Institutional Fund
Mcdonald Partners LLC
Cleveland, OHCIK 13310745 filings on record
Portfolio Value
$424.02M
Q1 2026
Holdings
208
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+33.6%
from $317.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.6%
- Microsoft Corp3.2%
- Eaton Corp PLC3.2%
- Jpmorgan Chase & Co.2.9%
- Lumentum Hldgs Inc2.8%
- Vanguard Index Fds2.4%
- Other81.9%
Portfolio Holdings
208 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 60.5K | $15.35M | 3.6% | +17.7K | Added |
| 2 | Microsoft Corp | 36.6K | $13.54M | 3.2% | +6.9K | Added |
| 3 | Eaton Corp PLC | 37.6K | $13.47M | 3.2% | +565 | Added |
| 4 | Jpmorgan Chase & Co. | 41.6K | $12.24M | 2.9% | +12.2K | Added |
| 5 | Lumentum Hldgs Inc | 16.7K | $11.71M | 2.8% | −155 | Reduced |
| 6 | Vanguard Index Fds | 17.3K | $10.33M | 2.4% | +4.3K | Added |
| 7 | Abbvie Inc | 40.4K | $8.79M | 2.1% | +20.4K | Added |
| 8 | Berkshire Hathaway Inc Del | 17.8K | $8.65M | 2.0% | −355 | Reduced |
| 9 | Phillips 66 | 45.1K | $8.21M | 1.9% | +27.0K | Added |
| 10 | Exxon Mobil Corp | 46.1K | $7.83M | 1.8% | +27.6K | Added |
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