StockDriftsStockDriftsTop 50 Mcdonald Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | 3.91% | 37.8K | $16.1M | +0.40%(+149) | $128.84(+253.23%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 3.36% | 16.1K | $13.8M | -3.27%(-545) | $89.71(+797.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.26% | 46.3K | $13.4M | -23.37%(-14.13K) | $202.08(+51.76%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.92% | 17.5K | $12.0M | +1.14%(+197) | $535.18(+32.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.81% | 31.0K | $11.5M | -15.39%(-5.63K) | $341.68(+47.14%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.27% | 28.6K | $9.4M | -31.26%(-13.01K) | $172.77(+109.23%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.09% | 17.2K | $8.6M | -3.68%(-656) | $233.16(+124.46%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.98% | 32.1K | $8.2M | +10.31%(+3.00K) | $193.01(+36.08%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 1.57% | 34.0K | $6.5M | -8.03%(-2.97K) | $83.04(+169.59%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.5% | 16.3K | $6.2M | -2.45%(-410) | $102.05(+311.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.10% | +8.09% | +47.58% |
| Top 20 Holdings Unweighted | +13.41% | +45.85% | +7.11% | +40.95% |
Mcdonald Partners LLC reports $411.74M in US-listed equity holdings across 621 positions in its most recent 13F filing. Its largest disclosed positions are ETN (3.9%), LITE (3.4%) and AAPL (3.3%). The top 20 holdings account for 38.3% of reported assets. Its disclosed equity book has returned +49.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcdonald Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1331074). View Mcdonald Partners LLC’s 13F filings on SEC