Universe · entity
MCDONALD PARTNERS LLC
Institutional manager (13F) · CIK 1331074
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $292M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $15M | 60,478 |
| 2 | MICROSOFT CORP | $14M | 36,594 |
| 3 | EATON CORP PLC | $13M | 37,648 |
| 4 | JPMORGAN CHASE & CO | $12M | 41,617 |
| 5 | LUMENTUM HLDGS INC | $12M | 16,665 |
| 6 | VANGUARD INDEX FDS | $10M | 17,292 |
| 7 | ABBVIE INC | $9M | 40,393 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $9M | 17,841 |
| 9 | PHILLIPS 66 | $8M | 45,090 |
| 10 | EXXON MOBIL CORP | $8M | 46,131 |
| 11 | CITIGROUP INC | $7M | 65,480 |
| 12 | ALPHABET INC | $7M | 25,763 |
| 13 | RTX CORPORATION | $7M | 36,990 |
| 14 | JOHNSON & JOHNSON | $7M | 29,119 |
| 15 | INTERNATIONAL BUSINESS MACHS | $7M | 27,824 |
| 16 | BRISTOL-MYERS SQUIBB CO | $7M | 109,389 |
| 17 | AMAZON COM INC | $6M | 30,172 |
| 18 | THERMO FISHER SCIENTIFIC INC | $6M | 12,359 |
| 19 | ALPHABET INC | $6M | 20,259 |
| 20 | CONOCOPHILLIPS | $6M | 43,703 |
| 21 | AMGEN INC | $6M | 16,022 |
| 22 | BROADCOM INC | $5M | 16,749 |
| 23 | STATE STR SPDR S&P 500 ETF T | $5M | 7,781 |
| 24 | PENTAIR PLC | $5M | 57,213 |
| 25 | ISHARES TR | $5M | 32,000 |
| 26 | MUELLER WTR PRODS INC | $5M | 178,395 |
| 27 | NVIDIA CORPORATION | $5M | 26,747 |
| 28 | TEXTRON INC | $4M | 51,000 |
| 29 | CHEVRON CORPORATION | $4M | 21,038 |
| 30 | HONEYWELL INTL INC | $4M | 19,226 |
| 31 | L3HARRIS TECHNOLOGIES INC | $4M | 12,377 |
| 32 | BANK AMERICA CORP | $4M | 85,264 |
| 33 | GE AEROSPACE | $4M | 14,439 |
| 34 | ORACLE CORP | $4M | 27,767 |
| 35 | GILEAD SCIENCES INC | $4M | 27,300 |
| 36 | YUM BRANDS INC | $4M | 24,068 |
| 37 | MARRIOTT INTL INC NEW | $4M | 11,338 |
| 38 | ROCKWELL AUTOMATION INC | $4M | 10,000 |
| 39 | SMUCKER J M CO | $3M | 34,751 |
| 40 | CISCO SYS INC | $3M | 42,231 |
| 41 | GOLDMAN SACHS GROUP INC | $3M | 3,798 |
| 42 | PROGRESSIVE CORP | $3M | 15,921 |
| 43 | ISHARES TR | $3M | 30,141 |
| 44 | CRH PLC | $3M | 28,210 |
| 45 | TRACTOR SUPPLY CO | $3M | 64,450 |
| 46 | PFIZER INC | $3M | 102,552 |
| 47 | HOME DEPOT INC | $3M | 8,431 |
| 48 | VANGUARD TAX-MANAGED FDS | $3M | 40,503 |
| 49 | J P MORGAN EXCHANGE TRADED F | $3M | 44,550 |
| 50 | INVESCO QQQ TR | $2M | 4,051 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.