Mcdonald Partners

Mcdonald Partners as of March 31, 2026

Portfolio Holdings for Mcdonald Partners

Mcdonald Partners holds 208 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $15M 61k 253.79
Microsoft Corporation (MSFT) 3.2 $14M 37k 370.07
Eaton Corp SHS (ETN) 3.2 $14M 38k 357.68
JPMorgan Chase & Co. (JPM) 2.9 $12M 42k 294.16
Lumentum Hldgs (LITE) 2.8 $12M 17k 702.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $10M 17k 597.56
Abbvie (ABBV) 2.1 $8.8M 40k 217.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $8.6M 18k 484.57
Phillips 66 (PSX) 1.9 $8.2M 45k 182.18
Exxon Mobil Corporation (XOM) 1.8 $7.8M 46k 169.66
Citigroup Com New (C) 1.8 $7.4M 66k 113.41
Alphabet Cap Stk Cl A (GOOGL) 1.7 $7.4M 26k 287.56
Raytheon Technologies Corp (RTX) 1.7 $7.1M 37k 192.90
Johnson & Johnson (JNJ) 1.7 $7.1M 29k 244.44
International Business Machines (IBM) 1.6 $6.7M 28k 242.39
Bristol Myers Squibb (BMY) 1.6 $6.6M 109k 60.65
Amazon (AMZN) 1.5 $6.3M 30k 208.27
Thermo Fisher Scientific (TMO) 1.4 $6.1M 12k 491.53
Alphabet Cap Stk Cl C (GOOG) 1.4 $5.8M 20k 286.86
ConocoPhillips (COP) 1.4 $5.8M 44k 132.00
Amgen (AMGN) 1.3 $5.6M 16k 351.85
Broadcom (AVGO) 1.2 $5.2M 17k 309.51
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $5.1M 7.8k 650.40
Pentair SHS (PNR) 1.2 $5.0M 57k 87.03
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $5.0M 32k 155.11
Mueller Wtr Prods Com Ser A (MWA) 1.2 $4.9M 178k 27.49
NVIDIA Corporation (NVDA) 1.1 $4.7M 27k 174.40
Textron (TXT) 1.1 $4.5M 51k 87.56
Chevron Corporation (CVX) 1.0 $4.4M 21k 206.91
Honeywell International (HON) 1.0 $4.3M 19k 226.03
L3harris Technologies (LHX) 1.0 $4.3M 12k 345.15
Bank of America Corporation (BAC) 1.0 $4.2M 85k 48.75
Ge Aerospace Com New (GE) 1.0 $4.1M 14k 283.77
Oracle Corporation (ORCL) 1.0 $4.1M 28k 147.11
Gilead Sciences (GILD) 0.9 $3.8M 27k 139.37
Yum! Brands (YUM) 0.9 $3.7M 24k 155.48
Marriott Intl Cl A (MAR) 0.9 $3.7M 11k 327.07
Rockwell Automation (ROK) 0.8 $3.6M 10k 358.88
Smucker J M Com New (SJM) 0.8 $3.4M 35k 96.44
Cisco Systems (CSCO) 0.8 $3.3M 42k 77.59
Goldman Sachs (GS) 0.8 $3.2M 3.8k 845.99
Progressive Corporation (PGR) 0.7 $3.2M 16k 198.24
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $3.0M 30k 99.27
CRH Ord (CRH) 0.7 $2.9M 28k 104.56
Tractor Supply Company (TSCO) 0.7 $2.9M 65k 45.30
Pfizer (PFE) 0.7 $2.9M 103k 28.08
Home Depot (HD) 0.7 $2.8M 8.4k 328.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.6M 41k 64.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $2.5M 45k 56.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.3M 4.1k 577.18
salesforce (CRM) 0.5 $2.3M 13k 186.67
Freeport Mcmoran CL B (FCX) 0.5 $2.3M 39k 58.78
RPM International (RPM) 0.5 $2.3M 23k 99.40
Texas Instruments Incorporated (TXN) 0.5 $2.2M 12k 194.14
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.5 $2.2M 28k 79.35
Spdr Series Trust State Street Spd (SPYG) 0.5 $2.1M 22k 97.91
Lam Research Corp Com New (LRCX) 0.5 $2.1M 9.6k 213.66
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.5 $2.0M 31k 63.91
Occidental Petroleum Corporation (OXY) 0.5 $2.0M 30k 65.00
Cummins (CMI) 0.5 $2.0M 3.6k 538.02
Qnity Electronics Common Stock (Q) 0.5 $1.9M 17k 115.38
Adobe Systems Incorporated (ADBE) 0.5 $1.9M 7.9k 243.08
Blackrock Etf Trust Ishares Large Ca 0.5 $1.9M 53k 36.12
Nordson Corporation (NDSN) 0.4 $1.9M 7.1k 266.06
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.4 $1.9M 25k 75.74
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.4 $1.8M 28k 64.31
Ferguson Enterprises Common Stock New (FERG) 0.4 $1.8M 7.7k 231.29
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $1.8M 32k 55.52
Johnson Controls Internation SHS (JCI) 0.4 $1.7M 13k 130.95
Roku Com Cl A (ROKU) 0.4 $1.7M 18k 94.62
Merck & Co (MRK) 0.4 $1.7M 14k 120.29
At&t (T) 0.4 $1.7M 58k 28.99
CF Bankshares (CFBK) 0.4 $1.7M 59k 27.91
Huntington Bancshares Incorporated (HBAN) 0.4 $1.6M 105k 15.65
Dupont De Nemours (DD) 0.4 $1.6M 35k 45.80
Us Bancorp Com New (USB) 0.4 $1.6M 30k 52.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.6M 19k 82.57
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.4 $1.6M 29k 53.77
PNC Financial Services (PNC) 0.4 $1.5M 7.4k 208.09
Siren Etf Tr Divcn Ldrs Etf (LEAD) 0.4 $1.5M 19k 76.70
Hyster-yale Cl A (HY) 0.3 $1.5M 45k 32.51
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M 7.3k 198.29
Calamos Etf Tr Autocallable Inc (CAIE) 0.3 $1.4M 57k 25.14
United Parcel Svcs CL B (UPS) 0.3 $1.4M 14k 98.38
Marathon Petroleum Corp (MPC) 0.3 $1.3M 5.5k 244.21
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.3M 15k 92.74
Vertiv Holdings Com Cl A (VRT) 0.3 $1.3M 5.3k 250.58
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $1.3M 26k 48.86
Nextera Energy (NEE) 0.3 $1.3M 14k 92.88
Qualcomm (QCOM) 0.3 $1.2M 9.6k 128.78
Pepsi (PEP) 0.3 $1.2M 7.7k 155.29
Key (KEY) 0.3 $1.2M 63k 19.09
Motorola Solutions Com New (MSI) 0.3 $1.2M 2.7k 433.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 22k 54.05
Corning Incorporated (GLW) 0.3 $1.2M 8.5k 135.97
WD-40 Company (WDFC) 0.3 $1.2M 5.7k 203.94
Xylem (XYL) 0.3 $1.2M 9.6k 119.50
Columbia Etf Tr I Us Equity Income (EQIN) 0.3 $1.1M 23k 49.15
Verizon Communications (VZ) 0.3 $1.1M 22k 50.20
Netflix (NFLX) 0.3 $1.1M 11k 96.15
Sila Realty Trust Common Stock (SILA) 0.3 $1.1M 45k 23.68
Philip Morris International (PM) 0.2 $1.1M 6.4k 165.36
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.2 $988k 3.1k 321.40
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.2 $981k 15k 64.97
Parke Ban (PKBK) 0.2 $950k 33k 28.40
Spdr Index Shs Fds State Street Spd (QWLD) 0.2 $950k 6.6k 143.14
Ambarella SHS (AMBA) 0.2 $938k 18k 51.90
Waste Management (WM) 0.2 $905k 3.9k 229.80
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $852k 43k 20.05
Lincoln Electric Holdings (LECO) 0.2 $842k 3.4k 249.08
Palantir Technologies Cl A (PLTR) 0.2 $840k 5.7k 146.28
Generac Holdings (GNRC) 0.2 $835k 4.3k 195.33
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $799k 2.8k 287.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $783k 3.6k 217.25
Apollo Global Mgmt (APO) 0.2 $766k 6.9k 111.42
Jacobs Engineering Group (J) 0.2 $753k 5.9k 127.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $744k 15k 50.98
Gartner (IT) 0.2 $735k 4.6k 158.34
Illumina (ILMN) 0.2 $721k 5.8k 124.32
Hercules Technology Growth Capital (HTGC) 0.2 $709k 48k 14.77
Amer (UHAL) 0.2 $689k 14k 47.78
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.2 $681k 8.6k 79.54
UnitedHealth (UNH) 0.2 $671k 2.5k 270.59
Spdr Series Trust State Street Spd (SPYV) 0.2 $663k 12k 56.58
Eli Lilly & Co. (LLY) 0.1 $624k 678.00 919.77
Zoetis Cl A (ZTS) 0.1 $613k 5.2k 118.21
Virtus Allianzgi Diversified (ACV) 0.1 $600k 25k 24.30
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $595k 46k 12.93
TJX Companies (TJX) 0.1 $577k 3.6k 159.70
Procter & Gamble Company (PG) 0.1 $574k 4.0k 144.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $555k 849.00 653.21
AFLAC Incorporated (AFL) 0.1 $548k 5.0k 109.71
Abbott Laboratories (ABT) 0.1 $546k 5.3k 102.67
Norfolk Southern (NSC) 0.1 $545k 1.9k 287.00
Iridium Communications (IRDM) 0.1 $542k 20k 27.74
Ares Capital Corporation (ARCC) 0.1 $541k 30k 18.02
Blackstone Group Inc Com Cl A (BX) 0.1 $536k 4.7k 114.99
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $507k 10k 50.66
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $497k 4.5k 110.39
McKesson Corporation (MCK) 0.1 $483k 557.00 866.67
Rithm Capital Corp Com New (RITM) 0.1 $483k 51k 9.48
Applied Materials (AMAT) 0.1 $480k 1.4k 341.79
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $474k 18k 26.61
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $474k 9.0k 52.64
Packaging Corporation of America (PKG) 0.1 $470k 2.2k 212.22
Caterpillar (CAT) 0.1 $461k 650.00 708.46
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $456k 14k 33.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $452k 1.5k 302.25
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $451k 8.9k 50.37
Godaddy Cl A (GDDY) 0.1 $444k 5.3k 84.24
American Electric Power Company (AEP) 0.1 $439k 3.3k 131.08
Walt Disney Company (DIS) 0.1 $429k 4.4k 96.38
Deere & Company (DE) 0.1 $423k 751.00 563.30
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $420k 25k 17.15
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $407k 20k 20.36
Coca-Cola Company (KO) 0.1 $404k 5.3k 76.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $395k 1.9k 213.67
Micron Technology (MU) 0.1 $380k 1.1k 337.84
Adams Express Company (ADX) 0.1 $374k 17k 21.89
Carecloud (CCLD) 0.1 $370k 101k 3.65
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $368k 14k 26.27
Parker-Hannifin Corporation (PH) 0.1 $367k 410.00 895.24
Costco Wholesale Corporation (COST) 0.1 $362k 363.00 996.43
Vanguard Index Fds Small Cp Etf (VB) 0.1 $359k 1.4k 262.03
Ishares Tr Faln Angls Usd (FALN) 0.1 $354k 13k 26.72
Advanced Micro Devices (AMD) 0.1 $352k 1.7k 203.43
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $351k 5.0k 70.20
McDonald's Corporation (MCD) 0.1 $351k 1.1k 310.79
Spdr Series Trust State Street Spd (SPHY) 0.1 $348k 15k 23.32
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.1 $347k 18k 18.87
Starbucks Corporation (SBUX) 0.1 $345k 3.8k 89.59
Harley-Davidson (HOG) 0.1 $345k 17k 20.22
Wal-Mart Stores (WMT) 0.1 $342k 2.8k 124.28
Darden Restaurants (DRI) 0.1 $338k 1.7k 196.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $336k 3.1k 108.99
Owl Rock Capital Corporation (OBDC) 0.1 $332k 30k 11.06
Ishares Tr U.s. Tech Etf (IYW) 0.1 $330k 1.8k 181.45
Ishares Tr Core Intl Aggr (IAGG) 0.1 $326k 6.5k 50.04
Sonos (SONO) 0.1 $315k 23k 13.52
Becton, Dickinson and (BDX) 0.1 $314k 2.0k 157.23
Vanguard Index Fds Value Etf (VTV) 0.1 $309k 1.6k 196.20
Liberty All Star Equity Sh Ben Int (USA) 0.1 $306k 55k 5.55
W.W. Grainger (GWW) 0.1 $297k 272.00 1090.81
Metropcs Communications (TMUS) 0.1 $295k 1.4k 210.03
Visa Com Cl A (V) 0.1 $294k 973.00 302.24
Lowe's Companies (LOW) 0.1 $292k 1.2k 236.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $291k 666.00 436.79
Emerson Electric (EMR) 0.1 $290k 2.2k 131.02
Dell Technologies CL C (DELL) 0.1 $285k 1.7k 164.13
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $283k 737.00 383.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $282k 2.2k 128.12
Farmers Natl Banc Corp (FMNB) 0.1 $277k 21k 13.16
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.1 $272k 12k 22.07
Carrier Global Corporation (CARR) 0.1 $271k 4.8k 56.31
Fifth Third Ban (FITB) 0.1 $259k 5.6k 46.46
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $259k 1.9k 132.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $249k 776.00 320.81
Valero Energy Corporation (VLO) 0.1 $247k 999.00 247.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $245k 8.4k 29.13
Ishares Tr Msci Eafe Etf (EFA) 0.1 $243k 2.5k 97.13
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $241k 7.9k 30.32
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.1 $236k 6.5k 36.28
Shell Spon Ads (SHEL) 0.1 $230k 2.5k 93.00
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $229k 27k 8.66
Chubb (CB) 0.1 $227k 695.00 325.93
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $212k 1.7k 124.31
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) 0.0 $201k 9.0k 22.38
Cnh Indl N V SHS (CNH) 0.0 $147k 13k 11.00