Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ETN, LITE, AAPL, VOO, MSFT, and represent 16.25% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: HON, HONA, USMC, JIRE, BLCV, JSMD, SYY, WELL, VNLA, JBND.
- Started 418 new stock positions in PAA, CDW, DPZ, CBXA, XPO, TROW, SCHA, SSYS, PRI, RLI.
- Reduced shares in these 10 stocks: GOOGL (-$7.1M), C (-$5.6M), ROK, ABBV, GE, BMY, GOOG, PSX, TXT, XOM.
- Sold out of its positions in Dupont De Nemours, Honeywell International, SHV, USA, TXT.
- Mcdonald Partners was a net seller of stock by $-53M.
- Mcdonald Partners has $412M in assets under management (AUM), dropping by -2.90%.
- Central Index Key (CIK): 0001331074
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Portfolio Holdings for Mcdonald Partners
Mcdonald Partners holds 621 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Mcdonald Partners has 621 total positions. Only the first 250 positions are shown.
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- Download the Mcdonald Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eaton Corp SHS (ETN) | 3.9 | $16M | 38k | 426.11 |
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| Lumentum Hldgs (LITE) | 3.4 | $14M | -3% | 16k | 858.06 |
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| Apple (AAPL) | 3.3 | $13M | -23% | 46k | 289.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.9 | $12M | 18k | 686.83 |
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| Microsoft Corporation (MSFT) | 2.8 | $12M | -15% | 31k | 373.02 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $9.4M | -31% | 29k | 327.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $8.6M | -3% | 17k | 500.39 |
|
| Johnson & Johnson (JNJ) | 2.0 | $8.2M | +10% | 32k | 253.97 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $6.5M | -8% | 34k | 189.73 |
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| Broadcom (AVGO) | 1.5 | $6.2M | -2% | 16k | 377.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $6.1M | +5% | 8.2k | 746.80 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $6.0M | +13% | 30k | 200.09 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.5 | $6.0M | 32k | 188.09 |
|
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| Amgen (AMGN) | 1.4 | $5.8M | 16k | 362.12 |
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| Abbvie (ABBV) | 1.3 | $5.2M | -48% | 21k | 251.64 |
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.2 | $4.9M | +73% | 48k | 101.24 |
|
| Pentair SHS (PNR) | 1.1 | $4.7M | +6% | 61k | 76.66 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 1.1 | $4.5M | -2% | 174k | 25.83 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 1.1 | $4.4M | +114% | 60k | 74.13 |
|
| Blackrock Etf Trust Isha La Valu Etf (BLCV) | 1.1 | $4.4M | +101% | 107k | 41.31 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.1 | $4.4M | +112% | 53k | 82.49 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $4.2M | 9.6k | 433.33 |
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| Cisco Systems (CSCO) | 1.0 | $4.1M | -16% | 35k | 117.46 |
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| Marriott Intl Cl A (MAR) | 1.0 | $4.1M | 11k | 370.59 |
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| Chevron Corporation (CVX) | 1.0 | $4.0M | +15% | 24k | 165.76 |
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| Oracle Corporation (ORCL) | 1.0 | $4.0M | 28k | 146.55 |
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| CRH Ord (CRH) | 0.9 | $3.9M | +27% | 36k | 107.00 |
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| Amazon (AMZN) | 0.9 | $3.7M | -48% | 16k | 238.34 |
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| Goldman Sachs (GS) | 0.9 | $3.6M | -6% | 3.6k | 1011.37 |
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| Citigroup Com New (C) | 0.9 | $3.5M | -61% | 25k | 139.96 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $3.4M | 12k | 298.07 |
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|
| International Business Machines (IBM) | 0.8 | $3.4M | -56% | 12k | 281.22 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $3.3M | -46% | 6.6k | 501.36 |
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| L3harris Technologies (LHX) | 0.8 | $3.3M | -9% | 11k | 290.58 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.8 | $3.1M | +46% | 46k | 67.58 |
|
| Phillips 66 (PSX) | 0.7 | $3.1M | -59% | 18k | 169.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.9M | 4.0k | 736.40 |
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| Smucker J M Com New (SJM) | 0.7 | $2.9M | -24% | 26k | 112.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $2.9M | 41k | 71.25 |
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| Gilead Sciences (GILD) | 0.7 | $2.9M | -15% | 23k | 126.34 |
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| Cummins (CMI) | 0.7 | $2.8M | +8% | 3.9k | 713.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $2.8M | -7% | 28k | 98.98 |
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| Progressive Corporation (PGR) | 0.7 | $2.7M | -22% | 12k | 218.45 |
|
| RPM International (RPM) | 0.7 | $2.7M | +4% | 24k | 111.15 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.6 | $2.6M | +71% | 49k | 53.50 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.6 | $2.6M | 22k | 118.99 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $2.6M | +2% | 46k | 56.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.6M | -64% | 7.3k | 353.33 |
|
| Roku Com Cl A (ROKU) | 0.6 | $2.5M | 18k | 138.14 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $2.5M | +35% | 10k | 237.33 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.6 | $2.5M | +92% | 50k | 48.86 |
|
| Honeywell International (HON) | 0.6 | $2.5M | NEW | 11k | 223.90 |
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| Pfizer (PFE) | 0.6 | $2.4M | 101k | 24.08 |
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| Honeywell Aerospace (HONA) | 0.6 | $2.4M | NEW | 11k | 221.07 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $2.4M | +23% | 39k | 61.46 |
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| Key (KEY) | 0.5 | $2.1M | +48% | 93k | 23.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.1M | -76% | 6.0k | 357.37 |
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| PNC Financial Services (PNC) | 0.5 | $2.1M | +14% | 8.5k | 246.22 |
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| Corning Incorporated (GLW) | 0.5 | $2.1M | -3% | 8.2k | 255.43 |
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| Nordson Corporation (NDSN) | 0.5 | $2.1M | -2% | 6.9k | 301.69 |
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| Tractor Supply Company (TSCO) | 0.5 | $2.0M | 64k | 31.61 |
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| CF Bankshares (CFBK) | 0.5 | $1.9M | 59k | 32.77 |
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| J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) | 0.5 | $1.9M | +101% | 17k | 111.55 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.5 | $1.9M | +23% | 70k | 27.21 |
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| SYSCO Corporation (SYY) | 0.5 | $1.9M | NEW | 23k | 83.58 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | -70% | 14k | 136.72 |
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| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.8M | 104k | 17.73 |
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| Merck & Co (MRK) | 0.4 | $1.8M | -2% | 14k | 128.50 |
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| Qualcomm (QCOM) | 0.4 | $1.8M | 9.7k | 184.79 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.8M | 5.3k | 334.82 |
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| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.4 | $1.8M | 19k | 91.66 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $1.7M | -29% | 28k | 62.89 |
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| Home Depot (HD) | 0.4 | $1.7M | -42% | 4.8k | 352.68 |
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| Us Bancorp Com New (USB) | 0.4 | $1.7M | -10% | 27k | 60.40 |
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| Bristol Myers Squibb (BMY) | 0.4 | $1.6M | -74% | 28k | 57.62 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.6M | +4% | 20k | 82.11 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.6M | 7.8k | 205.02 |
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| Ambarella SHS (AMBA) | 0.4 | $1.5M | 18k | 85.80 |
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| United Parcel Svcs CL B (UPS) | 0.4 | $1.5M | 14k | 107.50 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $1.4M | -25% | 9.9k | 146.11 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.4M | 5.5k | 255.65 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $1.4M | 15k | 96.46 |
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| Columbia Etf Tr I Us Equi Inco Etf (EQIN) | 0.3 | $1.4M | +14% | 27k | 51.30 |
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| Sila Realty Trust Common Stock | 0.3 | $1.4M | 45k | 30.36 |
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| Hyster-yale Cl A (HY) | 0.3 | $1.3M | -13% | 38k | 35.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.3M | +3% | 23k | 59.69 |
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| WD-40 Company (WDFC) | 0.3 | $1.3M | -2% | 5.5k | 243.64 |
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| Micron Technology (MU) | 0.3 | $1.3M | -3% | 1.1k | 1154.29 |
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| Generac Holdings (GNRC) | 0.3 | $1.3M | 4.3k | 292.81 |
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| Welltower Inc Com reit (WELL) | 0.3 | $1.2M | NEW | 5.5k | 226.97 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.3 | $1.2M | -2% | 3.0k | 401.84 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | +14% | 2.0k | 580.91 |
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| Philip Morris International (PM) | 0.3 | $1.1M | 6.3k | 180.90 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | -3% | 13k | 87.77 |
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| Motorola Solutions Com New (MSI) | 0.3 | $1.1M | 2.7k | 415.29 |
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| Xylem (XYL) | 0.3 | $1.1M | 9.5k | 118.21 |
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| Parke Ban (PKBK) | 0.3 | $1.1M | 33k | 33.16 |
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| Iridium Communications (IRDM) | 0.3 | $1.1M | 19k | 54.85 |
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| Pepsi (PEP) | 0.2 | $1.0M | 7.6k | 135.40 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $1.0M | 15k | 67.50 |
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| Illumina (ILMN) | 0.2 | $1.0M | 5.8k | 175.83 |
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| Spdr Index Shs Fds St Str Msci Wld (QWLD) | 0.2 | $1.0M | 6.6k | 151.91 |
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| CVS Caremark Corporation (CVS) | 0.2 | $978k | NEW | 9.5k | 103.45 |
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| Amer (UHAL) | 0.2 | $934k | 14k | 65.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $910k | +305% | 11k | 80.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $898k | +2% | 3.7k | 242.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $894k | 7.2k | 124.44 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $891k | 3.4k | 265.51 |
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| ConocoPhillips (COP) | 0.2 | $890k | -80% | 8.6k | 103.96 |
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| Netflix (NFLX) | 0.2 | $886k | +9% | 12k | 71.40 |
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| Waste Management (WM) | 0.2 | $873k | 3.9k | 222.87 |
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| Applied Materials (AMAT) | 0.2 | $871k | -14% | 1.2k | 723.00 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.2 | $852k | 43k | 20.05 |
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| Ares Capital Corporation (ARCC) | 0.2 | $834k | +50% | 45k | 18.53 |
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| Eli Lilly & Co. (LLY) | 0.2 | $813k | 678.00 | 1199.43 |
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.2 | $790k | NEW | 38k | 20.79 |
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| Apollo Global Mgmt (APO) | 0.2 | $778k | -4% | 6.6k | 118.31 |
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| At&t (T) | 0.2 | $757k | -36% | 37k | 20.70 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $757k | 48k | 15.77 |
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| Dell Technologies CL C (DELL) | 0.2 | $750k | 1.7k | 431.46 |
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| Cnh Indl N V SHS (CNH) | 0.2 | $749k | +398% | 67k | 11.23 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $745k | 15k | 51.00 |
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| Jacobs Engineering Group (J) | 0.2 | $739k | 5.9k | 126.00 |
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| Caterpillar (CAT) | 0.2 | $719k | +3% | 675.00 | 1064.90 |
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| Verizon Communications (VZ) | 0.2 | $716k | -24% | 17k | 42.34 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $712k | 12k | 60.79 |
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| Steris Shs Usd (STE) | 0.2 | $711k | NEW | 3.4k | 210.57 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $709k | -51% | 15k | 48.57 |
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| Virtus Allianzgi Diversified (ACV) | 0.2 | $700k | 25k | 28.34 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $699k | +4% | 6.0k | 116.67 |
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| Ge Aerospace Com New (GE) | 0.2 | $699k | -87% | 1.9k | 373.66 |
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| Procter & Gamble Company (PG) | 0.2 | $669k | +14% | 4.6k | 146.64 |
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| UnitedHealth (UNH) | 0.2 | $643k | -37% | 1.5k | 415.63 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $634k | +38% | 2.5k | 252.27 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $617k | +50% | 30k | 20.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $609k | -4% | 813.00 | 748.89 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $608k | 46k | 13.22 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $600k | +78% | 5.5k | 109.07 |
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| Gartner (IT) | 0.1 | $595k | 4.6k | 129.62 |
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| AFLAC Incorporated (AFL) | 0.1 | $586k | 5.0k | 117.25 |
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| Bank of America Corporation (BAC) | 0.1 | $585k | -87% | 10k | 56.98 |
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| Norfolk Southern (NSC) | 0.1 | $574k | -3% | 1.8k | 314.59 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $560k | +23% | 11k | 50.49 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $556k | 1.5k | 365.70 |
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| Farmers Natl Banc Corp (FMNB) | 0.1 | $535k | +74% | 37k | 14.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $525k | -4% | 4.5k | 117.67 |
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| Packaging Corporation of America (PKG) | 0.1 | $517k | -2% | 2.2k | 238.28 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $514k | 10k | 51.37 |
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| Intel Corporation (INTC) | 0.1 | $501k | NEW | 3.6k | 139.64 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $495k | +4% | 19k | 26.50 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.1 | $493k | 14k | 36.53 |
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| Deere & Company (DE) | 0.1 | $488k | +2% | 769.00 | 634.33 |
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| Abbott Laboratories (ABT) | 0.1 | $478k | 5.3k | 90.74 |
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| TJX Companies (TJX) | 0.1 | $477k | -12% | 3.2k | 151.50 |
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| Costco Wholesale Corporation (COST) | 0.1 | $467k | +37% | 499.00 | 935.47 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $467k | 9.0k | 51.85 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $452k | 25k | 18.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $449k | 1.9k | 242.43 |
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| Godaddy Cl A (GDDY) | 0.1 | $448k | 5.3k | 84.88 |
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| Starbucks Corporation (SBUX) | 0.1 | $442k | +12% | 4.3k | 102.19 |
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| Coca-Cola Company (KO) | 0.1 | $440k | 5.4k | 81.27 |
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| Adams Express Company (ADX) | 0.1 | $436k | 17k | 25.55 |
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| American Electric Power Company (AEP) | 0.1 | $434k | -5% | 3.2k | 136.81 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $428k | +15% | 2.2k | 190.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $423k | 1.4k | 303.03 |
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| Walt Disney Company (DIS) | 0.1 | $422k | 4.4k | 96.25 |
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| McKesson Corporation (MCK) | 0.1 | $422k | 558.00 | 755.39 |
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| Harley-Davidson (HOG) | 0.1 | $417k | 17k | 24.46 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $409k | +16% | 17k | 23.44 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $406k | -16% | 619.00 | 655.89 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $400k | NEW | 11k | 36.73 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $391k | -2% | 400.00 | 978.12 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $391k | 14k | 27.93 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $384k | +16% | 7.6k | 50.60 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $383k | 5.0k | 76.56 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $378k | -86% | 2.3k | 163.31 |
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| Zoetis Cl A (ZTS) | 0.1 | $373k | 5.2k | 71.86 |
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| W.W. Grainger (GWW) | 0.1 | $370k | 272.00 | 1360.40 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $361k | 13k | 27.24 |
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| Carrier Global Corporation (CARR) | 0.1 | $349k | 4.8k | 73.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $344k | +500% | 4.0k | 86.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $343k | 1.6k | 217.93 |
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| Darden Restaurants (DRI) | 0.1 | $340k | -4% | 1.7k | 206.01 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $338k | NEW | 350.00 | 965.00 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $326k | 30k | 10.87 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $322k | 2.2k | 146.41 |
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| Calamos Etf Tr Calamos Bit 80 S (CBTJ) | 0.1 | $318k | 18k | 17.26 |
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| Wal-Mart Stores (WMT) | 0.1 | $317k | 2.8k | 113.26 |
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| Fifth Third Ban (FITB) | 0.1 | $314k | 5.6k | 56.37 |
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| Emerson Electric (EMR) | 0.1 | $310k | -2% | 2.2k | 143.15 |
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| Tesla Motors (TSLA) | 0.1 | $310k | NEW | 736.00 | 420.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $309k | +7% | 835.00 | 370.04 |
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| Becton, Dickinson and (BDX) | 0.1 | $299k | 2.0k | 151.33 |
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| Meta Platforms Cl A (META) | 0.1 | $297k | NEW | 528.00 | 563.29 |
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| Sonos (SONO) | 0.1 | $294k | -6% | 22k | 13.53 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $286k | 8.4k | 33.84 |
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| Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) | 0.1 | $281k | 12k | 22.73 |
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| McDonald's Corporation (MCD) | 0.1 | $270k | -11% | 998.00 | 270.31 |
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| Lowe's Companies (LOW) | 0.1 | $264k | -3% | 1.2k | 220.49 |
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| Visa Com Cl A (V) | 0.1 | $261k | -21% | 762.00 | 343.09 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.1 | $261k | 6.5k | 40.14 |
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| Metropcs Communications (TMUS) | 0.1 | $261k | +10% | 1.6k | 167.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $261k | NEW | 3.5k | 75.51 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $260k | 2.5k | 103.88 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $260k | 999.00 | 260.44 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $260k | 27k | 9.81 |
|
|
| J P Morgan Exchange Traded F Active China Etf (JCHI) | 0.1 | $254k | NEW | 4.8k | 52.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $253k | 1.7k | 148.31 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $242k | 7.9k | 30.49 |
|
|
| Ge Vernova (GEV) | 0.1 | $235k | NEW | 200.00 | 1175.02 |
|
| Carecloud (CCLD) | 0.1 | $232k | +8% | 110k | 2.12 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY) | 0.1 | $231k | +9% | 9.9k | 23.41 |
|
| Dupont De Nemours Common Stock (DD) | 0.1 | $226k | NEW | 1.7k | 135.61 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $222k | NEW | 738.00 | 300.45 |
|
| State Street Corporation (STT) | 0.1 | $221k | NEW | 1.3k | 169.60 |
|
| Chubb (CB) | 0.1 | $216k | -8% | 633.00 | 340.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $206k | NEW | 869.00 | 236.62 |
|
| Aon Shs Cl A (AON) | 0.0 | $202k | NEW | 608.00 | 331.69 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $198k | NEW | 536.00 | 368.38 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $197k | NEW | 1.7k | 117.50 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $196k | NEW | 700.00 | 280.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $194k | NEW | 254.00 | 763.14 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $185k | NEW | 352.00 | 526.44 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $177k | NEW | 2.0k | 88.60 |
|
| American Tower Reit (AMT) | 0.0 | $170k | NEW | 1.0k | 163.57 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $170k | NEW | 1.8k | 93.66 |
|
| Automatic Data Processing (ADP) | 0.0 | $168k | NEW | 752.00 | 223.95 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $168k | NEW | 2.3k | 71.60 |
|
| Morgan Stanley Com New (MS) | 0.0 | $163k | NEW | 780.00 | 209.04 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $159k | NEW | 3.0k | 52.58 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $155k | NEW | 3.5k | 44.03 |
|
| Ford Motor Company (F) | 0.0 | $155k | NEW | 11k | 13.90 |
|
| Stryker Corporation (SYK) | 0.0 | $153k | NEW | 486.00 | 314.84 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $152k | NEW | 2.7k | 56.33 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $152k | NEW | 2.4k | 64.50 |
|
| O'reilly Automotive (ORLY) | 0.0 | $151k | NEW | 1.6k | 92.09 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $149k | NEW | 1.3k | 114.18 |
|
| Capital One Financial (COF) | 0.0 | $149k | NEW | 740.00 | 200.62 |
|
| Old National Ban (ONB) | 0.0 | $143k | NEW | 5.5k | 25.90 |
|
| Travelers Companies (TRV) | 0.0 | $140k | NEW | 425.00 | 330.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $140k | NEW | 1.0k | 137.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $139k | NEW | 1.4k | 96.58 |
|
| CSX Corporation (CSX) | 0.0 | $138k | NEW | 2.9k | 47.52 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $138k | NEW | 932.00 | 147.73 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $136k | NEW | 4.3k | 31.71 |
|
| Church & Dwight (CHD) | 0.0 | $135k | NEW | 1.4k | 96.88 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $132k | NEW | 4.5k | 29.43 |
|
| Shell Spon Ads (SHEL) | 0.0 | $131k | -31% | 1.7k | 77.54 |
|
| Linde SHS (LIN) | 0.0 | $131k | NEW | 253.00 | 518.94 |
|
| Boeing Company (BA) | 0.0 | $131k | NEW | 605.00 | 216.47 |
|
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- Mcdonald Partners 2026 Q2 filed July 28, 2026
- Mcdonald Partners 2026 Q1 filed May 15, 2026
- Mcdonald Partners 2025 Q4 filed Feb. 2, 2026
- 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