MCDONALD PARTNERS LLC
Top Portfolio Positions
146 positions ·
$344,578,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,478 | $15,348,711 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
36,594 | $13,546,000 | 3.93% | |
| ETN |
Eaton Corp plc
Industrials
|
37,648 | $13,465,560 | 3.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,617 | $12,242,056 | 3.55% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
16,665 | $11,711,495 | 3.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
40,393 | $8,785,073 | 2.55% | |
| PSX |
Phillips 66
Energy
|
45,090 | $8,214,496 | 2.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
46,131 | $7,826,585 | 2.27% | |
| C |
Citigroup Inc
Financial Services
|
65,480 | $7,426,086 | 2.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,763 | $7,408,408 | 2.15% |
Portfolio Trend
Holdings in CCLD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,518 | 101,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $358,397 | 122,739 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $388,766 | 121,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,821 | 121,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $173,200 | 124,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $95,987 | 26,226 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $73,196 | 27,726 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $58,033 | 30,226 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $35,062 | 30,226 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $45,943 | 30,226 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,759 | 30,226 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $89,166 | 30,226 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $97,907 | 29,226 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $84,935 | 30,226 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $126,344 | 30,226 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $103,524 | 30,226 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $136,608 | 26,526 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $156,408 | 20,526 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $172,828 | 20,526 | Shares | Sole | 2021-11-24 | |
| No 13F history on record for this holder in this stock. | ||||||