Filed: 8/12/2025ACC: 0001172661-25-003063
📋 What this filing means
MCDONALD PARTNERS LLC filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $417.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
248
Positions
$417.08M
Total AUM (reported)
4.25M
Total Shares
Allocation by class
COM$273.26M65.5%
SHS$26.85M6.4%
CL A$17.35M4.2%
COM NEW$11.59M2.8%
CL B NEW$9.21M2.2%
S&P 500 ETF SHS$7.14M1.7%
CORE S&P US GWT$4.82M1.2%
Portfolio Concentration
Top 3$50.73M12.2%
4–10$55.25M13.2%
11–25$73.94M17.7%
Rest$237.16M56.9%
Top 3 weight
12.2%
Top 10 weight
25.4%
Voting Authority Distribution
Total shares with voting rights: 4.25M
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
4.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole248
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings248
Rows:
MICROSOFT CORP
SOLEShares45.22K
TypeSH
Market value$22.53M
5.40%
Sole
0.00
Shared
0.00
None
45.22K
EATON CORP PLC
SOLEShares39.69K
TypeSH
Market value$14.17M
3.40%
Sole
0.00
Shared
0.00
None
39.69K
APPLE INC
SOLEShares68.32K
TypeSH
Market value$14.03M
3.36%
Sole
0.00
Shared
0.00
None
68.32K
JPMORGAN CHASE & CO.
SOLEShares37.67K
TypeSH
Market value$10.93M
2.62%
Sole
0.00
Shared
0.00
None
37.67K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.97K
TypeSH
Market value$9.21M
2.21%
Sole
0.00
Shared
0.00
None
18.97K
RTX CORPORATION
SOLEShares49.94K
TypeSH
Market value$7.30M
1.75%
Sole
0.00
Shared
0.00
None
49.94K
VANGUARD INDEX FDS
SOLEShares12.57K
TypeSH
Market value$7.14M
1.71%
Sole
0.00
Shared
0.00
None
12.57K
ORACLE CORP
SOLEShares32.02K
TypeSH
Market value$7.00M
1.68%
Sole
0.00
Shared
0.00
None
32.02K
NVIDIA CORPORATION
SOLEShares43.69K
TypeSH
Market value$6.90M
1.66%
Sole
0.00
Shared
0.00
None
43.69K
BROADCOM INC
SOLEShares24.52K
TypeSH
Market value$6.76M
1.62%
Sole
0.00
Shared
0.00
None
24.52K
AMGEN INC
SOLEShares21.14K
TypeSH
Market value$5.92M
1.42%
Sole
0.00
Shared
0.00
None
21.14K
AMAZON COM INC
SOLEShares25.98K
TypeSH
Market value$5.70M
1.37%
Sole
0.00
Shared
0.00
None
25.98K
HONEYWELL INTL INC
SOLEShares23.77K
TypeSH
Market value$5.55M
1.33%
Sole
0.00
Shared
0.00
None
23.77K
PENTAIR PLC
SOLEShares53.12K
TypeSH
Market value$5.45M
1.31%
Sole
0.00
Shared
0.00
None
53.12K
INTERNATIONAL BUSINESS MACHS
SOLEShares17.83K
TypeSH
Market value$5.27M
1.26%
Sole
0.00
Shared
0.00
None
17.83K
EXXON MOBIL CORP
SOLEShares45.96K
TypeSH
Market value$4.96M
1.19%
Sole
0.00
Shared
0.00
None
45.96K
ISHARES TR
SOLEShares32.03K
TypeSH
Market value$4.82M
1.16%
Sole
0.00
Shared
0.00
None
32.03K
SPDR S&P 500 ETF TR
SOLEShares7.78K
TypeSH
Market value$4.81M
1.15%
Sole
0.00
Shared
0.00
None
7.78K
CISCO SYS INC
SOLEShares68.94K
TypeSH
Market value$4.79M
1.15%
Sole
0.00
Shared
0.00
None
68.94K
CHEVRON CORP NEW
SOLEShares32.84K
TypeSH
Market value$4.71M
1.13%
Sole
0.00
Shared
0.00
None
32.84K
ALPHABET INC
SOLEShares25.97K
TypeSH
Market value$4.61M
1.11%
Sole
0.00
Shared
0.00
None
25.97K
META PLATFORMS INC
SOLEShares6.21K
TypeSH
Market value$4.60M
1.10%
Sole
0.00
Shared
0.00
None
6.21K
L3HARRIS TECHNOLOGIES INC
SOLEShares17.16K
TypeSH
Market value$4.32M
1.04%
Sole
0.00
Shared
0.00
None
17.16K
ABBVIE INC
SOLEShares22.92K
TypeSH
Market value$4.25M
1.02%
Sole
0.00
Shared
0.00
None
22.92K
JOHNSON & JOHNSON
SOLEShares27.31K
TypeSH
Market value$4.18M
1.00%
Sole
0.00
Shared
0.00
None
27.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 45.22K | SH | $22.53M 5.40% | 0.00 | 0.00 | 45.22K |
EATON CORP PLCSOLE | SHS | 39.69K | SH | $14.17M 3.40% | 0.00 | 0.00 | 39.69K |
APPLE INCSOLE | COM | 68.32K | SH | $14.03M 3.36% | 0.00 | 0.00 | 68.32K |
JPMORGAN CHASE & CO.SOLE | COM | 37.67K | SH | $10.93M 2.62% | 0.00 | 0.00 | 37.67K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.97K | SH | $9.21M 2.21% | 0.00 | 0.00 | 18.97K |
RTX CORPORATIONSOLE | COM | 49.94K | SH | $7.30M 1.75% | 0.00 | 0.00 | 49.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.57K | SH | $7.14M 1.71% | 0.00 | 0.00 | 12.57K |
ORACLE CORPSOLE | COM | 32.02K | SH | $7.00M 1.68% | 0.00 | 0.00 | 32.02K |
NVIDIA CORPORATIONSOLE | COM | 43.69K | SH | $6.90M 1.66% | 0.00 | 0.00 | 43.69K |
BROADCOM INCSOLE | COM | 24.52K | SH | $6.76M 1.62% | 0.00 | 0.00 | 24.52K |
AMGEN INCSOLE | COM | 21.14K | SH | $5.92M 1.42% | 0.00 | 0.00 | 21.14K |
AMAZON COM INCSOLE | COM | 25.98K | SH | $5.70M 1.37% | 0.00 | 0.00 | 25.98K |
HONEYWELL INTL INCSOLE | COM | 23.77K | SH | $5.55M 1.33% | 0.00 | 0.00 | 23.77K |
PENTAIR PLCSOLE | SHS | 53.12K | SH | $5.45M 1.31% | 0.00 | 0.00 | 53.12K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 17.83K | SH | $5.27M 1.26% | 0.00 | 0.00 | 17.83K |
EXXON MOBIL CORPSOLE | COM | 45.96K | SH | $4.96M 1.19% | 0.00 | 0.00 | 45.96K |
ISHARES TRSOLE | CORE S&P US GWT | 32.03K | SH | $4.82M 1.16% | 0.00 | 0.00 | 32.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.78K | SH | $4.81M 1.15% | 0.00 | 0.00 | 7.78K |
CISCO SYS INCSOLE | COM | 68.94K | SH | $4.79M 1.15% | 0.00 | 0.00 | 68.94K |
CHEVRON CORP NEWSOLE | COM | 32.84K | SH | $4.71M 1.13% | 0.00 | 0.00 | 32.84K |
ALPHABET INCSOLE | CAP STK CL C | 25.97K | SH | $4.61M 1.11% | 0.00 | 0.00 | 25.97K |
META PLATFORMS INCSOLE | CL A | 6.21K | SH | $4.60M 1.10% | 0.00 | 0.00 | 6.21K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 17.16K | SH | $4.32M 1.04% | 0.00 | 0.00 | 17.16K |
ABBVIE INCSOLE | COM | 22.92K | SH | $4.25M 1.02% | 0.00 | 0.00 | 22.92K |
JOHNSON & JOHNSONSOLE | COM | 27.31K | SH | $4.18M 1.00% | 0.00 | 0.00 | 27.31K |
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