Mcdonald Partners LLC Top Holdings and 13F Report (2026)

About Mcdonald Partners LLC

Investment Activity

Mcdonald Partners LLC has $424.02 million in total holdings as of March 31, 2026.
Mcdonald Partners LLC owns shares of 208 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 26.94% of the portfolio was purchased this quarter.
About 2.11% of the portfolio was sold this quarter.
This quarter, Mcdonald Partners LLC has purchased 204 new stocks and bought additional shares in 87 stocks.
Mcdonald Partners LLC sold shares of 62 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $15,348,789
Microsoft: $13,542,513
Eaton: $13,465,902
JPMorgan Chase & Co.: $12,242,106
Lumentum: $11,711,495

Largest New Holdings this Quarter

883203101 - Textron: $4,465,560 Holding
988498101 - Yum! Brands: $3,742,093 Holding
773903109 - Rockwell Automation: $3,588,800 Holding
79466L302 - Salesforce: $2,329,082 Holding
674599105 - Occidental Petroleum: $1,964,625 Holding

Largest Purchases this Quarter

Alphabet: 18,778 shares (about $5.40M)
Bristol Myers Squibb: 83,160 shares (about $5.04M)
Phillips 66: 27,026 shares (about $4.92M)
ExxonMobil: 27,550 shares (about $4.67M)
ConocoPhillips: 35,408 shares (about $4.67M)

Largest Sales this Quarter

NVIDIA: 2,938 shares (about $512.39K)
RTX: 2,477 shares (about $477.82K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 4,000 shares (about $435.96K)
SPDR S&P 500 ETF Trust: 564 shares (about $366.83K)
Cummins: 642 shares (about $345.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$15,348,789	$4,485,253 â–²	41.3%	60,478	3.6%	Computer and Technology
MSFT Microsoft	$13,542,513	$2,536,122 â–²	23.0%	36,594	3.2%	Computer and Technology
ETN Eaton	$13,465,902	$202,089 â–²	1.5%	37,648	3.2%	Industrials
JPM JPMorgan Chase & Co.	$12,242,106	$3,603,180 â–²	41.7%	41,617	2.9%	Finance
LITE Lumentum	$11,711,495	$108,928 â–¼	-0.9%	16,665	2.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$10,333,030	$2,562,940 â–²	33.0%	17,292	2.4%	ETF
ABBV AbbVie	$8,785,074	$4,442,451 â–²	102.3%	40,393	2.1%	Medical
BRK.B Berkshire Hathaway	$8,645,247	$172,023 â–¼	-2.0%	17,841	2.0%	Finance
PSX Phillips 66	$8,214,498	$4,923,598 â–²	149.6%	45,090	1.9%	Energy
XOM ExxonMobil	$7,826,673	$4,674,185 â–²	148.3%	46,131	1.8%	Energy
C Citigroup	$7,426,087	$4,473,458 â–²	151.5%	65,480	1.8%	Financial Services
GOOGL Alphabet	$7,408,408	$5,399,801 â–²	268.8%	25,763	1.7%	Computer and Technology
RTX RTX	$7,135,447	$477,818 â–¼	-6.3%	36,990	1.7%	Aerospace
JNJ Johnson & Johnson	$7,117,903	$3,089,745 â–²	76.7%	29,119	1.7%	Medical
IBM International Business Machines	$6,744,305	$3,483,895 â–²	106.9%	27,824	1.6%	Computer and Technology
BMY Bristol Myers Squibb	$6,634,443	$5,043,654 â–²	317.1%	109,389	1.6%	Medical
AMZN Amazon.com	$6,283,922	$3,986,496 â–²	173.5%	30,172	1.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$6,074,819	$2,841,043 â–²	87.9%	12,359	1.4%	Medical
GOOG Alphabet	$5,811,497	$3,743,236 â–²	181.0%	20,259	1.4%	Computer and Technology
COP ConocoPhillips	$5,768,796	$4,673,856 â–²	426.9%	43,703	1.4%	Energy
AMGN Amgen	$5,637,341	$16,537 â–¼	-0.3%	16,022	1.3%	Medical
AVGO Broadcom	$5,183,983	$560,832 â–²	12.1%	16,749	1.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,060,773	$366,826 â–¼	-6.8%	7,781	1.2%	Finance
PNR Pentair	$4,979,513	$312,803 â–²	6.7%	57,213	1.2%	Business Services
IUSG iShares Core S&P U.S. Growth ETF	$4,963,520	$5,119 â–¼	-0.1%	32,000	1.2%	Manufacturing
MWA Mueller Water Products	$4,904,079	$718,864 â–²	17.2%	178,395	1.2%	Industrials
NVDA NVIDIA	$4,664,677	$512,387 â–¼	-9.9%	26,747	1.1%	Computer and Technology
TXT Textron	$4,465,560	$4,465,560 â–²	New Holding	51,000	1.1%	Aerospace
CVX Chevron	$4,352,922	$98,695 â–¼	-2.2%	21,038	1.0%	Energy
HON Honeywell International	$4,345,663	$58,768 â–¼	-1.3%	19,226	1.0%	Multi-Sector Conglomerates
LHX L3Harris Technologies	$4,271,967	$1,035 â–¼	0.0%	12,377	1.0%	Aerospace
BAC Bank of America	$4,156,634	$3,666,012 â–²	747.2%	85,264	1.0%	Finance
GE GE Aerospace	$4,097,355	$3,500,587 â–²	586.6%	14,439	1.0%	Aerospace
ORCL Oracle	$4,084,803	$84,588 â–²	2.1%	27,767	1.0%	Computer and Technology
GILD Gilead Sciences	$3,804,817	$138,813 â–¼	-3.5%	27,300	0.9%	Medical
YUM Yum! Brands	$3,742,093	$3,742,093 â–²	New Holding	24,068	0.9%	Retail/Wholesale
MAR Marriott International	$3,708,320	$40,884 â–¼	-1.1%	11,338	0.9%	Consumer Discretionary
ROK Rockwell Automation	$3,588,800	$3,588,800 â–²	New Holding	10,000	0.8%	Computer and Technology
SJM J. M. Smucker	$3,351,386	$956,106 â–²	39.9%	34,751	0.8%	Consumer Staples
CSCO Cisco Systems	$3,276,736	$167,208 â–¼	-4.9%	42,231	0.8%	Computer and Technology
GS The Goldman Sachs Group	$3,213,070	$12,690 â–¼	-0.4%	3,798	0.8%	Finance
PGR Progressive	$3,156,179	$764,017 â–²	31.9%	15,921	0.7%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,992,097	$1,268,571 â–²	73.6%	30,141	0.7%	Finance
CRH PLC	$2,949,667	$311,592 â–¼	-9.6%	28,210	0.7%	ORD
TSCO Tractor Supply	$2,919,585	$157,418 â–²	5.7%	64,450	0.7%	Retail/Wholesale
PFE Pfizer	$2,879,684	$216,948 â–²	8.1%	102,552	0.7%	Medical
HD Home Depot	$2,772,872	$587,069 â–²	26.9%	8,431	0.7%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$2,595,459	$1,493,912 â–²	135.6%	40,503	0.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,525,094	$203,368 â–²	8.8%	44,550	0.6%	ETF
QQQ Invesco QQQ	$2,338,156	$1,732 â–¼	-0.1%	4,051	0.6%	Finance
CRM Salesforce	$2,329,082	$2,329,082 â–²	New Holding	12,477	0.5%	Computer and Technology
FCX Freeport-McMoRan	$2,305,998	$36,620 â–²	1.6%	39,231	0.5%	Basic Materials
RPM RPM International	$2,295,146	$341,936 â–²	17.5%	23,090	0.5%	Basic Materials
TXN Texas Instruments	$2,243,288		0.0%	11,555	0.5%	Computer and Technology
JSMD Small/Mid Cap Growth Alpha ETF	$2,192,559	$1,396,823 â–²	175.5%	27,631	0.5%	Manufacturing
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,145,796	$24,478 â–¼	-1.1%	21,916	0.5%	ETF
LAM RESEARCH CORP	$2,051,136	$64,098 â–¼	-3.0%	9,600	0.5%	COM NEW
J P MORGAN EXCHANGE TRADED F	$1,993,385	$938,917 â–²	89.0%	31,190	0.5%	HEDGED EQUITY LA
OXY Occidental Petroleum	$1,964,625	$1,964,625 â–²	New Holding	30,225	0.5%	Energy
CMI Cummins	$1,951,399	$345,409 â–¼	-15.0%	3,627	0.5%	Auto/Tires/Trucks
QNITY ELECTRONICS INC	$1,928,692	$1,468,557 â–²	319.2%	16,716	0.5%	COMMON STOCK
ADBE Adobe	$1,914,012	$4,375 â–¼	-0.2%	7,874	0.5%	Computer and Technology
BLACKROCK ETF TRUST	$1,908,616	$1,908,616 â–²	New Holding	52,848	0.5%	ISHARES LARGE CA
NDSN Nordson	$1,886,365	$43,900 â–²	2.4%	7,090	0.4%	Industrials
JIRE JPMorgan International Research Enhanced Equity ETF	$1,880,455	$1,495,835 â–²	388.9%	24,827	0.4%	ETF
USMC Principal U.S. Mega-Cap ETF	$1,794,897	$1,376,480 â–²	329.0%	27,909	0.4%	Manufacturing
FERGUSON ENTERPRISES INC	$1,779,774	$2,313 â–²	0.1%	7,695	0.4%	COMMON STOCK NEW
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,754,765	$130,639 â–¼	-6.9%	31,606	0.4%	ETF
JCI Johnson Controls International	$1,727,754	$32,214 â–²	1.9%	13,194	0.4%	Construction
ROKU Roku	$1,726,815	$52,041 â–²	3.1%	18,250	0.4%	Consumer Discretionary
MRK Merck & Co., Inc.	$1,717,440	$5,534 â–²	0.3%	14,277	0.4%	Medical
T AT&T	$1,674,902	$299,033 â–²	21.7%	57,775	0.4%	Computer and Technology
CFBK CF Bankshares	$1,658,608		0.0%	59,427	0.4%	Finance
HBAN Huntington Bancshares	$1,648,168	$248,836 â–¼	-13.1%	105,314	0.4%	Finance
DD DuPont de Nemours	$1,586,064	$945,410 â–²	147.6%	34,630	0.4%	Basic Materials
USB U.S. Bancorp	$1,583,534	$118,950 â–¼	-7.0%	30,446	0.4%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$1,555,949	$603,587 â–²	63.4%	18,844	0.4%	Manufacturing
J P MORGAN EXCHANGE TRADED F	$1,553,309	$907,477 â–²	140.5%	28,888	0.4%	ACTIVE BOND ETF
PNC The PNC Financial Services Group	$1,546,317	$55,352 â–²	3.7%	7,431	0.4%	Finance
LEAD Siren DIVCON Leaders Dividend ETF	$1,485,620	$104,313 â–¼	-6.6%	19,369	0.4%	ETF
HY Hyster-Yale	$1,451,771	$139,338 â–²	10.6%	44,656	0.3%	Industrials
ACN Accenture	$1,446,922	$3,173 â–²	0.2%	7,297	0.3%	Computer and Technology
CALAMOS ETF TR	$1,425,488	$42,788 â–²	3.1%	56,702	0.3%	AUTOCALLABLE INC
UPS United Parcel Service	$1,409,392	$18,987 â–¼	-1.3%	14,326	0.3%	Transportation
MPC Marathon Petroleum	$1,347,285	$12,210 â–¼	-0.9%	5,517	0.3%	Energy
USMV iShares MSCI USA Min Vol Factor ETF	$1,344,730		0.0%	14,500	0.3%	ETF
VRT Vertiv	$1,320,055	$85,949 â–²	7.0%	5,268	0.3%	Computer and Technology
VNLA Janus Henderson Short Duration Income ETF	$1,281,285	$868,799 â–²	210.6%	26,223	0.3%	ETF
NEE NextEra Energy	$1,252,487	$8,916 â–¼	-0.7%	13,485	0.3%	Utilities
QCOM Qualcomm	$1,241,697	$91,434 â–¼	-6.9%	9,642	0.3%	Computer and Technology
PEP PepsiCo	$1,199,928	$58,389 â–¼	-4.6%	7,727	0.3%	Consumer Staples
KEY KeyCorp	$1,193,577	$49,820 â–²	4.4%	62,530	0.3%	Finance
MSI Motorola Solutions	$1,189,078	$21,699 â–¼	-1.8%	2,740	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$1,180,173	$711,487 â–²	151.8%	21,834	0.3%	ETF
GLW Corning	$1,156,969		0.0%	8,509	0.3%	Computer and Technology
WDFC WD-40	$1,155,728		0.0%	5,667	0.3%	Consumer Staples
XYL Xylem	$1,150,546	$22,705 â–¼	-1.9%	9,628	0.3%	Business Services
COLUMBIA ETF TR I	$1,149,194	$302,215 â–²	35.7%	23,382	0.3%	US EQUITY INCOME
VZ Verizon Communications	$1,125,333	$27,710 â–¼	-2.4%	22,417	0.3%	Computer and Technology
NFLX Netflix	$1,088,899	$62,498 â–¼	-5.4%	11,325	0.3%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Mcdonald Partners LLC Top Holdings and 13F Report (2026)

About Mcdonald Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mcdonald Partners LLC Top Holdings and 13F Report (2026)

About Mcdonald Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMcdonald Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools