McDonald Partners LLC 13F Holdings · Q2 2026
McDonald Partners LLC reported 621 securities worth $411.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ETN (3.91%), LITE (3.36%), AAPL (3.26%). Among its top 25 positions this quarter: 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ETN | EATON CORP PLC | $16.1M | 3.91% | 37,797 | Added |
| 2 | LITE | LUMENTUM HLDGS INC | $13.8M | 3.36% | 16,120 | Trimmed |
| 3 | AAPL | APPLE INC | $13.4M | 3.26% | 46,343 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $12.0M | 2.92% | 17,489 | Added |
| 5 | MSFT | MICROSOFT CORP | $11.5M | 2.81% | 30,962 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $9.4M | 2.27% | 28,608 | Trimmed |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.6M | 2.09% | 17,185 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $8.2M | 1.98% | 32,121 | Added |
| 9 | RTX | RTX CORPORATION | $6.5M | 1.57% | 34,018 | Trimmed |
| 10 | AVGO | BROADCOM INC | $6.2M | 1.50% | 16,339 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 1.48% | 8,173 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $6.0M | 1.47% | 30,234 | Added |
| 13 | IUSG | ISHARES TR | $6.0M | 1.46% | 32,000 | Hold |
| 14 | AMGN | AMGEN INC | $5.8M | 1.40% | 15,929 | Trimmed |
| 15 | ABBV | ABBVIE INC | $5.2M | 1.27% | 20,808 | Trimmed |
| 16 | JSMD | JANUS DETROIT STR TR | $4.9M | 1.18% | 47,967 | Added |
| 17 | PNR | PENTAIR PLC | $4.7M | 1.14% | 61,213 | Added |
| 18 | MWA | MUELLER WTR PRODS INC | $4.5M | 1.09% | 174,205 | Trimmed |
| 19 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.4M | 1.08% | 59,997 | Added |
| 20 | BLCV | BLACKROCK ETF TRUST | $4.4M | 1.07% | 106,565 | Added |
| 21 | JIRE | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.06% | 52,877 | Added |
| 22 | CSCO | CISCO SYS INC | $4.1M | 1.01% | 35,319 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $4.2M | 1.01% | 9,600 | Hold |
| 24 | MAR | MARRIOTT INTL INC NEW | $4.1M | 1.01% | 11,178 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $4.0M | 0.98% | 24,395 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR