13F Insight
DOSSIER · 13F-HR · Q2 2026

MCDONALD PARTNERS LLC

$412M in tracked AUM across 621 positions as of Q2 2026.

MP
CIK 0001331074 · last filed Jun 30, 2026
Total AUM
$412M
as of Q2 2026
Holdings
621
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MCDONALD PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G29183103
EATON CORP PLC
$16M38K3.9%02
LITE
LUMENTUM HLDGS INC
$14M16K3.4%03
AAPL
APPLE INC
$13M46K3.3%04
VOO
VANGUARD INDEX FDS
$12M17K2.9%05
MSFT
MICROSOFT CORP
$12M31K2.8%06
JPM
JPMORGAN CHASE & CO
$9M29K2.3%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$9M17K2.1%08
JNJ
JOHNSON & JOHNSON
$8M32K2.0%09
RTX
RTX CORPORATION
$6M34K1.6%10
AVGO
BROADCOM INC
$6M16K1.5%

Filing history

2026Q2Jun 30
$412M▼ 2.9%
621 positionsView →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 positionsLocked
Showing 12 of 23