13F Insight
DOSSIER · 13F-HR · Q1 2026

MCDONALD PARTNERS LLC

$424M in tracked AUM across 208 positions as of Q1 2026.

MP
CIK 0001331074 · last filed Mar 31, 2026
Total AUM
$424M
as of Q1 2026
Holdings
208
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$424M▲ 33.6%
208 positionsView →2025Q4Dec 31
$317M▼ 5.2%
204 positionsView →2025Q3Sep 30
$335M▼ 19.7%
223 positionsView →2025Q2Jun 30
$417M▲ 8.6%
249 positionsLocked2025Q1Mar 31
$384M▼ 1.9%
240 positionsLocked2024Q4Dec 31
$391M▼ 2.1%
239 positionsLocked2024Q3Sep 30
$400M▲ 7.1%
239 positionsLocked2024Q2Jun 30
$373M▲ 2.7%
239 positionsLocked2024Q1Mar 31
$364M▲ 7.9%
239 positionsLocked2023Q4Dec 31
$337M▲ 9.6%
227 positionsLocked2023Q3Sep 30
$307M▼ 6.1%
227 positionsLocked2023Q2Jun 30
$327M▲ 6.0%
242 positionsLocked
Showing 12 of 22