 87 | WDFCWD 40 CO | 5,521 | $1.3M | 0.3% |
| 88 | MUMICRON TECHNOLOGY INC | 1,087 | $1.3M | 0.3% |
| 89 | GNRCGENERAC HLDGS INC | 4,275 | $1.3M | 0.3% |
| 90 | WELLWELLTOWER INC | 5,506 | $1.2M | 0.3% |
| 91 | MSGSMADISON SQUARE GRDN SPRT COR | 3,000 | $1.2M | 0.3% |
| 92 | AMDADVANCED MICRO DEVICES INC | 1,987 | $1.2M | 0.3% |
| 93 | PMPHILIP MORRIS INTL INC | 6,316 | $1.1M | 0.3% |
| 94 | NEENEXTERA ENERGY INC | 12,980 | $1.1M | 0.3% |
| 95 | MSIMOTOROLA SOLUTIONS INC | 2,740 | $1.1M | 0.3% |
| 96 | XYLXYLEM INC | 9,548 | $1.1M | 0.3% |
| 97 | PKBKPARKE BANCORP INC | 33,448 | $1.1M | 0.3% |
| 98 | IRDMIRIDIUM COMMUNICATIONS INC | 19,375 | $1.1M | 0.3% |
| 99 | PEPPEPSICO INC | 7,582 | $1.0M | 0.2% |
| 100 | SUNSUNOCO LP/SUNOCO FIN CORP | 15,100 | $1.0M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.