MCDONALD PARTNERS LLC

PrivateCIK: 1331074
Location

CLEVELAND, OH

208
Positions
$424.02M
Total AUM (reported)
4.12M
Total Shares

Allocation by class

TOTAL AUM$424.02M208 positions
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 310.0%4–1016.0%11–2521.8%Rest52.3%TOP 1026.0%0%100%
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

SOLE
COM
Shares60.48K
TypeSH
Market value$15.35M
3.62%
Sole
0.00
Shared
0.00
None
60.48K

MICROSOFT CORP

SOLE
COM
Shares36.59K
TypeSH
Market value$13.54M
3.19%
Sole
0.00
Shared
0.00
None
36.59K

EATON CORP PLC

SOLE
SHS
Shares37.65K
TypeSH
Market value$13.47M
3.18%
Sole
0.00
Shared
0.00
None
37.65K

JPMORGAN CHASE & CO

SOLE
COM
Shares41.62K
TypeSH
Market value$12.24M
2.89%
Sole
0.00
Shared
0.00
None
41.62K

LUMENTUM HLDGS INC

SOLE
COM
Shares16.66K
TypeSH
Market value$11.71M
2.76%
Sole
0.00
Shared
0.00
None
16.66K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares17.29K
TypeSH
Market value$10.33M
2.44%
Sole
0.00
Shared
0.00
None
17.29K

ABBVIE INC

SOLE
COM
Shares40.39K
TypeSH
Market value$8.79M
2.07%
Sole
0.00
Shared
0.00
None
40.39K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares17.84K
TypeSH
Market value$8.65M
2.04%
Sole
0.00
Shared
0.00
None
17.84K

PHILLIPS 66

SOLE
COM
Shares45.09K
TypeSH
Market value$8.21M
1.94%
Sole
0.00
Shared
0.00
None
45.09K

EXXON MOBIL CORP

SOLE
COM
Shares46.13K
TypeSH
Market value$7.83M
1.85%
Sole
0.00
Shared
0.00
None
46.13K

CITIGROUP INC

SOLE
COM NEW
Shares65.48K
TypeSH
Market value$7.43M
1.75%
Sole
0.00
Shared
0.00
None
65.48K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.76K
TypeSH
Market value$7.41M
1.75%
Sole
0.00
Shared
0.00
None
25.76K

RTX CORPORATION

SOLE
COM
Shares36.99K
TypeSH
Market value$7.14M
1.68%
Sole
0.00
Shared
0.00
None
36.99K

JOHNSON & JOHNSON

SOLE
COM
Shares29.12K
TypeSH
Market value$7.12M
1.68%
Sole
0.00
Shared
0.00
None
29.12K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares27.82K
TypeSH
Market value$6.74M
1.59%
Sole
0.00
Shared
0.00
None
27.82K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares109.39K
TypeSH
Market value$6.63M
1.56%
Sole
0.00
Shared
0.00
None
109.39K

AMAZON COM INC

SOLE
COM
Shares30.17K
TypeSH
Market value$6.28M
1.48%
Sole
0.00
Shared
0.00
None
30.17K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares12.36K
TypeSH
Market value$6.07M
1.43%
Sole
0.00
Shared
0.00
None
12.36K

ALPHABET INC

SOLE
CAP STK CL C
Shares20.26K
TypeSH
Market value$5.81M
1.37%
Sole
0.00
Shared
0.00
None
20.26K

CONOCOPHILLIPS

SOLE
COM
Shares43.70K
TypeSH
Market value$5.77M
1.36%
Sole
0.00
Shared
0.00
None
43.70K

AMGEN INC

SOLE
COM
Shares16.02K
TypeSH
Market value$5.64M
1.33%
Sole
0.00
Shared
0.00
None
16.02K

BROADCOM INC

SOLE
COM
Shares16.75K
TypeSH
Market value$5.18M
1.22%
Sole
0.00
Shared
0.00
None
16.75K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares7.78K
TypeSH
Market value$5.06M
1.19%
Sole
0.00
Shared
0.00
None
7.78K

PENTAIR PLC

SOLE
SHS
Shares57.21K
TypeSH
Market value$4.98M
1.17%
Sole
0.00
Shared
0.00
None
57.21K

ISHARES TR

SOLE
CORE S&P US GWT
Shares32K
TypeSH
Market value$4.96M
1.17%
Sole
0.00
Shared
0.00
None
32K
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