§ 13F · FUND PROFILE
MCDONALD PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $335M (13F)Positions · 223Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 60K | $15M | 3.6% | +41% |
| 2 | MSFT | MICROSOFT CORP | 37K | $14M | 3.2% | +23% |
| 3 | ETN | EATON CORP PLC | 38K | $13M | 3.2% | +2% |
| 4 | JPM | JPMORGAN CHASE & CO | 42K | $12M | 2.9% | +42% |
| 5 | LITE | LUMENTUM HLDGS INC | 17K | $12M | 2.8% | −1% |
| 6 | VOO | VANGUARD INDEX FDS | 17K | $10M | 2.4% | +33% |
| 7 | ABBV | ABBVIE INC | 40K | $9M | 2.1% | +102% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 18K | $9M | 2.0% | −2% |
| 9 | PSX | PHILLIPS 66 | 45K | $8M | 1.9% | +150% |
| 10 | XOM | EXXON MOBIL CORP | 46K | $8M | 1.8% | +148% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDONALD SIGNAL
AC read
MCDONALD PARTNERS LLC is a Other fund managing $335 million in assets. The fund runs a broad portfolio of 223 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed