McDonald Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), McDonald Partners LLC reported 208 stock positions worth $424.0 million. Its top holding was Apple (AAPL) at 3.6% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Eaton (ETN, 3.2%). Compared with Q4 2025, it opened 14 new positions, sold out of 10, added to 88 and reduced 62. The biggest buy was Phillips 66 (PSX, shares +150%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0001331074
- Portfolio Value
- $424.0M (Q1 2026)
- SEC Filing
- 0001172661-26-002252 ↗ filed May 15, 2026
Holdings Value
Holdings 208 stocks · $424.0M
| AAPL Apple Inc. | 3.62% | 60,478 | $15.3M | Add +41.3% |
| MSFT Microsoft Corp. | 3.19% | 36,594 | $13.5M | Add +23.0% |
| ETN Eaton Corp. PLC | 3.18% | 37,648 | $13.5M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 2.89% | 41,617 | $12.2M | Add +41.7% |
| LITE Lumentum Holdings Inc. | 2.76% | 16,665 | $11.7M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 2.44% | 17,292 | $10.3M | Add +33.0% |
| ABBV Abbvie Inc. | 2.07% | 40,393 | $8.8M | Add +102.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 17,841 | $8.6M | Reduce -1.9% |
| PSX Phillips 66 | 1.94% | 45,090 | $8.2M | Add +149.6% |
| XOM Exxon Mobil Corp. | 1.85% | 46,131 | $7.8M | Add +148.3% |
| C Citigroup Inc. | 1.75% | 65,480 | $7.4M | Add +151.5% |
| GOOGL Alphabet Inc. Class A | 1.75% | 25,763 | $7.4M | Add +268.8% |
| RTX RTX Corp. | 1.68% | 36,990 | $7.1M | Reduce -6.3% |
| JNJ Johnson & Johnson | 1.68% | 29,119 | $7.1M | Add +76.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.59% | 27,824 | $6.7M | Add +106.8% |
| BMY Bristol-Myers Squibb Co. | 1.56% | 109,389 | $6.6M | Add +317.1% |
| AMZN Amazon.com Inc. | 1.48% | 30,172 | $6.3M | Add +173.5% |
| TMO Thermo Fisher Scientific Inc. | 1.43% | 12,359 | $6.1M | Add +87.9% |
| GOOG Alphabet Inc. Class C | 1.37% | 20,259 | $5.8M | Add +181.0% |
| COP Conocophillips | 1.36% | 43,703 | $5.8M | Add +426.9% |
| AMGN Amgen Inc. | 1.33% | 16,022 | $5.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 1.22% | 16,749 | $5.2M | Add +12.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 7,781 | $5.1M | Reduce -6.8% |
| PNR Pentair PLC | 1.17% | 57,213 | $5.0M | Add +6.7% |
| IUSG iShares Core S&P U.S. Growth | 1.17% | 32,000 | $5.0M | Reduce -0.1% |
| MWA Mueller Water Products Inc. Class A | 1.16% | 178,395 | $4.9M | Add +17.2% |
| NVDA Nvidia Corp. | 1.10% | 26,747 | $4.7M | Reduce -9.9% |
| TXT Textron Inc. | 1.05% | 51,000 | $4.5M | New |
| CVX Chevron Corp. | 1.03% | 21,038 | $4.4M | Reduce -2.2% |
| HON Honeywell International Inc. | 1.02% | 19,226 | $4.3M | Reduce -1.3% |
| LHX L3HARRIS Technologies Inc. | 1.01% | 12,377 | $4.3M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.98% | 85,264 | $4.2M | Add +747.2% |
| GE General Electric filed as GE AEROSPACE | 0.97% | 14,439 | $4.1M | Add +586.6% |
| ORCL Oracle Corp. | 0.96% | 27,767 | $4.1M | Add +2.1% |
| GILD Gilead Sciences Inc. | 0.90% | 27,300 | $3.8M | Reduce -3.5% |
| YUM Yum! Brands Inc. | 0.88% | 24,068 | $3.7M | New |
| MAR Marriott International Class A | 0.87% | 11,338 | $3.7M | Reduce -1.1% |
| ROK Rockwell Automation Inc. | 0.85% | 10,000 | $3.6M | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.79% | 34,751 | $3.4M | Add +39.9% |
| CSCO Cisco Systems Inc. | 0.77% | 42,231 | $3.3M | Reduce -4.9% |
| GS Goldman Sachs Group Inc. | 0.76% | 3,798 | $3.2M | Reduce -0.4% |
| PGR Progressive Corp. | 0.74% | 15,921 | $3.2M | Add +31.9% |
| AGG iShares Core U.S. Aggregate | 0.71% | 30,141 | $3.0M | Add +73.6% |
| CRH CRH PLC | 0.70% | 28,210 | $2.9M | Reduce -9.6% |
| TSCO Tractor Supply Company | 0.69% | 64,450 | $2.9M | Add +5.7% |
| PFE Pfizer Inc. | 0.68% | 102,552 | $2.9M | Add +8.2% |
| HD Home Depot Inc. | 0.65% | 8,431 | $2.8M | Add +26.9% |
| VEA Vanguard Ftse Developed ETF | 0.61% | 40,503 | $2.6M | Add +135.6% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 44,550 | $2.5M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 4,051 | $2.3M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.55% | 12,477 | $2.3M | New |
| FCX Freeport-McMoran Inc. | 0.54% | 39,231 | $2.3M | Add +1.6% |
| RPM RPM International Inc. | 0.54% | 23,090 | $2.3M | Add +17.5% |
| TXN Texas Instruments Inc. | 0.53% | 11,555 | $2.2M | No change |
| JSMD Janus Small Mid Cap GR Alp | 0.52% | 27,631 | $2.2M | Add +175.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.51% | 21,916 | $2.1M | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.48% | 9,600 | $2.1M | Reduce -3.0% |
| HELO JPMorgan Hedged Equity ETF | 0.47% | 31,190 | $2.0M | Add +89.0% |
| OXY Occidental Petroleum Corp. | 0.46% | 30,225 | $2.0M | New |
| CMI Cummins Inc. | 0.46% | 3,627 | $2.0M | Reduce -15.0% |
| Q Qnity Electronics Inc. | 0.45% | 16,716 | $1.9M | Add +319.2% |
| ADBE Adobe Inc. | 0.45% | 7,874 | $1.9M | Reduce -0.2% |
| BLCV iShares Large Cap Val Act | 0.45% | 52,848 | $1.9M | Add +287.5% |
| NDSN Nordson Corp. | 0.44% | 7,090 | $1.9M | Add +2.4% |
| JIRE JPMorgan Int Res Enh Eqty | 0.44% | 24,827 | $1.9M | Add +388.9% |
| USMC Principal US Mega-Cap ETF | 0.42% | 27,909 | $1.8M | Add +329.0% |
| FERG Ferguson Enterprises Inc. | 0.42% | 7,695 | $1.8M | Add +0.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 31,606 | $1.8M | Reduce -6.9% |
| JCI Johnson Controls Internation | 0.41% | 13,194 | $1.7M | Add +1.9% |
| ROKU Roku Inc. | 0.41% | 18,250 | $1.7M | Add +3.1% |
| MRK Merck & Co. Inc. | 0.41% | 14,277 | $1.7M | Add +0.3% |
| T AT&T Inc. | 0.40% | 57,775 | $1.7M | Add +21.7% |
| CFBK CF Bankshares Inc. | 0.39% | 59,427 | $1.7M | No change |
| HBAN Huntington Bancshares Inc. | 0.39% | 105,314 | $1.6M | Reduce -13.1% |
| DD Dupont DE Nemours Inc. | 0.37% | 34,630 | $1.6M | Add +147.6% |
| USB US Bancorp | 0.37% | 30,446 | $1.6M | Reduce -7.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 18,844 | $1.6M | Add +63.4% |
| JBND JPMorgan Active Bond ETF | 0.37% | 28,888 | $1.6M | Add +140.5% |
| PNC PNC Financial Services Group | 0.36% | 7,431 | $1.5M | Add +3.7% |
| LEAD Siren Divcon Leaders Dividen | 0.35% | 19,369 | $1.5M | Reduce -6.6% |
| HY Hyster-Yale Inc. | 0.34% | 44,656 | $1.5M | Add +10.6% |
| ACN Accenture PLC Class A | 0.34% | 7,297 | $1.4M | Add +0.2% |
| CAIE Calamos Autocallable Inc. ETF | 0.34% | 56,702 | $1.4M | Add +3.1% |
| UPS United Parcel Service Class B | 0.33% | 14,326 | $1.4M | Reduce -1.3% |
| MPC Marathon Petroleum Corp. | 0.32% | 5,517 | $1.3M | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 14,500 | $1.3M | No change |
| VRT Vertiv Holdings Co. Class A | 0.31% | 5,268 | $1.3M | Add +7.0% |
| VNLA Janus Henderson Short Durati | 0.30% | 26,223 | $1.3M | Add +210.6% |
| NEE Nextera Energy Inc. | 0.30% | 13,485 | $1.3M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.29% | 9,642 | $1.2M | Reduce -6.9% |
| PEP Pepsico Inc. | 0.28% | 7,727 | $1.2M | Reduce -4.6% |
| KEY Keycorp | 0.28% | 62,530 | $1.2M | Add +4.4% |
| MSI Motorola Solutions Inc. | 0.28% | 2,740 | $1.2M | Reduce -1.8% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 21,834 | $1.2M | Add +151.8% |
| GLW Corning Inc. | 0.27% | 8,509 | $1.2M | No change |
| WDFC WD-40 Co. | 0.27% | 5,667 | $1.2M | No change |
| XYL Xylem Inc. | 0.27% | 9,628 | $1.2M | Reduce -1.9% |
| EQIN Columbia US Eqty Inc. ETF | 0.27% | 23,382 | $1.1M | Add +35.7% |
| VZ Verizon Communications Inc. | 0.27% | 22,417 | $1.1M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.26% | 11,325 | $1.1M | Reduce -5.4% |
Portfolio Sells Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 2.04% | −0.84 |
| NVDA Nvidia Corp. | Reduce -9.9% | 1.10% | −0.64 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.8% | 1.19% | −0.60 |
| RTX RTX Corp. | Reduce -6.3% | 1.68% | −0.60 |
| CRH CRH PLC | Reduce -9.6% | 0.70% | −0.53 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.1% | 1.17% | −0.52 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.45% | −0.42 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.33% | −0.33 |
| CSCO Cisco Systems Inc. | Reduce -4.9% | 0.77% | −0.30 |
| GS Goldman Sachs Group Inc. | Reduce -0.4% | 0.76% | −0.30 |
| HBAN Huntington Bancshares Inc. | Reduce -13.1% | 0.39% | −0.27 |
| QCOM Qualcomm Inc. | Reduce -6.9% | 0.29% | −0.26 |
| MAR Marriott International Class A | Reduce -1.1% | 0.87% | −0.25 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.1% | 0.51% | −0.24 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.55% | −0.23 |
| CMI Cummins Inc. | Reduce -15.0% | 0.46% | −0.23 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -6.9% | 0.41% | −0.21 |
| GILD Gilead Sciences Inc. | Reduce -3.5% | 0.90% | −0.20 |
| AMBA Ambarella Inc. | Reduce -2.4% | 0.22% | −0.19 |
| USB US Bancorp | Reduce -7.0% | 0.37% | −0.18 |
| HON Honeywell International Inc. | Reduce -1.3% | 1.02% | −0.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -56.5% | 0.08% | −0.17 |
| XYL Xylem Inc. | Reduce -1.9% | 0.27% | −0.15 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.15 |
| LEAD Siren Divcon Leaders Dividen | Reduce -6.6% | 0.35% | −0.15 |
| BX Blackstone Inc. | Reduce -16.9% | 0.13% | −0.15 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.0% | 1.01% | −0.14 |
| APO Apollo Global Management Inc. | Reduce -0.9% | 0.18% | −0.14 |
| UPS United Parcel Service Class B | Reduce -1.3% | 0.33% | −0.12 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.11 |
| DIS The Walt Disney Co. | Reduce -24.9% | 0.10% | −0.11 |
| GDDY GoDaddy Inc. Class A | Reduce -1.9% | 0.10% | −0.11 |
| TGNA Tegna Inc. | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -5.4% | 0.26% | −0.10 |
| RSPF Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.09 |
| MBCN Middlefield Banc Corp. | Sold out | 0.00% | −0.09 |
| PZT Invesco New York Amt-Free Mu | Reduce -41.4% | 0.06% | −0.08 |
| PEP Pepsico Inc. | Reduce -4.6% | 0.28% | −0.08 |
| PM Philip Morris International | Reduce -2.3% | 0.25% | −0.08 |
| LECO Lincoln Electric Holdings | Reduce -7.7% | 0.20% | −0.08 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.07 |
| ILMN Illumina Inc. | Reduce -1.1% | 0.17% | −0.07 |
| FUMB First Trust Ultra Short Dur | Reduce -1.2% | 0.20% | −0.07 |
| FNCL Fidelity MSCI Financial Indx | Reduce -19.9% | 0.08% | −0.07 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.07 |
| ZTS Zoetis Inc. | Reduce -2.8% | 0.14% | −0.07 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.07 |
| WM Waste Management Inc. | Reduce -1.9% | 0.21% | −0.06 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.06 |
| CB Chubb Ltd. | Reduce -38.4% | 0.05% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| PSX Phillips 66 | Add +149.6% | 1.94% | +1.20 |
| XOM Exxon Mobil Corp. | Add +148.3% | 1.85% | +1.14 |
| BMY Bristol-Myers Squibb Co. | Add +317.1% | 1.56% | +1.12 |
| COP Conocophillips | Add +426.9% | 1.36% | +1.12 |
| GOOGL Alphabet Inc. Class A | Add +268.8% | 1.75% | +1.06 |
| TXT Textron Inc. | New | 1.05% | +1.05 |
| YUM Yum! Brands Inc. | New | 0.88% | +0.88 |
| ROK Rockwell Automation Inc. | New | 0.85% | +0.85 |
| BAC Bank of America Corp. | Add +747.2% | 0.98% | +0.81 |
| C Citigroup Inc. | Add +151.5% | 1.75% | +0.79 |
| GE General Electric | Add +586.6% | 0.97% | +0.76 |
| AMZN Amazon.com Inc. | Add +173.5% | 1.48% | +0.68 |
| GOOG Alphabet Inc. Class C | Add +181.0% | 1.37% | +0.66 |
| ABBV Abbvie Inc. | Add +102.3% | 2.07% | +0.63 |
| JNJ Johnson & Johnson | Add +76.7% | 1.68% | +0.60 |
| CRM Salesforce Inc. | New | 0.55% | +0.55 |
| OXY Occidental Petroleum Corp. | New | 0.46% | +0.46 |
| Q Qnity Electronics Inc. | Add +319.2% | 0.45% | +0.35 |
| IBM Intl Business Machines Corp. | Add +106.8% | 1.59% | +0.34 |
| JIRE JPMorgan Int Res Enh Eqty | Add +388.9% | 0.44% | +0.32 |
| BLCV iShares Large Cap Val Act | Add +287.5% | 0.45% | +0.29 |
| USMC Principal US Mega-Cap ETF | Add +329.0% | 0.42% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +135.6% | 0.61% | +0.27 |
| JSMD Janus Small Mid Cap GR Alp | Add +175.5% | 0.52% | +0.26 |
| TMO Thermo Fisher Scientific Inc. | Add +87.9% | 1.43% | +0.23 |
| DD Dupont DE Nemours Inc. | Add +147.6% | 0.37% | +0.20 |
| VNLA Janus Henderson Short Durati | Add +210.6% | 0.30% | +0.17 |
| JBND JPMorgan Active Bond ETF | Add +140.5% | 0.37% | +0.16 |
| JTEK JPMorgan US Tech Leaders | New | 0.16% | +0.16 |
| AGG iShares Core U.S. Aggregate | Add +73.6% | 0.71% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +151.8% | 0.28% | +0.13 |
| HELO JPMorgan Hedged Equity ETF | Add +89.0% | 0.47% | +0.12 |
| MCK McKesson Corp. | New | 0.11% | +0.11 |
| SPHY SS SPDR P High Yield ETF | New | 0.08% | +0.08 |
| IAGG iShares Intl Aggregate Bond | New | 0.08% | +0.08 |
| SHY iShares 1-3 Year Treasury Bo | Add +63.4% | 0.37% | +0.07 |
| FMNB Farmers Natl Banc Corp. | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +100.7% | 0.19% | +0.06 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +7.0% | 0.31% | +0.06 |
| VLO Valero Energy Corp. | New | 0.06% | +0.06 |
| SHEL Shell PLC-ADR | New | 0.05% | +0.05 |
| BUFY Ftvest Lddrdintlmod Buff ETF | New | 0.05% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +90.1% | 0.11% | +0.03 |
| IRDM Iridium Communications Inc. | Add +10.9% | 0.13% | +0.03 |
| SJM The JM Smucker Co. | Add +39.9% | 0.79% | +0.03 |
| T AT&T Inc. | Add +21.7% | 0.40% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +55.9% | 0.11% | +0.01 |
| MWA Mueller Water Products Inc. Class A | Add +17.2% | 1.16% | +0.01 |
| EQIN Columbia US Eqty Inc. ETF | Add +35.7% | 0.27% | +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 |