Filed: 2/2/2026ACC: 0001172661-26-000422
📋 What this filing means
MCDONALD PARTNERS LLC filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $317.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$317.47M
Total AUM (reported)
3.27M
Total Shares
Allocation by class
COM$185.67M58.5%
SHS$20.47M6.4%
COM NEW$11.46M3.6%
CL B NEW$9.15M2.9%
S&P 500 ETF SHS$8.16M2.6%
CL A$7.82M2.5%
TR UNIT$5.69M1.8%
Portfolio Concentration
Top 3$37.83M11.9%
4–10$51.48M16.2%
11–25$64.41M20.3%
Rest$163.75M51.6%
Top 3 weight
11.9%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 3.27M
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
3.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole204
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings204
Rows:
MICROSOFT CORP
SOLEShares29.74K
TypeSH
Market value$14.38M
4.53%
Sole
0.00
Shared
0.00
None
29.74K
EATON CORP PLC
SOLEShares37.08K
TypeSH
Market value$11.81M
3.72%
Sole
0.00
Shared
0.00
None
37.08K
APPLE INC
SOLEShares42.80K
TypeSH
Market value$11.64M
3.67%
Sole
0.00
Shared
0.00
None
42.80K
JPMORGAN CHASE & CO.
SOLEShares29.37K
TypeSH
Market value$9.46M
2.98%
Sole
0.00
Shared
0.00
None
29.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.20K
TypeSH
Market value$9.15M
2.88%
Sole
0.00
Shared
0.00
None
18.20K
VANGUARD INDEX FDS
SOLEShares13K
TypeSH
Market value$8.16M
2.57%
Sole
0.00
Shared
0.00
None
13K
RTX CORPORATION
SOLEShares39.47K
TypeSH
Market value$7.24M
2.28%
Sole
0.00
Shared
0.00
None
39.47K
LUMENTUM HLDGS INC
SOLEShares16.82K
TypeSH
Market value$6.20M
1.95%
Sole
0.00
Shared
0.00
None
16.82K
SPDR S&P 500 ETF TR
SOLEShares8.35K
TypeSH
Market value$5.69M
1.79%
Sole
0.00
Shared
0.00
None
8.35K
PENTAIR PLC
SOLEShares53.62K
TypeSH
Market value$5.58M
1.76%
Sole
0.00
Shared
0.00
None
53.62K
NVIDIA CORPORATION
SOLEShares29.68K
TypeSH
Market value$5.54M
1.74%
Sole
0.00
Shared
0.00
None
29.68K
ISHARES TR
SOLEShares32.03K
TypeSH
Market value$5.38M
1.69%
Sole
0.00
Shared
0.00
None
32.03K
ORACLE CORP
SOLEShares27.19K
TypeSH
Market value$5.30M
1.67%
Sole
0.00
Shared
0.00
None
27.19K
AMGEN INC
SOLEShares16.07K
TypeSH
Market value$5.26M
1.66%
Sole
0.00
Shared
0.00
None
16.07K
BROADCOM INC
SOLEShares14.94K
TypeSH
Market value$5.17M
1.63%
Sole
0.00
Shared
0.00
None
14.94K
ABBVIE INC
SOLEShares19.97K
TypeSH
Market value$4.56M
1.44%
Sole
0.00
Shared
0.00
None
19.97K
INTERNATIONAL BUSINESS MACHS
SOLEShares13.45K
TypeSH
Market value$3.98M
1.26%
Sole
0.00
Shared
0.00
None
13.45K
CRH PLC
SOLEShares31.19K
TypeSH
Market value$3.89M
1.23%
Sole
0.00
Shared
0.00
None
31.19K
THERMO FISHER SCIENTIFIC INC
SOLEShares6.58K
TypeSH
Market value$3.81M
1.20%
Sole
0.00
Shared
0.00
None
6.58K
HONEYWELL INTL INC
SOLEShares19.49K
TypeSH
Market value$3.80M
1.20%
Sole
0.00
Shared
0.00
None
19.49K
L3HARRIS TECHNOLOGIES INC
SOLEShares12.38K
TypeSH
Market value$3.64M
1.15%
Sole
0.00
Shared
0.00
None
12.38K
MUELLER WTR PRODS INC
SOLEShares152.25K
TypeSH
Market value$3.63M
1.14%
Sole
0.00
Shared
0.00
None
152.25K
MARRIOTT INTL INC NEW
SOLEShares11.46K
TypeSH
Market value$3.56M
1.12%
Sole
0.00
Shared
0.00
None
11.46K
GILEAD SCIENCES INC
SOLEShares28.30K
TypeSH
Market value$3.47M
1.09%
Sole
0.00
Shared
0.00
None
28.30K
CISCO SYS INC
SOLEShares44.39K
TypeSH
Market value$3.42M
1.08%
Sole
0.00
Shared
0.00
None
44.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 29.74K | SH | $14.38M 4.53% | 0.00 | 0.00 | 29.74K |
EATON CORP PLCSOLE | SHS | 37.08K | SH | $11.81M 3.72% | 0.00 | 0.00 | 37.08K |
APPLE INCSOLE | COM | 42.80K | SH | $11.64M 3.67% | 0.00 | 0.00 | 42.80K |
JPMORGAN CHASE & CO.SOLE | COM | 29.37K | SH | $9.46M 2.98% | 0.00 | 0.00 | 29.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.20K | SH | $9.15M 2.88% | 0.00 | 0.00 | 18.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13K | SH | $8.16M 2.57% | 0.00 | 0.00 | 13K |
RTX CORPORATIONSOLE | COM | 39.47K | SH | $7.24M 2.28% | 0.00 | 0.00 | 39.47K |
LUMENTUM HLDGS INCSOLE | COM | 16.82K | SH | $6.20M 1.95% | 0.00 | 0.00 | 16.82K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.35K | SH | $5.69M 1.79% | 0.00 | 0.00 | 8.35K |
PENTAIR PLCSOLE | SHS | 53.62K | SH | $5.58M 1.76% | 0.00 | 0.00 | 53.62K |
NVIDIA CORPORATIONSOLE | COM | 29.68K | SH | $5.54M 1.74% | 0.00 | 0.00 | 29.68K |
ISHARES TRSOLE | CORE S&P US GWT | 32.03K | SH | $5.38M 1.69% | 0.00 | 0.00 | 32.03K |
ORACLE CORPSOLE | COM | 27.19K | SH | $5.30M 1.67% | 0.00 | 0.00 | 27.19K |
AMGEN INCSOLE | COM | 16.07K | SH | $5.26M 1.66% | 0.00 | 0.00 | 16.07K |
BROADCOM INCSOLE | COM | 14.94K | SH | $5.17M 1.63% | 0.00 | 0.00 | 14.94K |
ABBVIE INCSOLE | COM | 19.97K | SH | $4.56M 1.44% | 0.00 | 0.00 | 19.97K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13.45K | SH | $3.98M 1.26% | 0.00 | 0.00 | 13.45K |
CRH PLCSOLE | ORD | 31.19K | SH | $3.89M 1.23% | 0.00 | 0.00 | 31.19K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 6.58K | SH | $3.81M 1.20% | 0.00 | 0.00 | 6.58K |
HONEYWELL INTL INCSOLE | COM | 19.49K | SH | $3.80M 1.20% | 0.00 | 0.00 | 19.49K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 12.38K | SH | $3.64M 1.15% | 0.00 | 0.00 | 12.38K |
MUELLER WTR PRODS INCSOLE | COM SER A | 152.25K | SH | $3.63M 1.14% | 0.00 | 0.00 | 152.25K |
MARRIOTT INTL INC NEWSOLE | CL A | 11.46K | SH | $3.56M 1.12% | 0.00 | 0.00 | 11.46K |
GILEAD SCIENCES INCSOLE | COM | 28.30K | SH | $3.47M 1.09% | 0.00 | 0.00 | 28.30K |
CISCO SYS INCSOLE | COM | 44.39K | SH | $3.42M 1.08% | 0.00 | 0.00 | 44.39K |
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