McDonald Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), McDonald Partners LLC reported 204 stock positions worth $317.5 million. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Eaton (ETN, 3.7%) and Apple (AAPL, 3.7%). Compared with Q3 2025, it opened 14 new positions, sold out of 34, added to 47 and reduced 114. The biggest buy was a new position in RPM International (RPM) and the biggest sale Oracle (ORCL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $317.5M (Q4 2025)
- SEC Filing
- 0001172661-26-000422 ↗ filed Feb 2, 2026
Holdings Value
Holdings 204 stocks · $317.5M
| MSFT Microsoft Corp. | 4.53% | 29,741 | $14.4M | Reduce -6.8% |
| ETN Eaton Corp. PLC | 3.72% | 37,083 | $11.8M | Reduce -4.2% |
| AAPL Apple Inc. | 3.67% | 42,805 | $11.6M | Reduce -8.8% |
| JPM JPMorgan Chase & Co. | 2.98% | 29,368 | $9.5M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.88% | 18,196 | $9.1M | Reduce -3.3% |
| VOO Vanguard S&P 500 ETF | 2.57% | 13,003 | $8.2M | Add +1.0% |
| RTX RTX Corp. | 2.28% | 39,467 | $7.2M | Add +2.6% |
| LITE Lumentum Holdings Inc. | 1.95% | 16,820 | $6.2M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.79% | 8,345 | $5.7M | Add +6.7% |
| PNR Pentair PLC | 1.76% | 53,619 | $5.6M | Add +3.9% |
| NVDA Nvidia Corp. | 1.74% | 29,685 | $5.5M | Reduce -2.0% |
| IUSG iShares Core S&P U.S. Growth | 1.69% | 32,033 | $5.4M | No change |
| ORCL Oracle Corp. | 1.67% | 27,192 | $5.3M | Reduce -7.0% |
| AMGN Amgen Inc. | 1.66% | 16,069 | $5.3M | Reduce -9.1% |
| AVGO Broadcom Inc. | 1.63% | 14,937 | $5.2M | Reduce -9.8% |
| ABBV Abbvie Inc. | 1.44% | 19,967 | $4.6M | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.26% | 13,451 | $4.0M | Reduce -7.5% |
| CRH CRH PLC | 1.23% | 31,190 | $3.9M | Add +13.5% |
| TMO Thermo Fisher Scientific Inc. | 1.20% | 6,579 | $3.8M | Reduce -2.5% |
| HON Honeywell International Inc. | 1.20% | 19,486 | $3.8M | Reduce -7.6% |
| LHX L3HARRIS Technologies Inc. | 1.15% | 12,380 | $3.6M | Reduce -8.4% |
| MWA Mueller Water Products Inc. Class A | 1.14% | 152,245 | $3.6M | Add +20.7% |
| MAR Marriott International Class A | 1.12% | 11,463 | $3.6M | Add +2.0% |
| GILD Gilead Sciences Inc. | 1.09% | 28,296 | $3.5M | Add +5.0% |
| CSCO Cisco Systems Inc. | 1.08% | 44,386 | $3.4M | Reduce -10.8% |
| JNJ Johnson & Johnson | 1.07% | 16,479 | $3.4M | Reduce -16.2% |
| GS Goldman Sachs Group Inc. | 1.06% | 3,813 | $3.4M | Add +2.0% |
| CVX Chevron Corp. | 1.03% | 21,515 | $3.3M | Reduce -20.1% |
| TSCO Tractor Supply Company | 0.96% | 60,975 | $3.0M | Reduce -3.5% |
| C Citigroup Inc. | 0.96% | 26,035 | $3.0M | Add +3.1% |
| ADBE Adobe Inc. | 0.87% | 7,892 | $2.8M | Reduce -3.8% |
| PGR Progressive Corp. | 0.87% | 12,067 | $2.7M | Add +83.3% |
| AMZN Amazon.com Inc. | 0.80% | 11,031 | $2.5M | Reduce -20.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 4,054 | $2.5M | Reduce -7.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.77% | 24,837 | $2.4M | Reduce -7.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.74% | 22,166 | $2.4M | Reduce -7.7% |
| PFE Pfizer Inc. | 0.74% | 94,826 | $2.4M | Add +28.0% |
| JEPI JPMorgan Equity Premium Inco | 0.74% | 40,962 | $2.3M | Add +4.9% |
| PSX Phillips 66 | 0.73% | 18,064 | $2.3M | Reduce -17.7% |
| HD Home Depot Inc. | 0.72% | 6,646 | $2.3M | Reduce -25.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 7,210 | $2.3M | Reduce -37.4% |
| XOM Exxon Mobil Corp. | 0.70% | 18,581 | $2.2M | Reduce -12.4% |
| GOOGL Alphabet Inc. Class A | 0.69% | 6,985 | $2.2M | Reduce -1.7% |
| CMI Cummins Inc. | 0.69% | 4,269 | $2.2M | Add +13.6% |
| HBAN Huntington Bancshares Inc. | 0.66% | 121,214 | $2.1M | Add +13.4% |
| RPM RPM International Inc. | 0.64% | 19,650 | $2.0M | New |
| TXN Texas Instruments Inc. | 0.63% | 11,555 | $2.0M | Reduce -13.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 33,959 | $2.0M | Add +21.9% |
| FCX Freeport-McMoran Inc. | 0.62% | 38,608 | $2.0M | Add +1.1% |
| ACN Accenture PLC Class A | 0.62% | 7,281 | $2.0M | Reduce -17.0% |
| ROKU Roku Inc. | 0.60% | 17,700 | $1.9M | Reduce -3.4% |
| QCOM Qualcomm Inc. | 0.56% | 10,352 | $1.8M | Reduce -3.4% |
| USB US Bancorp | 0.55% | 32,733 | $1.7M | Reduce -14.8% |
| AGG iShares Core U.S. Aggregate | 0.55% | 17,362 | $1.7M | Add +15.5% |
| FERG Ferguson Enterprises Inc. | 0.54% | 7,685 | $1.7M | Reduce -15.4% |
| LRCX Lam Research Corp. | 0.53% | 9,900 | $1.7M | Reduce -0.6% |
| NDSN Nordson Corp. | 0.52% | 6,925 | $1.7M | Reduce -0.4% |
| LEAD Siren Divcon Leaders Dividen | 0.50% | 20,729 | $1.6M | Reduce -5.4% |
| JCI Johnson Controls Internation | 0.49% | 12,948 | $1.6M | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.47% | 14,231 | $1.5M | Add +6.0% |
| PNC PNC Financial Services Group | 0.47% | 7,165 | $1.5M | Add +3.5% |
| CFBK CF Bankshares Inc. | 0.47% | 59,427 | $1.5M | Reduce -7.4% |
| CAIE Calamos Autocallable Inc. ETF | 0.46% | 55,000 | $1.5M | Add +10.0% |
| UPS United Parcel Service Class B | 0.45% | 14,519 | $1.4M | Reduce -4.5% |
| BMY Bristol-Myers Squibb Co. | 0.45% | 26,229 | $1.4M | Add +284.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.43% | 14,500 | $1.4M | Reduce -1.3% |
| XYL Xylem Inc. | 0.42% | 9,818 | $1.3M | Reduce -16.5% |
| AMBA Ambarella Inc. | 0.41% | 18,521 | $1.3M | Reduce -3.0% |
| KEY Keycorp | 0.39% | 59,920 | $1.2M | Add +34.3% |
| HY Hyster-Yale Inc. | 0.38% | 40,370 | $1.2M | Reduce -13.3% |
| T AT&T Inc. | 0.37% | 47,460 | $1.2M | Reduce -26.1% |
| IT Gartner Inc. | 0.37% | 4,640 | $1.2M | Reduce -4.3% |
| PEP Pepsico Inc. | 0.37% | 8,103 | $1.2M | Reduce -25.2% |
| NFLX Netflix Inc. | 0.35% | 11,975 | $1.1M | Add +15.3% |
| WDFC WD-40 Co. | 0.35% | 5,667 | $1.1M | Reduce -3.8% |
| HELO JPMorgan Hedged Equity ETF | 0.35% | 16,499 | $1.1M | Add +77.3% |
| NEE Nextera Energy Inc. | 0.34% | 13,581 | $1.1M | Reduce -29.7% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 17,190 | $1.1M | Add +9.3% |
| MSI Motorola Solutions Inc. | 0.34% | 2,790 | $1.1M | Reduce -4.5% |
| PM Philip Morris International | 0.33% | 6,506 | $1.0M | Reduce -5.0% |
| APO Apollo Global Management Inc. | 0.32% | 6,936 | $1.0M | Add +0.9% |
| SILA Sila Realty Trust Inc. | 0.32% | 42,910 | $1.0M | Reduce -4.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 11,534 | $955K | Reduce -6.9% |
| QWLD State Street SPDR MSCI World | 0.30% | 6,550 | $938K | Add +2.8% |
| VZ Verizon Communications Inc. | 0.29% | 22,969 | $936K | Reduce -34.6% |
| MPC Marathon Petroleum Corp. | 0.29% | 5,567 | $905K | Add +0.9% |
| HTGC Hercules Capital Inc. | 0.28% | 48,000 | $903K | No change |
| WM Waste Management Inc. | 0.28% | 4,017 | $883K | Reduce -0.1% |
| LECO Lincoln Electric Holdings | 0.28% | 3,664 | $878K | Add +103.8% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 4,905 | $872K | Add +7.8% |
| BX Blackstone Inc. | 0.27% | 5,614 | $865K | Add +7.4% |
| FUMB First Trust Ultra Short Dur | 0.27% | 43,000 | $863K | Reduce -1.1% |
| MSGS Madison Square Garden Sports | 0.27% | 3,305 | $855K | Reduce -1.2% |
| PKBK Parke Bancorp Inc. | 0.26% | 33,448 | $838K | Reduce -8.2% |
| EQIN Columbia US Eqty Inc. ETF | 0.26% | 17,233 | $818K | Add +164.1% |
| JSMD Janus Small Mid Cap GR Alp | 0.26% | 10,028 | $818K | New |
| SUN Sunoco LP | 0.25% | 15,300 | $802K | Add +0.6% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 4,925 | $798K | No change |
| J Jacobs Solutions Inc. | 0.25% | 5,915 | $784K | Reduce -4.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 7,078 | $780K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -7.0% | 1.67% | −0.79 |
| ETN Eaton Corp. PLC | Reduce -4.2% | 3.72% | −0.60 |
| MSFT Microsoft Corp. | Reduce -6.8% | 4.53% | −0.40 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.36 |
| HD Home Depot Inc. | Reduce -25.3% | 0.72% | −0.36 |
| CVX Chevron Corp. | Reduce -20.1% | 1.03% | −0.22 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.20 |
| WMT Walmart Inc. | Reduce -72.8% | 0.08% | −0.17 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.17 |
| T AT&T Inc. | Reduce -26.1% | 0.37% | −0.17 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.17 |
| VZ Verizon Communications Inc. | Reduce -34.6% | 0.29% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -42.6% | 0.23% | −0.17 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.16 |
| LIN Linde PLC | Sold out | 0.00% | −0.16 |
| DD Dupont DE Nemours Inc. | Reduce -3.5% | 0.18% | −0.16 |
| PSX Phillips 66 | Reduce -17.7% | 0.73% | −0.16 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.14 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.14 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.14 |
| AFL Aflac Inc. | Reduce -46.5% | 0.17% | −0.14 |
| HY Hyster-Yale Inc. | Reduce -13.3% | 0.38% | −0.13 |
| GWW WW Grainger Inc. | Reduce -66.7% | 0.08% | −0.13 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.13 |
| HON Honeywell International Inc. | Reduce -7.6% | 1.20% | −0.13 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -37.4% | 0.71% | −0.12 |
| EMR Emerson Electric Co. | Reduce -59.3% | 0.09% | −0.12 |
| ABT Abbott Laboratories | Reduce -34.6% | 0.21% | −0.12 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.11 |
| TSCO Tractor Supply Company | Reduce -3.5% | 0.96% | −0.11 |
| DIS The Walt Disney Co. | Reduce -37.5% | 0.21% | −0.11 |
| MCD McDonald's Corp. | Reduce -49.5% | 0.13% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -55.4% | 0.09% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -37.0% | 0.18% | −0.11 |
| SJM The JM Smucker Co. | Reduce -7.9% | 0.77% | −0.11 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.11 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.11 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -20.2% | 0.80% | −0.10 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -13.5% | 0.63% | −0.10 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.10 |
| AMT American Tower Corp. | Reduce -44.2% | 0.11% | −0.10 |
| XYL Xylem Inc. | Reduce -16.5% | 0.42% | −0.10 |
| O Realty Income Corp. | Sold out | 0.00% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -29.7% | 0.34% | −0.09 |
| CB Chubb Ltd. | Reduce -52.9% | 0.11% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| RPM RPM International Inc. | New | 0.64% | +0.64 |
| PGR Progressive Corp. | Add +83.3% | 0.87% | +0.38 |
| RTX RTX Corp. | Add +2.6% | 2.28% | +0.36 |
| BMY Bristol-Myers Squibb Co. | Add +284.4% | 0.45% | +0.35 |
| JSMD Janus Small Mid Cap GR Alp | New | 0.26% | +0.26 |
| MAR Marriott International Class A | Add +2.0% | 1.12% | +0.25 |
| CRH CRH PLC | Add +13.5% | 1.23% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 1.79% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 2.57% | +0.22 |
| CMI Cummins Inc. | Add +13.6% | 0.69% | +0.21 |
| JBND JPMorgan Active Bond ETF | New | 0.20% | +0.20 |
| GILD Gilead Sciences Inc. | Add +5.0% | 1.09% | +0.20 |
| C Citigroup Inc. | Add +3.1% | 0.96% | +0.19 |
| MWA Mueller Water Products Inc. Class A | Add +20.7% | 1.14% | +0.18 |
| PFE Pfizer Inc. | Add +28.0% | 0.74% | +0.18 |
| FCX Freeport-McMoran Inc. | Add +1.1% | 0.62% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 1.06% | +0.17 |
| EQIN Columbia US Eqty Inc. ETF | Add +164.1% | 0.26% | +0.17 |
| HELO JPMorgan Hedged Equity ETF | Add +77.3% | 0.35% | +0.16 |
| BLCV BlackRock ETF Trust | New | 0.16% | +0.16 |
| LECO Lincoln Electric Holdings | Add +103.8% | 0.28% | +0.15 |
| JEPQ JPM Nasdaq Equity Premium | Add +21.9% | 0.62% | +0.14 |
| KEY Keycorp | Add +34.3% | 0.39% | +0.14 |
| USMC Principal US Mega-Cap ETF | New | 0.14% | +0.14 |
| MRK Merck & Co. Inc. | Add +6.0% | 0.47% | +0.14 |
| VNLA Janus Henderson Short Durati | New | 0.13% | +0.13 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.12% | +0.12 |
| HBAN Huntington Bancshares Inc. | Add +13.4% | 0.66% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +15.5% | 0.55% | +0.10 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.09% | +0.09 |
| IYW iShares Ustechnology ETF | New | 0.09% | +0.09 |
| MBCN Middlefield Banc Corp. | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | Add +1.9% | 1.44% | +0.08 |
| FSK FS KKR Capital Corp. | Add +102.8% | 0.15% | +0.08 |
| EFA iShares MSCI Eafe ETF | New | 0.08% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +4.9% | 0.74% | +0.07 |
| IDXX Idexx Laboratories Inc. | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +9.3% | 0.34% | +0.06 |
| PNC PNC Financial Services Group | Add +3.5% | 0.47% | +0.06 |
| PNR Pentair PLC | Add +3.9% | 1.76% | +0.05 |
| CAIE Calamos Autocallable Inc. ETF | Add +10.0% | 0.46% | +0.05 |
| XEXGX Eaton Vance Tax-Managed Glob | New | 0.05% | +0.05 |
| APO Apollo Global Management Inc. | Add +0.9% | 0.32% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +42.9% | 0.11% | +0.04 |
| PDO PIMCO Dynamic Income Opport | Add +17.9% | 0.20% | +0.04 |
| TJX TJX Companies Inc. | Add +17.0% | 0.13% | +0.03 |
| QWLD State Street SPDR MSCI World | Add +2.8% | 0.30% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +7.8% | 0.27% | +0.03 |
| SUN Sunoco LP | Add +0.6% | 0.25% | +0.03 |
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 |