MCDONALD PARTNERS LLC
Top Portfolio Positions
146 positions ·
$344,578,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 PDO
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,780 | 46,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $636,640 | 46,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $550,680 | 39,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $525,720 | 39,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $541,320 | 39,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $530,010 | 39,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $423,600 | 30,000 | Shares | Sole | 2024-10-15 | |
| No quarters match your search. | ||||||