McDonald Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), McDonald Partners LLC reported 239 stock positions worth $391.3 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Eaton (ETN, 3.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 10, added to 75 and reduced 106. The biggest buy was Alphabet Class C (GOOG, shares +3%) and the biggest sale Sila Realty Trust (SILA, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $391.3M (Q4 2024)
- SEC Filing
- 0001172661-25-000454 ↗ filed Jan 31, 2025
Holdings Value
Holdings 239 stocks · $391.3M
| AAPL Apple Inc. | 5.01% | 78,300 | $19.6M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.95% | 45,948 | $19.4M | Reduce -2.6% |
| ETN Eaton Corp. PLC | 3.30% | 38,930 | $12.9M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 2.38% | 38,881 | $9.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 19,349 | $8.8M | Reduce -0.2% |
| NVDA Nvidia Corp. | 1.49% | 43,484 | $5.8M | Reduce -4.8% |
| VOO Vanguard S&P 500 ETF | 1.44% | 10,440 | $5.6M | No change |
| RTX RTX Corp. | 1.42% | 48,065 | $5.6M | Reduce -10.4% |
| AMGN Amgen Inc. | 1.42% | 21,266 | $5.5M | Add +2.2% |
| AMZN Amazon.com Inc. | 1.40% | 24,945 | $5.5M | Reduce -0.2% |
| ORCL Oracle Corp. | 1.37% | 32,103 | $5.3M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 1.37% | 49,679 | $5.3M | Reduce -2.3% |
| HON Honeywell International Inc. | 1.32% | 22,880 | $5.2M | Reduce -1.7% |
| PNR Pentair PLC | 1.29% | 50,187 | $5.1M | Reduce -0.7% |
| CVX Chevron Corp. | 1.27% | 34,179 | $5.0M | Reduce -2.9% |
| AVGO Broadcom Inc. | 1.25% | 21,080 | $4.9M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.25% | 8,318 | $4.9M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.25% | 25,598 | $4.9M | Add +2.7% |
| IUSG iShares Core S&P U.S. Growth | 1.14% | 32,000 | $4.5M | No change |
| ABBV Abbvie Inc. | 1.09% | 23,952 | $4.3M | Add +8.5% |
| LHX L3HARRIS Technologies Inc. | 1.07% | 19,932 | $4.2M | Reduce -9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.05% | 18,726 | $4.1M | Add +1.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.03% | 36,622 | $4.0M | Reduce -7.8% |
| JNJ Johnson & Johnson | 1.01% | 27,413 | $4.0M | Add +4.8% |
| PSX Phillips 66 | 0.95% | 32,486 | $3.7M | Add +2.7% |
| ADBE Adobe Inc. | 0.94% | 8,252 | $3.7M | Reduce -6.0% |
| SHW The Sherwin-Williams Co. | 0.94% | 10,781 | $3.7M | Add +1.1% |
| ACN Accenture PLC Class A | 0.93% | 10,336 | $3.6M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 6,814 | $3.5M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 0.90% | 5,989 | $3.5M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.89% | 58,491 | $3.5M | Reduce -3.0% |
| MAR Marriott International Class A | 0.88% | 12,304 | $3.4M | Reduce -0.8% |
| TSCO Tractor Supply Company | 0.86% | 63,378 | $3.4M | Reduce -3.6% |
| TXN Texas Instruments Inc. | 0.84% | 17,578 | $3.3M | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.82% | 79,806 | $3.2M | Add +4.6% |
| UPS United Parcel Service Class B | 0.79% | 24,412 | $3.1M | Add +2.8% |
| PFE Pfizer Inc. | 0.75% | 110,296 | $2.9M | Add +9.9% |
| PEP Pepsico Inc. | 0.73% | 18,795 | $2.9M | Add +10.0% |
| WMT Walmart Inc. | 0.72% | 31,017 | $2.8M | Reduce -1.1% |
| GILD Gilead Sciences Inc. | 0.66% | 27,816 | $2.6M | Reduce -14.1% |
| USB US Bancorp | 0.65% | 53,519 | $2.6M | Add +1.9% |
| IT Gartner Inc. | 0.65% | 5,225 | $2.5M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 0.64% | 34,797 | $2.5M | Add +3.2% |
| MWA Mueller Water Products Inc. Class A | 0.62% | 108,240 | $2.4M | Reduce -6.3% |
| AFL Aflac Inc. | 0.62% | 23,403 | $2.4M | Add +0.7% |
| LVS Las Vegas Sands Corp. | 0.60% | 46,024 | $2.4M | Reduce -6.6% |
| CB Chubb Ltd. | 0.57% | 8,026 | $2.2M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 49,701 | $2.2M | Reduce -4.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 4,194 | $2.1M | Add +5.5% |
| COP Conocophillips | 0.55% | 21,539 | $2.1M | Add +16.2% |
| GS Goldman Sachs Group Inc. | 0.54% | 3,713 | $2.1M | Add +0.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.53% | 1,951 | $2.1M | Reduce -4.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.52% | 23,324 | $2.1M | Reduce -4.5% |
| HD Home Depot Inc. | 0.52% | 5,245 | $2.0M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.51% | 2,196 | $2.0M | Reduce -3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 17,893 | $2.0M | Reduce -3.9% |
| XYL Xylem Inc. | 0.50% | 16,927 | $2.0M | Add +6.2% |
| JCI Johnson Controls Internation | 0.48% | 23,980 | $1.9M | Reduce -5.3% |
| HY Hyster-Yale Inc. | 0.48% | 36,576 | $1.9M | Reduce -6.5% |
| ABT Abbott Laboratories | 0.47% | 16,153 | $1.8M | Add +2.1% |
| PG The Procter & Gamble Co. | 0.47% | 10,891 | $1.8M | Add +0.4% |
| DD Dupont DE Nemours Inc. | 0.46% | 23,803 | $1.8M | Reduce -4.4% |
| LOW Lowe's Cos Inc. | 0.46% | 7,286 | $1.8M | Reduce -2.3% |
| ADI Analog Devices Inc. | 0.45% | 8,373 | $1.8M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.45% | 9,343 | $1.8M | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.45% | 14,207 | $1.8M | Add +0.6% |
| C Citigroup Inc. | 0.45% | 25,009 | $1.8M | Add +17.0% |
| JEPI JPMorgan Equity Premium Inco | 0.45% | 30,550 | $1.8M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.44% | 17,386 | $1.7M | Reduce -7.9% |
| MCD McDonald's Corp. | 0.43% | 5,818 | $1.7M | Reduce -0.9% |
| CFBK CF Bankshares Inc. | 0.42% | 64,151 | $1.6M | No change |
| BLK BlackRock Inc. | 0.40% | 1,540 | $1.6M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.40% | 6,915 | $1.6M | Add +11.1% |
| T AT&T Inc. | 0.40% | 68,287 | $1.6M | Add +9.0% |
| QCOM Qualcomm Inc. | 0.40% | 10,091 | $1.6M | Reduce -0.3% |
| LITE Lumentum Holdings Inc. | 0.39% | 18,325 | $1.5M | Reduce -2.5% |
| HBAN Huntington Bancshares Inc. | 0.39% | 93,723 | $1.5M | Reduce -0.9% |
| MSI Motorola Solutions Inc. | 0.39% | 3,297 | $1.5M | No change |
| AMBA Ambarella Inc. | 0.39% | 20,721 | $1.5M | No change |
| LIN Linde PLC | 0.38% | 3,531 | $1.5M | Add +0.1% |
| PNC PNC Financial Services Group | 0.38% | 7,666 | $1.5M | Add +5.3% |
| GD General Dynamics Corp. | 0.37% | 5,542 | $1.5M | Add +6.8% |
| LEAD Siren Divcon Leaders Dividen | 0.37% | 21,620 | $1.4M | Add +5.2% |
| WDFC WD-40 Co. | 0.37% | 5,917 | $1.4M | Reduce -6.7% |
| UNH Unitedhealth Group Inc. | 0.37% | 2,826 | $1.4M | Add +4.0% |
| SILA Sila Realty Trust Inc. | 0.36% | 58,683 | $1.4M | Reduce -45.2% |
| ROKU Roku Inc. | 0.36% | 18,800 | $1.4M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 0.35% | 4,753 | $1.4M | Add +3.9% |
| STZ Constellation Brands Inc. Class A | 0.35% | 6,135 | $1.4M | Add +7.4% |
| NDSN Nordson Corp. | 0.34% | 6,425 | $1.3M | Add +2.0% |
| TGT Target Corp. | 0.34% | 9,790 | $1.3M | Add +15.5% |
| ADP Automatic Data Processing | 0.33% | 4,471 | $1.3M | Reduce -1.0% |
| APO Apollo Global Management Inc. | 0.33% | 7,894 | $1.3M | Reduce -0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 14,625 | $1.3M | Add +0.9% |
| ITW Illinois Tool Works | 0.33% | 5,117 | $1.3M | Reduce -1.0% |
| AMT American Tower Corp. | 0.33% | 7,055 | $1.3M | Add +3.7% |
| MPC Marathon Petroleum Corp. | 0.32% | 9,051 | $1.3M | Add +0.1% |
| AMD Advanced Micro Devices | 0.31% | 10,011 | $1.2M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.30% | 2,444 | $1.2M | Reduce -20.5% |
| FDS Factset Research Systems Inc. | 0.29% | 2,347 | $1.1M | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| SILA Sila Realty Trust Inc. | Reduce -45.2% | 0.36% | −0.31 |
| LHX L3HARRIS Technologies Inc. | Reduce -9.8% | 1.07% | −0.24 |
| RTX RTX Corp. | Reduce -10.4% | 1.42% | −0.20 |
| ADBE Adobe Inc. | Reduce -6.0% | 0.94% | −0.20 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.5% | 0.91% | −0.19 |
| SJM The JM Smucker Co. | Reduce -7.8% | 1.03% | −0.17 |
| HY Hyster-Yale Inc. | Reduce -6.5% | 0.48% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -20.5% | 0.30% | −0.15 |
| MSFT Microsoft Corp. | Reduce -2.6% | 4.95% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 1.37% | −0.12 |
| SAR Saratoga Investment Corp. | Sold out | 0.00% | −0.12 |
| MS Morgan Stanley | Sold out | 0.00% | −0.11 |
| TSCO Tractor Supply Company | Reduce -3.6% | 0.86% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -7.9% | 0.44% | −0.09 |
| BF.B Brown-Forman Corp. Class B | Reduce -8.3% | 0.24% | −0.09 |
| DD Dupont DE Nemours Inc. | Reduce -4.4% | 0.46% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -25.0% | 0.14% | −0.09 |
| FCX Freeport-McMoran Inc. | Reduce -10.0% | 0.19% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -1.4% | 0.84% | −0.08 |
| CLF Cleveland-Cliffs Inc. | Reduce -31.4% | 0.08% | −0.07 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -4.1% | 3.30% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.06 |
| HOG Harley-Davidson Inc. | Reduce -4.6% | 0.17% | −0.05 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Reduce -53.2% | 0.07% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.05 |
| FPAG Fpa Global Equity ETF New | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.46% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.0% | 1.37% | −0.04 |
| WDFC WD-40 Co. | Reduce -6.7% | 0.37% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.40% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 0.21% | −0.03 |
| CVX Chevron Corp. | Reduce -2.9% | 1.27% | −0.03 |
| UHAL U-Haul Holding Co. | Reduce -2.0% | 0.26% | −0.03 |
| IT Gartner Inc. | Reduce -2.3% | 0.65% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -30.5% | 0.05% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -5.6% | 0.16% | −0.02 |
| CB Chubb Ltd. | Reduce -2.0% | 0.57% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.16% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -14.1% | 0.66% | −0.02 |
| CARR Carrier Global Corp. | Reduce -4.8% | 0.10% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -10.1% | 0.25% | −0.02 |
| AEP American Electric Power | Reduce -12.1% | 0.08% | −0.02 |
| GFF Griffon Corp. | Reduce -27.8% | 0.06% | −0.02 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.02 |
| CMPS Compass Pathways PLC | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.9% | 0.43% | −0.02 |
| LVS Las Vegas Sands Corp. | Reduce -6.6% | 0.60% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -7.4% | 0.13% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +2.7% | 1.25% | +0.20 |
| QWLD State Street SPDR MSCI World | New | 0.20% | +0.20 |
| CMI Cummins Inc. | New | 0.16% | +0.16 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.13% | +0.13 |
| C Citigroup Inc. | Add +17.0% | 0.45% | +0.12 |
| TGNA Tegna Inc. | Add +45.6% | 0.21% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.54% | +0.09 |
| FERG Ferguson Enterprises Inc. | New | 0.08% | +0.08 |
| EMR Emerson Electric Co. | Add +0.6% | 0.45% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.55% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| COP Conocophillips | Add +16.2% | 0.55% | +0.06 |
| CMS CMS Energy Corp. | New | 0.06% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.05% | +0.05 |
| USB US Bancorp | Add +1.9% | 0.65% | +0.05 |
| SHEL Shell PLC-ADR | New | 0.05% | +0.05 |
| T AT&T Inc. | Add +9.0% | 0.40% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 1.25% | +0.05 |
| FSK FS KKR Capital Corp. | New | 0.05% | +0.05 |
| PNC PNC Financial Services Group | Add +5.3% | 0.38% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.8% | 1.05% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +39.5% | 0.25% | +0.03 |
| PDO PIMCO Dynamic Income Opport | Add +30.0% | 0.14% | +0.03 |
| MPLX MPLX LP | Add +3.5% | 0.22% | +0.03 |
| BDX Becton Dickinson and Co. | Add +11.1% | 0.40% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.1% | 0.29% | +0.02 |
| MDT Medtronic PLC | Add +20.5% | 0.28% | +0.02 |
| PFE Pfizer Inc. | Add +9.9% | 0.75% | +0.02 |
| FDS Factset Research Systems Inc. | Add +0.2% | 0.29% | +0.02 |
| PPG PPG Industries Inc. | Add +26.1% | 0.12% | +0.02 |
| ABT Abbott Laboratories | Add +2.1% | 0.47% | +0.02 |
| BIDU Baidu Inc. - Spon ADR | Add +41.8% | 0.09% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +3.9% | 0.35% | +0.01 |
| LEAD Siren Divcon Leaders Dividen | Add +5.2% | 0.37% | +0.01 |
| WEC WEC Energy Group Inc. | Add +5.8% | 0.21% | +0.01 |
| ARCC Ares Capital Corp. | Add +0.1% | 0.17% | +0.01 |
| AMLP Alerian MLP ETF | Add +0.6% | 0.22% | +0.01 |
| TGT Target Corp. | Add +15.5% | 0.34% | +0.01 |
| CNH CNH Industrial NV | Add +2.6% | 0.11% | +0.01 |
| PM Philip Morris International | Add +2.1% | 0.22% | +0.01 |
| UNP Union Pacific Corp. | Add +9.2% | 0.19% | +0.01 |
| LECO Lincoln Electric Holdings | Add +5.1% | 0.10% | +0.00 |
| PEP Pepsico Inc. | Add +10.0% | 0.73% | +0.00 |
| SPGI S&P Global Inc. | Add +2.6% | 0.26% | +0.00 |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | New | 0.00% | +0.00 |
| XLE SS Energy Select Sector | Add +2.9% | 0.10% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.7% | 0.17% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.9% | 0.33% | +0.00 |
| ES Eversource Energy | Add +16.3% | 0.21% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | Sold out | 10,000 | $10Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |