McDonald Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), McDonald Partners LLC reported 240 stock positions worth $384.0 million. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Apple (AAPL, 4.3%) and Berkshire Hathaway Class B (BRK.B, 2.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 8, added to 95 and reduced 94. The biggest buy was a new position in Progressive (PGR) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $384.0M (Q1 2025)
- SEC Filing
- 0001172661-25-002211 ↗ filed May 15, 2025
Holdings Value
Holdings 240 stocks · $384.0M
| MSFT Microsoft Corp. | 4.43% | 45,284 | $17.0M | Reduce -1.4% |
| AAPL Apple Inc. | 4.34% | 74,981 | $16.7M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.71% | 19,515 | $10.4M | Add +0.9% |
| ETN Eaton Corp. PLC | 2.70% | 38,119 | $10.4M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.45% | 38,260 | $9.4M | Reduce -1.6% |
| AMGN Amgen Inc. | 1.71% | 21,051 | $6.6M | Reduce -1.0% |
| RTX RTX Corp. | 1.63% | 47,145 | $6.3M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 1.56% | 50,193 | $6.0M | Add +1.0% |
| CVX Chevron Corp. | 1.49% | 34,067 | $5.7M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 1.40% | 10,479 | $5.4M | Add +0.4% |
| HON Honeywell International Inc. | 1.32% | 23,788 | $5.0M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.27% | 25,657 | $4.9M | Add +2.9% |
| NVDA Nvidia Corp. | 1.26% | 44,635 | $4.8M | Add +2.6% |
| ABBV Abbvie Inc. | 1.23% | 22,621 | $4.7M | Reduce -5.6% |
| JNJ Johnson & Johnson | 1.19% | 27,456 | $4.6M | Add +0.2% |
| ORCL Oracle Corp. | 1.18% | 32,293 | $4.5M | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.17% | 18,031 | $4.5M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 7,820 | $4.4M | Reduce -6.0% |
| PNR Pentair PLC | 1.13% | 49,687 | $4.3M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 1.07% | 66,256 | $4.1M | Add +13.3% |
| GOOG Alphabet Inc. Class C | 1.06% | 26,025 | $4.1M | Add +1.7% |
| IUSG iShares Core S&P U.S. Growth | 1.06% | 32,033 | $4.1M | Add +0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.06% | 34,249 | $4.1M | Reduce -6.5% |
| PSX Phillips 66 | 1.04% | 32,312 | $4.0M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 0.98% | 10,781 | $3.8M | No change |
| VZ Verizon Communications Inc. | 0.95% | 80,627 | $3.7M | Add +1.0% |
| AVGO Broadcom Inc. | 0.95% | 21,686 | $3.6M | Add +2.9% |
| TSCO Tractor Supply Company | 0.91% | 63,339 | $3.5M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.90% | 5,998 | $3.5M | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 0.90% | 16,506 | $3.5M | Reduce -17.2% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 6,764 | $3.4M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.86% | 10,564 | $3.3M | Add +2.2% |
| ADBE Adobe Inc. | 0.83% | 8,264 | $3.2M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.82% | 17,496 | $3.2M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.76% | 115,694 | $2.9M | Add +4.9% |
| UPS United Parcel Service Class B | 0.75% | 26,000 | $2.9M | Add +6.5% |
| PEP Pepsico Inc. | 0.74% | 18,822 | $2.8M | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.72% | 24,709 | $2.8M | Reduce -11.2% |
| HD Home Depot Inc. | 0.72% | 7,447 | $2.7M | Add +42.0% |
| MAR Marriott International Class A | 0.71% | 11,519 | $2.7M | Reduce -6.4% |
| WMT Walmart Inc. | 0.68% | 29,746 | $2.6M | Reduce -4.1% |
| MWA Mueller Water Products Inc. Class A | 0.68% | 102,240 | $2.6M | Reduce -5.5% |
| AFL Aflac Inc. | 0.67% | 23,176 | $2.6M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.65% | 35,256 | $2.5M | Add +1.3% |
| CB Chubb Ltd. | 0.64% | 8,077 | $2.5M | Add +0.6% |
| PGR Progressive Corp. | 0.63% | 8,529 | $2.4M | New |
| USB US Bancorp | 0.60% | 54,405 | $2.3M | Add +1.7% |
| COP Conocophillips | 0.57% | 20,946 | $2.2M | Reduce -2.8% |
| T AT&T Inc. | 0.57% | 76,776 | $2.2M | Add +12.4% |
| ABT Abbott Laboratories | 0.56% | 16,142 | $2.1M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.55% | 2,175 | $2.1M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 4,406 | $2.1M | Add +5.0% |
| IT Gartner Inc. | 0.54% | 4,925 | $2.1M | Reduce -5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 48,507 | $2.0M | Reduce -2.4% |
| XYL Xylem Inc. | 0.52% | 16,790 | $2.0M | Reduce -0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.52% | 1,990 | $2.0M | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 34,035 | $1.9M | Add +11.4% |
| PG The Procter & Gamble Co. | 0.51% | 11,349 | $1.9M | Add +4.2% |
| GS Goldman Sachs Group Inc. | 0.50% | 3,516 | $1.9M | Reduce -5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 23,295 | $1.9M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.48% | 5,800 | $1.8M | Reduce -0.3% |
| LVS Las Vegas Sands Corp. | 0.47% | 46,547 | $1.8M | Add +1.1% |
| HY Hyster-Yale Inc. | 0.46% | 42,930 | $1.8M | Add +17.4% |
| C Citigroup Inc. | 0.46% | 25,009 | $1.8M | No change |
| LOW Lowe's Cos Inc. | 0.46% | 7,515 | $1.8M | Add +3.1% |
| JCI Johnson Controls Internation | 0.46% | 21,980 | $1.8M | Reduce -8.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 17,731 | $1.8M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.46% | 8,605 | $1.7M | Add +2.8% |
| LIN Linde PLC | 0.44% | 3,596 | $1.7M | Add +1.8% |
| BDX Becton Dickinson and Co. | 0.42% | 6,983 | $1.6M | Add +1.0% |
| EMR Emerson Electric Co. | 0.42% | 14,619 | $1.6M | Add +2.9% |
| AMT American Tower Corp. | 0.41% | 7,248 | $1.6M | Add +2.7% |
| GD General Dynamics Corp. | 0.41% | 5,663 | $1.6M | Add +2.2% |
| DD Dupont DE Nemours Inc. | 0.40% | 20,805 | $1.6M | Reduce -12.6% |
| BLK BlackRock Inc. | 0.40% | 1,628 | $1.6M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 0.40% | 2,911 | $1.6M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.40% | 9,916 | $1.5M | Reduce -1.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 28,949 | $1.5M | Add +45.7% |
| MRK Merck & Co. Inc. | 0.38% | 16,158 | $1.5M | Reduce -7.1% |
| WDFC WD-40 Co. | 0.38% | 5,917 | $1.4M | No change |
| APD Air Products & Chemicals Inc. | 0.38% | 4,840 | $1.4M | Add +1.8% |
| PNC PNC Financial Services Group | 0.37% | 8,166 | $1.4M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 0.37% | 9,253 | $1.4M | Reduce -1.0% |
| CFBK CF Bankshares Inc. | 0.37% | 64,151 | $1.4M | No change |
| LEAD Siren Divcon Leaders Dividen | 0.36% | 21,620 | $1.4M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.36% | 14,625 | $1.4M | No change |
| HBAN Huntington Bancshares Inc. | 0.35% | 89,623 | $1.3M | Reduce -4.4% |
| ADP Automatic Data Processing | 0.35% | 4,333 | $1.3M | Reduce -3.1% |
| NDSN Nordson Corp. | 0.35% | 6,575 | $1.3M | Add +2.3% |
| AMD Advanced Micro Devices | 0.34% | 12,781 | $1.3M | Add +27.7% |
| SILA Sila Realty Trust Inc. | 0.34% | 48,496 | $1.3M | Reduce -17.4% |
| MSI Motorola Solutions Inc. | 0.34% | 2,947 | $1.3M | Reduce -10.6% |
| ROKU Roku Inc. | 0.34% | 18,300 | $1.3M | Reduce -2.7% |
| STZ Constellation Brands Inc. Class A | 0.33% | 6,865 | $1.3M | Add +11.9% |
| ITW Illinois Tool Works | 0.33% | 5,024 | $1.3M | Reduce -1.8% |
| MDT Medtronic PLC | 0.31% | 13,232 | $1.2M | Reduce -2.0% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 17,182 | $1.2M | Add +5.5% |
| FDS Factset Research Systems Inc. | 0.30% | 2,518 | $1.2M | Add +7.3% |
| PAYX Paychex Inc. | 0.30% | 7,454 | $1.2M | Reduce -2.4% |
| BABA Alibaba Group Holding-SP ADR | 0.30% | 8,686 | $1.2M | Add +1.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -4.2% | 4.34% | −0.67 |
| ETN Eaton Corp. PLC | Reduce -2.1% | 2.70% | −0.60 |
| MSFT Microsoft Corp. | Reduce -1.4% | 4.43% | −0.52 |
| LHX L3HARRIS Technologies Inc. | Reduce -17.2% | 0.90% | −0.17 |
| MAR Marriott International Class A | Reduce -6.4% | 0.71% | −0.16 |
| PNR Pentair PLC | Reduce -1.0% | 1.13% | −0.16 |
| AMBA Ambarella Inc. | Reduce -6.2% | 0.25% | −0.13 |
| BF.B Brown-Forman Corp. Class B | Reduce -46.7% | 0.12% | −0.13 |
| IT Gartner Inc. | Reduce -5.7% | 0.54% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.0% | 1.14% | −0.11 |
| LITE Lumentum Holdings Inc. | Reduce -3.6% | 0.29% | −0.11 |
| TGT Target Corp. | Reduce -9.6% | 0.24% | −0.10 |
| ILMN Illumina Inc. | Reduce -3.4% | 0.13% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.37% | −0.08 |
| MPC Marathon Petroleum Corp. | Reduce -26.1% | 0.25% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -7.1% | 0.38% | −0.06 |
| NKE Nike Inc. Class B | Reduce -12.8% | 0.19% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -12.6% | 0.40% | −0.06 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -10.6% | 0.34% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.46% | −0.05 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.05 |
| GEF.B Greif Inc. Class B | Sold out | 0.00% | −0.05 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.05 |
| VFC VF Corp. | Reduce -27.3% | 0.06% | −0.05 |
| TGNA Tegna Inc. | Reduce -22.7% | 0.16% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -5.3% | 0.50% | −0.04 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −0.04 |
| BX Blackstone Inc. | Reduce -0.0% | 0.20% | −0.04 |
| SONO Sonos Inc. | Reduce -9.2% | 0.08% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -4.4% | 0.35% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.1% | 0.49% | −0.04 |
| WMT Walmart Inc. | Reduce -4.1% | 0.68% | −0.03 |
| HOG Harley-Davidson Inc. | Reduce -3.8% | 0.14% | −0.03 |
| BAC Bank of America Corp. | Reduce -2.4% | 0.53% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.7% | 0.88% | −0.03 |
| MSGS Madison Square Garden Sports | Reduce -2.6% | 0.17% | −0.03 |
| SILA Sila Realty Trust Inc. | Reduce -17.4% | 0.34% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -4.1% | 0.28% | −0.03 |
| JCI Johnson Controls Internation | Reduce -8.3% | 0.46% | −0.03 |
| UAA Under Armour Inc. Class A | Reduce -26.2% | 0.03% | −0.02 |
| ROKU Roku Inc. | Reduce -2.7% | 0.34% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.5% | 0.82% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -1.1% | 0.20% | −0.02 |
| WEN The Wendy's Co. | Reduce -1.4% | 0.18% | −0.02 |
| PKG Packaging Corp. of America | Reduce -0.0% | 0.16% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.6% | 0.17% | −0.02 |
| DLB Dolby Laboratories Inc. Class A | Reduce -21.6% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| PGR Progressive Corp. | New | 0.63% | +0.63 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 2.71% | +0.47 |
| HD Home Depot Inc. | Add +42.0% | 0.72% | +0.19 |
| XOM Exxon Mobil Corp. | Add +1.0% | 1.56% | +0.19 |
| CSCO Cisco Systems Inc. | Add +13.3% | 1.07% | +0.18 |
| JNJ Johnson & Johnson | Add +0.2% | 1.19% | +0.18 |
| T AT&T Inc. | Add +12.4% | 0.57% | +0.17 |
| VZ Verizon Communications Inc. | Add +1.0% | 0.95% | +0.14 |
| BABA Alibaba Group Holding-SP ADR | Add +1.7% | 0.30% | +0.11 |
| PFFA Virtus Infracap US Pref STCK | New | 0.11% | +0.11 |
| JEPQ JPM Nasdaq Equity Premium | Add +45.7% | 0.39% | +0.10 |
| VRT Vertiv Holdings Co. Class A | New | 0.09% | +0.09 |
| AMT American Tower Corp. | Add +2.7% | 0.41% | +0.08 |
| ADX Adams Diversified Equity | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +101.7% | 0.13% | +0.07 |
| CB Chubb Ltd. | Add +0.6% | 0.64% | +0.07 |
| CBTJ Calamos Bitcoin 80 P ETF Jan | New | 0.07% | +0.07 |
| CNH CNH Industrial NV | Add +40.6% | 0.18% | +0.06 |
| LIN Linde PLC | Add +1.8% | 0.44% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +11.4% | 0.51% | +0.06 |
| MDLZ Mondelez International Inc. Class A | Add +5.5% | 0.30% | +0.06 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| EQIN Columbia US Eqty Inc. ETF | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | New | 0.05% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +23.7% | 0.24% | +0.05 |
| AWK American Water Works Co. Inc. | Add +6.3% | 0.21% | +0.05 |
| CRM Salesforce Inc. | Add +105.8% | 0.11% | +0.05 |
| LRCX Lam Research Corp. | Add +26.6% | 0.19% | +0.04 |
| WEC WEC Energy Group Inc. | Add +1.6% | 0.25% | +0.04 |
| PG The Procter & Gamble Co. | Add +4.2% | 0.51% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +3.0% | 0.40% | +0.04 |
| CCI Crown Castle Inc. | Add +11.2% | 0.16% | +0.04 |
| NOC Northrop Grumman Corp. | Add +32.4% | 0.11% | +0.04 |
| ES Eversource Energy | Add +5.2% | 0.25% | +0.03 |
| AMD Advanced Micro Devices | Add +27.7% | 0.34% | +0.03 |
| UBER Uber Technologies Inc. | Add +0.5% | 0.17% | +0.03 |
| GD General Dynamics Corp. | Add +2.2% | 0.41% | +0.03 |
| SUN Sunoco LP | Add +0.7% | 0.23% | +0.03 |
| SPGI S&P Global Inc. | Add +4.8% | 0.29% | +0.03 |
| UNP Union Pacific Corp. | Add +6.2% | 0.22% | +0.02 |
| CL Colgate-Palmolive Co. | Add +4.5% | 0.26% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +1.8% | 0.38% | +0.02 |
| AMLP Alerian MLP ETF | Add +0.7% | 0.24% | +0.02 |
| BIDU Baidu Inc. - Spon ADR | Add +13.4% | 0.11% | +0.02 |
| CCLD Carecloud Inc. | Add +375.1% | 0.05% | +0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Add +30.2% | 0.11% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.1% | 0.25% | +0.02 |
| BDX Becton Dickinson and Co. | Add +1.0% | 0.42% | +0.02 |
| CMS CMS Energy Corp. | Add +13.3% | 0.08% | +0.02 |
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 |