Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, ETN, AAPL, JPM, BRK.B, and represent 18.57% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: CRH, CAIE, FERG, CAH, GILD, MWA, PANW, FCX, O, EQIN.
- Started 11 new stock positions in EQIN, BUFZ, SCHP, IJR, CRH, CEG, INTU, CAH, CAIE, O. PANW.
- Reduced shares in these 10 stocks: MSFT (-$6.9M), AAPL (-$5.4M), GOOG, META, LVS, SHW, XOM, AMZN, AVGO, NVDA.
- Sold out of its positions in ATO, BIDU, SAN, BA, BF.B, CLF, CLX, CL, CCI, DKNG.
- Mcdonald Partners was a net seller of stock by $-108M.
- Mcdonald Partners has $335M in assets under management (AUM), dropping by -19.68%.
- Central Index Key (CIK): 0001331074
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Portfolio Holdings for Mcdonald Partners
Mcdonald Partners holds 223 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $17M | -29% | 32k | 518.04 |
|
| Eaton Corp SHS (ETN) | 4.3 | $15M | -2% | 39k | 374.25 |
|
| Apple (AAPL) | 3.6 | $12M | -31% | 47k | 254.67 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $9.8M | -17% | 31k | 315.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $9.5M | 19k | 502.74 |
|
|
| Oracle Corporation (ORCL) | 2.5 | $8.2M | -8% | 29k | 281.24 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $7.9M | +2% | 13k | 612.40 |
|
| Raytheon Technologies Corp (RTX) | 1.9 | $6.4M | -22% | 39k | 167.34 |
|
| Pentair SHS (PNR) | 1.7 | $5.7M | -2% | 52k | 110.76 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $5.7M | -30% | 30k | 186.58 |
|
| Broadcom (AVGO) | 1.6 | $5.5M | -32% | 17k | 329.92 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.6 | $5.3M | 32k | 164.54 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $5.2M | 7.8k | 666.16 |
|
|
| Amgen (AMGN) | 1.5 | $5.0M | -16% | 18k | 282.23 |
|
| Abbvie (ABBV) | 1.4 | $4.5M | -14% | 20k | 231.54 |
|
| Honeywell International (HON) | 1.3 | $4.4M | -11% | 21k | 210.55 |
|
| Chevron Corporation (CVX) | 1.2 | $4.2M | -18% | 27k | 155.30 |
|
| L3harris Technologies (LHX) | 1.2 | $4.1M | -21% | 14k | 305.48 |
|
| International Business Machines (IBM) | 1.2 | $4.1M | -18% | 15k | 282.13 |
|
| Johnson & Johnson (JNJ) | 1.1 | $3.6M | -28% | 20k | 185.45 |
|
| Home Depot (HD) | 1.1 | $3.6M | -10% | 8.9k | 405.33 |
|
| Tractor Supply Company (TSCO) | 1.1 | $3.6M | 63k | 56.87 |
|
|
| Cisco Systems (CSCO) | 1.0 | $3.4M | -27% | 50k | 68.42 |
|
| CRH Ord (CRH) | 1.0 | $3.3M | NEW | 28k | 119.90 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $3.3M | 6.7k | 485.02 |
|
|
| Mueller Wtr Prods Com Ser A (MWA) | 1.0 | $3.2M | +13% | 126k | 25.52 |
|
| Amazon (AMZN) | 0.9 | $3.0M | -46% | 14k | 219.57 |
|
| Gilead Sciences (GILD) | 0.9 | $3.0M | +16% | 27k | 111.00 |
|
| Phillips 66 (PSX) | 0.9 | $3.0M | -31% | 22k | 136.03 |
|
| Goldman Sachs (GS) | 0.9 | $3.0M | -4% | 3.7k | 796.35 |
|
| Smucker J M Com New (SJM) | 0.9 | $2.9M | -28% | 27k | 108.60 |
|
| Marriott Intl Cl A (MAR) | 0.9 | $2.9M | 11k | 260.44 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.9 | $2.9M | 8.2k | 352.75 |
|
|
| Lumentum Hldgs (LITE) | 0.8 | $2.8M | 17k | 162.71 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.8M | -55% | 12k | 243.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.6M | -2% | 4.4k | 600.61 |
|
| Citigroup Com New (C) | 0.8 | $2.6M | +9% | 25k | 101.50 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.7 | $2.5M | +7% | 24k | 104.51 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $2.5M | -24% | 13k | 183.74 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.4M | -53% | 21k | 112.73 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $2.2M | +8% | 39k | 57.10 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.2M | -17% | 8.8k | 246.66 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $2.0M | +84% | 9.1k | 224.58 |
|
| Pfizer (PFE) | 0.6 | $1.9M | -36% | 74k | 25.48 |
|
| Us Bancorp Del Com New (USB) | 0.6 | $1.9M | -29% | 38k | 48.33 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.6 | $1.8M | +14% | 107k | 17.27 |
|
| Roku Com Cl A (ROKU) | 0.5 | $1.8M | 18k | 100.13 |
|
|
| At&t (T) | 0.5 | $1.8M | +2% | 64k | 28.24 |
|
| Qualcomm (QCOM) | 0.5 | $1.8M | +5% | 11k | 166.36 |
|
| Xylem (XYL) | 0.5 | $1.7M | -31% | 12k | 147.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.7M | -13% | 7.1k | 243.10 |
|
| Hyster-yale Cl A (HY) | 0.5 | $1.7M | +2% | 47k | 36.86 |
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.5 | $1.7M | 22k | 76.13 |
|
|
| Progressive Corporation (PGR) | 0.5 | $1.6M | -26% | 6.6k | 246.95 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.6M | -4% | 28k | 57.52 |
|
| Cummins (CMI) | 0.5 | $1.6M | -8% | 3.8k | 422.37 |
|
| Nordson Corporation (NDSN) | 0.5 | $1.6M | +6% | 7.0k | 226.95 |
|
| Ambarella SHS (AMBA) | 0.5 | $1.6M | 19k | 82.52 |
|
|
| Verizon Communications (VZ) | 0.5 | $1.5M | -55% | 35k | 43.95 |
|
| CF Bankshares (CFBK) | 0.5 | $1.5M | 64k | 23.95 |
|
|
| Pepsi (PEP) | 0.5 | $1.5M | -41% | 11k | 140.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.5M | +10% | 15k | 100.25 |
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $1.5M | +26% | 38k | 39.22 |
|
| Nextera Energy (NEE) | 0.4 | $1.5M | -45% | 19k | 75.48 |
|
| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.5M | -27% | 13k | 109.95 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.4M | 15k | 95.14 |
|
|
| PNC Financial Services (PNC) | 0.4 | $1.4M | -2% | 6.9k | 200.93 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.4 | $1.4M | NEW | 50k | 27.47 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $1.3M | 2.9k | 457.37 |
|
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.3M | 10k | 133.90 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.3M | +3% | 3.8k | 345.51 |
|
| Gartner (IT) | 0.4 | $1.3M | 4.9k | 262.87 |
|
|
| United Parcel Service CL B (UPS) | 0.4 | $1.3M | -25% | 15k | 83.53 |
|
| Netflix (NFLX) | 0.4 | $1.2M | 1.0k | 1198.92 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $1.2M | -73% | 1.6k | 735.55 |
|
| WD-40 Company (WDFC) | 0.3 | $1.2M | 5.9k | 197.60 |
|
|
| Dupont De Nemours (DD) | 0.3 | $1.1M | -13% | 15k | 77.90 |
|
| Merck & Co (MRK) | 0.3 | $1.1M | -8% | 13k | 83.93 |
|
| Sila Realty Trust Common Stock (SILA) | 0.3 | $1.1M | -7% | 45k | 25.10 |
|
| Philip Morris International (PM) | 0.3 | $1.1M | 6.9k | 162.20 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.1M | -49% | 8.1k | 133.96 |
|
| Walt Disney Company (DIS) | 0.3 | $1.1M | -44% | 9.5k | 114.53 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.1M | -3% | 5.5k | 192.73 |
|
| AFLAC Incorporated (AFL) | 0.3 | $1.0M | -59% | 9.3k | 111.71 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.0M | +6% | 12k | 82.96 |
|
| Procter & Gamble Company (PG) | 0.3 | $965k | -43% | 6.3k | 153.62 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $943k | +10% | 16k | 59.92 |
|
| Jacobs Engineering Group (J) | 0.3 | $926k | 6.2k | 149.86 |
|
|
| Apollo Global Mgmt (APO) | 0.3 | $916k | -2% | 6.9k | 133.27 |
|
| Hercules Technology Growth Capital (HTGC) | 0.3 | $908k | 48k | 18.91 |
|
|
| Spdr Index Shs Fds Msci Wrld Strgic (QWLD) | 0.3 | $895k | 6.4k | 140.43 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $893k | 5.2k | 170.85 |
|
|
| Waste Management (WM) | 0.3 | $887k | -2% | 4.0k | 220.79 |
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.3 | $874k | 44k | 20.10 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $847k | -71% | 8.2k | 103.03 |
|
| Key (KEY) | 0.2 | $834k | +40% | 45k | 18.69 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $830k | -24% | 4.6k | 182.42 |
|
| Amer (UHAL) | 0.2 | $829k | -2% | 15k | 57.07 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $828k | +57% | 1.1k | 763.36 |
|
| Zoetis Cl A (ZTS) | 0.2 | $812k | 5.5k | 146.32 |
|
|
| ConocoPhillips (COP) | 0.2 | $803k | -57% | 8.5k | 94.59 |
|
| McDonald's Corporation (MCD) | 0.2 | $800k | -54% | 2.6k | 304.30 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $789k | 7.1k | 111.47 |
|
|
| Parke Ban (PKBK) | 0.2 | $786k | 36k | 21.55 |
|
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $761k | 15k | 50.01 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.2 | $760k | 3.3k | 227.00 |
|
|
| Corning Incorporated (GLW) | 0.2 | $749k | 9.1k | 82.03 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $745k | 15k | 51.04 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $743k | 4.9k | 150.86 |
|
|
| Godaddy Cl A (GDDY) | 0.2 | $736k | 5.4k | 136.83 |
|
|
| Generac Holdings (GNRC) | 0.2 | $724k | 4.3k | 167.40 |
|
|
| Emerson Electric (EMR) | 0.2 | $714k | -63% | 5.4k | 131.09 |
|
| Bank of America Corporation (BAC) | 0.2 | $707k | -72% | 14k | 51.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $706k | 3.4k | 208.72 |
|
|
| American Tower Reit (AMT) | 0.2 | $705k | -49% | 3.7k | 192.31 |
|
| W.W. Grainger (GWW) | 0.2 | $699k | -63% | 729.00 | 958.64 |
|
| Ge Aerospace Com New (GE) | 0.2 | $693k | -8% | 2.3k | 300.82 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $692k | -6% | 13k | 55.33 |
|
| Advanced Micro Devices (AMD) | 0.2 | $689k | -67% | 4.3k | 161.79 |
|
| Chubb (CB) | 0.2 | $676k | -70% | 2.4k | 282.26 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $669k | -61% | 3.7k | 178.68 |
|
| Becton, Dickinson and (BDX) | 0.2 | $653k | -40% | 3.5k | 187.29 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $653k | -67% | 702.00 | 929.51 |
|
| Packaging Corporation of America (PKG) | 0.2 | $619k | 2.8k | 217.92 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $605k | +32% | 9.3k | 65.00 |
|
| Virtus Allianzgi Diversified (ACV) | 0.2 | $595k | 25k | 24.10 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $582k | -69% | 1.7k | 341.39 |
|
| Rithm Capital Corp Com New (RITM) | 0.2 | $580k | 51k | 11.39 |
|
|
| Norfolk Southern (NSC) | 0.2 | $571k | 1.9k | 300.41 |
|
|
| Blackrock (BLK) | 0.2 | $569k | -71% | 486.00 | 1171.56 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $568k | -25% | 849.00 | 669.30 |
|
| Harley-Davidson (HOG) | 0.2 | $567k | -2% | 20k | 27.90 |
|
| Illumina (ILMN) | 0.2 | $565k | 6.0k | 94.97 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $552k | 21k | 26.34 |
|
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.2 | $551k | 39k | 14.12 |
|
|
| Linde SHS (LIN) | 0.2 | $540k | -68% | 1.1k | 476.15 |
|
| Lowe's Companies (LOW) | 0.2 | $534k | -72% | 2.1k | 251.37 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $531k | -12% | 26k | 20.41 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $507k | 10k | 50.70 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $497k | 4.5k | 110.49 |
|
|
| Visa Com Cl A (V) | 0.1 | $497k | +80% | 1.5k | 341.49 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $496k | 6.5k | 76.34 |
|
|
| Analog Devices (ADI) | 0.1 | $496k | -77% | 2.0k | 245.86 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $479k | -20% | 44k | 10.85 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $471k | -65% | 961.00 | 490.38 |
|
| Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) | 0.1 | $468k | 21k | 22.24 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $468k | +77% | 2.5k | 186.51 |
|
| Illinois Tool Works (ITW) | 0.1 | $464k | -65% | 1.8k | 260.78 |
|
| Automatic Data Processing (ADP) | 0.1 | $464k | -63% | 1.6k | 293.64 |
|
| Tegna (TGNA) | 0.1 | $446k | -4% | 22k | 20.33 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $439k | -87% | 1.3k | 347.03 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $434k | 20k | 21.71 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $432k | -49% | 9.2k | 46.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $432k | +4% | 8.0k | 54.18 |
|
| Cardinal Health (CAH) | 0.1 | $426k | NEW | 2.7k | 156.96 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $424k | -8% | 1.8k | 235.83 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $417k | 25k | 17.01 |
|
|
| Sonos (SONO) | 0.1 | $414k | -2% | 26k | 15.80 |
|
| American Electric Power Company (AEP) | 0.1 | $391k | 3.5k | 112.50 |
|
|
| Carecloud (CCLD) | 0.1 | $389k | 121k | 3.21 |
|
|
| Coca-Cola Company (KO) | 0.1 | $384k | -24% | 5.8k | 66.32 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $383k | 30k | 12.77 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $383k | -55% | 1.6k | 237.01 |
|
| Adams Express Company (ADX) | 0.1 | $381k | +2% | 17k | 22.30 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $380k | 1.3k | 293.77 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $377k | -3% | 1.9k | 203.59 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $369k | 13k | 27.78 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $363k | -73% | 1.3k | 273.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $361k | 752.00 | 479.61 |
|
|
| Deere & Company (DE) | 0.1 | $360k | +10% | 788.00 | 457.26 |
|
| Calamos Etf Tr Calamos Bit 80 S (CBTJ) | 0.1 | $358k | 13k | 28.60 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $355k | -70% | 1.5k | 242.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $354k | 1.5k | 239.38 |
|
|
| Medtronic SHS (MDT) | 0.1 | $351k | -74% | 3.7k | 95.35 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $350k | +2% | 55k | 6.34 |
|
| Palo Alto Networks (PANW) | 0.1 | $343k | NEW | 1.7k | 203.62 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $343k | 452.00 | 758.15 |
|
|
| TJX Companies (TJX) | 0.1 | $339k | 2.3k | 144.54 |
|
|
| Darden Restaurants (DRI) | 0.1 | $338k | 1.8k | 190.36 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $336k | -43% | 5.8k | 57.52 |
|
| Carrier Global Corporation (CARR) | 0.1 | $332k | -5% | 5.6k | 59.70 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $330k | +31% | 1.1k | 297.62 |
|
| Starbucks Corporation (SBUX) | 0.1 | $320k | -30% | 3.8k | 84.60 |
|
| Caterpillar (CAT) | 0.1 | $318k | -4% | 667.00 | 477.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $315k | -14% | 1.2k | 254.31 |
|
| Realty Income (O) | 0.1 | $314k | NEW | 5.2k | 60.85 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $314k | -71% | 5.0k | 62.49 |
|
| Iridium Communications (IRDM) | 0.1 | $313k | 18k | 17.46 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $313k | 2.2k | 142.41 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $308k | 6.8k | 45.10 |
|
|
| Columbia Etf Tr I Us Equity Income (EQIN) | 0.1 | $305k | NEW | 6.5k | 46.68 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $298k | NEW | 12k | 25.90 |
|
| Wec Energy Group (WEC) | 0.1 | $297k | -69% | 2.6k | 114.49 |
|
| American Water Works (AWK) | 0.1 | $289k | -62% | 2.1k | 139.27 |
|
| Applied Materials (AMAT) | 0.1 | $288k | 1.4k | 204.74 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.1 | $278k | 3.6k | 77.78 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $276k | -62% | 958.00 | 287.71 |
|
| Nike CL B (NKE) | 0.1 | $268k | -61% | 3.8k | 69.75 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $264k | -15% | 808.00 | 326.67 |
|
| Intuit (INTU) | 0.1 | $264k | NEW | 386.00 | 682.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $262k | +2% | 797.00 | 328.18 |
|
| S&p Global (SPGI) | 0.1 | $261k | -75% | 534.00 | 488.62 |
|
| Steris Shs Usd (STE) | 0.1 | $257k | 1.0k | 247.44 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $255k | -5% | 2.8k | 91.43 |
|
| Fifth Third Ban (FITB) | 0.1 | $251k | 5.6k | 44.55 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $251k | 7.9k | 31.62 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $247k | -3% | 1.7k | 141.77 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $244k | -58% | 7.8k | 31.42 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $236k | 3.3k | 72.37 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $234k | 7.0k | 33.42 |
|
|
| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.1 | $233k | 6.5k | 35.84 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $233k | +35% | 16k | 14.93 |
|
| CMS Energy Corporation (CMS) | 0.1 | $232k | -17% | 3.2k | 73.25 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $227k | -73% | 1.7k | 134.81 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $226k | NEW | 8.4k | 26.95 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $224k | -50% | 2.5k | 89.77 |
|
| Constellation Energy (CEG) | 0.1 | $219k | NEW | 664.00 | 329.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $217k | -35% | 6.8k | 31.91 |
|
| Aon Shs Cl A (AON) | 0.1 | $217k | 608.00 | 356.58 |
|
|
| Las Vegas Sands (LVS) | 0.1 | $211k | -93% | 3.9k | 53.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $203k | NEW | 1.7k | 118.83 |
|
| Ford Motor Company (F) | 0.0 | $136k | -13% | 11k | 11.96 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $130k | -24% | 11k | 11.60 |
|
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- Mcdonald Partners 2025 Q3 filed Nov. 12, 2025
- Mcdonald Partners 2025 Q2 filed Aug. 12, 2025
- Mcdonald Partners 2025 Q1 filed May 15, 2025
- Mcdonald Partners 2024 Q4 filed Jan. 31, 2025
- Mcdonald Partners 2024 Q3 filed Oct. 15, 2024
- Mcdonald Partners 2024 Q2 filed July 17, 2024
- Mcdonald Partners 2024 Q1 filed April 15, 2024
- Mcdonald Partners 2023 Q4 filed Feb. 12, 2024
- Mcdonald Partners 2023 Q3 filed Oct. 30, 2023
- Mcdonald Partners 2023 Q2 filed July 17, 2023
- Mcdonald Partners 2023 Q1 filed April 19, 2023
- Mcdonald Partners 2022 Q4 filed Jan. 18, 2023
- Mcdonald Partners 2022 Q3 filed Oct. 21, 2022
- Mcdonald Partners 2022 Q2 filed July 25, 2022
- Mcdonald Partners 2022 Q1 filed April 29, 2022
- Mcdonald Partners 2021 Q4 filed Jan. 31, 2022