McDonald Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), McDonald Partners LLC reported 621 stock positions worth $411.7 million. Its top holding was Eaton (ETN) at 3.9% of the portfolio, followed by Lumentum (LITE, 3.4%) and Apple (AAPL, 3.3%). Compared with Q1 2026, it opened 415 new positions, sold out of 3, added to 62 and reduced 99. The biggest buy was Eaton (ETN, shares +0%) and the biggest sale Exxon Mobil (XOM, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $411.7M (Q2 2026)
- SEC Filing
- 0001331074-26-000004 ↗ filed Jul 28, 2026
Holdings Value
Holdings 621 stocks · $411.7M
| ETN Eaton Corp. PLC | 3.91% | 37,797 | $16.1M | Add +0.4% |
| LITE Lumentum Holdings Inc. | 3.36% | 16,120 | $13.8M | Reduce -3.3% |
| AAPL Apple Inc. | 3.26% | 46,343 | $13.4M | Reduce -23.4% |
| VOO Vanguard S&P 500 ETF | 2.92% | 17,489 | $12.0M | Add +1.1% |
| MSFT Microsoft Corp. | 2.81% | 30,962 | $11.5M | Reduce -15.4% |
| JPM JPMorgan Chase & Co. | 2.27% | 28,608 | $9.4M | Reduce -31.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.09% | 17,185 | $8.6M | Reduce -3.7% |
| JNJ Johnson & Johnson | 1.98% | 32,121 | $8.2M | Add +10.3% |
| RTX RTX Corp. | 1.57% | 34,018 | $6.5M | Reduce -8.0% |
| AVGO Broadcom Inc. | 1.50% | 16,339 | $6.2M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 8,173 | $6.1M | Add +5.0% |
| NVDA Nvidia Corp. | 1.47% | 30,234 | $6.0M | Add +13.0% |
| IUSG iShares Core S&P U.S. Growth | 1.46% | 32,000 | $6.0M | No change |
| AMGN Amgen Inc. | 1.40% | 15,929 | $5.8M | Reduce -0.6% |
| ABBV Abbvie Inc. | 1.27% | 20,808 | $5.2M | Reduce -48.5% |
| JSMD Janus Small Mid Cap GR Alp | 1.18% | 47,967 | $4.9M | Add +73.6% |
| PNR Pentair PLC | 1.14% | 61,213 | $4.7M | Add +7.0% |
| MWA Mueller Water Products Inc. Class A | 1.09% | 174,205 | $4.5M | Reduce -2.4% |
| USMC Principal US Mega-Cap ETF | 1.08% | 59,997 | $4.4M | Add +115.0% |
| BLCV iShares Large Cap Val Act | 1.07% | 106,565 | $4.4M | Add +101.6% |
| JIRE JPMorgan Int Res Enh Eqty | 1.06% | 52,877 | $4.4M | Add +113.0% |
| LRCX Lam Research Corp. | 1.01% | 9,600 | $4.2M | No change |
| CSCO Cisco Systems Inc. | 1.01% | 35,319 | $4.1M | Reduce -16.4% |
| MAR Marriott International Class A | 1.01% | 11,178 | $4.1M | Reduce -1.4% |
| CVX Chevron Corp. | 0.98% | 24,395 | $4.0M | Add +16.0% |
| ORCL Oracle Corp. | 0.98% | 27,487 | $4.0M | Reduce -1.0% |
| CRH CRH PLC | 0.94% | 36,005 | $3.9M | Add +27.6% |
| AMZN Amazon.com Inc. | 0.90% | 15,592 | $3.7M | Reduce -48.3% |
| GS Goldman Sachs Group Inc. | 0.88% | 3,569 | $3.6M | Reduce -6.0% |
| C Citigroup Inc. | 0.86% | 25,305 | $3.5M | Reduce -61.4% |
| TXN Texas Instruments Inc. | 0.83% | 11,470 | $3.4M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 12,077 | $3.4M | Reduce -56.6% |
| TMO Thermo Fisher Scientific Inc. | 0.81% | 6,634 | $3.3M | Reduce -46.3% |
| LHX L3HARRIS Technologies Inc. | 0.79% | 11,263 | $3.3M | Reduce -9.0% |
| HELO JPMorgan Hedged Equity ETF | 0.75% | 45,741 | $3.1M | Add +46.6% |
| PSX Phillips 66 | 0.74% | 18,065 | $3.1M | Reduce -59.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 3,991 | $2.9M | Reduce -1.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.71% | 26,076 | $2.9M | Reduce -25.0% |
| VEA Vanguard Ftse Developed ETF | 0.71% | 41,013 | $2.9M | Add +1.3% |
| GILD Gilead Sciences Inc. | 0.71% | 23,016 | $2.9M | Reduce -15.7% |
| CMI Cummins Inc. | 0.68% | 3,924 | $2.8M | Add +8.2% |
| AGG iShares Core U.S. Aggregate | 0.67% | 27,872 | $2.8M | Reduce -7.5% |
| PGR Progressive Corp. | 0.65% | 12,327 | $2.7M | Reduce -22.6% |
| RPM RPM International Inc. | 0.65% | 24,150 | $2.7M | Add +4.6% |
| JBND JPMorgan Active Bond ETF | 0.64% | 49,400 | $2.6M | Add +71.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.63% | 21,891 | $2.6M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 45,855 | $2.6M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.62% | 7,275 | $2.6M | Reduce -64.1% |
| ROKU Roku Inc. | 0.60% | 18,025 | $2.5M | Reduce -1.2% |
| FERG Ferguson Enterprises Inc. | 0.60% | 10,430 | $2.5M | Add +35.5% |
| VNLA Janus Henderson Short Durati | 0.60% | 50,377 | $2.5M | Add +92.1% |
| HON Honeywell International Inc. | 0.60% | 10,956 | $2.5M | Add +14.0% |
| PFE Pfizer Inc. | 0.59% | 101,152 | $2.4M | Reduce -1.4% |
| HONA Honeywell Aerospace Inc. | 0.59% | 10,923 | $2.4M | Add +13.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 39,131 | $2.4M | Add +23.8% |
| KEY Keycorp | 0.52% | 92,990 | $2.1M | Add +48.7% |
| GOOGL Alphabet Inc. Class A | 0.52% | 5,965 | $2.1M | Reduce -76.8% |
| PNC PNC Financial Services Group | 0.51% | 8,521 | $2.1M | Add +14.7% |
| GLW Corning Inc. | 0.51% | 8,209 | $2.1M | Reduce -3.5% |
| NDSN Nordson Corp. | 0.51% | 6,925 | $2.1M | Reduce -2.3% |
| TSCO Tractor Supply Company | 0.49% | 64,050 | $2.0M | Reduce -0.6% |
| CFBK CF Bankshares Inc. | 0.47% | 58,702 | $1.9M | Reduce -1.2% |
| JTEK JPMorgan US Tech Leaders | 0.47% | 17,242 | $1.9M | Add +101.3% |
| CAIE Calamos Autocallable Inc. ETF | 0.46% | 70,000 | $1.9M | Add +23.4% |
| SYY Sysco Corp. | 0.46% | 22,762 | $1.9M | New |
| XOM Exxon Mobil Corp. | 0.45% | 13,532 | $1.9M | Reduce -70.7% |
| HBAN Huntington Bancshares Inc. | 0.45% | 103,684 | $1.8M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.44% | 13,987 | $1.8M | Reduce -2.0% |
| QCOM Qualcomm Inc. | 0.44% | 9,712 | $1.8M | Add +0.7% |
| VRT Vertiv Holdings Co. Class A | 0.43% | 5,268 | $1.8M | No change |
| LEAD Siren Divcon Leaders Dividen | 0.43% | 19,157 | $1.8M | Reduce -1.1% |
| FCX Freeport-McMoran Inc. | 0.42% | 27,681 | $1.7M | Reduce -29.4% |
| HD Home Depot Inc. | 0.41% | 4,813 | $1.7M | Reduce -42.9% |
| USB US Bancorp | 0.40% | 27,386 | $1.7M | Reduce -10.1% |
| BMY Bristol-Myers Squibb Co. | 0.40% | 28,302 | $1.6M | Reduce -74.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 19,747 | $1.6M | Add +4.8% |
| ADBE Adobe Inc. | 0.39% | 7,824 | $1.6M | Reduce -0.6% |
| AMBA Ambarella Inc. | 0.37% | 17,946 | $1.5M | Reduce -0.7% |
| UPS United Parcel Service Class B | 0.37% | 14,207 | $1.5M | Reduce -0.8% |
| JCI Johnson Controls Internation | 0.35% | 9,894 | $1.4M | Reduce -25.0% |
| MPC Marathon Petroleum Corp. | 0.34% | 5,482 | $1.4M | Reduce -0.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.34% | 14,500 | $1.4M | No change |
| EQIN Columbia US Eqty Inc. ETF | 0.33% | 26,788 | $1.4M | Add +14.6% |
| SILA Sila Realty Trust Inc. | 0.33% | 44,802 | $1.4M | No change |
| HY Hyster-Yale Inc. | 0.33% | 38,406 | $1.3M | Reduce -14.0% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 22,551 | $1.3M | Add +3.3% |
| WDFC WD-40 Co. | 0.33% | 5,521 | $1.3M | Reduce -2.6% |
| MU Micron Technology Inc. | 0.30% | 1,087 | $1.3M | Reduce -3.4% |
| GNRC Generac Holdings Inc. | 0.30% | 4,275 | $1.3M | No change |
| WELL Welltower Inc. | 0.30% | 5,506 | $1.2M | New |
| MSGS Madison Square Garden Sports | 0.29% | 3,000 | $1.2M | Reduce -2.4% |
| AMD Advanced Micro Devices | 0.28% | 1,987 | $1.2M | Add +14.9% |
| PM Philip Morris International | 0.28% | 6,316 | $1.1M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.28% | 12,980 | $1.1M | Reduce -3.7% |
| MSI Motorola Solutions Inc. | 0.28% | 2,740 | $1.1M | No change |
| XYL Xylem Inc. | 0.27% | 9,548 | $1.1M | Reduce -0.8% |
| PKBK Parke Bancorp Inc. | 0.27% | 33,448 | $1.1M | No change |
| IRDM Iridium Communications Inc. | 0.26% | 19,375 | $1.1M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.25% | 7,582 | $1.0M | Reduce -1.9% |
| SUN Sunoco LP | 0.25% | 15,100 | $1.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -70.7% | 0.45% | −1.40 |
| GOOGL Alphabet Inc. Class A | Reduce -76.8% | 0.52% | −1.23 |
| PSX Phillips 66 | Reduce -59.9% | 0.74% | −1.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -74.1% | 0.40% | −1.17 |
| COP Conocophillips | Reduce -80.4% | 0.22% | −1.14 |
| TXT Textron Inc. | Sold out | 0.00% | −1.05 |
| C Citigroup Inc. | Reduce -61.4% | 0.86% | −0.89 |
| YUM Yum! Brands Inc. | Reduce -99.7% | 0.00% | −0.88 |
| ROK Rockwell Automation Inc. | Reduce -99.9% | 0.00% | −0.84 |
| BAC Bank of America Corp. | Reduce -88.0% | 0.14% | −0.84 |
| ABBV Abbvie Inc. | Reduce -48.5% | 1.27% | −0.80 |
| GE General Electric | Reduce -87.0% | 0.17% | −0.80 |
| IBM Intl Business Machines Corp. | Reduce -56.6% | 0.82% | −0.77 |
| GOOG Alphabet Inc. Class C | Reduce -64.1% | 0.62% | −0.75 |
| TMO Thermo Fisher Scientific Inc. | Reduce -46.3% | 0.81% | −0.62 |
| JPM JPMorgan Chase & Co. | Reduce -31.3% | 2.27% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -48.3% | 0.90% | −0.58 |
| CRM Salesforce Inc. | Reduce -96.5% | 0.02% | −0.53 |
| MSFT Microsoft Corp. | Reduce -15.4% | 2.81% | −0.39 |
| AAPL Apple Inc. | Reduce -23.4% | 3.26% | −0.36 |
| Q Qnity Electronics Inc. | Reduce -86.1% | 0.09% | −0.36 |
| DD Dupont DE Nemours Inc. | Reduce -85.6% | 0.05% | −0.32 |
| OXY Occidental Petroleum Corp. | Reduce -51.7% | 0.17% | −0.29 |
| HD Home Depot Inc. | Reduce -42.9% | 0.41% | −0.24 |
| LHX L3HARRIS Technologies Inc. | Reduce -9.0% | 0.79% | −0.21 |
| T AT&T Inc. | Reduce -36.7% | 0.18% | −0.21 |
| TSCO Tractor Supply Company | Reduce -0.6% | 0.49% | −0.20 |
| GILD Gilead Sciences Inc. | Reduce -15.7% | 0.71% | −0.19 |
| ACN Accenture PLC Class A | Reduce -1.6% | 0.22% | −0.12 |
| FCX Freeport-McMoran Inc. | Reduce -29.4% | 0.42% | −0.12 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.12 |
| RTX RTX Corp. | Reduce -8.0% | 1.57% | −0.12 |
| RITM Rithm Capital Corp. | Reduce -98.2% | 0.00% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -24.5% | 0.17% | −0.09 |
| PGR Progressive Corp. | Reduce -22.6% | 0.65% | −0.09 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.59% | −0.09 |
| SJM The JM Smucker Co. | Reduce -25.0% | 0.71% | −0.08 |
| USA Liberty All Star Equity Fund | Sold out | 0.00% | −0.07 |
| MWA Mueller Water Products Inc. Class A | Reduce -2.4% | 1.09% | −0.06 |
| ADBE Adobe Inc. | Reduce -0.6% | 0.39% | −0.06 |
| JCI Johnson Controls Internation | Reduce -25.0% | 0.35% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -7.5% | 0.67% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.25% | −0.03 |
| IT Gartner Inc. | Reduce -1.1% | 0.14% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -31.4% | 0.03% | −0.02 |
| TJX TJX Companies Inc. | Reduce -12.8% | 0.12% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -3.7% | 0.28% | −0.02 |
| MCD McDonald's Corp. | Reduce -11.5% | 0.07% | −0.02 |
| HY Hyster-Yale Inc. | Reduce -14.0% | 0.33% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.12% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| ETN Eaton Corp. PLC | Add +0.4% | 3.91% | +0.74 |
| JSMD Janus Small Mid Cap GR Alp | Add +73.6% | 1.18% | +0.66 |
| USMC Principal US Mega-Cap ETF | Add +115.0% | 1.08% | +0.66 |
| BLCV iShares Large Cap Val Act | Add +101.6% | 1.07% | +0.62 |
| JIRE JPMorgan Int Res Enh Eqty | Add +113.0% | 1.06% | +0.62 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 2.92% | +0.48 |
| SYY Sysco Corp. | New | 0.46% | +0.46 |
| NVDA Nvidia Corp. | Add +13.0% | 1.47% | +0.37 |
| JTEK JPMorgan US Tech Leaders | Add +101.3% | 0.47% | +0.31 |
| WELL Welltower Inc. | New | 0.30% | +0.30 |
| JNJ Johnson & Johnson | Add +10.3% | 1.98% | +0.30 |
| VNLA Janus Henderson Short Durati | Add +92.1% | 0.60% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 1.48% | +0.29 |
| HELO JPMorgan Hedged Equity ETF | Add +46.6% | 0.75% | +0.28 |
| JBND JPMorgan Active Bond ETF | Add +71.0% | 0.64% | +0.28 |
| CRH CRH PLC | Add +27.6% | 0.94% | +0.24 |
| KEY Keycorp | Add +48.7% | 0.52% | +0.24 |
| CVS CVS Health Corp. | New | 0.24% | +0.24 |
| CMI Cummins Inc. | Add +8.2% | 0.68% | +0.22 |
| AMD Advanced Micro Devices | Add +14.9% | 0.28% | +0.20 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.19% | +0.19 |
| FERG Ferguson Enterprises Inc. | Add +35.5% | 0.60% | +0.18 |
| STE Steris PLC | New | 0.17% | +0.17 |
| JEPQ JPM Nasdaq Equity Premium | Add +23.8% | 0.58% | +0.17 |
| CNH CNH Industrial NV | Add +398.5% | 0.18% | +0.15 |
| PNC PNC Financial Services Group | Add +14.7% | 0.51% | +0.14 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.44% | +0.14 |
| CAIE Calamos Autocallable Inc. ETF | Add +23.4% | 0.46% | +0.13 |
| INTC Intel Corp. | New | 0.12% | +0.12 |
| RPM RPM International Inc. | Add +4.6% | 0.65% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 0.71% | +0.10 |
| B Barrick Mining Corp. | New | 0.10% | +0.10 |
| HONA Honeywell Aerospace Inc. | Add +13.6% | 0.59% | +0.09 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| IYW iShares Ustechnology ETF | Add +38.1% | 0.15% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| ARCC Ares Capital Corp. | Add +50.0% | 0.20% | +0.07 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +78.8% | 0.15% | +0.07 |
| CAT Caterpillar Inc. | Add +3.9% | 0.17% | +0.07 |
| FMNB Farmers Natl Banc Corp. | Add +74.1% | 0.13% | +0.06 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| EQIN Columbia US Eqty Inc. ETF | Add +14.6% | 0.33% | +0.06 |
| JCHI JPMorgan Active China ETF | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| PFFA Virtus Infracap US Pref STCK | Add +50.0% | 0.15% | +0.05 |
| STT State Street Corp. | New | 0.05% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | New | 0.05% | +0.05 |
| AON Aon PLC Class A | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 621 | $411.7M | ETN, LITE, AAPL, VOO, MSFT |
| Q1 2026 | 208 | $424.0M | AAPL, MSFT, ETN, JPM, LITE |
| Q4 2025 | 204 | $317.5M | MSFT, ETN, AAPL, JPM, BRK.B |
| Q3 2025 | 223 | $335.0M | MSFT, ETN, AAPL, JPM, BRK.B |
| Q2 2025 | 248 | $416.2M | MSFT, ETN, AAPL, JPM, BRK.B |
| Q1 2025 | 240 | $384.0M | MSFT, AAPL, BRK.B, ETN, JPM |
| Q4 2024 | 239 | $391.3M | AAPL, MSFT, ETN, JPM, BRK.B |
| Q3 2024 | 238 | $399.7M | MSFT, AAPL, ETN, BRK.B, JPM |
| Q2 2024 | 238 | $373.3M | MSFT, AAPL, ETN, JPM, BRK.B |
| Q1 2024 | 239 | $363.6M | MSFT, ETN, AAPL, JPM, BRK.B |