Mcdonald Partners LLC Top Holdings and 13F Report (2025) About Mcdonald Partners LLCInvestment ActivityMcdonald Partners LLC has $391.28 million in total holdings as of December 31, 2024.Mcdonald Partners LLC owns shares of 239 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, Mcdonald Partners LLC has purchased 239 new stocks and bought additional shares in 77 stocks.Mcdonald Partners LLC sold shares of 103 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $19,608,021Microsoft $19,367,404Eaton $12,919,943JPMorgan Chase & Co. $9,320,203Berkshire Hathaway $8,770,515 Largest New Holdings this Quarter BLACKROCK INC $1,579,396 HoldingSPDR MSCI World StrategicFactors ETF $789,544 HoldingCummins $617,022 HoldingLAM RESEARCH CORP $576,395 HoldingiShares Short Treasury Bond ETF $498,358 Holding Largest Purchases this Quarter Tractor Supply 50,228 shares (about $2.67M)BLACKROCK INC 1,540 shares (about $1.58M)SPDR MSCI World StrategicFactors ETF 6,375 shares (about $789.54K)Cummins 1,770 shares (about $617.02K)LAM RESEARCH CORP 7,980 shares (about $576.40K) Largest Sales this Quarter SILA REALTY TRUST INC 48,476 shares (about $1.18M)RTX 5,566 shares (about $644.10K)Eaton 1,667 shares (about $553.24K)Microsoft 1,237 shares (about $521.40K)L3Harris Technologies 2,159 shares (about $454.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdonald Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$19,608,021$208,100 ▼-1.1%78,3005.0%Computer and TechnologyMSFTMicrosoft$19,367,404$521,404 ▼-2.6%45,9484.9%Computer and TechnologyETNEaton$12,919,943$553,238 ▼-4.1%38,9303.3%Industrial ProductsJPMJPMorgan Chase & Co.$9,320,203$86,536 ▼-0.9%38,8812.4%FinanceBRK.BBerkshire Hathaway$8,770,515$20,398 ▼-0.2%19,3492.2%FinanceNVDANVIDIA$5,839,494$296,782 ▼-4.8%43,4841.5%Computer and TechnologyVOOVanguard S&P 500 ETF$5,625,1760.0%10,4401.4%ETFRTXRTX$5,562,138$644,104 ▼-10.4%48,0651.4%AerospaceAMGNAmgen$5,542,868$120,939 ▲2.2%21,2661.4%MedicalAMZNAmazon.com$5,472,684$12,505 ▼-0.2%24,9451.4%Retail/WholesaleORCLOracle$5,349,644$162,474 ▼-2.9%32,1031.4%Computer and TechnologyXOMExxon Mobil$5,343,978$123,706 ▼-2.3%49,6791.4%Oils/EnergyHONHoneywell International$5,168,548$91,263 ▼-1.7%22,8801.3%Multi-Sector ConglomeratesPNRPentair$5,050,909$33,111 ▼-0.7%50,1871.3%Business ServicesCVXChevron$4,950,564$148,753 ▼-2.9%34,1791.3%Oils/EnergyAVGOBroadcom$4,887,332$177,363 ▼-3.5%21,0801.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,875,013$1,172 ▲0.0%8,3181.2%FinanceGOOGAlphabet$4,874,904$129,690 ▲2.7%25,5981.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$4,459,2000.0%32,0001.1%ManufacturingABBVAbbVie$4,256,365$333,017 ▲8.5%23,9521.1%MedicalLHXL3Harris Technologies$4,191,388$454,004 ▼-9.8%19,9321.1%AerospaceIBMInternational Business Machines$4,116,539$72,324 ▲1.8%18,7261.1%Computer and TechnologySJMJ. M. Smucker$4,032,882$341,598 ▼-7.8%36,6221.0%Consumer StaplesJNJJohnson & Johnson$3,964,594$180,202 ▲4.8%27,4131.0%MedicalPSXPhillips 66$3,701,179$98,665 ▲2.7%32,4860.9%Oils/EnergyADBEAdobe$3,669,499$235,680 ▼-6.0%8,2520.9%Computer and TechnologySHWSherwin-Williams$3,664,893$41,473 ▲1.1%10,7810.9%Basic MaterialsACNAccenture$3,636,139$52,417 ▼-1.4%10,3360.9%Computer and TechnologyTMOThermo Fisher Scientific$3,544,847$130,057 ▼-3.5%6,8140.9%MedicalMETAMeta Platforms$3,506,910$11,126 ▼-0.3%5,9890.9%Computer and TechnologyCSCOCisco Systems$3,462,697$105,851 ▼-3.0%58,4910.9%Computer and TechnologyMARMarriott International$3,432,078$27,894 ▼-0.8%12,3040.9%Consumer DiscretionaryTSCOTractor Supply$3,362,860$2,665,116 ▲382.0%63,3780.9%Retail/WholesaleTXNTexas Instruments$3,296,182$47,442 ▼-1.4%17,5780.8%Computer and TechnologyVZVerizon Communications$3,191,448$141,005 ▲4.6%79,8060.8%Computer and TechnologyUPSUnited Parcel Service$3,078,375$84,361 ▲2.8%24,4120.8%TransportationPFEPfizer$2,926,163$264,319 ▲9.9%110,2960.7%MedicalPEPPepsiCo$2,858,022$259,115 ▲10.0%18,7950.7%Consumer StaplesWMTWalmart$2,802,396$29,725 ▼-1.0%31,0170.7%Retail/WholesaleGILDGilead Sciences$2,569,431$423,158 ▼-14.1%27,8160.7%MedicalUSBU.S. Bancorp$2,559,820$48,069 ▲1.9%53,5190.7%FinanceITGartner$2,531,356$60,559 ▼-2.3%5,2250.6%Business ServicesNEENextEra Energy$2,494,666$77,929 ▲3.2%34,7970.6%UtilitiesMWAMueller Water Products$2,435,400$163,125 ▼-6.3%108,2400.6%Industrial ProductsAFLAflac$2,420,896$16,758 ▲0.7%23,4030.6%FinanceLVSLas Vegas Sands$2,363,803$166,150 ▼-6.6%46,0240.6%Consumer DiscretionaryCBChubb$2,217,611$46,143 ▼-2.0%8,0260.6%FinanceBACBank of America$2,184,391$94,142 ▼-4.1%49,7010.6%FinanceQQQInvesco QQQ$2,144,253$111,967 ▲5.5%4,1940.5%FinanceCOPConocoPhillips$2,136,023$298,105 ▲16.2%21,5390.5%Oils/EnergyGSThe Goldman Sachs Group$2,126,454$12,027 ▲0.6%3,7130.5%FinanceGWWW.W. Grainger$2,057,230$97,009 ▼-4.5%1,9510.5%Industrial ProductsSPYGSPDR Portfolio S&P 500 Growth ETF$2,050,182$95,547 ▼-4.5%23,3240.5%ETFHDHome Depot$2,040,453$4,279 ▲0.2%5,2450.5%Retail/WholesaleCOSTCostco Wholesale$2,012,926$70,581 ▼-3.4%2,1960.5%Retail/WholesaleDISWalt Disney$1,992,448$80,175 ▼-3.9%17,8930.5%Consumer DiscretionaryXYLXylem$1,963,914$115,094 ▲6.2%16,9270.5%Business ServicesJCIJohnson Controls International$1,892,741$106,950 ▼-5.3%23,9800.5%ConstructionHYHyster-Yale Materials Handling$1,862,856$128,703 ▼-6.5%36,5760.5%Industrial ProductsABTAbbott Laboratories$1,827,140$37,102 ▲2.1%16,1530.5%MedicalPGProcter & Gamble$1,825,879$8,047 ▲0.4%10,8910.5%Consumer StaplesDDDuPont de Nemours$1,815,020$83,343 ▼-4.4%23,8030.5%Basic MaterialsLOWLowe's Companies$1,798,341$42,700 ▼-2.3%7,2860.5%Retail/WholesaleADIAnalog Devices$1,778,956$66,714 ▲3.9%8,3730.5%Computer and TechnologyGOOGLAlphabet$1,768,648$12,115 ▼-0.7%9,3430.5%Computer and TechnologyEMREmerson Electric$1,760,782$10,039 ▲0.6%14,2070.5%Industrial ProductsCCitigroup$1,760,411$256,224 ▲17.0%25,0090.4%FinanceJEPIJPMorgan Equity Premium Income ETF$1,757,542$11,506 ▼-0.7%30,5500.4%ETFMRKMerck & Co., Inc.$1,729,573$147,828 ▼-7.9%17,3860.4%MedicalMCDMcDonald's$1,686,818$15,946 ▼-0.9%5,8180.4%Retail/WholesaleCFBKCF Bankshares$1,638,4170.0%64,1510.4%FinanceBLACKROCK INC$1,579,396$1,579,396 ▲New Holding1,5400.4%COMBDXBecton, Dickinson and Company$1,568,889$156,095 ▲11.0%6,9150.4%MedicalTAT&T$1,554,915$128,083 ▲9.0%68,2870.4%Computer and TechnologyQCOMQUALCOMM$1,550,179$3,994 ▼-0.3%10,0910.4%Computer and TechnologyLITELumentum$1,538,384$39,876 ▼-2.5%18,3250.4%Computer and TechnologyHBANHuntington Bancshares$1,524,873$13,211 ▼-0.9%93,7230.4%FinanceMSIMotorola Solutions$1,524,1990.0%3,2970.4%Computer and TechnologyAMBAAmbarella$1,507,2460.0%20,7210.4%Computer and TechnologyLINDE PLC$1,478,592$837 ▲0.1%3,5310.4%SHSPNCThe PNC Financial Services Group$1,478,549$74,834 ▲5.3%7,6660.4%FinanceGDGeneral Dynamics$1,460,464$92,498 ▲6.8%5,5420.4%AerospaceLEADSiren DIVCON Leaders Dividend ETF$1,437,304$71,466 ▲5.2%21,6200.4%ETFWDFCWD-40$1,435,938$103,139 ▼-6.7%5,9170.4%Consumer StaplesUNHUnitedHealth Group$1,429,597$55,140 ▲4.0%2,8260.4%MedicalSILA REALTY TRUST INC$1,427,171$1,178,937 ▼-45.2%58,6830.4%COMMON STOCKROKURoku$1,397,592$15,463 ▼-1.1%18,8000.4%Consumer DiscretionaryAPDAir Products and Chemicals$1,378,831$51,347 ▲3.9%4,7530.4%Basic MaterialsSTZConstellation Brands$1,356,006$93,495 ▲7.4%6,1350.3%Consumer StaplesNDSNNordson$1,344,367$26,155 ▲2.0%6,4250.3%Industrial ProductsTGTTarget$1,323,539$178,049 ▲15.5%9,7900.3%Retail/WholesaleADPAutomatic Data Processing$1,309,030$13,175 ▼-1.0%4,4710.3%Business ServicesAPOApollo Global Management$1,303,773$4,129 ▼-0.3%7,8940.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,298,554$11,099 ▲0.9%14,6250.3%ETFITWIllinois Tool Works$1,297,623$12,680 ▼-1.0%5,1170.3%Industrial ProductsAMTAmerican Tower$1,294,046$45,856 ▲3.7%7,0550.3%FinanceMPCMarathon Petroleum$1,262,630$1,535 ▲0.1%9,0510.3%Oils/EnergyAMDAdvanced Micro Devices$1,209,229$34,667 ▲3.0%10,0110.3%Computer and TechnologyLMTLockheed Martin$1,187,879$306,691 ▼-20.5%2,4440.3%AerospaceFDSFactSet Research Systems$1,127,340$1,921 ▲0.2%2,3470.3%Business ServicesShowing largest 100 holdings. 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