MCDONALD PARTNERS LLC
MCDONALD PARTNERS LLC reported 621 positions worth $411.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: ETN (3.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ETN | SH | $16.1M | 3.91% | 37,797 | — | — | |
| ▸ 2 | LITE | SH | $13.8M | 3.36% | 16,120 | — | — | |
| ▸ 3 | AAPL | SH | $13.4M | 3.26% | 46,343 | — | — | |
| ▸ 4 | VOO | SH | $12.0M | 2.92% | 17,489 | — | — | |
| ▸ 5 | MSFT | SH | $11.5M | 2.81% | 30,962 | — | — | |
| ▸ 6 | JPM | SH | $9.4M | 2.27% | 28,608 | — | — | |
| ▸ 7 | BRK-B | SH | $8.6M | 2.09% | 17,185 | — | — | |
| ▸ 8 | JNJ | SH | $8.2M | 1.98% | 32,121 | — | — | |
| ▸ 9 | RTX | SH | $6.5M | 1.57% | 34,018 | — | — | |
| ▸ 10 | AVGO | SH | $6.2M | 1.50% | 16,339 | — | — |
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Frequently Asked Questions
What stocks does MCDONALD PARTNERS LLC hold as of Q2 2026?
MCDONALD PARTNERS LLC reported 621 positions worth $411.7M in its Q2 2026 13F filing. Largest positions: ETN (3.9%), LITE (3.4%), AAPL (3.3%), VOO (2.9%) and MSFT (2.8%).
What did MCDONALD PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MCDONALD PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.