MCDONALD PARTNERS LLC
Top Portfolio Positions
147 positions ·
$353,127,430 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,478 | $15,348,711 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
36,594 | $13,546,000 | 3.84% | |
| ETN |
Eaton Corp plc
Industrials
|
37,648 | $13,465,560 | 3.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,617 | $12,242,056 | 3.47% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
16,665 | $11,711,495 | 3.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
40,393 | $8,785,073 | 2.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,841 | $8,549,407 | 2.42% | |
| PSX |
Phillips 66
Energy
|
45,090 | $8,214,496 | 2.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
46,131 | $7,826,585 | 2.22% | |
| C |
Citigroup Inc
Financial Services
|
65,480 | $7,426,086 | 2.10% |
Portfolio Trend
22 quarters · across all stocks
Holdings in UHAL
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $689,226 | 14,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $722,123 | 14,325 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $828,941 | 14,525 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $897,802 | 14,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $975,498 | 14,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,022,532 | 14,800 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,169,948 | 15,100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $995,396 | 16,125 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,089,082 | 16,125 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,172,135 | 16,325 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $890,855 | 16,325 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $842,247 | 15,225 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $301,232 | 5,050 | Shares | Sole | 2023-04-19 | |
| No 13F history on record for this holder in this stock. | ||||||