McDonald Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), McDonald Partners LLC reported 239 stock positions worth $363.6 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by Eaton (ETN, 3.6%) and Apple (AAPL, 3.5%). Compared with Q4 2023, it opened 17 new positions, sold out of 5, added to 69 and reduced 101. The biggest buy was a new position in Johnson Controls Internation (JCI) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $363.6M (Q1 2024)
- SEC Filing
- 0001172661-24-001843 ↗ filed Apr 15, 2024
Holdings Value
Holdings 239 stocks · $363.6M
| MSFT Microsoft Corp. | 5.45% | 47,076 | $19.8M | Reduce -1.6% |
| ETN Eaton Corp. PLC | 3.60% | 41,889 | $13.1M | Reduce -2.5% |
| AAPL Apple Inc. | 3.51% | 74,499 | $12.8M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 2.20% | 39,913 | $8.0M | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.18% | 18,815 | $7.9M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 1.67% | 52,251 | $6.1M | Add +2.6% |
| AMGN Amgen Inc. | 1.62% | 20,695 | $5.9M | Reduce -0.3% |
| CVX Chevron Corp. | 1.54% | 35,545 | $5.6M | Reduce -0.2% |
| RTX RTX Corp. | 1.48% | 55,221 | $5.4M | Reduce -0.9% |
| PSX Phillips 66 | 1.43% | 31,832 | $5.2M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 1.38% | 10,440 | $5.0M | No change |
| LHX L3HARRIS Technologies Inc. | 1.31% | 22,285 | $4.7M | Reduce -4.6% |
| ADBE Adobe Inc. | 1.30% | 9,346 | $4.7M | Reduce -1.6% |
| PNR Pentair PLC | 1.22% | 51,868 | $4.4M | Add +1.4% |
| AMZN Amazon.com Inc. | 1.21% | 24,389 | $4.4M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.19% | 7,439 | $4.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 8,256 | $4.3M | Reduce -2.1% |
| ABBV Abbvie Inc. | 1.17% | 23,377 | $4.3M | Add +4.0% |
| HON Honeywell International Inc. | 1.16% | 20,576 | $4.2M | Add +3.3% |
| ORCL Oracle Corp. | 1.15% | 33,360 | $4.2M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.13% | 25,896 | $4.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.03% | 24,672 | $3.8M | Add +0.5% |
| IUSG iShares Core S&P U.S. Growth | 1.03% | 32,000 | $3.8M | No change |
| SHW The Sherwin-Williams Co. | 1.01% | 10,570 | $3.7M | Add +0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.01% | 29,115 | $3.7M | Add +18.6% |
| ACN Accenture PLC Class A | 1.00% | 10,444 | $3.6M | Reduce -0.7% |
| TSCO Tractor Supply Company | 0.97% | 13,539 | $3.5M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.97% | 2,658 | $3.5M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.95% | 18,071 | $3.5M | Reduce -16.1% |
| MAR Marriott International Class A | 0.89% | 12,790 | $3.2M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.88% | 3,538 | $3.2M | Reduce -10.8% |
| PEP Pepsico Inc. | 0.86% | 17,908 | $3.1M | Reduce -4.1% |
| TXN Texas Instruments Inc. | 0.86% | 17,913 | $3.1M | Add +0.2% |
| UPS United Parcel Service Class B | 0.84% | 20,599 | $3.1M | Reduce -4.5% |
| CSCO Cisco Systems Inc. | 0.81% | 58,708 | $2.9M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.78% | 5,859 | $2.8M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.76% | 66,022 | $2.8M | Add +9.0% |
| IT Gartner Inc. | 0.72% | 5,525 | $2.6M | Reduce -0.2% |
| LVS Las Vegas Sands Corp. | 0.72% | 50,333 | $2.6M | Add +0.0% |
| HY Hyster-Yale Inc. | 0.70% | 39,904 | $2.6M | Reduce -15.0% |
| COP Conocophillips | 0.65% | 18,481 | $2.4M | Reduce -6.1% |
| UNH Unitedhealth Group Inc. | 0.64% | 4,721 | $2.3M | Add +1.3% |
| USB US Bancorp | 0.64% | 51,693 | $2.3M | Reduce -18.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 17,975 | $2.2M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.58% | 33,200 | $2.1M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.58% | 15,972 | $2.1M | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 55,251 | $2.1M | Reduce -2.8% |
| XYL Xylem Inc. | 0.56% | 15,746 | $2.0M | Reduce -1.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.56% | 1,996 | $2.0M | No change |
| MPC Marathon Petroleum Corp. | 0.56% | 10,066 | $2.0M | Reduce -1.0% |
| AFL Aflac Inc. | 0.54% | 22,906 | $2.0M | Add +0.4% |
| HD Home Depot Inc. | 0.53% | 5,001 | $1.9M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.52% | 7,417 | $1.9M | Add +0.3% |
| PFE Pfizer Inc. | 0.52% | 67,758 | $1.9M | Add +36.0% |
| WMT Walmart Inc. | 0.51% | 30,658 | $1.8M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.51% | 25,153 | $1.8M | Reduce -4.9% |
| MWA Mueller Water Products Inc. Class A | 0.50% | 113,990 | $1.8M | Add +36.9% |
| GILD Gilead Sciences Inc. | 0.50% | 24,762 | $1.8M | Reduce -17.0% |
| JEPI JPMorgan Equity Premium Inco | 0.49% | 30,850 | $1.8M | No change |
| NDSN Nordson Corp. | 0.48% | 6,375 | $1.8M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.48% | 15,344 | $1.7M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.48% | 10,285 | $1.7M | Reduce -0.7% |
| WDFC WD-40 Co. | 0.47% | 6,803 | $1.7M | No change |
| BF.B Brown-Forman Corp. Class B | 0.47% | 33,370 | $1.7M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.46% | 10,298 | $1.7M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.46% | 2,266 | $1.7M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 3,706 | $1.6M | Reduce -3.3% |
| MCD McDonald's Corp. | 0.44% | 5,704 | $1.6M | Add +0.3% |
| LIN Linde PLC | 0.43% | 3,387 | $1.6M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.42% | 3,692 | $1.5M | Add +11.3% |
| AMD Advanced Micro Devices | 0.42% | 8,456 | $1.5M | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.42% | 13,331 | $1.5M | Reduce -1.9% |
| ADI Analog Devices Inc. | 0.41% | 7,567 | $1.5M | Add +0.7% |
| STZ Constellation Brands Inc. Class A | 0.41% | 5,466 | $1.5M | Add +0.3% |
| BDX Becton Dickinson and Co. | 0.41% | 5,966 | $1.5M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.39% | 9,510 | $1.4M | Reduce -2.1% |
| AMT American Tower Corp. | 0.39% | 7,235 | $1.4M | Add +1.8% |
| FCX Freeport-McMoran Inc. | 0.39% | 30,280 | $1.4M | Add +74.3% |
| GD General Dynamics Corp. | 0.39% | 5,022 | $1.4M | Add +0.3% |
| PNC PNC Financial Services Group | 0.37% | 8,322 | $1.3M | Add +26.3% |
| HBAN Huntington Bancshares Inc. | 0.36% | 95,090 | $1.3M | Add +19.0% |
| CFBK CF Bankshares Inc. | 0.35% | 64,151 | $1.3M | No change |
| ITW Illinois Tool Works | 0.35% | 4,740 | $1.3M | Reduce -0.2% |
| ROKU Roku Inc. | 0.35% | 19,433 | $1.3M | Reduce -1.1% |
| CB Chubb Ltd. | 0.34% | 4,829 | $1.3M | Add +0.3% |
| BLK BlackRock Finance Inc. | 0.34% | 1,486 | $1.2M | Reduce -0.3% |
| DD Dupont DE Nemours Inc. | 0.33% | 15,823 | $1.2M | Add +6.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 14,500 | $1.2M | Reduce -0.2% |
| MSI Motorola Solutions Inc. | 0.33% | 3,397 | $1.2M | No change |
| CLF Cleveland-Cliffs Inc. | 0.33% | 52,797 | $1.2M | Reduce -0.2% |
| C Citigroup Inc. | 0.32% | 18,629 | $1.2M | Add +26.7% |
| LMT Lockheed Martin Corp. | 0.31% | 2,503 | $1.1M | Add +12.0% |
| UHAL U-Haul Holding Co. | 0.30% | 16,125 | $1.1M | Reduce -1.2% |
| AMBA Ambarella Inc. | 0.29% | 20,971 | $1.1M | Reduce -0.9% |
| HOG Harley-Davidson Inc. | 0.29% | 24,280 | $1.1M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.29% | 4,240 | $1.1M | Add +0.2% |
| APD Air Products & Chemicals Inc. | 0.29% | 4,316 | $1.0M | Add +4.8% |
| J Jacobs Solutions Inc. | 0.29% | 6,776 | $1.0M | No change |
| NKE Nike Inc. Class B | 0.29% | 11,078 | $1.0M | Reduce -0.2% |
| LEAD Siren Divcon Leaders Dividen | 0.27% | 14,972 | $989K | Add +25.3% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.6% | 3.51% | −0.86 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.45 |
| ADBE Adobe Inc. | Reduce -1.6% | 1.30% | −0.39 |
| GILD Gilead Sciences Inc. | Reduce -17.0% | 0.50% | −0.22 |
| ROKU Roku Inc. | Reduce -1.1% | 0.35% | −0.19 |
| USB US Bancorp | Reduce -18.4% | 0.64% | −0.18 |
| INTC Intel Corp. | Reduce -28.6% | 0.24% | −0.17 |
| UPS United Parcel Service Class B | Reduce -4.5% | 0.84% | −0.16 |
| HY Hyster-Yale Inc. | Reduce -15.0% | 0.70% | −0.16 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.62% | −0.16 |
| LHX L3HARRIS Technologies Inc. | Reduce -4.6% | 1.31% | −0.15 |
| ACN Accenture PLC Class A | Reduce -0.7% | 1.00% | −0.10 |
| BF.B Brown-Forman Corp. Class B | Reduce -0.8% | 0.47% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -16.1% | 0.95% | −0.10 |
| AMBA Ambarella Inc. | Reduce -0.9% | 0.29% | −0.09 |
| ACRE Ares Commercial Real Estate | Sold out | 0.00% | −0.09 |
| IRDM Iridium Communications Inc. | Reduce -1.9% | 0.12% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.81% | −0.09 |
| PEP Pepsico Inc. | Reduce -4.1% | 0.86% | −0.08 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.07 |
| NKE Nike Inc. Class B | Reduce -0.2% | 0.29% | −0.07 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.26% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.06 |
| LITE Lumentum Holdings Inc. | Reduce -2.3% | 0.25% | −0.06 |
| UHAL U-Haul Holding Co. | Reduce -1.2% | 0.30% | −0.05 |
| PARAA Paramount Global Class B | Reduce -15.9% | 0.08% | −0.05 |
| VFC VF Corp. | Reduce -3.0% | 0.11% | −0.04 |
| ILMN Illumina Inc. | Reduce -3.7% | 0.27% | −0.04 |
| CVX Chevron Corp. | Reduce -0.2% | 1.54% | −0.03 |
| COP Conocophillips | Reduce -6.1% | 0.65% | −0.03 |
| SBUX Starbucks Corp. | Reduce -5.9% | 0.15% | −0.03 |
| WEN The Wendy's Co. | Reduce -1.2% | 0.23% | −0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -20.0% | 0.07% | −0.03 |
| CCI Crown Castle Inc. | Reduce -1.9% | 0.13% | −0.02 |
| PM Philip Morris International | Reduce -1.3% | 0.19% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -21.0% | 0.09% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -3.1% | 0.16% | −0.02 |
| PPG PPG Industries Inc. | Reduce -4.5% | 0.14% | −0.02 |
| NDSN Nordson Corp. | Reduce -0.8% | 0.48% | −0.02 |
| MS Morgan Stanley | Reduce -7.2% | 0.14% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -15.7% | 0.13% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.0% | 0.18% | −0.02 |
| MSGS Madison Square Garden Sports | Reduce -3.1% | 0.21% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.6% | 0.19% | −0.02 |
| ITW Illinois Tool Works | Reduce -0.2% | 0.35% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -0.3% | 0.34% | −0.02 |
| UAA Under Armour Inc. Class A | Reduce -1.1% | 0.06% | −0.02 |
| IT Gartner Inc. | Reduce -0.2% | 0.72% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -21.8% | 0.06% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 0.45% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| JCI Johnson Controls Internation | New | 0.20% | +0.20 |
| CNH CNH Industrial NV | New | 0.18% | +0.18 |
| FCX Freeport-McMoran Inc. | Add +74.3% | 0.39% | +0.17 |
| XOM Exxon Mobil Corp. | Add +2.6% | 1.67% | +0.16 |
| MWA Mueller Water Products Inc. Class A | Add +36.9% | 0.50% | +0.15 |
| ABBV Abbvie Inc. | Add +4.0% | 1.17% | +0.14 |
| TGNA Tegna Inc. | New | 0.13% | +0.13 |
| DIS The Walt Disney Co. | Add +0.5% | 0.60% | +0.13 |
| GE General Electric | New | 0.12% | +0.12 |
| PNR Pentair PLC | Add +1.4% | 1.22% | +0.11 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.11% | +0.11 |
| C Citigroup Inc. | Add +26.7% | 0.32% | +0.10 |
| ELAN Elanco Animal Health Inc. | New | 0.10% | +0.10 |
| BP BP PLC-Spons ADR | Add +98.1% | 0.20% | +0.10 |
| AVGO Broadcom Inc. | Add +0.9% | 0.97% | +0.10 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.09% | +0.09 |
| PFE Pfizer Inc. | Add +36.0% | 0.52% | +0.09 |
| SJM The JM Smucker Co. | Add +18.6% | 1.01% | +0.09 |
| VZ Verizon Communications Inc. | Add +9.0% | 0.76% | +0.08 |
| JEPQ JPM Nasdaq Equity Premium | Add +38.4% | 0.25% | +0.07 |
| PNC PNC Financial Services Group | Add +26.3% | 0.37% | +0.07 |
| HBAN Huntington Bancshares Inc. | Add +19.0% | 0.36% | +0.06 |
| MRO Marathon Oil Corp. | New | 0.06% | +0.06 |
| FITB Fifth Third Bancorp | New | 0.06% | +0.06 |
| GEF.B Greif Inc. Class B | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| MZTI The Marzetti Company | New | 0.06% | +0.06 |
| T AT&T Inc. | Add +57.9% | 0.16% | +0.06 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.06% | +0.06 |
| CINF Cincinnati Financial Corp. | New | 0.06% | +0.06 |
| LEAD Siren Divcon Leaders Dividen | Add +25.3% | 0.27% | +0.06 |
| AON Aon PLC Class A | New | 0.06% | +0.06 |
| SHEL Shell PLC-ADR | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.25% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +11.3% | 0.42% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +0.1% | 1.01% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.52% | +0.03 |
| WM Waste Management Inc. | Add +0.0% | 0.25% | +0.02 |
| CB Chubb Ltd. | Add +0.3% | 0.34% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.46% | +0.02 |
| STZ Constellation Brands Inc. Class A | Add +0.3% | 0.41% | +0.02 |
| NEE Nextera Energy Inc. | Add +5.7% | 0.58% | +0.02 |
| LMT Lockheed Martin Corp. | Add +12.0% | 0.31% | +0.01 |
| MPLX MPLX LP | Add +1.5% | 0.19% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.1% | 0.25% | +0.01 |
| ET Energy Transfer LP | Add +1.1% | 0.17% | +0.01 |
| AMLP Alerian MLP ETF | Add +0.7% | 0.23% | +0.01 |
| AWK American Water Works Co. Inc. | Add +23.1% | 0.15% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.03% | +0.01 |
| XLE SS Energy Select Sector | Add +0.8% | 0.12% | +0.01 |
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 |