Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MCDONALD PARTNERS LLC (CIK 1331074) reported $424.0M across 207 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.3M, 3.62%), MSFT ($13.5M, 3.19%), ETN ($13.5M, 3.18%), JPM ($12.2M, 2.89%), LITE ($11.7M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.3M | 3.62% | 60,478 | Added |
| 2 | MSFT | MICROSOFT CORP | $13.5M | 3.19% | 36,594 | Added |
| 3 | ETN | EATON CORP PLC | $13.5M | 3.18% | 37,648 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $12.2M | 2.89% | 41,617 | Added |
| 5 | LITE | LUMENTUM HLDGS INC | $11.7M | 2.76% | 16,665 | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $10.3M | 2.44% | 17,292 | Added |
| 7 | ABBV | ABBVIE INC | $8.8M | 2.07% | 40,393 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.6M | 2.04% | 17,841 | Trimmed |
| 9 | PSX | PHILLIPS 66 | $8.2M | 1.94% | 45,090 | Added |
| 10 | XOM | EXXON MOBIL CORP | $7.8M | 1.85% | 46,131 | Added |
| 11 | C | CITIGROUP INC | $7.4M | 1.75% | 65,480 | Added |
| 12 | GOOGL | ALPHABET INC | $7.4M | 1.75% | 25,763 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $7.1M | 1.68% | 29,119 | Added |
| 14 | RTX | RTX CORPORATION | $7.1M | 1.68% | 36,990 | Trimmed |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $6.7M | 1.59% | 27,824 | Added |
| 16 | BMY | BRISTOL-MYERS SQUIBB CO | $6.6M | 1.56% | 109,389 | Added |
| 17 | AMZN | AMAZON COM INC | $6.3M | 1.48% | 30,172 | Added |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $6.1M | 1.43% | 12,359 | Added |
| 19 | GOOG | ALPHABET INC | $5.8M | 1.37% | 20,259 | Added |
| 20 | COP | CONOCOPHILLIPS | $5.8M | 1.36% | 43,703 | Added |
| 21 | AMGN | AMGEN INC | $5.6M | 1.33% | 16,022 | Trimmed |
| 22 | AVGO | BROADCOM INC | $5.2M | 1.22% | 16,749 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $5.1M | 1.19% | 7,781 | Trimmed |
| 24 | IUSG | ISHARES TR | $5.0M | 1.17% | 32,000 | Trimmed |
| 25 | PNR | PENTAIR PLC | $5.0M | 1.17% | 57,213 | Added |
Source: SEC Form 13F filings · as of 2026-03-31