Mcdonald Partners

Mcdonald Partners as of June 30, 2025

Portfolio Holdings for Mcdonald Partners

Mcdonald Partners holds 248 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.4 $23M 45k 498.21
Eaton Corp SHS (ETN) 3.4 $14M 40k 356.99
Apple (AAPL) 3.4 $14M 68k 205.36
JPMorgan Chase & Co. (JPM) 2.6 $11M 38k 290.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $9.2M 19k 485.77
Raytheon Technologies Corp (RTX) 1.8 $7.3M 50k 146.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $7.1M 13k 568.03
Oracle Corporation (ORCL) 1.7 $7.0M 32k 218.63
NVIDIA Corporation (NVDA) 1.7 $6.9M 44k 158.00
Broadcom (AVGO) 1.6 $6.8M 25k 275.82
Amgen (AMGN) 1.4 $5.9M 21k 279.97
Amazon (AMZN) 1.4 $5.7M 26k 219.39
Honeywell International (HON) 1.3 $5.5M 24k 233.46
Pentair SHS (PNR) 1.3 $5.5M 53k 102.66
International Business Machines (IBM) 1.3 $5.3M 18k 295.63
Exxon Mobil Corporation (XOM) 1.2 $5.0M 46k 107.97
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $4.8M 32k 150.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.8M 7.8k 617.85
Cisco Systems (CSCO) 1.1 $4.8M 69k 69.44
Chevron Corporation (CVX) 1.1 $4.7M 33k 143.35
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.6M 26k 177.65
Meta Platforms Cl A (META) 1.1 $4.6M 6.2k 740.73
L3harris Technologies (LHX) 1.0 $4.3M 17k 251.64
Abbvie (ABBV) 1.0 $4.3M 23k 185.64
Johnson & Johnson (JNJ) 1.0 $4.2M 27k 153.17
Phillips 66 (PSX) 0.9 $3.8M 32k 119.50
Smucker J M Com New (SJM) 0.9 $3.7M 38k 98.34
Texas Instruments Incorporated (TXN) 0.9 $3.7M 18k 208.16
Home Depot (HD) 0.9 $3.6M 9.9k 368.71
Sherwin-Williams Company (SHW) 0.9 $3.6M 10k 344.81
Verizon Communications (VZ) 0.8 $3.4M 79k 43.31
Tractor Supply Company (TSCO) 0.8 $3.3M 63k 52.77
Accenture Plc Ireland Shs Class A (ACN) 0.8 $3.2M 11k 299.89
Adobe Systems Incorporated (ADBE) 0.8 $3.2M 8.3k 386.88
Marriott Intl Cl A (MAR) 0.8 $3.1M 12k 273.21
Pfizer (PFE) 0.7 $2.8M 117k 24.25
Wal-Mart Stores (WMT) 0.7 $2.8M 29k 98.04
Las Vegas Sands Call Option (LVS) 0.7 $2.8M 64k 43.51
Goldman Sachs (GS) 0.7 $2.8M 3.9k 707.85
Thermo Fisher Scientific (TMO) 0.7 $2.7M 6.7k 405.46
Mueller Wtr Prods Com Ser A (MWA) 0.6 $2.7M 111k 24.04
Gilead Sciences (GILD) 0.6 $2.6M 23k 110.88
Nextera Energy (NEE) 0.6 $2.5M 36k 69.56
Us Bancorp Del Com New (USB) 0.6 $2.5M 55k 45.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.5M 4.5k 552.11
AFLAC Incorporated (AFL) 0.6 $2.5M 23k 105.71
Pepsi (PEP) 0.6 $2.4M 18k 132.51
Progressive Corporation (PGR) 0.6 $2.4M 9.0k 266.86
Chubb (CB) 0.6 $2.4M 8.2k 291.53
Bank of America Corporation (BAC) 0.6 $2.3M 50k 47.37
Xylem (XYL) 0.5 $2.2M 17k 129.63
Costco Wholesale Corporation (COST) 0.5 $2.2M 2.2k 1007.43
Abbott Laboratories (ABT) 0.5 $2.2M 16k 136.53
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $2.1M 22k 95.37
Walt Disney Company (DIS) 0.5 $2.1M 17k 124.32
Analog Devices (ADI) 0.5 $2.1M 8.8k 239.64
W.W. Grainger (GWW) 0.5 $2.1M 2.0k 1060.90
United Parcel Service CL B (UPS) 0.5 $2.1M 20k 101.15
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $2.1M 36k 56.85
Emerson Electric (EMR) 0.5 $2.0M 15k 133.88
Citigroup Com New (C) 0.5 $2.0M 23k 85.12
Gartner (IT) 0.5 $2.0M 4.8k 404.22
Johnson Ctls Intl SHS (JCI) 0.5 $1.9M 18k 105.62
Advanced Micro Devices (AMD) 0.4 $1.8M 13k 141.90
At&t (T) 0.4 $1.8M 63k 28.94
ConocoPhillips (COP) 0.4 $1.8M 20k 89.86
Hyster-yale Cl A (HY) 0.4 $1.8M 46k 39.78
Blackrock (BLK) 0.4 $1.8M 1.7k 1060.06
Procter & Gamble Company (PG) 0.4 $1.8M 11k 160.04
Lowe's Companies (LOW) 0.4 $1.7M 7.8k 223.41
Linde SHS (LIN) 0.4 $1.7M 3.7k 472.93
McDonald's Corporation (MCD) 0.4 $1.7M 5.8k 294.96
General Dynamics Corporation (GD) 0.4 $1.7M 5.6k 294.40
Lumentum Hldgs (LITE) 0.4 $1.7M 18k 95.06
American Tower Reit (AMT) 0.4 $1.6M 7.3k 222.71
Qualcomm (QCOM) 0.4 $1.6M 10k 159.26
Siren Etf Tr Divcn Ldrs Etf (LEAD) 0.4 $1.6M 22k 71.85
Roku Com Cl A (ROKU) 0.4 $1.6M 18k 87.89
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $1.6M 29k 54.40
Huntington Bancshares Incorporated (HBAN) 0.4 $1.6M 94k 16.76
CF Bankshares (CFBK) 0.4 $1.5M 64k 23.97
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M 8.3k 176.28
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.4M 2.8k 509.31
Air Products & Chemicals (APD) 0.3 $1.4M 5.0k 285.35
Nordson Corporation (NDSN) 0.3 $1.4M 6.6k 214.37
Netflix (NFLX) 0.3 $1.4M 1.0k 1339.13
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.4M 15k 93.87
Automatic Data Processing (ADP) 0.3 $1.4M 4.4k 311.69
WD-40 Company (WDFC) 0.3 $1.3M 5.9k 228.09
Cummins (CMI) 0.3 $1.3M 4.1k 327.50
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.3M 14k 99.20
PNC Financial Services (PNC) 0.3 $1.3M 7.1k 186.44
Illinois Tool Works (ITW) 0.3 $1.3M 5.2k 249.57
Freeport-mcmoran CL B (FCX) 0.3 $1.3M 30k 43.35
Ambarella SHS (AMBA) 0.3 $1.3M 19k 66.07
Medtronic SHS (MDT) 0.3 $1.3M 14k 87.61
Philip Morris International (PM) 0.3 $1.3M 6.9k 182.16
Motorola Solutions Com New (MSI) 0.3 $1.2M 2.9k 420.53
Mondelez Intl Cl A (MDLZ) 0.3 $1.2M 18k 67.65
S&p Global (SPGI) 0.3 $1.2M 2.2k 534.02
FactSet Research Systems (FDS) 0.3 $1.2M 2.6k 453.53
UnitedHealth (UNH) 0.3 $1.2M 3.7k 315.53
Merck & Co (MRK) 0.3 $1.2M 15k 79.18
Dupont De Nemours (DD) 0.3 $1.2M 17k 68.59
Sila Realty Trust Common Stock (SILA) 0.3 $1.1M 49k 23.67
Lockheed Martin Corporation (LMT) 0.3 $1.1M 2.4k 469.77
HSBC HLDGS Spon Adr New (HSBC) 0.3 $1.1M 18k 60.84
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.1M 9.7k 113.68
Paychex (PAYX) 0.3 $1.1M 7.5k 146.41
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.1M 5.0k 216.56
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.1M 4.9k 217.75
Constellation Brands Cl A (STZ) 0.2 $1.0M 6.3k 164.05
Becton, Dickinson and (BDX) 0.2 $1.0M 5.8k 173.47
Apollo Global Mgmt (APO) 0.2 $996k 7.0k 141.87
Eversource Energy (ES) 0.2 $990k 16k 63.86
Lam Research Corp Com New (LRCX) 0.2 $969k 10k 97.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $968k 12k 82.86
Godaddy Cl A (GDDY) 0.2 $968k 5.4k 180.06
Colgate-Palmolive Company (CL) 0.2 $964k 11k 91.37
Marathon Petroleum Corp (MPC) 0.2 $948k 5.7k 166.13
Waste Management (WM) 0.2 $942k 4.1k 228.92
Wec Energy Group (WEC) 0.2 $898k 8.6k 104.78
Amer (UHAL) 0.2 $898k 15k 60.56
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $888k 18k 48.87
Hercules Technology Growth Capital (HTGC) 0.2 $877k 48k 18.28
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $874k 44k 20.10
Zoetis Cl A (ZTS) 0.2 $861k 5.5k 155.97
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.2 $860k 6.4k 134.88
Uber Technologies (UBER) 0.2 $840k 9.0k 93.30
Union Pacific Corporation (UNP) 0.2 $837k 3.6k 231.80
MPLX Com Unit Rep Ltd (MPLX) 0.2 $837k 16k 51.52
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.2 $831k 16k 53.59
Draftkings Com Cl A (DKNG) 0.2 $827k 19k 42.89
Palantir Technologies Cl A (PLTR) 0.2 $825k 6.1k 136.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $812k 14k 57.01
Jacobs Engineering Group (J) 0.2 $812k 6.2k 131.45
Blackstone Group Inc Com Cl A (BX) 0.2 $793k 5.3k 149.62
American Water Works (AWK) 0.2 $779k 5.6k 140.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $776k 7.1k 109.61
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $743k 15k 50.92
Parke Ban (PKBK) 0.2 $742k 36k 20.37
Cnh Indl N V SHS (CNH) 0.2 $724k 56k 12.96
Nike CL B (NKE) 0.2 $719k 10k 71.33
Ishares Tr Core S&p500 Etf (IVV) 0.2 $704k 1.1k 621.20
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.2 $699k 3.3k 208.95
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $699k 13k 52.36
Comcast Corp Cl A (CMCSA) 0.2 $667k 19k 35.77
Melco Resorts And Entmnt Adr (MLCO) 0.2 $666k 92k 7.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $664k 3.4k 195.04
Crown Castle Intl (CCI) 0.2 $662k 6.4k 103.31
Ares Capital Corporation (ARCC) 0.2 $656k 30k 21.96
Ge Aerospace Com New (GE) 0.2 $645k 2.5k 257.39
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $638k 35k 18.13
Vertiv Holdings Com Cl A (VRT) 0.2 $632k 4.9k 128.41
Generac Holdings (GNRC) 0.1 $619k 4.3k 143.21
Rithm Capital Corp Com New (RITM) 0.1 $575k 51k 11.29
Clorox Company (CLX) 0.1 $572k 4.7k 120.97
Illumina (ILMN) 0.1 $568k 6.0k 95.41
Virtus Allianzgi Diversified (ACV) 0.1 $565k 25k 22.89
PPG Industries (PPG) 0.1 $564k 4.9k 114.42
Key (KEY) 0.1 $554k 32k 17.42
Coca-Cola Company (KO) 0.1 $544k 7.7k 70.79
Iridium Communications (IRDM) 0.1 $542k 18k 30.17
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $540k 10k 52.21
Eli Lilly & Co. (LLY) 0.1 $537k 689.00 779.53
Packaging Corporation of America (PKG) 0.1 $535k 2.8k 188.57
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $526k 39k 13.48
Wendy's/arby's Group (WEN) 0.1 $522k 46k 11.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $512k 21k 24.44
Starbucks Corporation (SBUX) 0.1 $501k 5.5k 91.80
Ishares Tr Short Treas Bd (SHV) 0.1 $500k 4.5k 110.42
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $498k 10k 49.82
Norfolk Southern (NSC) 0.1 $493k 1.9k 255.97
Harley-Davidson (HOG) 0.1 $492k 21k 23.60
Target Corporation (TGT) 0.1 $485k 4.9k 99.08
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $481k 6.5k 74.04
Corning Incorporated (GLW) 0.1 $480k 9.1k 52.59
salesforce (CRM) 0.1 $477k 1.7k 273.21
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.1 $456k 21k 21.64
Atmos Energy Corporation (ATO) 0.1 $439k 2.8k 154.97
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $438k 7.0k 62.58
Owl Rock Capital Corporation (OBDC) 0.1 $430k 30k 14.34
Carrier Global Corporation (CARR) 0.1 $429k 5.9k 73.19
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $424k 5.0k 84.83
Northrop Grumman Corporation (NOC) 0.1 $417k 833.00 500.27
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $417k 20k 20.83
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $410k 25k 16.72
Lincoln Electric Holdings (LECO) 0.1 $407k 2.0k 207.32
Darden Restaurants (DRI) 0.1 $387k 1.8k 217.97
Tegna (TGNA) 0.1 $386k 23k 16.76
Boeing Company (BA) 0.1 $376k 1.8k 209.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $376k 7.6k 49.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $372k 1.9k 194.27
Liberty All Star Equity Sh Ben Int (USA) 0.1 $366k 54k 6.81
Adams Express Company (ADX) 0.1 $363k 17k 21.71
Deere & Company (DE) 0.1 $363k 713.00 508.49
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $361k 1.3k 279.94
American Electric Power Company (AEP) 0.1 $361k 3.5k 103.76
Ishares Tr Faln Angls Usd (FALN) 0.1 $360k 13k 27.14
Metropcs Communications (TMUS) 0.1 $353k 1.5k 238.26
Baidu Spon Adr Rep A (BIDU) 0.1 $351k 4.1k 85.76
Vanguard Index Fds Small Cp Etf (VB) 0.1 $344k 1.5k 237.12
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.1 $339k 13k 27.05
Brown Forman Corp CL B (BF.B) 0.1 $337k 13k 26.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $328k 748.00 438.40
Smurfit Westrock SHS (SW) 0.1 $324k 7.5k 43.15
Bristol Myers Squibb (BMY) 0.1 $318k 6.9k 46.29
Parker-Hannifin Corporation (PH) 0.1 $316k 452.00 698.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $310k 11k 29.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $305k 2.2k 138.68
Ge Vernova (GEV) 0.1 $300k 566.00 529.15
Otis Worldwide Corp (OTIS) 0.1 $292k 2.9k 99.04
Sonos (SONO) 0.1 $291k 27k 10.81
TJX Companies (TJX) 0.1 $290k 2.3k 123.49
Visa Com Cl A (V) 0.1 $286k 805.00 355.16
Carecloud (CCLD) 0.1 $286k 121k 2.36
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.1 $272k 3.6k 76.11
Caterpillar (CAT) 0.1 $271k 698.00 388.46
CMS Energy Corporation (CMS) 0.1 $269k 3.9k 69.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $266k 951.00 279.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $259k 2.3k 110.13
Applied Materials (AMAT) 0.1 $257k 1.4k 183.07
Stryker Corporation (SYK) 0.1 $257k 646.00 397.21
Ishares Tr Core Div Grwth (DGRO) 0.1 $251k 3.9k 63.94
Steris Shs Usd (STE) 0.1 $250k 1.0k 240.22
Vanguard Index Fds Value Etf (VTV) 0.1 $250k 1.4k 176.77
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $243k 7.9k 30.68
Dolby Laboratories Com Cl A (DLB) 0.1 $243k 3.3k 74.26
Griffon Corporation (GFF) 0.1 $240k 3.3k 72.37
Fs Kkr Capital Corp (FSK) 0.1 $239k 12k 20.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $235k 774.00 303.93
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $234k 846.00 276.94
Fifth Third Ban (FITB) 0.1 $232k 5.6k 41.13
Shell Spon Ads (SHEL) 0.1 $232k 3.3k 70.41
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $223k 7.0k 31.80
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.1 $221k 6.5k 34.00
Dell Technologies CL C (DELL) 0.1 $220k 1.8k 122.61
Banco Santander Adr (SAN) 0.1 $218k 26k 8.30
Aon Shs Cl A (AON) 0.1 $217k 608.00 356.76
Ecolab (ECL) 0.1 $209k 772.00 271.30
Tesla Motors (TSLA) 0.0 $207k 650.00 317.66
Vodafone Group Sponsored Adr (VOD) 0.0 $159k 15k 10.66
Paramount Global Class B Com (PARA) 0.0 $157k 12k 12.90
Cleveland-cliffs (CLF) 0.0 $152k 20k 7.60
V.F. Corporation (VFC) 0.0 $149k 13k 11.75
Ford Motor Company (F) 0.0 $143k 13k 10.85
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $135k 10k 13.11
Under Armour Cl A (UAA) 0.0 $133k 20k 6.83