McDonald Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), McDonald Partners LLC reported 248 stock positions worth $416.2 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by Eaton (ETN, 3.4%) and Apple (AAPL, 3.4%). Compared with Q1 2025, it opened 15 new positions, sold out of 7, added to 92 and reduced 94. The biggest buy was Eaton (ETN, shares +4%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $416.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003063 ↗ filed Aug 12, 2025
Holdings Value
Holdings 248 stocks · $416.2M
| MSFT Microsoft Corp. | 5.41% | 45,217 | $22.5M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 3.40% | 39,689 | $14.2M | Add +4.1% |
| AAPL Apple Inc. | 3.37% | 68,321 | $14.0M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 2.63% | 37,673 | $10.9M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 18,967 | $9.2M | Reduce -2.8% |
| RTX RTX Corp. | 1.75% | 49,936 | $7.3M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 1.72% | 12,572 | $7.1M | Add +20.0% |
| ORCL Oracle Corp. | 1.68% | 32,018 | $7.0M | Reduce -0.8% |
| NVDA Nvidia Corp. | 1.66% | 43,690 | $6.9M | Reduce -2.1% |
| AVGO Broadcom Inc. | 1.62% | 24,515 | $6.8M | Add +13.1% |
| AMGN Amgen Inc. | 1.42% | 21,136 | $5.9M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.37% | 25,979 | $5.7M | Add +1.3% |
| HON Honeywell International Inc. | 1.33% | 23,770 | $5.5M | Reduce -0.1% |
| PNR Pentair PLC | 1.31% | 53,119 | $5.5M | Add +6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.27% | 17,828 | $5.3M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.19% | 45,962 | $5.0M | Reduce -8.4% |
| IUSG iShares Core S&P U.S. Growth | 1.16% | 32,033 | $4.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 7,780 | $4.8M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 1.15% | 68,944 | $4.8M | Add +4.1% |
| CVX Chevron Corp. | 1.13% | 32,843 | $4.7M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 1.11% | 25,969 | $4.6M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.11% | 6,213 | $4.6M | Add +3.6% |
| LHX L3HARRIS Technologies Inc. | 1.04% | 17,160 | $4.3M | Add +4.0% |
| ABBV Abbvie Inc. | 1.02% | 22,916 | $4.3M | Add +1.3% |
| JNJ Johnson & Johnson | 1.01% | 27,314 | $4.2M | Reduce -0.5% |
| PSX Phillips 66 | 0.92% | 32,073 | $3.8M | Reduce -0.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.89% | 37,712 | $3.7M | Add +10.1% |
| TXN Texas Instruments Inc. | 0.89% | 17,710 | $3.7M | Add +1.2% |
| HD Home Depot Inc. | 0.88% | 9,898 | $3.6M | Add +32.9% |
| SHW The Sherwin-Williams Co. | 0.86% | 10,391 | $3.6M | Reduce -3.6% |
| VZ Verizon Communications Inc. | 0.83% | 79,370 | $3.4M | Reduce -1.6% |
| TSCO Tractor Supply Company | 0.79% | 62,514 | $3.3M | Reduce -1.3% |
| ACN Accenture PLC Class A | 0.77% | 10,691 | $3.2M | Add +1.2% |
| ADBE Adobe Inc. | 0.77% | 8,264 | $3.2M | No change |
| MAR Marriott International Class A | 0.75% | 11,459 | $3.1M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.68% | 116,796 | $2.8M | Add +0.9% |
| WMT Walmart Inc. | 0.67% | 28,560 | $2.8M | Reduce -4.0% |
| GS Goldman Sachs Group Inc. | 0.67% | 3,932 | $2.8M | Add +11.8% |
| TMO Thermo Fisher Scientific Inc. | 0.66% | 6,744 | $2.7M | Reduce -0.3% |
| MWA Mueller Water Products Inc. Class A | 0.64% | 110,970 | $2.7M | Add +8.5% |
| GILD Gilead Sciences Inc. | 0.62% | 23,167 | $2.6M | Reduce -6.2% |
| NEE Nextera Energy Inc. | 0.60% | 35,629 | $2.5M | Add +1.1% |
| USB US Bancorp | 0.60% | 54,734 | $2.5M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 4,487 | $2.5M | Add +1.8% |
| AFL Aflac Inc. | 0.59% | 23,255 | $2.5M | Add +0.3% |
| PEP Pepsico Inc. | 0.59% | 18,396 | $2.4M | Reduce -2.3% |
| PGR Progressive Corp. | 0.57% | 8,953 | $2.4M | Add +5.0% |
| CB Chubb Ltd. | 0.57% | 8,187 | $2.4M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 49,491 | $2.3M | Add +2.0% |
| XYL Xylem Inc. | 0.53% | 17,166 | $2.2M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.53% | 2,173 | $2.2M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.52% | 15,987 | $2.2M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.51% | 22,408 | $2.1M | Reduce -3.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 17,123 | $2.1M | Reduce -3.4% |
| ADI Analog Devices Inc. | 0.51% | 8,840 | $2.1M | Add +2.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.51% | 1,993 | $2.1M | Add +0.1% |
| UPS United Parcel Service Class B | 0.50% | 20,394 | $2.1M | Reduce -21.6% |
| JEPI JPMorgan Equity Premium Inco | 0.49% | 36,070 | $2.1M | Add +6.0% |
| EMR Emerson Electric Co. | 0.48% | 14,938 | $2.0M | Add +2.2% |
| C Citigroup Inc. | 0.47% | 23,159 | $2.0M | Reduce -7.4% |
| IT Gartner Inc. | 0.47% | 4,825 | $2.0M | Reduce -2.0% |
| LVS Las Vegas Sands Corp. | 0.46% | 44,251 | $1.9M | Reduce -4.9% |
| JCI Johnson Controls Internation | 0.46% | 18,212 | $1.9M | Reduce -17.1% |
| AMD Advanced Micro Devices | 0.44% | 13,014 | $1.8M | Add +1.8% |
| T AT&T Inc. | 0.44% | 62,977 | $1.8M | Reduce -18.0% |
| COP Conocophillips | 0.44% | 20,192 | $1.8M | Reduce -3.6% |
| HY Hyster-Yale Inc. | 0.43% | 45,469 | $1.8M | Add +5.9% |
| BLK BlackRock Inc. | 0.43% | 1,688 | $1.8M | Add +3.7% |
| PG The Procter & Gamble Co. | 0.43% | 11,180 | $1.8M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.42% | 7,791 | $1.7M | Add +3.7% |
| LIN Linde PLC | 0.42% | 3,654 | $1.7M | Add +1.6% |
| MCD McDonald's Corp. | 0.41% | 5,831 | $1.7M | Add +0.5% |
| GD General Dynamics Corp. | 0.40% | 5,640 | $1.7M | Reduce -0.4% |
| LITE Lumentum Holdings Inc. | 0.40% | 17,460 | $1.7M | Reduce -1.1% |
| AMT American Tower Corp. | 0.39% | 7,304 | $1.6M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.39% | 10,181 | $1.6M | Add +2.7% |
| LEAD Siren Divcon Leaders Dividen | 0.38% | 22,183 | $1.6M | Add +2.6% |
| ROKU Roku Inc. | 0.38% | 18,100 | $1.6M | Reduce -1.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 29,197 | $1.6M | Add +0.9% |
| HBAN Huntington Bancshares Inc. | 0.38% | 93,707 | $1.6M | Add +4.6% |
| CFBK CF Bankshares Inc. | 0.37% | 64,151 | $1.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.35% | 8,261 | $1.5M | Reduce -10.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 2,818 | $1.4M | Add +1.6% |
| APD Air Products & Chemicals Inc. | 0.34% | 4,969 | $1.4M | Add +2.7% |
| NDSN Nordson Corp. | 0.34% | 6,550 | $1.4M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.33% | 1,039 | $1.4M | Reduce -8.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 14,625 | $1.4M | No change |
| ADP Automatic Data Processing | 0.33% | 4,350 | $1.4M | Add +0.4% |
| WDFC WD-40 Co. | 0.32% | 5,917 | $1.3M | No change |
| CMI Cummins Inc. | 0.32% | 4,120 | $1.3M | Add +125.8% |
| AGG iShares Core U.S. Aggregate | 0.32% | 13,600 | $1.3M | New |
| PNC PNC Financial Services Group | 0.32% | 7,126 | $1.3M | Reduce -12.7% |
| ITW Illinois Tool Works | 0.31% | 5,237 | $1.3M | Add +4.2% |
| FCX Freeport-McMoran Inc. | 0.31% | 30,085 | $1.3M | Add +22.6% |
| AMBA Ambarella Inc. | 0.31% | 19,246 | $1.3M | Reduce -1.0% |
| MDT Medtronic PLC | 0.30% | 14,395 | $1.3M | Add +8.8% |
| PM Philip Morris International | 0.30% | 6,904 | $1.3M | Add +0.0% |
| MSI Motorola Solutions Inc. | 0.30% | 2,947 | $1.2M | No change |
| MDLZ Mondelez International Inc. Class A | 0.28% | 17,511 | $1.2M | Add +1.9% |
| SPGI S&P Global Inc. | 0.28% | 2,218 | $1.2M | Add +2.3% |
Options reported separately and not counted above: LVS calls ($870K).
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -8.9% | 3.37% | −0.97 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 2.21% | −0.49 |
| XOM Exxon Mobil Corp. | Reduce -8.4% | 1.19% | −0.36 |
| CVX Chevron Corp. | Reduce -3.6% | 1.13% | −0.35 |
| UPS United Parcel Service Class B | Reduce -21.6% | 0.50% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.66% | −0.22 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.01% | −0.18 |
| BDX Becton Dickinson and Co. | Reduce -16.5% | 0.24% | −0.18 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.59% | −0.15 |
| COP Conocophillips | Reduce -3.6% | 0.44% | −0.14 |
| DD Dupont DE Nemours Inc. | Reduce -19.2% | 0.28% | −0.13 |
| T AT&T Inc. | Reduce -18.0% | 0.44% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.83% | −0.13 |
| TGT Target Corp. | Reduce -44.6% | 0.12% | −0.12 |
| SHW The Sherwin-Williams Co. | Reduce -3.6% | 0.86% | −0.12 |
| PSX Phillips 66 | Reduce -0.7% | 0.92% | −0.12 |
| TSCO Tractor Supply Company | Reduce -1.3% | 0.79% | −0.12 |
| GILD Gilead Sciences Inc. | Reduce -6.2% | 0.62% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -35.6% | 0.13% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -8.9% | 0.28% | −0.10 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.09 |
| STZ Constellation Brands Inc. Class A | Reduce -7.6% | 0.25% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.43% | −0.08 |
| IT Gartner Inc. | Reduce -2.0% | 0.47% | −0.07 |
| TGNA Tegna Inc. | Reduce -32.3% | 0.09% | −0.07 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Reduce -12.7% | 0.32% | −0.05 |
| WEN The Wendy's Co. | Reduce -3.2% | 0.13% | −0.05 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| EQIN Columbia US Eqty Inc. ETF | Sold out | 0.00% | −0.05 |
| APO Apollo Global Management Inc. | Reduce -11.1% | 0.24% | −0.04 |
| SW Smurfit Westrock PLC | Reduce -25.0% | 0.08% | −0.04 |
| UHAL U-Haul Holding Co. | Reduce -0.7% | 0.22% | −0.04 |
| BF.B Brown-Forman Corp. Class B | Reduce -6.5% | 0.08% | −0.04 |
| KO The Coca-Cola Co. | Reduce -13.7% | 0.13% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.52% | −0.04 |
| PKG Packaging Corp. of America | Reduce -10.7% | 0.13% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -2.5% | 0.22% | −0.04 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.21% | −0.03 |
| CLF Cleveland-Cliffs Inc. | Reduce -34.7% | 0.04% | −0.03 |
| FUMB First Trust Ultra Short Dur | Reduce -4.4% | 0.21% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -6.6% | 0.19% | −0.03 |
| BIDU Baidu Inc. - Spon ADR | Reduce -12.4% | 0.08% | −0.03 |
| ET Energy Transfer LP | Reduce -5.6% | 0.15% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -14.7% | 0.23% | −0.03 |
| FNCL Fidelity MSCI Financial Indx | Reduce -16.7% | 0.12% | −0.03 |
| HOG Harley-Davidson Inc. | Reduce -4.4% | 0.12% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -10.7% | 0.35% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ETN Eaton Corp. PLC | Add +4.1% | 3.40% | +0.71 |
| AVGO Broadcom Inc. | Add +13.1% | 1.62% | +0.68 |
| AGG iShares Core U.S. Aggregate | New | 0.32% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +20.0% | 1.72% | +0.31 |
| META Meta Platforms Inc. Class A | Add +3.6% | 1.11% | +0.20 |
| VEA Vanguard Ftse Developed ETF | New | 0.20% | +0.20 |
| FERG Ferguson Enterprises Inc. | Add +188.6% | 0.26% | +0.19 |
| PNR Pentair PLC | Add +6.9% | 1.31% | +0.18 |
| CMI Cummins Inc. | Add +125.8% | 0.32% | +0.18 |
| GS Goldman Sachs Group Inc. | Add +11.8% | 0.67% | +0.17 |
| HD Home Depot Inc. | Add +32.9% | 0.88% | +0.16 |
| SHY iShares 1-3 Year Treasury Bo | Add +181.1% | 0.23% | +0.14 |
| LHX L3HARRIS Technologies Inc. | Add +4.0% | 1.04% | +0.13 |
| RTX RTX Corp. | Add +5.9% | 1.75% | +0.13 |
| HELO JPMorgan Hedged Equity ETF | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +1.8% | 0.44% | +0.10 |
| AMZN Amazon.com Inc. | Add +1.3% | 1.37% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.6% | 0.34% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.09% | +0.09 |
| CSCO Cisco Systems Inc. | Add +4.1% | 1.15% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| FCX Freeport-McMoran Inc. | Add +22.6% | 0.31% | +0.07 |
| TXN Texas Instruments Inc. | Add +1.2% | 0.89% | +0.06 |
| EMR Emerson Electric Co. | Add +2.2% | 0.48% | +0.06 |
| FSK FS KKR Capital Corp. | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 0.60% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.06% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.06% | +0.06 |
| ADI Analog Devices Inc. | Add +2.7% | 0.51% | +0.05 |
| FPAG Fpa Global Equity ETF New | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| ECL Ecolab Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +2.0% | 0.56% | +0.04 |
| DKNG Draftkings Inc. Class A | Add +1.7% | 0.20% | +0.03 |
| ICLN iShares Global Clean Energy | New | 0.03% | +0.03 |
| HBAN Huntington Bancshares Inc. | Add +4.6% | 0.38% | +0.03 |
| BLK BlackRock Inc. | Add +3.7% | 0.43% | +0.03 |
| GE General Electric | Add +0.3% | 0.15% | +0.02 |
| KEY Keycorp | Add +19.1% | 0.13% | +0.02 |
| BA The Boeing Co. | Add +15.4% | 0.09% | +0.02 |
| LEAD Siren Divcon Leaders Dividen | Add +2.6% | 0.38% | +0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Add +10.6% | 0.13% | +0.02 |
| PM Philip Morris International | Add +0.0% | 0.30% | +0.02 |
| GLW Corning Inc. | Add +5.8% | 0.12% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +4.8% | 0.26% | +0.01 |
| XYL Xylem Inc. | Add +2.2% | 0.53% | +0.01 |
| CBTJ Calamos Bitcoin 80 P ETF Jan | Add +6.2% | 0.08% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| LVS Las Vegas Sands Corp. | call | New | 20,000 | $870K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |