Mcdonald Partners

Mcdonald Partners as of Dec. 31, 2025

Portfolio Holdings for Mcdonald Partners

Mcdonald Partners holds 204 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.5 $14M 30k 483.67
Eaton Corp SHS (ETN) 3.7 $12M 37k 318.51
Apple (AAPL) 3.7 $12M 43k 271.87
JPMorgan Chase & Co. (JPM) 3.0 $9.5M 29k 322.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $9.1M 18k 502.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $8.2M 13k 627.18
Raytheon Technologies Corp (RTX) 2.3 $7.2M 40k 183.40
Lumentum Hldgs (LITE) 2.0 $6.2M 17k 368.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $5.7M 8.3k 682.05
Pentair SHS (PNR) 1.8 $5.6M 54k 104.15
NVIDIA Corporation (NVDA) 1.7 $5.5M 30k 186.50
Ishares Tr Core S&p Us Gwt (IUSG) 1.7 $5.4M 32k 167.94
Oracle Corporation (ORCL) 1.7 $5.3M 27k 194.91
Amgen (AMGN) 1.7 $5.3M 16k 327.31
Broadcom (AVGO) 1.6 $5.2M 15k 346.10
Abbvie (ABBV) 1.4 $4.6M 20k 228.49
International Business Machines (IBM) 1.3 $4.0M 14k 296.23
CRH Ord (CRH) 1.2 $3.9M 31k 124.80
Thermo Fisher Scientific (TMO) 1.2 $3.8M 6.6k 579.45
Honeywell International (HON) 1.2 $3.8M 20k 195.11
L3harris Technologies (LHX) 1.1 $3.6M 12k 293.64
Mueller Wtr Prods Com Ser A (MWA) 1.1 $3.6M 152k 23.82
Marriott Intl Cl A (MAR) 1.1 $3.6M 12k 310.24
Gilead Sciences (GILD) 1.1 $3.5M 28k 122.75
Cisco Systems (CSCO) 1.1 $3.4M 44k 77.04
Johnson & Johnson (JNJ) 1.1 $3.4M 17k 206.95
Goldman Sachs (GS) 1.1 $3.4M 3.8k 879.00
Chevron Corporation (CVX) 1.0 $3.3M 22k 152.43
Tractor Supply Company (TSCO) 1.0 $3.0M 61k 50.01
Citigroup Com New (C) 1.0 $3.0M 26k 116.69
Adobe Systems Incorporated (ADBE) 0.9 $2.8M 7.9k 349.99
Progressive Corporation (PGR) 0.9 $2.7M 12k 227.72
Amazon (AMZN) 0.8 $2.5M 11k 230.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.5M 4.1k 614.31
Smucker J M Com New (SJM) 0.8 $2.4M 25k 97.81
Spdr Series Trust State Street Spd (SPYG) 0.7 $2.4M 22k 106.70
Pfizer (PFE) 0.7 $2.4M 95k 24.90
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $2.3M 41k 57.24
Phillips 66 (PSX) 0.7 $2.3M 18k 129.05
Home Depot (HD) 0.7 $2.3M 6.6k 344.10
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.3M 7.2k 313.80
Exxon Mobil Corporation (XOM) 0.7 $2.2M 19k 120.36
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.2M 7.0k 313.00
Cummins (CMI) 0.7 $2.2M 4.3k 510.45
Huntington Bancshares Incorporated (HBAN) 0.7 $2.1M 121k 17.35
RPM International (RPM) 0.6 $2.0M 20k 104.00
Texas Instruments Incorporated (TXN) 0.6 $2.0M 12k 173.49
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $2.0M 34k 58.12
Freeport-mcmoran CL B (FCX) 0.6 $2.0M 39k 50.79
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.0M 7.3k 268.30
Roku Com Cl A (ROKU) 0.6 $1.9M 18k 108.49
Qualcomm (QCOM) 0.6 $1.8M 10k 171.05
Us Bancorp Del Com New (USB) 0.6 $1.7M 33k 53.36
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.7M 17k 99.88
Ferguson Enterprises Common Stock New (FERG) 0.5 $1.7M 7.7k 222.63
Lam Research Corp Com New (LRCX) 0.5 $1.7M 9.9k 171.18
Nordson Corporation (NDSN) 0.5 $1.7M 6.9k 240.43
Siren Etf Tr Divcn Ldrs Etf (LEAD) 0.5 $1.6M 21k 76.23
Johnson Ctls Intl SHS (JCI) 0.5 $1.6M 13k 119.75
Merck & Co (MRK) 0.5 $1.5M 14k 105.27
PNC Financial Services (PNC) 0.5 $1.5M 7.2k 208.73
CF Bankshares (CFBK) 0.5 $1.5M 59k 24.95
Calamos Etf Tr Autocallable Inc (CAIE) 0.5 $1.5M 55k 26.74
United Parcel Service CL B (UPS) 0.5 $1.4M 15k 99.19
Bristol Myers Squibb (BMY) 0.4 $1.4M 26k 53.94
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.4M 15k 94.16
Xylem (XYL) 0.4 $1.3M 9.8k 136.18
Ambarella SHS (AMBA) 0.4 $1.3M 19k 70.84
Key (KEY) 0.4 $1.2M 60k 20.64
Hyster-yale Cl A (HY) 0.4 $1.2M 40k 29.71
At&t (T) 0.4 $1.2M 48k 24.84
Gartner (IT) 0.4 $1.2M 4.6k 252.28
Pepsi (PEP) 0.4 $1.2M 8.1k 143.56
Netflix (NFLX) 0.4 $1.1M 12k 93.76
WD-40 Company (WDFC) 0.4 $1.1M 5.7k 196.90
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $1.1M 17k 66.43
Nextera Energy (NEE) 0.3 $1.1M 14k 80.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 17k 62.47
Motorola Solutions Com New (MSI) 0.3 $1.1M 2.8k 383.32
Philip Morris International (PM) 0.3 $1.0M 6.5k 160.42
Apollo Global Mgmt (APO) 0.3 $1.0M 6.9k 144.76
Sila Realty Trust Common Stock (SILA) 0.3 $1.0M 43k 23.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $955k 12k 82.82
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.3 $938k 6.6k 143.25
Verizon Communications (VZ) 0.3 $936k 23k 40.73
Marathon Petroleum Corp (MPC) 0.3 $906k 5.6k 162.65
Hercules Technology Growth Capital (HTGC) 0.3 $903k 48k 18.82
Waste Management (WM) 0.3 $883k 4.0k 219.81
Lincoln Electric Holdings (LECO) 0.3 $878k 3.7k 239.64
Palantir Technologies Cl A (PLTR) 0.3 $872k 4.9k 177.75
Blackstone Group Inc Com Cl A (BX) 0.3 $865k 5.6k 154.14
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.3 $863k 43k 20.06
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.3 $855k 3.3k 258.65
Parke Ban (PKBK) 0.3 $838k 33k 25.04
Columbia Etf Tr I Us Equity Income (EQIN) 0.3 $818k 17k 47.49
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.3 $818k 10k 81.57
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.3 $802k 15k 52.41
Vertiv Holdings Com Cl A (VRT) 0.3 $798k 4.9k 162.01
Jacobs Engineering Group (J) 0.2 $784k 5.9k 132.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $780k 7.1k 110.19
ConocoPhillips (COP) 0.2 $777k 8.3k 93.61
Illumina (ILMN) 0.2 $770k 5.9k 131.16
Corning Incorporated (GLW) 0.2 $745k 8.5k 87.56
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $744k 15k 50.94
Eli Lilly & Co. (LLY) 0.2 $729k 678.00 1074.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $727k 3.4k 211.79
UnitedHealth (UNH) 0.2 $722k 2.2k 330.11
Amer (UHAL) 0.2 $722k 14k 50.41
Walt Disney Company (DIS) 0.2 $674k 5.9k 113.77
Zoetis Cl A (ZTS) 0.2 $671k 5.3k 125.82
Godaddy Cl A (GDDY) 0.2 $667k 5.4k 124.08
Abbott Laboratories (ABT) 0.2 $666k 5.3k 125.29
Spdr Series Trust State Street Spd (SPYV) 0.2 $660k 12k 56.81
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $650k 12k 54.08
Virtus Allianzgi Diversified (ACV) 0.2 $649k 25k 26.29
Ge Aerospace Com New (GE) 0.2 $648k 2.1k 308.03
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.2 $637k 46k 13.84
Generac Holdings (GNRC) 0.2 $583k 4.3k 136.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $582k 849.00 684.94
Procter & Gamble Company (PG) 0.2 $567k 4.0k 143.31
Dupont De Nemours (DD) 0.2 $562k 14k 40.20
Rithm Capital Corp Com New (RITM) 0.2 $555k 51k 10.90
Bank of America Corporation (BAC) 0.2 $554k 10k 55.00
AFLAC Incorporated (AFL) 0.2 $551k 5.0k 110.27
Norfolk Southern (NSC) 0.2 $549k 1.9k 288.72
Packaging Corporation of America (PKG) 0.2 $513k 2.5k 206.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $511k 10k 51.13
Blackrock Etf Trust Ishares Large Ca (BLCV) 0.2 $509k 14k 37.32
Ares Capital Corporation (ARCC) 0.2 $508k 25k 20.23
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $496k 4.5k 110.15
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $485k 6.2k 77.74
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.1 $470k 21k 22.31
Fs Kkr Capital Corp (FSK) 0.1 $468k 32k 14.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $466k 8.7k 53.77
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.1 $445k 6.5k 68.45
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $433k 25k 17.67
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $431k 20k 21.55
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $423k 9.0k 47.02
TJX Companies (TJX) 0.1 $421k 2.7k 153.61
Sonos (SONO) 0.1 $416k 24k 17.56
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $415k 8.4k 49.15
American Electric Power Company (AEP) 0.1 $409k 3.5k 115.31
McDonald's Corporation (MCD) 0.1 $406k 1.3k 305.63
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $403k 1.4k 290.30
Adams Express Company (ADX) 0.1 $398k 17k 23.32
Harley-Davidson (HOG) 0.1 $397k 19k 20.49
Parker-Hannifin Corporation (PH) 0.1 $394k 448.00 878.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $389k 1.9k 210.34
Coca-Cola Company (KO) 0.1 $386k 5.5k 69.96
Becton, Dickinson and (BDX) 0.1 $383k 2.0k 194.07
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $380k 5.1k 74.89
Owl Rock Capital Corporation (OBDC) 0.1 $373k 30k 12.43
Caterpillar (CAT) 0.1 $372k 650.00 572.87
Advanced Micro Devices (AMD) 0.1 $371k 1.7k 214.16
Ishares Tr Faln Angls Usd (FALN) 0.1 $362k 13k 27.30
Applied Materials (AMAT) 0.1 $361k 1.4k 256.99
American Tower Reit (AMT) 0.1 $359k 2.0k 175.57
Carecloud (CCLD) 0.1 $358k 123k 2.92
Chubb (CB) 0.1 $352k 1.1k 312.12
Deere & Company (DE) 0.1 $350k 751.00 465.57
Liberty All Star Equity Sh Ben Int (USA) 0.1 $346k 55k 6.28
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $343k 10k 34.26
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $341k 1.1k 302.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $336k 689.00 487.86
Tegna (TGNA) 0.1 $327k 17k 19.41
Qnity Electronics Common Stock (Q) 0.1 $326k 4.0k 81.65
Darden Restaurants (DRI) 0.1 $317k 1.7k 184.02
Starbucks Corporation (SBUX) 0.1 $307k 3.6k 84.21
Iridium Communications (IRDM) 0.1 $306k 18k 17.38
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $305k 12k 26.53
Lowe's Companies (LOW) 0.1 $305k 1.3k 241.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $301k 2.2k 136.94
Vanguard Index Fds Value Etf (VTV) 0.1 $300k 1.6k 190.99
Emerson Electric (EMR) 0.1 $294k 2.2k 132.72
Micron Technology (MU) 0.1 $293k 1.0k 285.41
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $290k 5.7k 50.58
Metropcs Communications (TMUS) 0.1 $285k 1.4k 203.04
Ishares Tr U.s. Tech Etf (IYW) 0.1 $285k 1.4k 199.72
Carrier Global Corporation (CARR) 0.1 $284k 5.4k 52.84
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.1 $281k 3.6k 78.49
Middlefield Banc Corp Com New (MBCN) 0.1 $280k 8.1k 34.54
Costco Wholesale Corporation (COST) 0.1 $270k 313.00 862.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $269k 1.0k 258.05
Visa Com Cl A (V) 0.1 $267k 762.00 350.71
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.1 $265k 12k 21.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $262k 8.0k 32.62
Fifth Third Ban (FITB) 0.1 $261k 5.6k 46.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $261k 724.00 360.13
Wal-Mart Stores (WMT) 0.1 $250k 2.2k 111.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $248k 9.4k 26.49
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $246k 7.9k 30.96
W.W. Grainger (GWW) 0.1 $245k 243.00 1009.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $245k 731.00 335.27
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.1 $241k 6.5k 37.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $241k 2.5k 96.03
Otis Worldwide Corp (OTIS) 0.1 $236k 2.7k 87.35
Dell Technologies CL C (DELL) 0.1 $219k 1.7k 125.88
Aon Shs Cl A (AON) 0.1 $215k 608.00 352.88
Cnh Indl N V SHS (CNH) 0.1 $210k 23k 9.22
IDEXX Laboratories (IDXX) 0.1 $210k 310.00 676.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $205k 1.7k 120.18
Dolby Laboratories Com Cl A (DLB) 0.1 $202k 3.1k 64.22
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $164k 17k 9.53
Ford Motor Company (F) 0.0 $149k 11k 13.12