MCDONALD PARTNERS LLC

CIK

1331074

Location

Cleveland, OH

Portfolio Value

Small $353,127,430

Diversification

Diversified

Filing Date

Global Rank

#2,840 / 8,232 ▲ 657

Top Industry

Drug Manufacturers - General 10.8%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed May 15, 2026 · 30d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.6%

SPY

+76.3%

Annualised alpha

-4.4%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

147 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.3%

−1.1 pts

Top 5

18.8%

−2.4 pts

Top 10

30.3%

−2.3 pts

HHI

169

Diversified−11

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.0%	$84,812,812	26
Industrials	20.0%	$70,775,467	30
Financial Services	15.3%	$53,976,384	27
Healthcare	13.3%	$46,984,217	16
Energy	8.8%	$30,931,901	9
Consumer Cyclical	6.3%	$22,143,902	12
Communication Services	4.3%	$15,277,843	9
Basic Materials	2.9%	$10,308,360	5
Unclassified	2.1%	$7,398,451	2
Consumer Defensive	2.1%	$7,283,440	7
Utilities	0.5%	$1,691,210	2
Real Estate	0.4%	$1,543,443	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+83,160	109,389	$6,634,442
BAC	Bank Of America Corp /De/	+75,200	85,264	$4,156,620
C	Citigroup Inc	+39,445	65,480	$7,426,086
COP	Conocophillips	+35,408	43,703	$5,768,796
XOM	Exxon Mobil Corp	+27,550	46,131	$7,826,585
PSX	Phillips 66	+27,026	45,090	$8,214,496
MWA	Mueller Water Products, Inc.	+26,150	178,395	$4,904,078
DD	DuPont de Nemours, Inc.	+20,642	34,630	$1,586,054
ABBV	AbbVie Inc.	+20,426	40,393	$8,785,073
AMZN	Amazon Com Inc	+19,141	30,172	$6,283,922
GOOGL	Alphabet Inc.	+18,778	25,763	$7,408,408
AAPL	Apple Inc.	+17,673	60,478	$15,348,711
IBM	International Business Machines Corp	+14,373	27,824	$6,744,259
Q	Qnity Electronics, Inc.	+12,728	16,716	$1,928,692
JNJ	Johnson & Johnson	+12,640	29,119	$7,117,848
GE	General Electric Co	+12,336	14,439	$4,097,355
JPM	Jpmorgan Chase & Co	+12,249	41,617	$12,242,056
T	At&T Inc.	+10,315	57,775	$1,674,897
SJM	J M SMUCKER Co	+9,914	34,751	$3,351,386
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+9,262	26,462	$229,160
PFE	Pfizer Inc	+7,726	102,552	$2,879,660
MSFT	Microsoft Corp	+6,853	36,594	$13,546,000
TMO	Thermo Fisher Scientific Inc.	+5,780	12,359	$6,074,819
ARCC	Ares Capital Corp	+4,903	30,000	$540,600
HY	Hyster-Yale, Inc.	+4,286	44,656	$1,451,766
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCLD	CareCloud, Inc.	−21,501	101,238	$369,518
HBAN	Huntington Bancshares Inc /Md/	−15,900	105,314	$1,648,164
CNH	CNH Industrial N.V.	−9,400	13,375	$147,125
CRH	Crh Public Ltd Co	−2,980	28,210	$2,965,435
NVDA	Nvidia Corp	−2,938	26,747	$4,664,676
RTX	RTX Corp	−2,477	36,990	$7,135,371
HOG	Harley-Davidson, Inc.	−2,300	17,050	$344,751
USB	US Bancorp De	−2,287	30,446	$1,583,496
CSCO	Cisco Systems, Inc.	−2,155	42,231	$3,276,703
DIS	Walt Disney Co	−1,477	4,449	$428,794
GILD	Gilead Sciences, Inc.	−996	27,300	$3,804,801
BX	Blackstone Inc.	−950	4,664	$536,313
QCOM	Qualcomm Inc/De	−710	9,642	$1,241,696
NFLX	Netflix Inc	−650	11,325	$1,088,898
CMI	Cummins Inc	−642	3,627	$1,951,398
CARR	CARRIER GLOBAL Corp	−565	4,814	$271,076
SPY	Spdr S&P 500 ETF Trust	−564	7,781	$5,060,295
VZ	Verizon Communications Inc	−552	22,417	$1,125,333
CVX	Chevron Corp	−477	21,038	$4,352,762
AMBA	Ambarella Inc	−450	18,071	$930,295
CB	Chubb Ltd	−433	695	$226,521
SONO	Sonos Inc	−400	23,300	$312,220
PEP	Pepsico Inc	−376	7,727	$1,199,925
BRK-B	Berkshire Hathaway Inc	−355	17,841	$8,549,407
LRCX	Lam Research Corp	−300	9,600	$2,051,136
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TXT	Textron Inc	51,000	$4,465,560
YUM	Yum Brands Inc	24,068	$3,742,092
ROK	Rockwell Automation, Inc	10,000	$3,588,800
CRM	Salesforce, Inc.	12,477	$2,329,081
OXY	Occidental Petroleum Corp /De/	30,225	$1,964,625
MCK	Mckesson Corp	557	$482,005
FMNB	Farmers National Banc Corp /Oh/	21,060	$277,149
VLO	Valero Energy Corp/Tx	999	$246,832
SHEL	Shell plc	2,469	$229,617
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FSK	FS KKR Capital Corp	31,602	$468,025
AMT	American Tower Corp /Ma/	2,045	$359,040
TGNA	TEGNA INC	16,845	$326,961
OTIS	Otis Worldwide Corp	2,702	$236,019
AON	Aon plc	608	$214,551
IDXX	Idexx Laboratories Inc /De	310	$209,724
DLB	Dolby Laboratories, Inc.	3,142	$201,779
F	Ford Motor Co	11,391	$149,449
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $353,127,430 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	60,478	+17,673	$15,348,711	+31.9%	4.35%
MSFT	Microsoft Corp Technology	Added	36,594	+6,853	$13,546,000	−5.8%	3.84%
ETN	Eaton Corp plc Industrials	Added	37,648	+565	$13,465,560	+14.0%	3.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	41,617	+12,249	$12,242,056	+29.4%	3.47%
LITE	Lumentum Holdings Inc. Technology	Reduced	16,665	-155	$11,711,495	+88.9%	3.32%
ABBV	AbbVie Inc. Healthcare	Added	40,393	+20,426	$8,785,073	+92.6%	2.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,841	-355	$8,549,407	−6.5%	2.42%
PSX	Phillips 66 Energy	Added	45,090	+27,026	$8,214,496	+252.4%	2.33%
XOM	Exxon Mobil Corp Energy	Added	46,131	+27,550	$7,826,585	+250.0%	2.22%
C	Citigroup Inc Financial Services	Added	65,480	+39,445	$7,426,086	+144.4%	2.10%
GOOGL	Alphabet Inc. Communication Services	Added	25,763	+18,778	$7,408,408	+238.9%	2.10%
RTX	RTX Corp Industrials	Reduced	36,990	-2,477	$7,135,371	−1.4%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	29,119	+12,640	$7,117,848	+108.7%	2.02%
IBM	International Business Machines Corp Technology	Added	27,824	+14,373	$6,744,259	+69.3%	1.91%
BMY	Bristol Myers Squibb Co Healthcare	Added	109,389	+83,160	$6,634,442	+368.9%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,172	+19,141	$6,283,922	+146.8%	1.78%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	12,359	+5,780	$6,074,819	+59.4%	1.72%
COP	Conocophillips Energy	Added	43,703	+35,408	$5,768,796	+642.9%	1.63%
AMGN	Amgen Inc Healthcare	Reduced	16,022	-47	$5,637,340	+7.2%	1.60%
AVGO	Broadcom Inc. Technology	Added	16,749	+1,812	$5,183,982	+0.3%	1.47%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,781	-564	$5,060,295	−11.1%	1.43%
PNR	PENTAIR plc Industrials	Added	57,213	+3,594	$4,983,824	−10.7%	1.41%
MWA	Mueller Water Products, Inc. Industrials	Added	178,395	+26,150	$4,904,078	+35.2%	1.39%
NVDA	Nvidia Corp Technology	Reduced	26,747	-2,938	$4,664,676	−15.7%	1.32%
TXT	Textron Inc Industrials	NEW	51,000	NEW	$4,465,560	NEW	1.26%
CVX	Chevron Corp Energy	Reduced	21,038	-477	$4,352,762	+32.7%	1.23%
HON	Honeywell International Inc Industrials	Reduced	19,226	-260	$4,345,652	+14.3%	1.23%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	12,377	-3	$4,271,921	+17.5%	1.21%
BAC	Bank Of America Corp /De/ Financial Services	Added	85,264	+75,200	$4,156,620	+650.9%	1.18%
GE	General Electric Co Industrials	Added	14,439	+12,336	$4,097,355	+532.5%	1.16%
ORCL	Oracle Corp Technology	Added	27,767	+575	$4,084,803	−22.9%	1.16%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	27,300	-996	$3,804,801	+9.6%	1.08%
YUM	Yum Brands Inc Consumer Cyclical	NEW	24,068	NEW	$3,742,092	NEW	1.06%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	11,338	-125	$3,708,319	+4.3%	1.05%
ROK	Rockwell Automation, Inc Industrials	NEW	10,000	NEW	$3,588,800	NEW	1.02%
SJM	J M SMUCKER Co Consumer Defensive	Added	34,751	+9,914	$3,351,386	+38.0%	0.95%
CSCO	Cisco Systems, Inc. Technology	Reduced	42,231	-2,155	$3,276,703	−4.2%	0.93%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,798	-15	$3,213,070	−4.1%	0.91%
PGR	Progressive Corp/Oh/ Financial Services	Added	15,921	+3,854	$3,156,179	+14.9%	0.89%
CRH	Crh Public Ltd Co Basic Materials	Reduced	28,210	-2,980	$2,965,435	−23.8%	0.84%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	64,450	+3,475	$2,919,585	−4.3%	0.83%
PFE	Pfizer Inc Healthcare	Added	102,552	+7,726	$2,879,660	+22.0%	0.82%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,431	+1,785	$2,772,871	+21.3%	0.79%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,051	-3	$2,338,156	−6.1%	0.66%
CRM	Salesforce, Inc. Technology	NEW	12,477	NEW	$2,329,081	NEW	0.66%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	39,231	+623	$2,305,998	+17.6%	0.65%
RPM	Rpm International Inc/De/ Basic Materials	Added	23,090	+3,440	$2,295,146	+12.3%	0.65%
TXN	Texas Instruments Inc Technology	Held	11,555	0	$2,243,287	+11.9%	0.64%
LRCX	Lam Research Corp Technology	Reduced	9,600	-300	$2,051,136	+21.0%	0.58%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	30,225	NEW	$1,964,625	NEW	0.56%