Position in IT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$594,955
-$139,742 QoQ
Shares Held
4,590
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#304
of 647 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $4,898,055 across 6 Information Technology Services names. IT ranks #3 (12.1% of the industry book) .
All Filings in IT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,955 | 4,590 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $734,697 | 4,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,170,579 | 4,640 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,274,919 | 4,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,950,361 | 4,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,067,219 | 4,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,531,355 | 5,225 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,711,166 | 5,350 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,492,283 | 5,550 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,633,601 | 5,525 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,496,893 | 5,535 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,901,881 | 5,535 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,924,603 | 5,494 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,696,935 | 5,209 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,734,146 | 5,159 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,434,360 | 5,184 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,253,646 | 5,184 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,542,032 | 5,184 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $668 | 2 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,582,910 | 5,209 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,261,619 | 5,209 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $950,902 | 5,209 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $834,429 | 5,209 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||