MCDONALD PARTNERS LLC

Registered adviser

CIK

1331074

Location

Cleveland, OH

Portfolio Value

Small $409,491,546

Diversification

Diversified

Filing Date

Global Rank

#4,361 / 8,818 ▼ 440

Top Industry

Specialty Industrial Machinery 10.9%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 135414

Roster of Oct 1, 2026

Regulatory AUM

$1,279,273,513

Main clients

Individuals and high net worth (76% of AUM)

Private funds

4 funds · Private equity funds

Focus by gross assets, Schedule D of Dec 18, 2024

$19,833,772 gross assets

Private funds on Schedule D 7.B.(1)

As filed Dec 18, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$17,625,464 gross assets in 7 funds Private equity funds $17,625,464 (7)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,279,273,513	Individuals and high net worth (76%)
Apr 2025 to Mar 2026	$1,287,456,830	Individuals and high net worth (81%)
Apr 2024 to Mar 2025	$1,115,223,985	Individuals and high net worth (82%)
May 2023 to Mar 2024	$1,088,900,270	Individuals and high net worth (77%)
Apr 2023	$1,088,900,270	Individuals and high net worth (77%)
Apr 2022 to Mar 2023	$1,634,310,507	Individuals and high net worth (81%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 32.1%, 63.2 effective positions, active share 59.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 59.8%; sector active share 19.4% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

620 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.4%

+0.8 pts

Top 5

19.6%

+3.1 pts

Top 10

32.1%

+2.0 pts

HHI

158

Diversified+2

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.3%	$99,603,363	163
Technology	21.5%	$88,180,553	84
Industrials	16.2%	$66,149,348	67
Financial Services	11.9%	$48,738,772	71
Healthcare	9.4%	$38,574,504	60
Consumer Cyclical	3.8%	$15,758,760	47
Energy	3.4%	$13,938,534	25
Communication Services	3.2%	$13,148,294	31
Basic Materials	2.7%	$10,870,667	17
Consumer Defensive	2.4%	$9,914,855	29
Real Estate	0.7%	$2,901,773	14
Utilities	0.4%	$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
BLCV		+53,717	106,565	$4,402,200
CNH	CNH Industrial N.V.	+53,300	66,675	$748,760
USMC	Principal U.S. Mega-Cap ETF	+32,088	59,997	$4,447,397
KEY	Keycorp	+30,460	92,990	$2,143,419
JIRE	JPMorgan International Research Enhanced Equity ETF	+28,050	52,877	$4,361,823
VNLA	Janus Henderson Short Duration Income ETF	+24,154	50,377	$2,461,672
JBND	JPMorgan Active Bond ETF	+20,512	49,400	$2,642,900
JSMD	Janus Henderson Small/Mid Cap Growth Alpha ETF	+20,336	47,967	$4,856,131
FMNB	Farmers National Banc Corp	+15,600	36,660	$535,236
ARCC	Ares Capital Corp	+15,000	45,000	$833,850
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+14,551	45,741	$3,091,176
CAIE	Calamos Autocallable Income ETF	+13,298	70,000	$1,904,700
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	+10,000	30,000	$617,100
JTEK	JPMorgan U.S. Tech Leaders ETF	+8,679	17,242	$1,923,379
VO	VANGUARD MID-CAP INDEX FUND	+8,510	11,293	$909,877
CCLD	CareCloud, Inc.	+8,384	109,622	$232,398
CRH	Crh Public Ltd Co	+7,795	36,005	$3,852,535
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+7,525	39,131	$2,404,991
PNR	PENTAIR plc	+4,000	61,213	$4,692,588
NVDA	Nvidia Corp	+3,487	30,234	$6,049,521
EQIN	Columbia U.S. Equity Income ETF	+3,406	26,788	$1,374,251
CVX	Chevron Corp	+3,357	24,395	$4,043,715
VUG	VANGUARD GROWTH INDEX FUND	+3,330	3,996	$344,215
JNJ	Johnson & Johnson	+3,002	32,121	$8,157,770
FERG	Ferguson Enterprises Inc.	+2,735	10,430	$2,475,351
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	−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	−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
GOOG	Alphabet Inc.	−12,984	7,275	$2,570,475
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
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	$2,414,856
SYY	Sysco Corp	22,762	$1,902,447
WELL	Welltower Inc.	5,506	$1,249,696
CVS	CVS HEALTH Corp	9,457	$978,326
ACYN	First Trust Exchange-Traded Fund	38,000	$790,020
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
JCHI	JPMorgan Active China ETF	4,827	$253,827
GEV	GE Vernova Inc.	200	$234,972
IWM	iShares Russell 2000 ETF	738	$221,732
STT	State Street Corp	1,300	$220,480
VIG	Vanguard Specialized Funds	869	$205,622
AON	Aon plc	608	$201,667
GLD	Spdr Gold Trust	536	$197,451
IJK	iShares S&P Mid-Cap 400 Growth ETF	1,676	$196,930
LH	Labcorp Holdings Inc.	700	$196,000
CRWD	CrowdStrike Holdings, Inc.	254	$193,837
IDXX	Idexx Laboratories Inc	352	$185,306
SOLS	Solstice Advanced Materials Inc.	1,999	$177,111
AMT	American Tower Corp	1,040	$170,112
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TXT	Textron Inc	51,000	$4,465,560
SHV	iShares 0-1 Year Treasury Bond ETF	4,500	$496,755
USA	Liberty All Star Equity Fund	55,146	$306,060
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

620 tracked positions · $409,491,546 total · filing declares 621 positions · $411,742,758 · 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 620 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ETN	Eaton Corp plc Industrials	Added	37,797	+149	$16,106,057	+19.6%	18	$167.56	3.93%
LITE	Lumentum Holdings Inc. Technology	Reduced	16,120	-545	$13,831,927	+18.1%	18	$94.42	3.38%
AAPL	Apple Inc. Technology	Reduced	46,343	-14,135	$13,409,810	−12.6%	23	before history	3.27%
VOO	VANGUARD 500 INDEX FUND	Added	17,489	+197	$12,011,620	+16.2%	23	before history	2.93%
MSFT	Microsoft Corp Technology	Reduced	30,962	-5,632	$11,549,445	−14.7%	23	before history	2.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,608	-13,009	$9,364,256	−23.5%	18	$191.27	2.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,185	-656	$8,599,202	+0.6%	18	$328.32	2.10%
JNJ	Johnson & Johnson Healthcare	Added	32,121	+3,002	$8,157,770	+14.6%	18	$200.15	1.99%
RTX	RTX Corp Industrials	Reduced	34,018	-2,972	$6,454,235	−9.5%	18	$97.15	1.58%
AVGO	Broadcom Inc. Technology	Reduced	16,339	-410	$6,172,057	+19.1%	18	$105.54	1.51%
SPY	Spdr S&P 500 ETF Trust	Added	8,173	+392	$6,103,351	+20.6%	23	before history	1.49%
NVDA	Nvidia Corp Technology	Added	30,234	+3,487	$6,049,521	+29.7%	23	before history	1.48%
IUSG	iShares Core S&P U.S. Growth ETF	Held	32,000	0	$6,018,880	+21.3%	18	unpriced	1.47%
AMGN	Amgen Inc Healthcare	Reduced	15,929	-93	$5,768,209	+2.3%	23	before history	1.41%
ABBV	AbbVie Inc. Healthcare	Reduced	20,808	-19,585	$5,236,125	−40.4%	23	before history	1.28%
JSMD	Janus Henderson Small/Mid Cap Growth Alpha ETF	Added	47,967	+20,336	$4,856,131	+121.5%	3	$86.99	1.19%
PNR	PENTAIR plc Industrials	Added	61,213	+4,000	$4,692,588	−5.8%	18	$67.00	1.15%
MWA	Mueller Water Products, Inc. Industrials	Reduced	174,205	-4,190	$4,499,715	−8.2%	14	$19.18	1.10%
USMC	Principal U.S. Mega-Cap ETF	Added	59,997	+32,088	$4,447,397	+147.8%	3	$69.40	1.09%
BLCV		Added	106,565	+53,717	$4,402,200	+130.7%	3	$38.38	1.08%
JIRE	JPMorgan International Research Enhanced Equity ETF	Added	52,877	+28,050	$4,361,823	+132.0%	3	$78.91	1.07%
LRCX	Lam Research Corp Technology	Held	9,600	0	$4,159,968	+102.8%	18	unpriced	1.02%
CSCO	Cisco Systems, Inc. Technology	Reduced	35,319	-6,912	$4,148,569	+26.6%	18	$56.36	1.01%
MAR	Marriott International Inc Consumer Cyclical	Reduced	11,178	-160	$4,142,455	+11.7%	18	$168.62	1.01%
CVX	Chevron Corp Energy	Added	24,395	+3,357	$4,043,715	−7.1%	23	before history	0.99%
ORCL	Oracle Corp Technology	Reduced	27,487	-280	$4,028,219	−1.4%	18	$83.82	0.98%
CRH	Crh Public Ltd Co Basic Materials	Added	36,005	+7,795	$3,852,535	+29.9%	4	$107.81	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,592	-14,580	$3,716,197	−40.9%	23	before history	0.91%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,569	-229	$3,609,579	+12.3%	18	$383.33	0.88%
C	Citigroup Inc Financial Services	Reduced	25,305	-40,175	$3,541,687	−52.3%	18	$92.89	0.86%
TXN	Texas Instruments Inc Technology	Reduced	11,470	-85	$3,418,862	+52.4%	18	$175.90	0.83%
IBM	International Business Machines Corp Technology	Reduced	12,077	-15,747	$3,396,173	−49.6%	18	$205.18	0.83%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	6,634	-5,725	$3,326,022	−45.2%	23	before history	0.81%
LHX	L3harris Technologies, Inc. Industrials	Reduced	11,263	-1,114	$3,272,915	−23.4%	18	$226.26	0.80%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	45,741	+14,551	$3,091,176	+55.1%	5	$65.41	0.75%
PSX	Phillips 66 Energy	Reduced	18,065	-27,025	$3,053,888	−62.8%	18	$128.40	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,991	-60	$2,938,972	+25.7%	23	before history	0.72%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	26,076	-8,675	$2,933,550	−12.5%	18	$120.38	0.72%
VEA	Vanguard FTSE Developed Markets ETF	Added	41,013	+510	$2,922,176	+12.6%	5	$61.28	0.71%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	23,016	-4,284	$2,907,841	−23.6%	23	before history	0.71%
CMI	Cummins Inc Industrials	Added	3,924	+297	$2,798,636	+43.4%	7	$368.56	0.68%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	27,872	-2,269	$2,758,770	−7.8%	5	unpriced	0.67%
PGR	Progressive Corp Financial Services	Reduced	12,327	-3,594	$2,692,833	−14.7%	6	$236.15	0.66%
RPM	Rpm International Inc Basic Materials	Added	24,150	+1,060	$2,684,272	+17.0%	3	$108.05	0.66%
JBND	JPMorgan Active Bond ETF	Added	49,400	+20,512	$2,642,900	+70.1%	3	$53.91	0.65%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	21,891	-25	$2,604,810	+21.4%	23	before history	0.64%
JEPI	JPMorgan Equity Premium Income ETF	Added	45,855	+1,305	$2,589,890	+2.6%	18	$57.81	0.63%
GOOG	Alphabet Inc. Communication Services	Reduced	7,275	-12,984	$2,570,475	−55.8%	23	before history	0.63%
ROKU	Roku, Inc Communication Services	Reduced	18,025	-225	$2,489,973	+44.2%	18	$143.18	0.61%
FERG	Ferguson Enterprises Inc. Industrials	Added	10,430	+2,735	$2,475,351	+37.9%	7	$215.39	0.60%

Showing the top 50 of 620 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.