§ 13F · FUND PROFILE
MCDONALD PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $417.1T (13F)Positions · 249Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 30K | $14.4T | 4.5% | −7% |
| 2 | ETN | EATON CORP PLC | 37K | $11.8T | 3.7% | −4% |
| 3 | AAPL | APPLE INC | 43K | $11.6T | 3.7% | −9% |
| 4 | JPM | JPMORGAN CHASE & CO. | 29K | $9.5T | 3.0% | −5% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 18K | $9.1T | 2.9% | −3% |
| 6 | VOO | VANGUARD INDEX FDS | 13K | $8.2T | 2.6% | +1% |
| 7 | RTX | RTX CORPORATION | 39K | $7.2T | 2.3% | +3% |
| 8 | LITE | LUMENTUM HLDGS INC | 17K | $6.2T | 2.0% | −4% |
| 9 | SPY | SPDR S&P 500 ETF TR | 8K | $5.7T | 1.8% | +7% |
| 10 | PNR | PENTAIR PLC | 54K | $5.6T | 1.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDONALD SIGNAL
AC read
MCDONALD PARTNERS LLC is a Other fund managing $417083.0 trillion in assets. The fund runs a broad portfolio of 249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed