§ 13F · FUND PROFILE
MCDONALD PARTNERS LLC.
AUM · $412M (13F)Positions · 621Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ETN | EATON CORP PLC | 38K | $16M | 3.9% | ±0% |
| 2 | LITE | LUMENTUM HLDGS INC | 16K | $14M | 3.4% | −3% |
| 3 | AAPL | APPLE INC | 46K | $13M | 3.3% | −23% |
| 4 | VOO | VANGUARD INDEX FDS | 17K | $12M | 2.9% | +1% |
| 5 | MSFT | MICROSOFT CORP | 31K | $12M | 2.8% | −15% |
| 6 | JPM | JPMORGAN CHASE & CO | 29K | $9M | 2.3% | −31% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 17K | $9M | 2.1% | −4% |
| 8 | JNJ | JOHNSON & JOHNSON | 32K | $8M | 2.0% | +10% |
| 9 | RTX | RTX CORPORATION | 34K | $6M | 1.6% | −8% |
| 10 | AVGO | BROADCOM INC | 16K | $6M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDONALD SIGNAL
AC read
MCDONALD PARTNERS LLC is a Other fund managing $412 million in assets. The fund runs a broad portfolio of 621 positions.
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