Filed: 11/12/2025ACC: 0001172661-25-004722
📋 What this filing means
MCDONALD PARTNERS LLC filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $335.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
223
Positions
$335.02M
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$201.21M60.1%
SHS$24.60M7.3%
COM NEW$11.29M3.4%
CL A$10.25M3.1%
CL B NEW$9.46M2.8%
S&P 500 ETF SHS$7.88M2.4%
CORE S&P US GWT$5.27M1.6%
Portfolio Concentration
Top 3$42.97M12.8%
4–10$53.14M15.9%
11–25$63.13M18.8%
Rest$175.78M52.5%
Top 3 weight
12.8%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 3.28M
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
3.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole223
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings223
Rows:
MICROSOFT CORP
SOLEShares31.92K
TypeSH
Market value$16.53M
4.94%
Sole
0.00
Shared
0.00
None
31.92K
EATON CORP PLC
SOLEShares38.70K
TypeSH
Market value$14.48M
4.32%
Sole
0.00
Shared
0.00
None
38.70K
APPLE INC
SOLEShares46.94K
TypeSH
Market value$11.95M
3.57%
Sole
0.00
Shared
0.00
None
46.94K
JPMORGAN CHASE & CO.
SOLEShares30.95K
TypeSH
Market value$9.76M
2.91%
Sole
0.00
Shared
0.00
None
30.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.82K
TypeSH
Market value$9.46M
2.82%
Sole
0.00
Shared
0.00
None
18.82K
ORACLE CORP
SOLEShares29.25K
TypeSH
Market value$8.23M
2.46%
Sole
0.00
Shared
0.00
None
29.25K
VANGUARD INDEX FDS
SOLEShares12.87K
TypeSH
Market value$7.88M
2.35%
Sole
0.00
Shared
0.00
None
12.87K
RTX CORPORATION
SOLEShares38.45K
TypeSH
Market value$6.43M
1.92%
Sole
0.00
Shared
0.00
None
38.45K
PENTAIR PLC
SOLEShares51.59K
TypeSH
Market value$5.71M
1.71%
Sole
0.00
Shared
0.00
None
51.59K
NVIDIA CORPORATION
SOLEShares30.30K
TypeSH
Market value$5.65M
1.69%
Sole
0.00
Shared
0.00
None
30.30K
BROADCOM INC
SOLEShares16.56K
TypeSH
Market value$5.46M
1.63%
Sole
0.00
Shared
0.00
None
16.56K
ISHARES TR
SOLEShares32.03K
TypeSH
Market value$5.27M
1.57%
Sole
0.00
Shared
0.00
None
32.03K
SPDR S&P 500 ETF TR
SOLEShares7.82K
TypeSH
Market value$5.21M
1.56%
Sole
0.00
Shared
0.00
None
7.82K
AMGEN INC
SOLEShares17.67K
TypeSH
Market value$4.99M
1.49%
Sole
0.00
Shared
0.00
None
17.67K
ABBVIE INC
SOLEShares19.59K
TypeSH
Market value$4.54M
1.35%
Sole
0.00
Shared
0.00
None
19.59K
HONEYWELL INTL INC
SOLEShares21.08K
TypeSH
Market value$4.44M
1.32%
Sole
0.00
Shared
0.00
None
21.08K
CHEVRON CORP NEW
SOLEShares26.93K
TypeSH
Market value$4.18M
1.25%
Sole
0.00
Shared
0.00
None
26.93K
L3HARRIS TECHNOLOGIES INC
SOLEShares13.52K
TypeSH
Market value$4.13M
1.23%
Sole
0.00
Shared
0.00
None
13.52K
INTERNATIONAL BUSINESS MACHS
SOLEShares14.54K
TypeSH
Market value$4.10M
1.22%
Sole
0.00
Shared
0.00
None
14.54K
JOHNSON & JOHNSON
SOLEShares19.66K
TypeSH
Market value$3.65M
1.09%
Sole
0.00
Shared
0.00
None
19.66K
HOME DEPOT INC
SOLEShares8.89K
TypeSH
Market value$3.60M
1.08%
Sole
0.00
Shared
0.00
None
8.89K
TRACTOR SUPPLY CO
SOLEShares63.18K
TypeSH
Market value$3.59M
1.07%
Sole
0.00
Shared
0.00
None
63.18K
CISCO SYS INC
SOLEShares49.76K
TypeSH
Market value$3.40M
1.02%
Sole
0.00
Shared
0.00
None
49.76K
CRH PLC
SOLEShares27.49K
TypeSH
Market value$3.30M
0.98%
Sole
0.00
Shared
0.00
None
27.49K
THERMO FISHER SCIENTIFIC INC
SOLEShares6.74K
TypeSH
Market value$3.27M
0.98%
Sole
0.00
Shared
0.00
None
6.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 31.92K | SH | $16.53M 4.94% | 0.00 | 0.00 | 31.92K |
EATON CORP PLCSOLE | SHS | 38.70K | SH | $14.48M 4.32% | 0.00 | 0.00 | 38.70K |
APPLE INCSOLE | COM | 46.94K | SH | $11.95M 3.57% | 0.00 | 0.00 | 46.94K |
JPMORGAN CHASE & CO.SOLE | COM | 30.95K | SH | $9.76M 2.91% | 0.00 | 0.00 | 30.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.82K | SH | $9.46M 2.82% | 0.00 | 0.00 | 18.82K |
ORACLE CORPSOLE | COM | 29.25K | SH | $8.23M 2.46% | 0.00 | 0.00 | 29.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.87K | SH | $7.88M 2.35% | 0.00 | 0.00 | 12.87K |
RTX CORPORATIONSOLE | COM | 38.45K | SH | $6.43M 1.92% | 0.00 | 0.00 | 38.45K |
PENTAIR PLCSOLE | SHS | 51.59K | SH | $5.71M 1.71% | 0.00 | 0.00 | 51.59K |
NVIDIA CORPORATIONSOLE | COM | 30.30K | SH | $5.65M 1.69% | 0.00 | 0.00 | 30.30K |
BROADCOM INCSOLE | COM | 16.56K | SH | $5.46M 1.63% | 0.00 | 0.00 | 16.56K |
ISHARES TRSOLE | CORE S&P US GWT | 32.03K | SH | $5.27M 1.57% | 0.00 | 0.00 | 32.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.82K | SH | $5.21M 1.56% | 0.00 | 0.00 | 7.82K |
AMGEN INCSOLE | COM | 17.67K | SH | $4.99M 1.49% | 0.00 | 0.00 | 17.67K |
ABBVIE INCSOLE | COM | 19.59K | SH | $4.54M 1.35% | 0.00 | 0.00 | 19.59K |
HONEYWELL INTL INCSOLE | COM | 21.08K | SH | $4.44M 1.32% | 0.00 | 0.00 | 21.08K |
CHEVRON CORP NEWSOLE | COM | 26.93K | SH | $4.18M 1.25% | 0.00 | 0.00 | 26.93K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 13.52K | SH | $4.13M 1.23% | 0.00 | 0.00 | 13.52K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 14.54K | SH | $4.10M 1.22% | 0.00 | 0.00 | 14.54K |
JOHNSON & JOHNSONSOLE | COM | 19.66K | SH | $3.65M 1.09% | 0.00 | 0.00 | 19.66K |
HOME DEPOT INCSOLE | COM | 8.89K | SH | $3.60M 1.08% | 0.00 | 0.00 | 8.89K |
TRACTOR SUPPLY COSOLE | COM | 63.18K | SH | $3.59M 1.07% | 0.00 | 0.00 | 63.18K |
CISCO SYS INCSOLE | COM | 49.76K | SH | $3.40M 1.02% | 0.00 | 0.00 | 49.76K |
CRH PLCSOLE | ORD | 27.49K | SH | $3.30M 0.98% | 0.00 | 0.00 | 27.49K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 6.74K | SH | $3.27M 0.98% | 0.00 | 0.00 | 6.74K |
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