MCDONALD PARTNERS LLC

Position in CCLD — CareCloud, Inc.

CIK 1331074 Cleveland, OH

Position in CCLD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$232,398

-$137,120 QoQ

Shares Held

109,622

+8.3% QoQ

Ownership

0.258%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#22

of 65 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $243,046 across 2 Health Information Services names. CCLD ranks #1 (95.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CCLD	CareCloud, Inc. This page	109,622	$232,398
2	VEEV	Veeva Systems Inc	60	$10,648

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,398	109,622	+8.3%	Shares	Sole	2026-07-28
2026-03-31	$369,518	101,238	-17.5%	Shares	Sole	2026-05-15
2025-12-31	$358,397	122,739	+1.3%	Shares	Sole	2026-02-02
2025-09-30	$388,766	121,111	0.0%	Shares	Sole	2025-11-12
2025-06-30	$285,821	121,111	-2.8%	Shares	Sole	2025-08-12
2025-03-31	$173,200	124,605	+375.1%	Shares	Sole	2025-05-15
2024-12-31	$95,987	26,226	-5.4%	Shares	Sole	2025-01-31
2024-09-30	$73,196	27,726	-8.3%	Shares	Sole	2024-10-15
2024-06-30	$58,033	30,226	0.0%	Shares	Sole	2024-07-17
2024-03-31	$35,062	30,226	0.0%	Shares	Sole	2024-04-15
2023-12-31	$45,943	30,226	0.0%	Shares	Sole	2024-02-12
2023-09-30	$34,759	30,226	0.0%	Shares	Sole	2023-10-30
2023-06-30	$89,166	30,226	+3.4%	Shares	Sole	2023-07-17
2023-03-31	$97,907	29,226	-3.3%	Shares	Sole	2023-04-19
2022-12-31	$84,935	30,226	0.0%	Shares	Sole	2023-01-18
2022-09-30	$126,344	30,226	0.0%	Shares	Sole	2022-10-21
2022-06-30	$103,524	30,226	+13.9%	Shares	Sole	2022-07-25
2022-03-31	$136,608	26,526	+29.2%	Shares	Sole	2022-04-29
2021-09-30	$156,408	20,526	0.0%	Shares	Sole	2021-11-24
2021-06-30	$172,828	20,526	—	Shares	Sole	2021-11-24
No filing history on record for this holder in this stock.