MCDONALD PARTNERS LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location cleveland, OHCIK 0001331074All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
204 | $317.47M | MSFT, EATON CORP PLC, AAPL, JPM | 13F-HR | Feb 2, 2026 | 000117266126000422 | ||
223 | $335.02M | MSFT, EATON CORP PLC, AAPL, JPM | 13F-HR | Nov 12, 2025 | 000117266125004722 | ||
249 | $417.08M | MSFT, EATON CORP PLC, AAPL, JPM | 13F-HR | Aug 12, 2025 | 000117266125003063 | ||
240 | $383.95M | MSFT, AAPL, BRK.B, EATON CORP PLC | 13F-HR | May 15, 2025 | 000117266125002211 | ||
239 | $391.28M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Jan 31, 2025 | 000117266125000454 | ||
239 | $399.76M | MSFT, AAPL, EATON CORP PLC, BRK.B | 13F-HR | Oct 15, 2024 | 000117266124004254 | ||
239 | $373.27M | MSFT, AAPL, EATON CORP PLC, JPM | 13F-HR | Jul 17, 2024 | 000117266124002813 | ||
239 | $363.59M | MSFT, EATON CORP PLC, AAPL, JPM | 13F-HR | Apr 15, 2024 | 000117266124001843 | ||
227 | $336.86M | MSFT, AAPL, EATON CORP PLC, JPM | 13F-HR | Feb 12, 2024 | 000117266124000669 | ||
227 | $307.31M | MSFT, AAPL, EATON CORP PLC, BRK.B | 13F-HR | Oct 30, 2023 | 000117266123003527 | ||
242 | $327.26M | AAPL, MSFT, EATON CORP PLC, BRK.B | 13F-HR | Jul 17, 2023 | 000117266123002514 | ||
235 | $308.67M | AAPL, MSFT, EATON CORP PLC, BRK.B | 13F-HR | Apr 19, 2023 | 000117266123001720 | ||
228 | $292.75M | MSFT, AAPL, EATON CORP PLC, BRK.B | 13F-HR | Jan 18, 2023 | 000117266123000202 | ||
219 | $262.05M | AAPL, MSFT, BRK.B, EATON CORP PLC | 13F-HR | Oct 21, 2022 | 000160658722001954 | ||
296 | $391.75M | MSFT, AAPL, BRK.B, CHV | 13F-HR | Jul 25, 2022 | 000160658722001430 | ||
307 | $458.41M | AAPL, MSFT, BRK.B, CHV | 13F-HR | Apr 29, 2022 | 000160658722000826 | ||
546 | $107.95B | USMV, BSJO, ANGL, FALN | 13F-HR | Jan 31, 2022 | 000160658722000182 | ||
299 | $426M | MSFT, AAPL, JPM, BRK.B | RESTATEMENT | Nov 24, 2021 | 000108514621003420 | ||
303 | $423.22M | MSFT, AAPL, ROKU, JPM | RESTATEMENT | Nov 24, 2021 | 000108514621003419 | ||
290 | $389.17M | MSFT, AAPL, JPM, BRK.B | RESTATEMENT | Nov 24, 2021 | 000108514621003418 | ||
278 | $355.2M | AAPL, MSFT, DIS, ROKU | 13F-HR | Feb 16, 2021 | 000108514621001004 |