Filed: 5/15/2025ACC: 0001172661-25-002211
📋 What this filing means
MCDONALD PARTNERS LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $383.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$383.95M
Total AUM (reported)
4.24M
Total Shares
Allocation by class
COM$256.93M66.9%
SHS$21.46M5.6%
CL A$15.26M4.0%
COM NEW$11.24M2.9%
CL B NEW$10.39M2.7%
S&P 500 ETF SHS$5.39M1.4%
CL B$4.97M1.3%
Portfolio Concentration
Top 3$44.09M11.5%
4–10$49.65M12.9%
11–25$65.88M17.2%
Rest$224.33M58.4%
Top 3 weight
11.5%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 4.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings240
Rows:
MICROSOFT CORP
SOLEShares45.28K
TypeSH
Market value$17.03M
4.43%
Sole
0.00
Shared
0.00
None
45.28K
APPLE INC
SOLEShares74.98K
TypeSH
Market value$16.67M
4.34%
Sole
0.00
Shared
0.00
None
74.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.52K
TypeSH
Market value$10.39M
2.71%
Sole
0.00
Shared
0.00
None
19.52K
EATON CORP PLC
SOLEShares38.12K
TypeSH
Market value$10.36M
2.70%
Sole
0.00
Shared
0.00
None
38.12K
JPMORGAN CHASE & CO.
SOLEShares38.26K
TypeSH
Market value$9.39M
2.45%
Sole
0.00
Shared
0.00
None
38.26K
AMGEN INC
SOLEShares21.05K
TypeSH
Market value$6.58M
1.71%
Sole
0.00
Shared
0.00
None
21.05K
RTX CORPORATION
SOLEShares47.15K
TypeSH
Market value$6.25M
1.63%
Sole
0.00
Shared
0.00
None
47.15K
EXXON MOBIL CORP
SOLEShares50.19K
TypeSH
Market value$5.98M
1.56%
Sole
0.00
Shared
0.00
None
50.19K
CHEVRON CORP NEW
SOLEShares34.07K
TypeSH
Market value$5.70M
1.49%
Sole
0.00
Shared
0.00
None
34.07K
VANGUARD INDEX FDS
SOLEShares10.48K
TypeSH
Market value$5.39M
1.40%
Sole
0.00
Shared
0.00
None
10.48K
HONEYWELL INTL INC
SOLEShares23.79K
TypeSH
Market value$5.05M
1.32%
Sole
0.00
Shared
0.00
None
23.79K
AMAZON COM INC
SOLEShares25.66K
TypeSH
Market value$4.88M
1.27%
Sole
0.00
Shared
0.00
None
25.66K
NVIDIA CORPORATION
SOLEShares44.63K
TypeSH
Market value$4.84M
1.26%
Sole
0.00
Shared
0.00
None
44.63K
ABBVIE INC
SOLEShares22.62K
TypeSH
Market value$4.74M
1.23%
Sole
0.00
Shared
0.00
None
22.62K
JOHNSON & JOHNSON
SOLEShares27.46K
TypeSH
Market value$4.57M
1.19%
Sole
0.00
Shared
0.00
None
27.46K
ORACLE CORP
SOLEShares32.29K
TypeSH
Market value$4.51M
1.18%
Sole
0.00
Shared
0.00
None
32.29K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.03K
TypeSH
Market value$4.50M
1.17%
Sole
0.00
Shared
0.00
None
18.03K
SPDR S&P 500 ETF TR
SOLEShares7.82K
TypeSH
Market value$4.37M
1.14%
Sole
0.00
Shared
0.00
None
7.82K
PENTAIR PLC
SOLEShares49.69K
TypeSH
Market value$4.35M
1.13%
Sole
0.00
Shared
0.00
None
49.69K
CISCO SYS INC
SOLEShares66.26K
TypeSH
Market value$4.09M
1.07%
Sole
0.00
Shared
0.00
None
66.26K
ALPHABET INC
SOLEShares26.02K
TypeSH
Market value$4.07M
1.06%
Sole
0.00
Shared
0.00
None
26.02K
ISHARES TR
SOLEShares32.03K
TypeSH
Market value$4.07M
1.06%
Sole
0.00
Shared
0.00
None
32.03K
SMUCKER J M CO
SOLEShares34.25K
TypeSH
Market value$4.06M
1.06%
Sole
0.00
Shared
0.00
None
34.25K
PHILLIPS 66
SOLEShares32.31K
TypeSH
Market value$4.00M
1.04%
Sole
0.00
Shared
0.00
None
32.31K
SHERWIN WILLIAMS CO
SOLEShares10.78K
TypeSH
Market value$3.78M
0.98%
Sole
0.00
Shared
0.00
None
10.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 45.28K | SH | $17.03M 4.43% | 0.00 | 0.00 | 45.28K |
APPLE INCSOLE | COM | 74.98K | SH | $16.67M 4.34% | 0.00 | 0.00 | 74.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.52K | SH | $10.39M 2.71% | 0.00 | 0.00 | 19.52K |
EATON CORP PLCSOLE | SHS | 38.12K | SH | $10.36M 2.70% | 0.00 | 0.00 | 38.12K |
JPMORGAN CHASE & CO.SOLE | COM | 38.26K | SH | $9.39M 2.45% | 0.00 | 0.00 | 38.26K |
AMGEN INCSOLE | COM | 21.05K | SH | $6.58M 1.71% | 0.00 | 0.00 | 21.05K |
RTX CORPORATIONSOLE | COM | 47.15K | SH | $6.25M 1.63% | 0.00 | 0.00 | 47.15K |
EXXON MOBIL CORPSOLE | COM | 50.19K | SH | $5.98M 1.56% | 0.00 | 0.00 | 50.19K |
CHEVRON CORP NEWSOLE | COM | 34.07K | SH | $5.70M 1.49% | 0.00 | 0.00 | 34.07K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.48K | SH | $5.39M 1.40% | 0.00 | 0.00 | 10.48K |
HONEYWELL INTL INCSOLE | COM | 23.79K | SH | $5.05M 1.32% | 0.00 | 0.00 | 23.79K |
AMAZON COM INCSOLE | COM | 25.66K | SH | $4.88M 1.27% | 0.00 | 0.00 | 25.66K |
NVIDIA CORPORATIONSOLE | COM | 44.63K | SH | $4.84M 1.26% | 0.00 | 0.00 | 44.63K |
ABBVIE INCSOLE | COM | 22.62K | SH | $4.74M 1.23% | 0.00 | 0.00 | 22.62K |
JOHNSON & JOHNSONSOLE | COM | 27.46K | SH | $4.57M 1.19% | 0.00 | 0.00 | 27.46K |
ORACLE CORPSOLE | COM | 32.29K | SH | $4.51M 1.18% | 0.00 | 0.00 | 32.29K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.03K | SH | $4.50M 1.17% | 0.00 | 0.00 | 18.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.82K | SH | $4.37M 1.14% | 0.00 | 0.00 | 7.82K |
PENTAIR PLCSOLE | SHS | 49.69K | SH | $4.35M 1.13% | 0.00 | 0.00 | 49.69K |
CISCO SYS INCSOLE | COM | 66.26K | SH | $4.09M 1.07% | 0.00 | 0.00 | 66.26K |
ALPHABET INCSOLE | CAP STK CL C | 26.02K | SH | $4.07M 1.06% | 0.00 | 0.00 | 26.02K |
ISHARES TRSOLE | CORE S&P US GWT | 32.03K | SH | $4.07M 1.06% | 0.00 | 0.00 | 32.03K |
SMUCKER J M COSOLE | COM NEW | 34.25K | SH | $4.06M 1.06% | 0.00 | 0.00 | 34.25K |
PHILLIPS 66SOLE | COM | 32.31K | SH | $4.00M 1.04% | 0.00 | 0.00 | 32.31K |
SHERWIN WILLIAMS COSOLE | COM | 10.78K | SH | $3.78M 0.98% | 0.00 | 0.00 | 10.78K |
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