Mcdonald Partners LLC Top Holdings and 13F Report (2025) About Mcdonald Partners LLCInvestment ActivityMcdonald Partners LLC has $417.08 million in total holdings as of June 30, 2025.Mcdonald Partners LLC owns shares of 248 different stocks, but just 98 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Mcdonald Partners LLC has purchased 240 new stocks and bought additional shares in 93 stocks.Mcdonald Partners LLC sold shares of 93 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $22,527,566Eaton $14,168,728Apple $14,030,533JPMorgan Chase & Co. $10,932,915Berkshire Hathaway $9,213,605 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $1,349,121 Holding921943858 - Vanguard FTSE Developed Markets ETF $812,365 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $438,060 Holding922042858 - Vanguard FTSE Emerging Markets ETF $375,682 Holding922908629 - Vanguard Mid-Cap ETF $360,845 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 13,600 shares (about $1.35M)Vanguard S&P 500 ETF 2,093 shares (about $1.19M)Home Depot 2,451 shares (about $903.70K)Vanguard FTSE Developed Markets ETF 14,249 shares (about $812.37K)Broadcom 2,829 shares (about $780.29K) Largest Sales this Quarter Apple 6,660 shares (about $1.37M)United Parcel Service 5,606 shares (about $567.06K)Exxon Mobil 4,231 shares (about $456.81K)AT&T 13,799 shares (about $399.36K)Johnson Controls International 3,768 shares (about $397.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdonald Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,527,566$33,380 ▼-0.1%45,2175.4%Computer and TechnologyETNEaton$14,168,728$560,480 ▲4.1%39,6893.4%IndustrialsAAPLApple$14,030,533$1,367,711 ▼-8.9%68,3213.4%Computer and TechnologyJPMJPMorgan Chase & Co.$10,932,915$170,351 ▼-1.5%37,6732.6%FinanceBRK.BBerkshire Hathaway$9,213,605$266,202 ▼-2.8%18,9672.2%FinanceRTXRTX$7,301,073$408,068 ▲5.9%49,9361.8%AerospaceVOOVanguard S&P 500 ETF$7,141,274$1,188,887 ▲20.0%12,5721.7%ETFORCLOracle$7,000,105$60,123 ▼-0.9%32,0181.7%Computer and TechnologyNVDANVIDIA$6,903,062$149,311 ▼-2.1%43,6901.7%Computer and TechnologyAVGOBroadcom$6,761,706$780,292 ▲13.0%24,5151.6%Computer and TechnologyAMGNAmgen$5,917,418$23,797 ▲0.4%21,1361.4%MedicalAMZNAmazon.com$5,699,559$70,644 ▲1.3%25,9791.4%Retail/WholesaleHONHoneywell International$5,549,294$4,202 ▼-0.1%23,7701.3%Multi-Sector ConglomeratesPNRPentair$5,453,449$352,345 ▲6.9%53,1191.3%Business ServicesIBMInternational Business Machines$5,270,471$60,013 ▼-1.1%17,8281.3%Computer and TechnologyXOMExxon Mobil$4,962,344$456,805 ▼-8.4%45,9621.2%EnergyIUSGiShares Core S&P U.S. Growth ETF$4,817,7630.0%32,0331.2%ManufacturingSPYSPDR S&P 500 ETF Trust$4,806,878$24,714 ▼-0.5%7,7801.2%FinanceCSCOCisco Systems$4,787,369$186,651 ▲4.1%68,9441.1%Computer and TechnologyCVXChevron$4,707,918$175,456 ▼-3.6%32,8431.1%EnergyGOOGAlphabet$4,613,272$9,948 ▼-0.2%25,9691.1%Computer and TechnologyMETAMeta Platforms$4,602,139$159,256 ▲3.6%6,2131.1%Computer and TechnologyLHXL3Harris Technologies$4,318,058$164,569 ▲4.0%17,1601.0%AerospaceABBVAbbVie$4,254,215$54,765 ▲1.3%22,9161.0%MedicalJNJJohnson & Johnson$4,183,569$21,750 ▼-0.5%27,3141.0%MedicalPSXPhillips 66$3,832,565$28,559 ▼-0.7%32,0730.9%EnergySJMJ. M. Smucker$3,708,684$340,559 ▲10.1%37,7120.9%Consumer StaplesTXNTexas Instruments$3,686,504$44,546 ▲1.2%17,7100.9%Computer and TechnologyHDHome Depot$3,649,467$903,702 ▲32.9%9,8980.9%Retail/WholesaleSHWSherwin-Williams$3,582,876$134,474 ▼-3.6%10,3910.9%Basic MaterialsVZVerizon Communications$3,437,341$54,438 ▼-1.6%79,3700.8%Computer and TechnologyTSCOTractor Supply$3,299,041$43,538 ▼-1.3%62,5140.8%Retail/WholesaleACNAccenture$3,206,112$38,086 ▲1.2%10,6910.8%Computer and TechnologyADBEAdobe$3,197,1770.0%8,2640.8%Computer and TechnologyMARMarriott International$3,130,722$16,393 ▼-0.5%11,4590.8%Consumer DiscretionaryPFEPfizer$2,831,877$26,719 ▲1.0%116,7960.7%MedicalWMTWalmart$2,800,111$116,279 ▼-4.0%28,5600.7%Retail/WholesaleLVSLas Vegas Sands$2,797,456$770,823 ▲38.0%64,2510.7%Consumer DiscretionaryGSThe Goldman Sachs Group$2,783,283$294,467 ▲11.8%3,9320.7%FinanceTMOThermo Fisher Scientific$2,734,432$8,109 ▼-0.3%6,7440.7%MedicalMWAMUELLER WATER PRODUCTS$2,667,719$209,869 ▲8.5%110,9700.6%IndustrialsGILDGilead Sciences$2,568,796$170,980 ▼-6.2%23,1670.6%MedicalNEENextEra Energy$2,478,520$25,948 ▲1.1%35,6290.6%UtilitiesUSBU.S. Bancorp$2,478,123$14,896 ▲0.6%54,7340.6%FinanceQQQInvesco QQQ$2,477,306$44,721 ▲1.8%4,4870.6%FinanceAFLAflac$2,458,396$8,351 ▲0.3%23,2550.6%FinancePEPPepsiCo$2,437,620$56,448 ▼-2.3%18,3960.6%Consumer StaplesPGRProgressive$2,389,198$113,149 ▲5.0%8,9530.6%FinanceCBChubb$2,386,738$32,068 ▲1.4%8,1870.6%FinanceBACBank of America$2,344,339$46,611 ▲2.0%49,4910.6%FinanceXYLXylem$2,225,276$48,742 ▲2.2%17,1660.5%Business ServicesCOSTCostco Wholesale$2,189,140$2,015 ▼-0.1%2,1730.5%Retail/WholesaleABTAbbott Laboratories$2,182,761$21,163 ▼-1.0%15,9870.5%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$2,136,941$84,589 ▼-3.8%22,4080.5%ETFDISWalt Disney$2,128,700$75,585 ▼-3.4%17,1230.5%Consumer DiscretionaryADIAnalog Devices$2,118,452$56,316 ▲2.7%8,8400.5%Computer and TechnologyGWWW.W. Grainger$2,114,373$3,183 ▲0.2%1,9930.5%IndustrialsUPSUnited Parcel Service$2,062,907$567,062 ▼-21.6%20,3940.5%TransportationJEPIJPMorgan Equity Premium Income ETF$2,050,584$115,690 ▲6.0%36,0700.5%ETFEMREmerson Electric$1,999,905$42,708 ▲2.2%14,9380.5%IndustrialsCCitigroup$1,971,328$157,475 ▼-7.4%23,1590.5%Financial ServicesITGartner$1,950,369$40,422 ▼-2.0%4,8250.5%Business ServicesJCIJohnson Controls International$1,923,553$397,976 ▼-17.1%18,2120.5%ConstructionAMDAdvanced Micro Devices$1,846,702$33,063 ▲1.8%13,0140.4%Computer and TechnologyTAT&T$1,822,637$399,361 ▼-18.0%62,9770.4%Computer and TechnologyCOPConocoPhillips$1,814,440$67,754 ▼-3.6%20,1920.4%EnergyHYHyster-Yale$1,808,779$101,003 ▲5.9%45,4690.4%IndustrialsBLACKROCK INC$1,789,384$63,604 ▲3.7%1,6880.4%COMPGProcter & Gamble$1,789,199$27,046 ▼-1.5%11,1800.4%Consumer StaplesLOWLowe's Companies$1,740,580$61,661 ▲3.7%7,7910.4%Retail/WholesaleLINDE PLC$1,728,068$27,430 ▲1.6%3,6540.4%SHSMCDMcDonald's$1,719,905$9,144 ▲0.5%5,8310.4%Retail/WholesaleGDGeneral Dynamics$1,660,433$6,771 ▼-0.4%5,6400.4%AerospaceLITELumentum$1,659,750$19,012 ▼-1.1%17,4600.4%Computer and TechnologyAMTAmerican Tower$1,626,685$12,472 ▲0.8%7,3040.4%FinanceQCOMQUALCOMM$1,621,434$42,204 ▲2.7%10,1810.4%Computer and TechnologyLEADSiren DIVCON Leaders Dividend ETF$1,593,849$40,452 ▲2.6%22,1830.4%ETFROKURoku$1,590,813$17,578 ▼-1.1%18,1000.4%Consumer DiscretionaryJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,588,317$13,491 ▲0.9%29,1970.4%ETFHBANHuntington Bancshares$1,570,529$68,448 ▲4.6%93,7070.4%FinanceCFBKCF Bankshares$1,537,6990.0%64,1510.4%FinanceGOOGLAlphabet$1,456,238$174,868 ▼-10.7%8,2610.3%Computer and TechnologyCRWDCrowdStrike$1,435,239$22,919 ▲1.6%2,8180.3%Computer and TechnologyAPDAir Products and Chemicals$1,417,927$36,811 ▲2.7%4,9690.3%Basic MaterialsNDSNNordson$1,404,123$5,359 ▼-0.4%6,5500.3%IndustrialsNFLXNetflix$1,391,357$132,574 ▼-8.7%1,0390.3%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$1,372,8490.0%14,6250.3%ETFADPAutomatic Data Processing$1,355,869$5,299 ▲0.4%4,3500.3%Computer and TechnologyWDFCWD-40$1,349,6120.0%5,9170.3%Consumer StaplesCMICummins$1,349,303$751,614 ▲125.8%4,1200.3%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$1,349,121$1,349,121 ▲New Holding13,6000.3%FinancePNCThe PNC Financial Services Group$1,328,603$193,902 ▼-12.7%7,1260.3%FinanceITWIllinois Tool Works$1,306,991$53,158 ▲4.2%5,2370.3%IndustrialsFCXFreeport-McMoRan$1,304,190$240,593 ▲22.6%30,0850.3%Basic MaterialsAMBAAmbarella$1,271,510$13,213 ▼-1.0%19,2460.3%Computer and TechnologyMDTMedtronic$1,261,189$101,894 ▲8.8%14,3950.3%MedicalPMPhilip Morris International$1,257,603$182 ▲0.0%6,9040.3%Consumer StaplesMSIMotorola Solutions$1,239,3040.0%2,9470.3%Computer and TechnologyMDLZMondelez International$1,184,657$22,258 ▲1.9%17,5110.3%Consumer StaplesSPGIS&P Global$1,184,450$26,167 ▲2.3%2,2180.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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