MCDONALD PARTNERS LLC

CIK

1331074

Location

Cleveland, OH

Portfolio Value

Small $316,315,870

Diversification

Diversified

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 SPY

Hypothetical 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, 2026

Top 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	Positions
Technology	27.9%	$88,180,553	84
Industrials	20.9%	$66,049,832	66
Financial Services	15.3%	$48,263,183	65
Healthcare	12.2%	$38,574,504	60
Consumer Cyclical	5.0%	$15,665,253	47
Energy	4.4%	$13,938,534	25
Basic Materials	3.4%	$10,870,667	17
Communication Services	3.3%	$10,560,694	29
Consumer Defensive	3.1%	$9,914,855	29
Unclassified	3.1%	$9,683,899	11
Real Estate	0.9%	$2,901,773	14
Utilities	0.5%	$1,712,123	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TXT	Textron Inc	51,000	$4,465,560
USA	Liberty All Star Equity Fund	55,146	$306,060
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ETN	Eaton Corp plc Industrials	Added	37,797	+149	$16,106,057	+19.6%	5.09%
LITE	Lumentum Holdings Inc. Technology	Reduced	16,120	-545	$13,831,927	+18.1%	4.37%
AAPL	Apple Inc. Technology	Reduced	46,343	-14,135	$13,409,810	−12.6%	4.24%
MSFT	Microsoft Corp Technology	Reduced	30,962	-5,632	$11,549,445	−14.7%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,608	-13,009	$9,364,256	−23.5%	2.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,185	-656	$8,599,202	+0.6%	2.72%
JNJ	Johnson & Johnson Healthcare	Added	32,121	+3,002	$8,157,770	+14.6%	2.58%
RTX	RTX Corp Industrials	Reduced	34,018	-2,972	$6,454,235	−9.5%	2.04%
AVGO	Broadcom Inc. Technology	Reduced	16,339	-410	$6,172,057	+19.1%	1.95%
SPY	Spdr S&P 500 ETF Trust	Added	8,173	+392	$6,103,351	+20.6%	1.93%
NVDA	Nvidia Corp Technology	Added	30,234	+3,487	$6,049,521	+29.7%	1.91%
AMGN	Amgen Inc Healthcare	Reduced	15,929	-93	$5,768,209	+2.3%	1.82%
ABBV	AbbVie Inc. Healthcare	Reduced	20,808	-19,585	$5,236,125	−40.4%	1.66%
PNR	PENTAIR plc Industrials	Added	61,213	+4,000	$4,692,588	−5.8%	1.48%
MWA	Mueller Water Products, Inc. Industrials	Reduced	174,205	-4,190	$4,499,715	−8.2%	1.42%
LRCX	Lam Research Corp Technology	Held	9,600	0	$4,159,968	+102.8%	1.32%
CSCO	Cisco Systems, Inc. Technology	Reduced	35,319	-6,912	$4,148,569	+26.6%	1.31%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	11,178	-160	$4,142,455	+11.7%	1.31%
CVX	Chevron Corp Energy	Added	24,395	+3,357	$4,043,715	−7.1%	1.28%
ORCL	Oracle Corp Technology	Reduced	27,487	-280	$4,028,219	−1.4%	1.27%
CRH	Crh Public Ltd Co Basic Materials	Added	36,005	+7,795	$3,852,535	+29.9%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,592	-14,580	$3,716,197	−40.9%	1.17%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,569	-229	$3,609,579	+12.3%	1.14%
C	Citigroup Inc Financial Services	Reduced	25,305	-40,175	$3,541,687	−52.3%	1.12%
TXN	Texas Instruments Inc Technology	Reduced	11,470	-85	$3,418,862	+52.4%	1.08%
IBM	International Business Machines Corp Technology	Reduced	12,077	-15,747	$3,396,173	−49.6%	1.07%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	6,634	-5,725	$3,326,022	−45.2%	1.05%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	11,263	-1,114	$3,272,915	−23.4%	1.03%
PSX	Phillips 66 Energy	Reduced	18,065	-27,025	$3,053,888	−62.8%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,991	-60	$2,938,972	+25.7%	0.93%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	26,076	-8,675	$2,933,550	−12.5%	0.93%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	23,016	-4,284	$2,907,841	−23.6%	0.92%
CMI	Cummins Inc Industrials	Added	3,924	+297	$2,798,636	+43.4%	0.88%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	12,327	-3,594	$2,692,833	−14.7%	0.85%
RPM	Rpm International Inc/De/ Basic Materials	Added	24,150	+1,060	$2,684,272	+17.0%	0.85%
ROKU	Roku, Inc Communication Services	Reduced	18,025	-225	$2,489,973	+44.2%	0.79%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	10,430	+2,735	$2,475,351	+37.9%	0.78%
HON	Honeywell International Inc Industrials	Reduced	10,956	-8,270	$2,453,048	−43.6%	0.78%
PFE	Pfizer Inc Healthcare	Reduced	101,152	-1,400	$2,435,740	−15.4%	0.77%
HONA	Honeywell Aerospace Inc. Industrials	NEW	10,923	NEW	$2,411,798	NEW	0.76%
KEY	Keycorp /New/ Financial Services	Added	92,990	+30,460	$2,143,419	+71.0%	0.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,965	-19,798	$2,131,712	−71.2%	0.67%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	8,521	+1,090	$2,098,040	+35.7%	0.66%
GLW	Corning Inc /Ny Technology	Reduced	8,209	-300	$2,096,824	+81.2%	0.66%
NDSN	Nordson Corp Industrials	Reduced	6,925	-165	$2,089,203	+10.8%	0.66%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	64,050	-400	$2,024,620	−30.7%	0.64%
CFBK	Cf Bankshares Inc. Financial Services	Reduced	58,702	-725	$1,923,664	+16.0%	0.61%
SYY	Sysco Corp Consumer Defensive	NEW	22,762	NEW	$1,902,447	NEW	0.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,532	-32,599	$1,850,095	−76.4%	0.58%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	103,684	-1,630	$1,838,317	+11.5%	0.58%