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Filers›Pension Fund›MCDONALD PARTNERS LLC
DOSSIER · 13F-HR · Q1 2026

MCDONALD PARTNERS LLC

MCDONALD's pension fund based in Boston, MA — $424M in tracked AUM across 208 positions as of Q1 2026.

M
MCDONALD·Boston, MA·Pension Fund
CIK 0001331074 · last filed Mar 31, 2026
Total AUM
$424M
▲ 0.2%
vs prior
Holdings
208
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MCDONALD PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$15M60K3.6%
02
MSFT
MICROSOFT CORP
$14M37K3.2%
03
G29183103
EATON CORP PLC
$13M38K3.2%
04
JPM
JPMORGAN CHASE & CO
$12M42K2.9%
05
LITE
LUMENTUM HLDGS INC
$12M17K2.8%
06
VOO
VANGUARD INDEX FDS
$10M17K2.4%
07
ABBV
ABBVIE INC
$9M40K2.1%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$9M18K2.0%
09
PSX
PHILLIPS 66
$8M45K1.9%
10
XOM
EXXON MOBIL CORP
$8M46K1.8%

Filing history

Filing history loading…
AI Agent · grounded in MCDONALD
haiku-4-5 · 208 positions indexed
Sector mix
  • Tech35%
  • Health Care5%
  • Cons. Disc.29%
  • Communications9%
  • Industrials14%
  • Energy12%
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