Filed: 5/15/2026ACC: 0001172661-26-002252
📋 What this filing means
MCDONALD PARTNERS LLC filed this quarterly 13F‑HR report disclosing 208 equity positions with a total reported market value of $424.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
208
Positions
$424.02M
Total AUM (reported)
4.12M
Total Shares
Allocation by class
COM$256.69M60.5%
SHS$21.26M5.0%
COM NEW$20.18M4.8%
S&P 500 ETF SHS$10.33M2.4%
CL B NEW$8.65M2.0%
CL A$8.05M1.9%
CAP STK CL A$7.41M1.7%
Portfolio Concentration
Top 3$42.36M10.0%
4–10$67.76M16.0%
11–25$92.23M21.8%
Rest$221.67M52.3%
Top 3 weight
10.0%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 4.12M
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
4.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole208
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings208
Rows:
APPLE INC
SOLEShares60.48K
TypeSH
Market value$15.35M
3.62%
Sole
0.00
Shared
0.00
None
60.48K
MICROSOFT CORP
SOLEShares36.59K
TypeSH
Market value$13.54M
3.19%
Sole
0.00
Shared
0.00
None
36.59K
EATON CORP PLC
SOLEShares37.65K
TypeSH
Market value$13.47M
3.18%
Sole
0.00
Shared
0.00
None
37.65K
JPMORGAN CHASE & CO
SOLEShares41.62K
TypeSH
Market value$12.24M
2.89%
Sole
0.00
Shared
0.00
None
41.62K
LUMENTUM HLDGS INC
SOLEShares16.66K
TypeSH
Market value$11.71M
2.76%
Sole
0.00
Shared
0.00
None
16.66K
VANGUARD INDEX FDS
SOLEShares17.29K
TypeSH
Market value$10.33M
2.44%
Sole
0.00
Shared
0.00
None
17.29K
ABBVIE INC
SOLEShares40.39K
TypeSH
Market value$8.79M
2.07%
Sole
0.00
Shared
0.00
None
40.39K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.84K
TypeSH
Market value$8.65M
2.04%
Sole
0.00
Shared
0.00
None
17.84K
PHILLIPS 66
SOLEShares45.09K
TypeSH
Market value$8.21M
1.94%
Sole
0.00
Shared
0.00
None
45.09K
EXXON MOBIL CORP
SOLEShares46.13K
TypeSH
Market value$7.83M
1.85%
Sole
0.00
Shared
0.00
None
46.13K
CITIGROUP INC
SOLEShares65.48K
TypeSH
Market value$7.43M
1.75%
Sole
0.00
Shared
0.00
None
65.48K
ALPHABET INC
SOLEShares25.76K
TypeSH
Market value$7.41M
1.75%
Sole
0.00
Shared
0.00
None
25.76K
RTX CORPORATION
SOLEShares36.99K
TypeSH
Market value$7.14M
1.68%
Sole
0.00
Shared
0.00
None
36.99K
JOHNSON & JOHNSON
SOLEShares29.12K
TypeSH
Market value$7.12M
1.68%
Sole
0.00
Shared
0.00
None
29.12K
INTERNATIONAL BUSINESS MACHS
SOLEShares27.82K
TypeSH
Market value$6.74M
1.59%
Sole
0.00
Shared
0.00
None
27.82K
BRISTOL-MYERS SQUIBB CO
SOLEShares109.39K
TypeSH
Market value$6.63M
1.56%
Sole
0.00
Shared
0.00
None
109.39K
AMAZON COM INC
SOLEShares30.17K
TypeSH
Market value$6.28M
1.48%
Sole
0.00
Shared
0.00
None
30.17K
THERMO FISHER SCIENTIFIC INC
SOLEShares12.36K
TypeSH
Market value$6.07M
1.43%
Sole
0.00
Shared
0.00
None
12.36K
ALPHABET INC
SOLEShares20.26K
TypeSH
Market value$5.81M
1.37%
Sole
0.00
Shared
0.00
None
20.26K
CONOCOPHILLIPS
SOLEShares43.70K
TypeSH
Market value$5.77M
1.36%
Sole
0.00
Shared
0.00
None
43.70K
AMGEN INC
SOLEShares16.02K
TypeSH
Market value$5.64M
1.33%
Sole
0.00
Shared
0.00
None
16.02K
BROADCOM INC
SOLEShares16.75K
TypeSH
Market value$5.18M
1.22%
Sole
0.00
Shared
0.00
None
16.75K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.78K
TypeSH
Market value$5.06M
1.19%
Sole
0.00
Shared
0.00
None
7.78K
PENTAIR PLC
SOLEShares57.21K
TypeSH
Market value$4.98M
1.17%
Sole
0.00
Shared
0.00
None
57.21K
ISHARES TR
SOLEShares32K
TypeSH
Market value$4.96M
1.17%
Sole
0.00
Shared
0.00
None
32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 60.48K | SH | $15.35M 3.62% | 0.00 | 0.00 | 60.48K |
MICROSOFT CORPSOLE | COM | 36.59K | SH | $13.54M 3.19% | 0.00 | 0.00 | 36.59K |
EATON CORP PLCSOLE | SHS | 37.65K | SH | $13.47M 3.18% | 0.00 | 0.00 | 37.65K |
JPMORGAN CHASE & COSOLE | COM | 41.62K | SH | $12.24M 2.89% | 0.00 | 0.00 | 41.62K |
LUMENTUM HLDGS INCSOLE | COM | 16.66K | SH | $11.71M 2.76% | 0.00 | 0.00 | 16.66K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.29K | SH | $10.33M 2.44% | 0.00 | 0.00 | 17.29K |
ABBVIE INCSOLE | COM | 40.39K | SH | $8.79M 2.07% | 0.00 | 0.00 | 40.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.84K | SH | $8.65M 2.04% | 0.00 | 0.00 | 17.84K |
PHILLIPS 66SOLE | COM | 45.09K | SH | $8.21M 1.94% | 0.00 | 0.00 | 45.09K |
EXXON MOBIL CORPSOLE | COM | 46.13K | SH | $7.83M 1.85% | 0.00 | 0.00 | 46.13K |
CITIGROUP INCSOLE | COM NEW | 65.48K | SH | $7.43M 1.75% | 0.00 | 0.00 | 65.48K |
ALPHABET INCSOLE | CAP STK CL A | 25.76K | SH | $7.41M 1.75% | 0.00 | 0.00 | 25.76K |
RTX CORPORATIONSOLE | COM | 36.99K | SH | $7.14M 1.68% | 0.00 | 0.00 | 36.99K |
JOHNSON & JOHNSONSOLE | COM | 29.12K | SH | $7.12M 1.68% | 0.00 | 0.00 | 29.12K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 27.82K | SH | $6.74M 1.59% | 0.00 | 0.00 | 27.82K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 109.39K | SH | $6.63M 1.56% | 0.00 | 0.00 | 109.39K |
AMAZON COM INCSOLE | COM | 30.17K | SH | $6.28M 1.48% | 0.00 | 0.00 | 30.17K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.36K | SH | $6.07M 1.43% | 0.00 | 0.00 | 12.36K |
ALPHABET INCSOLE | CAP STK CL C | 20.26K | SH | $5.81M 1.37% | 0.00 | 0.00 | 20.26K |
CONOCOPHILLIPSSOLE | COM | 43.70K | SH | $5.77M 1.36% | 0.00 | 0.00 | 43.70K |
AMGEN INCSOLE | COM | 16.02K | SH | $5.64M 1.33% | 0.00 | 0.00 | 16.02K |
BROADCOM INCSOLE | COM | 16.75K | SH | $5.18M 1.22% | 0.00 | 0.00 | 16.75K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.78K | SH | $5.06M 1.19% | 0.00 | 0.00 | 7.78K |
PENTAIR PLCSOLE | SHS | 57.21K | SH | $4.98M 1.17% | 0.00 | 0.00 | 57.21K |
ISHARES TRSOLE | CORE S&P US GWT | 32K | SH | $4.96M 1.17% | 0.00 | 0.00 | 32K |
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