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MCDONALD PARTNERS LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    cleveland, OH
  • CIK
    0001331074
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

204

$317.47M
MSFT, EATON CORP PLC, AAPL, JPM
13F-HR
Feb 2, 2026
000117266126000422

223

$335.02M
MSFT, EATON CORP PLC, AAPL, JPM
13F-HR
Nov 12, 2025
000117266125004722

249

$417.08M
MSFT, EATON CORP PLC, AAPL, JPM
13F-HR
Aug 12, 2025
000117266125003063

240

$383.95M
MSFT, AAPL, BRK.B, EATON CORP PLC
13F-HR
May 15, 2025
000117266125002211

239

$391.28M
AAPL, MSFT, EATON CORP PLC, JPM
13F-HR
Jan 31, 2025
000117266125000454

239

$399.76M
MSFT, AAPL, EATON CORP PLC, BRK.B
13F-HR
Oct 15, 2024
000117266124004254

239

$373.27M
MSFT, AAPL, EATON CORP PLC, JPM
13F-HR
Jul 17, 2024
000117266124002813

239

$363.59M
MSFT, EATON CORP PLC, AAPL, JPM
13F-HR
Apr 15, 2024
000117266124001843

227

$336.86M
MSFT, AAPL, EATON CORP PLC, JPM
13F-HR
Feb 12, 2024
000117266124000669

227

$307.31M
MSFT, AAPL, EATON CORP PLC, BRK.B
13F-HR
Oct 30, 2023
000117266123003527

242

$327.26M
AAPL, MSFT, EATON CORP PLC, BRK.B
13F-HR
Jul 17, 2023
000117266123002514

235

$308.67M
AAPL, MSFT, EATON CORP PLC, BRK.B
13F-HR
Apr 19, 2023
000117266123001720

228

$292.75M
MSFT, AAPL, EATON CORP PLC, BRK.B
13F-HR
Jan 18, 2023
000117266123000202

219

$262.05M
AAPL, MSFT, BRK.B, EATON CORP PLC
13F-HR
Oct 21, 2022
000160658722001954

296

$391.75M
MSFT, AAPL, BRK.B, CHV
13F-HR
Jul 25, 2022
000160658722001430

307

$458.41M
AAPL, MSFT, BRK.B, CHV
13F-HR
Apr 29, 2022
000160658722000826

546

$107.95B
USMV, BSJO, ANGL, FALN
13F-HR
Jan 31, 2022
000160658722000182

299

$426M
MSFT, AAPL, JPM, BRK.B
RESTATEMENT
Nov 24, 2021
000108514621003420

303

$423.22M
MSFT, AAPL, ROKU, JPM
RESTATEMENT
Nov 24, 2021
000108514621003419

290

$389.17M
MSFT, AAPL, JPM, BRK.B
RESTATEMENT
Nov 24, 2021
000108514621003418

278

$355.2M
AAPL, MSFT, DIS, ROKU
13F-HR
Feb 16, 2021
000108514621001004