MCDONALD PARTNERS LLC
Filing Date
Global Rank
#843
/ 2,968
▲ 2311
Top Industry
Specialty Industrial Machinery
11.0%
3Y Alpha vs SPY
-4.6%
Period ended 29 days ago
Filed Jul 28, 2026 · 1d
23 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+54.9%
SPY
+67.9%
Annualised alpha
-3.1%
Max drawdown
−17.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
459 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.1%
+0.7 pts
Top 5
20.3%
+1.5 pts
Top 10
31.5%
+1.2 pts
HHI
164
Diversified−5
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.9% | $88,180,553 |
| Industrials | 20.9% | $66,049,832 |
| Financial Services | 15.3% | $48,263,183 |
| Healthcare | 12.2% | $38,574,504 |
| Consumer Cyclical | 5.0% | $15,665,253 |
| Energy | 4.4% | $13,938,534 |
| Basic Materials | 3.4% | $10,870,667 |
| Communication Services | 3.3% | $10,560,694 |
| Consumer Defensive | 3.1% | $9,914,855 |
| Unclassified | 3.1% | $9,683,899 |
| Real Estate | 0.9% | $2,901,773 |
| Utilities | 0.5% | $1,712,123 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CNH | CNH Industrial N.V. | +53,300 | 66,675 | $748,760 | |
| KEY | Keycorp /New/ | +30,460 | 92,990 | $2,143,419 | |
| FMNB | Farmers National Banc Corp /Oh/ | +15,600 | 36,660 | $535,236 | |
| ARCC | Ares Capital Corp | +15,000 | 45,000 | $833,850 | |
| CCLD | CareCloud, Inc. | +8,384 | 109,622 | $232,398 | |
| CRH | Crh Public Ltd Co | +7,795 | 36,005 | $3,852,535 | |
| PNR | PENTAIR plc | +4,000 | 61,213 | $4,692,588 | |
| NVDA | Nvidia Corp | +3,487 | 30,234 | $6,049,521 | |
| CVX | Chevron Corp | +3,357 | 24,395 | $4,043,715 | |
| JNJ | Johnson & Johnson | +3,002 | 32,121 | $8,157,770 | |
| FERG | Ferguson Enterprises Inc. /DE/ | +2,735 | 10,430 | $2,475,351 | |
| PNC | Pnc Financial Services Group, Inc. | +1,090 | 8,521 | $2,098,040 | |
| NFLX | Netflix Inc | +1,090 | 12,415 | $886,431 | |
| RPM | Rpm International Inc/De/ | +1,060 | 24,150 | $2,684,272 | |
| PG | PROCTER & GAMBLE Co | +590 | 4,562 | $668,971 | |
| SBUX | Starbucks Corp | +479 | 4,328 | $442,278 | |
| SPY | Spdr S&P 500 ETF Trust | +392 | 8,173 | $6,103,351 | |
| CMI | Cummins Inc | +297 | 3,924 | $2,798,636 | |
| AMD | Advanced Micro Devices Inc | +257 | 1,987 | $1,154,268 | |
| PLTR | Palantir Technologies Inc. | +250 | 5,995 | $699,436 | |
| TMUS | T-Mobile US, Inc. | +150 | 1,555 | $260,820 | |
| ETN | Eaton Corp plc | +149 | 37,797 | $16,106,057 | |
| COST | Costco Wholesale Corp /New | +136 | 499 | $466,799 | |
| KO | Coca Cola Co | +103 | 5,418 | $440,320 | |
| QCOM | Qualcomm Inc/De | +70 | 9,712 | $1,794,680 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMY | Bristol Myers Squibb Co | −81,087 | 28,302 | $1,630,761 | |
| BAC | Bank Of America Corp /De/ | −75,000 | 10,264 | $584,842 | |
| RITM | Rithm Capital Corp. | −50,000 | 900 | $8,451 | |
| C | Citigroup Inc | −40,175 | 25,305 | $3,541,687 | |
| COP | Conocophillips | −35,140 | 8,563 | $890,209 | |
| DD | DuPont de Nemours, Inc. | −32,966 | 1,664 | $225,704 | |
| XOM | ExxonMobil Holdings Corp | −32,599 | 13,532 | $1,850,095 | |
| PSX | Phillips 66 | −27,025 | 18,065 | $3,053,888 | |
| YUM | Yum Brands Inc | −24,000 | 68 | $10,870 | |
| T | At&T Inc. | −21,186 | 36,589 | $757,392 | |
| GOOGL | Alphabet Inc. | −19,798 | 5,965 | $2,131,712 | |
| ABBV | AbbVie Inc. | −19,585 | 20,808 | $5,236,125 | |
| IBM | International Business Machines Corp | −15,747 | 12,077 | $3,396,173 | |
| OXY | Occidental Petroleum Corp /De/ | −15,620 | 14,605 | $709,364 | |
| AMZN | Amazon Com Inc | −14,580 | 15,592 | $3,716,197 | |
| Q | Qnity Electronics, Inc. | −14,399 | 2,317 | $378,389 | |
| AAPL | Apple Inc. | −14,135 | 46,343 | $13,409,810 | |
| JPM | Jpmorgan Chase & Co | −13,009 | 28,608 | $9,364,256 | |
| GE | General Electric Co | −12,569 | 1,870 | $698,875 | |
| CRM | Salesforce, Inc. | −12,044 | 433 | $67,833 | |
| FCX | Freeport-Mcmoran Inc | −11,550 | 27,681 | $1,740,858 | |
| ROK | Rockwell Automation, Inc | −9,986 | 14 | $6,931 | |
| SJM | J M SMUCKER Co | −8,675 | 26,076 | $2,933,550 | |
| HON | Honeywell International Inc | −8,270 | 10,956 | $2,453,048 | |
| CSCO | Cisco Systems, Inc. | −6,912 | 35,319 | $4,148,569 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 10,923 | $2,411,798 | |
| SYY | Sysco Corp | 22,762 | $1,902,447 | |
| WELL | Welltower Inc. | 5,506 | $1,249,696 | |
| CVS | CVS HEALTH Corp | 9,457 | $978,326 | |
| STE | STERIS plc | 3,374 | $710,463 | |
| INTC | Intel Corp | 3,585 | $500,573 | |
| B | Barrick Mining Corp | 10,900 | $400,357 | |
| STX | Seagate Technology Holdings plc | 350 | $337,750 | |
| TSLA | Tesla, Inc. | 736 | $309,561 | |
| META | Meta Platforms, Inc. | 528 | $297,417 | |
| IAU | Ishares Gold Trust | 3,450 | $260,509 | |
| GEV | GE Vernova Inc. | 200 | $234,972 | |
| STT | State Street Corp | 1,300 | $220,480 | |
| AON | Aon plc | 608 | $201,667 | |
| GLD | Spdr Gold Trust | 536 | $197,451 | |
| LH | Labcorp Holdings Inc. | 700 | $196,000 | |
| CRWD | CrowdStrike Holdings, Inc. | 254 | $193,837 | |
| IDXX | Idexx Laboratories Inc /De | 352 | $185,306 | |
| SOLS | Solstice Advanced Materials Inc. | 1,999 | $177,111 | |
| AMT | American Tower Corp /Ma/ | 1,040 | $170,112 | |
| DAL | Delta Air Lines, Inc. | 1,811 | $169,618 | |
| ADP | Automatic Data Processing Inc | 752 | $168,410 | |
| OTIS | Otis Worldwide Corp | 2,344 | $167,830 | |
| MS | Morgan Stanley | 780 | $163,051 | |
| DLB | Dolby Laboratories, Inc. | 3,017 | $158,633 | |
| No positions match the current search. | ||||
459 positions ·
$316,315,870 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 459 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ETN |
Eaton Corp plc
Industrials
|
Added | 37,797 | $16,106,057 | 5.09% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 16,120 | $13,831,927 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 46,343 | $13,409,810 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 30,962 | $11,549,445 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 28,608 | $9,364,256 | 2.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 17,185 | $8,599,202 | 2.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 32,121 | $8,157,770 | 2.58% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 34,018 | $6,454,235 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 16,339 | $6,172,057 | 1.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,173 | $6,103,351 | 1.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 30,234 | $6,049,521 | 1.91% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 15,929 | $5,768,209 | 1.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 20,808 | $5,236,125 | 1.66% | |
| PNR |
PENTAIR plc
Industrials
|
Added | 61,213 | $4,692,588 | 1.48% | |
| MWA |
Mueller Water Products, Inc.
Industrials
|
Reduced | 174,205 | $4,499,715 | 1.42% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 9,600 | $4,159,968 | 1.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 35,319 | $4,148,569 | 1.31% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 11,178 | $4,142,455 | 1.31% | |
| CVX |
Chevron Corp
Energy
|
Added | 24,395 | $4,043,715 | 1.28% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 27,487 | $4,028,219 | 1.27% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 36,005 | $3,852,535 | 1.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 15,592 | $3,716,197 | 1.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,569 | $3,609,579 | 1.14% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 25,305 | $3,541,687 | 1.12% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 11,470 | $3,418,862 | 1.08% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 12,077 | $3,396,173 | 1.07% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 6,634 | $3,326,022 | 1.05% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 11,263 | $3,272,915 | 1.03% | |
| PSX |
Phillips 66
Energy
|
Reduced | 18,065 | $3,053,888 | 0.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,991 | $2,938,972 | 0.93% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Reduced | 26,076 | $2,933,550 | 0.93% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 23,016 | $2,907,841 | 0.92% | |
| CMI |
Cummins Inc
Industrials
|
Added | 3,924 | $2,798,636 | 0.88% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 12,327 | $2,692,833 | 0.85% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Added | 24,150 | $2,684,272 | 0.85% | |
| ROKU |
Roku, Inc
Communication Services
|
Reduced | 18,025 | $2,489,973 | 0.79% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
Added | 10,430 | $2,475,351 | 0.78% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 10,956 | $2,453,048 | 0.78% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 101,152 | $2,435,740 | 0.77% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 10,923 | $2,411,798 | 0.76% | |
| KEY |
Keycorp /New/
Financial Services
|
Added | 92,990 | $2,143,419 | 0.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,965 | $2,131,712 | 0.67% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 8,521 | $2,098,040 | 0.66% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 8,209 | $2,096,824 | 0.66% | |
| NDSN |
Nordson Corp
Industrials
|
Reduced | 6,925 | $2,089,203 | 0.66% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 64,050 | $2,024,620 | 0.64% | |
| CFBK |
Cf Bankshares Inc.
Financial Services
|
Reduced | 58,702 | $1,923,664 | 0.61% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 22,762 | $1,902,447 | 0.60% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 13,532 | $1,850,095 | 0.58% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Reduced | 103,684 | $1,838,317 | 0.58% |