Mcdonald Partners LLC

13F filer · CIK 0001331074

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$412MU.S. long equity reported on 13F

Positions471323 new · 2 closed

Net flow last quarter-$74.2MBuys minus sells

Top 10 positions weight24.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026471 positions
ETNEaton Corp plc	$16.1M	3.91%	0.01%	+0.4%	Q4 2020
LITELumentum Holdings Inc.	$13.8M	3.36%	0.02%	-3.3%	Q4 2020
AAPLApple Inc.	$13.4M	3.26%	0.00%	-23.4%	Q4 2020
MSFTMicrosoft Corp	$11.5M	2.81%	0.00%	-15.4%	Q4 2020
JPMJPMorgan Chase & Co	$9.36M	2.27%	0.00%	-31.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.6M	2.09%	Not reported	-3.7%	Q4 2020
JNJJohnson & Johnson	$8.16M	1.98%	0.00%	+10.3%	Q4 2020
RTXRTX Corp	$6.45M	1.57%	0.00%	-8.0%	Q4 2020
AVGOBroadcom Inc.	$6.17M	1.50%	0.00%	-2.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.1M	1.48%	Not reported	+5.0%	Q4 2020
NVDANvidia Corp	$6.05M	1.47%	0.00%	+13.0%	Q4 2020
AMGNAmgen Inc	$5.77M	1.40%	0.00%	-0.6%	Q4 2020
ABBVAbbVie Inc.	$5.24M	1.27%	0.00%	-48.5%	Q4 2020
PNRPENTAIR plc	$4.69M	1.14%	0.04%	+7.0%	Q4 2020
MWAMueller Water Products, Inc.	$4.5M	1.09%	0.11%	-2.4%	Q4 2020
LRCXLam Research Corp	$4.16M	1.01%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$4.15M	1.01%	0.00%	-16.4%	Q4 2020
MARMarriott International Inc	$4.14M	1.01%	0.00%	-1.4%	Q4 2020
CVXChevron Corp	$4.04M	0.98%	0.00%	+16.0%	Q4 2020
ORCLOracle Corp	$4.03M	0.98%	0.00%	-1.0%	Q4 2020
CRHCRH Public Ltd Co	$3.85M	0.94%	0.01%	+27.6%	Q4 2021
AMZNAmazon Com Inc	$3.72M	0.90%	0.00%	-48.3%	Q4 2020
GSGoldman Sachs Group Inc	$3.61M	0.88%	0.00%	-6.0%	Q4 2020
CCitigroup Inc	$3.54M	0.86%	0.00%	-61.4%	Q4 2020
TXNTexas Instruments Inc	$3.42M	0.83%	0.00%	-0.7%	Q4 2020
IBMInternational Business Machines Corp	$3.4M	0.82%	0.00%	-56.6%	Q4 2020
TMOThermo Fisher Scientific Inc.	$3.33M	0.81%	0.00%	-46.3%	Q4 2020
LHXL3harris Technologies, Inc.	$3.27M	0.79%	0.01%	-9.0%	Q4 2020
PSXPhillips 66	$3.05M	0.74%	0.00%	-59.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.94M	0.71%	Not reported	-1.5%	Q4 2020
SJMJ M SMUCKER Co	$2.93M	0.71%	0.02%	-25.0%	Q4 2020
GILDGilead Sciences, Inc.	$2.91M	0.71%	0.00%	-15.7%	Q4 2020
CMICummins Inc	$2.8M	0.68%	0.00%	+8.2%	Q4 2024
PGRProgressive Corp	$2.69M	0.65%	0.00%	-22.6%	Q1 2025
RPMRPM International Inc	$2.68M	0.65%	0.02%	+4.6%	Q4 2025
GOOGAlphabet Inc.	$2.57M	0.62%	Not reported	-64.1%	Q4 2020
ROKURoku, Inc	$2.49M	0.60%	0.01%	-1.2%	Q4 2020
FERGFerguson Enterprises Inc.	$2.48M	0.60%	0.01%	+35.5%	Q4 2024
HONHoneywell International Inc	$2.45M	0.60%	0.00%	+14.0%	Q4 2020
PFEPfizer Inc	$2.44M	0.59%	0.00%	-1.4%	Q4 2020
HONAHoneywell Aerospace Inc.	$2.41M	0.59%	Not reported	+13.6%	Q2 2026
KEYKeycorp	$2.14M	0.52%	0.01%	+48.7%	Q4 2020
GOOGLAlphabet Inc.	$2.13M	0.52%	0.00%	-76.9%	Q4 2020
PNCPNC Financial Services Group, Inc.	$2.1M	0.51%	0.00%	+14.7%	Q4 2020
GLWCorning Inc	$2.1M	0.51%	0.00%	-3.5%	Q4 2020
NDSNNordson Corp	$2.09M	0.51%	0.01%	-2.3%	Q4 2020
TSCOTractor Supply Co	$2.02M	0.49%	0.01%	-0.6%	Q4 2020
CFBKCF Bankshares Inc.	$1.92M	0.47%	1.10%	-1.2%	Q4 2020
SYYSysco Corp	$1.9M	0.46%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$1.85M	0.45%	0.00%	-70.7%	Q4 2020

Q1 2026Reported May 15, 2026149 positions
AAPLApple Inc.	$15.3M	3.62%	0.00%	+41.3%	Q4 2020
MSFTMicrosoft Corp	$13.5M	3.19%	0.00%	+23.0%	Q4 2020
ETNEaton Corp plc	$13.5M	3.18%	0.01%	+1.5%	Q4 2020
JPMJPMorgan Chase & Co	$12.2M	2.89%	0.00%	+41.7%	Q4 2020
LITELumentum Holdings Inc.	$11.7M	2.76%	0.02%	-0.9%	Q4 2020
ABBVAbbVie Inc.	$8.79M	2.07%	0.00%	+102.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.65M	2.04%	Not reported	-2.0%	Q4 2020
PSXPhillips 66	$8.21M	1.94%	0.01%	+149.6%	Q4 2020
XOMExxonMobil Holdings Corp	$7.83M	1.85%	0.00%	+148.3%	Q4 2020
CCitigroup Inc	$7.43M	1.75%	0.00%	+151.5%	Q4 2020
GOOGLAlphabet Inc.	$7.41M	1.75%	0.00%	+268.8%	Q4 2020
RTXRTX Corp	$7.14M	1.68%	0.00%	-6.3%	Q4 2020
JNJJohnson & Johnson	$7.12M	1.68%	0.00%	+76.7%	Q4 2020
IBMInternational Business Machines Corp	$6.74M	1.59%	0.00%	+106.9%	Q4 2020
BMYBristol Myers Squibb Co	$6.63M	1.56%	0.01%	+317.1%	Q4 2020
AMZNAmazon Com Inc	$6.28M	1.48%	0.00%	+173.5%	Q4 2020
TMOThermo Fisher Scientific Inc.	$6.07M	1.43%	0.00%	+87.9%	Q4 2020
GOOGAlphabet Inc.	$5.81M	1.37%	Not reported	+181.0%	Q4 2020
COPConocophillips	$5.77M	1.36%	0.00%	+426.9%	Q4 2020
AMGNAmgen Inc	$5.64M	1.33%	0.00%	-0.3%	Q4 2020
AVGOBroadcom Inc.	$5.18M	1.22%	0.00%	+12.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.06M	1.19%	Not reported	-6.8%	Q4 2020
PNRPENTAIR plc	$4.98M	1.17%	0.04%	+6.7%	Q4 2020
MWAMueller Water Products, Inc.	$4.9M	1.16%	0.11%	+17.2%	Q4 2020
NVDANvidia Corp	$4.66M	1.10%	0.00%	-9.9%	Q4 2020
TXTTextron Inc	$4.47M	1.05%	0.03%	New	Q1 2026
CVXChevron Corp	$4.35M	1.03%	0.00%	-2.2%	Q4 2020
HONHoneywell International Inc	$4.35M	1.02%	0.00%	-1.3%	Q4 2020
LHXL3harris Technologies, Inc.	$4.27M	1.01%	0.01%	0.0%	Q4 2020
BACBank of America Corp	$4.16M	0.98%	0.00%	+747.2%	Q4 2020
GEGeneral Electric Co	$4.1M	0.97%	0.00%	+586.6%	Q1 2024
ORCLOracle Corp	$4.08M	0.96%	0.00%	+2.1%	Q4 2020
GILDGilead Sciences, Inc.	$3.8M	0.90%	0.00%	-3.5%	Q4 2020
YUMYum Brands Inc	$3.74M	0.88%	0.01%	New	Q1 2026
MARMarriott International Inc	$3.71M	0.87%	0.00%	-1.1%	Q4 2020
ROKRockwell Automation, Inc	$3.59M	0.85%	0.01%	New	Q1 2026
SJMJ M SMUCKER Co	$3.35M	0.79%	0.03%	+39.9%	Q4 2020
CSCOCisco Systems, Inc.	$3.28M	0.77%	0.00%	-4.9%	Q4 2020
GSGoldman Sachs Group Inc	$3.21M	0.76%	0.00%	-0.4%	Q4 2020
PGRProgressive Corp	$3.16M	0.74%	0.00%	+31.9%	Q1 2025
CRHCRH Public Ltd Co	$2.95M	0.70%	0.00%	-9.6%	Q4 2021
TSCOTractor Supply Co	$2.92M	0.69%	0.01%	+5.7%	Q4 2020
PFEPfizer Inc	$2.88M	0.68%	0.00%	+8.2%	Q4 2020
HDHome Depot, Inc.	$2.77M	0.65%	0.00%	+26.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.34M	0.55%	Not reported	-0.1%	Q4 2020
CRMSalesforce, Inc.	$2.33M	0.55%	0.00%	Not reported	Q4 2020
FCXFreeport-Mcmoran Inc	$2.31M	0.54%	0.00%	+1.6%	Q2 2023
RPMRPM International Inc	$2.3M	0.54%	0.02%	+17.5%	Q4 2025
TXNTexas Instruments Inc	$2.24M	0.53%	0.00%	Not reported	Q4 2020
LRCXLam Research Corp	$2.05M	0.48%	0.00%	-3.0%	Q4 2020

Q4 2025Reported Feb 2, 2026149 positions
MSFTMicrosoft Corp	$14.4M	4.53%	0.00%	-6.8%	Q4 2020
ETNEaton Corp plc	$11.8M	3.72%	0.01%	-4.2%	Q4 2020
AAPLApple Inc.	$11.6M	3.67%	0.00%	-8.8%	Q4 2020
JPMJPMorgan Chase & Co	$9.46M	2.98%	0.00%	-5.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$9.15M	2.88%	Not reported	-3.3%	Q4 2020
RTXRTX Corp	$7.24M	2.28%	0.00%	+2.6%	Q4 2020
LITELumentum Holdings Inc.	$6.2M	1.95%	0.02%	-3.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.69M	1.79%	Not reported	+6.7%	Q4 2020
PNRPENTAIR plc	$5.58M	1.76%	0.03%	+3.9%	Q4 2020
NVDANvidia Corp	$5.54M	1.74%	0.00%	-2.0%	Q4 2020
ORCLOracle Corp	$5.3M	1.67%	0.00%	-7.0%	Q4 2020
AMGNAmgen Inc	$5.26M	1.66%	0.00%	-9.1%	Q4 2020
AVGOBroadcom Inc.	$5.17M	1.63%	0.00%	-9.8%	Q4 2020
ABBVAbbVie Inc.	$4.56M	1.44%	0.00%	+1.9%	Q4 2020
IBMInternational Business Machines Corp	$3.98M	1.26%	0.00%	-7.5%	Q4 2020
CRHCRH Public Ltd Co	$3.89M	1.23%	0.00%	+13.5%	Q4 2021
TMOThermo Fisher Scientific Inc.	$3.81M	1.20%	0.00%	-2.5%	Q4 2020
HONHoneywell International Inc	$3.8M	1.20%	0.00%	-7.6%	Q4 2020
LHXL3harris Technologies, Inc.	$3.64M	1.15%	0.01%	-8.4%	Q4 2020
MWAMueller Water Products, Inc.	$3.63M	1.14%	0.10%	+20.7%	Q4 2020
MARMarriott International Inc	$3.56M	1.12%	0.00%	+2.0%	Q4 2020
GILDGilead Sciences, Inc.	$3.47M	1.09%	0.00%	+5.0%	Q4 2020
CSCOCisco Systems, Inc.	$3.42M	1.08%	0.00%	-10.8%	Q4 2020
JNJJohnson & Johnson	$3.41M	1.07%	0.00%	-16.2%	Q4 2020
GSGoldman Sachs Group Inc	$3.35M	1.06%	0.00%	+2.0%	Q4 2020
CVXChevron Corp	$3.28M	1.03%	0.00%	-20.1%	Q4 2020
TSCOTractor Supply Co	$3.05M	0.96%	0.01%	-3.5%	Q4 2020
CCitigroup Inc	$3.04M	0.96%	0.00%	+3.1%	Q4 2020
ADBEAdobe Inc.	$2.76M	0.87%	0.00%	-3.8%	Q4 2020
PGRProgressive Corp	$2.75M	0.87%	0.00%	+83.3%	Q1 2025
AMZNAmazon Com Inc	$2.55M	0.80%	0.00%	-20.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.49M	0.78%	Not reported	-7.2%	Q4 2020
SJMJ M SMUCKER Co	$2.43M	0.77%	0.02%	-7.9%	Q4 2020
PFEPfizer Inc	$2.36M	0.74%	0.00%	+28.0%	Q4 2020
PSXPhillips 66	$2.33M	0.73%	0.00%	-17.7%	Q4 2020
HDHome Depot, Inc.	$2.29M	0.72%	0.00%	-25.3%	Q4 2020
GOOGAlphabet Inc.	$2.26M	0.71%	Not reported	-37.4%	Q4 2020
XOMExxonMobil Holdings Corp	$2.24M	0.70%	0.00%	-12.5%	Q4 2020
GOOGLAlphabet Inc.	$2.19M	0.69%	0.00%	-1.7%	Q4 2020
CMICummins Inc	$2.18M	0.69%	0.00%	+13.6%	Q4 2024
HBANHuntington Bancshares Inc	$2.1M	0.66%	0.01%	+13.4%	Q4 2020
RPMRPM International Inc	$2.04M	0.64%	0.02%	New	Q4 2025
TXNTexas Instruments Inc	$2M	0.63%	0.00%	-13.5%	Q4 2020
FCXFreeport-Mcmoran Inc	$1.96M	0.62%	0.00%	+1.1%	Q2 2023
ACNAccenture plc	$1.95M	0.62%	0.00%	-17.0%	Q4 2020
ROKURoku, Inc	$1.92M	0.60%	0.01%	-3.4%	Q4 2020
QCOMQualcomm Inc	$1.77M	0.56%	0.00%	-3.4%	Q4 2020
USBUS Bancorp \de\	$1.75M	0.55%	0.00%	-14.9%	Q4 2020
FERGFerguson Enterprises Inc.	$1.71M	0.54%	0.00%	-15.4%	Q4 2024
LRCXLam Research Corp	$1.69M	0.53%	0.00%	-0.6%	Q4 2020

Q3 2025Reported Nov 12, 2025174 positions
MSFTMicrosoft Corp	$16.5M	4.94%	0.00%	-29.4%	Q4 2020
ETNEaton Corp plc	$14.5M	4.32%	0.01%	-2.5%	Q4 2020
AAPLApple Inc.	$12M	3.57%	0.00%	-31.3%	Q4 2020
JPMJPMorgan Chase & Co	$9.76M	2.91%	0.00%	-17.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$9.46M	2.82%	Not reported	-0.8%	Q4 2020
ORCLOracle Corp	$8.23M	2.46%	0.00%	-8.7%	Q4 2020
RTXRTX Corp	$6.43M	1.92%	0.00%	-23.0%	Q4 2020
PNRPENTAIR plc	$5.71M	1.71%	0.03%	-2.9%	Q4 2020
NVDANvidia Corp	$5.65M	1.69%	0.00%	-30.7%	Q4 2020
AVGOBroadcom Inc.	$5.46M	1.63%	0.00%	-32.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.21M	1.56%	Not reported	+0.5%	Q4 2020
AMGNAmgen Inc	$4.99M	1.49%	0.00%	-16.4%	Q4 2020
ABBVAbbVie Inc.	$4.54M	1.35%	0.00%	-14.5%	Q4 2020
HONHoneywell International Inc	$4.44M	1.32%	0.00%	-11.3%	Q4 2020
CVXChevron Corp	$4.18M	1.25%	0.00%	-18.0%	Q4 2020
LHXL3harris Technologies, Inc.	$4.13M	1.23%	0.01%	-21.2%	Q4 2020
IBMInternational Business Machines Corp	$4.1M	1.22%	0.00%	-18.4%	Q4 2020
JNJJohnson & Johnson	$3.65M	1.09%	0.00%	-28.0%	Q4 2020
HDHome Depot, Inc.	$3.6M	1.08%	0.00%	-10.2%	Q4 2020
TSCOTractor Supply Co	$3.59M	1.07%	0.01%	+1.1%	Q4 2020
CSCOCisco Systems, Inc.	$3.4M	1.02%	0.00%	-27.8%	Q4 2020
CRHCRH Public Ltd Co	$3.3M	0.98%	0.00%	Not reported	Q4 2021
TMOThermo Fisher Scientific Inc.	$3.27M	0.98%	0.00%	Not reported	Q4 2020
MWAMueller Water Products, Inc.	$3.22M	0.96%	0.08%	+13.6%	Q4 2020
AMZNAmazon Com Inc	$3.03M	0.91%	0.00%	-46.8%	Q4 2020
GILDGilead Sciences, Inc.	$2.99M	0.89%	0.00%	+16.3%	Q4 2020
PSXPhillips 66	$2.98M	0.89%	0.01%	-31.6%	Q4 2020
GSGoldman Sachs Group Inc	$2.98M	0.89%	0.00%	-5.0%	Q4 2020
SJMJ M SMUCKER Co	$2.93M	0.87%	0.03%	-28.5%	Q4 2020
MARMarriott International Inc	$2.93M	0.87%	0.00%	-2.0%	Q4 2020
ADBEAdobe Inc.	$2.89M	0.86%	0.00%	-0.7%	Q4 2020
LITELumentum Holdings Inc.	$2.84M	0.85%	0.02%	-0.1%	Q4 2020
GOOGAlphabet Inc.	$2.81M	0.84%	Not reported	-55.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.62M	0.78%	Not reported	-2.7%	Q4 2020
CCitigroup Inc	$2.56M	0.77%	0.00%	+9.1%	Q4 2020
TXNTexas Instruments Inc	$2.45M	0.73%	0.00%	-24.6%	Q4 2020
XOMExxonMobil Holdings Corp	$2.39M	0.71%	0.00%	-53.8%	Q4 2020
ACNAccenture plc	$2.16M	0.65%	0.00%	-18.0%	Q4 2020
FERGFerguson Enterprises Inc.	$2.04M	0.61%	0.00%	+84.1%	Q4 2024
PFEPfizer Inc	$1.89M	0.56%	0.00%	-36.6%	Q4 2020
USBUS Bancorp \de\	$1.86M	0.55%	0.00%	-29.8%	Q4 2020
HBANHuntington Bancshares Inc	$1.85M	0.55%	0.01%	+14.1%	Q4 2020
ROKURoku, Inc	$1.83M	0.55%	0.01%	+1.2%	Q4 2020
TAt&T Inc.	$1.81M	0.54%	0.00%	+2.0%	Q4 2020
QCOMQualcomm Inc	$1.78M	0.53%	0.00%	+5.3%	Q4 2020
XYLXylem Inc.	$1.73M	0.52%	0.00%	-31.5%	Q4 2020
GOOGLAlphabet Inc.	$1.73M	0.52%	0.00%	-14.0%	Q4 2020
HYHyster-Yale, Inc.	$1.72M	0.51%	46545.00%	+2.4%	Q4 2020
PGRProgressive Corp	$1.63M	0.49%	0.00%	-26.5%	Q1 2025
CMICummins Inc	$1.59M	0.47%	0.00%	-8.8%	Q4 2024

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