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MCDONALD PARTNERS LLC

Q1 2024 · 13F-HR

MCDONALD PARTNERS LLCholdings as filed

Filed 2024-04-15 · accession 0001172661-24-001843

$363.6M
Reported value
239
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$19.8M5.45%47,076CommonNONE
G29183103ETNEATON CORP PLC$13.1M3.60%41,889CommonNONE
037833100AAPLAPPLE INC$12.8M3.51%74,499CommonNONE
46625H100JPMJPMORGAN CHASE & CO$8.0M2.20%39,913CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.9M2.18%18,815CommonNONE
30231G102XOMEXXON MOBIL CORP$6.1M1.67%52,251CommonNONE
031162100AMGNAMGEN INC$5.9M1.62%20,695CommonNONE
166764100CVXCHEVRON CORP NEW$5.6M1.54%35,545CommonNONE
75513E101RTXRTX CORPORATION$5.4M1.48%55,221CommonNONE
718546104PSXPHILLIPS 66$5.2M1.43%31,832CommonNONE
922908363VOOVANGUARD INDEX FDS$5.0M1.38%10,440CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.7M1.31%22,285CommonNONE
00724F101ADBEADOBE INC$4.7M1.30%9,346CommonNONE
G7S00T104PNRPENTAIR PLC$4.4M1.22%51,868CommonNONE
023135106AMZNAMAZON COM INC$4.4M1.21%24,389CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.3M1.19%7,439CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.3M1.19%8,256CommonNONE
00287Y109ABBVABBVIE INC$4.3M1.17%23,377CommonNONE
438516106HONHONEYWELL INTL INC$4.2M1.16%20,576CommonNONE
68389X105ORCLORACLE CORP$4.2M1.15%33,360CommonNONE
478160104JNJJOHNSON & JOHNSON$4.1M1.13%25,896CommonNONE
02079K107GOOGALPHABET INC$3.8M1.03%24,672CommonNONE
464287671IUSGISHARES TR$3.8M1.03%32,000CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.7M1.01%10,570CommonNONE
832696405SJMSMUCKER J M CO$3.7M1.01%29,115CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.6M1.00%10,444CommonNONE
892356106TSCOTRACTOR SUPPLY CO$3.5M0.97%13,539CommonNONE
11135F101AVGOBROADCOM INC$3.5M0.97%2,658CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.5M0.95%18,071CommonNONE
571903202MARMARRIOTT INTL INC NEW$3.2M0.89%12,790CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M0.88%3,538CommonNONE
713448108PEPPEPSICO INC$3.1M0.86%17,908CommonNONE
882508104TXNTEXAS INSTRS INC$3.1M0.86%17,913CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3.1M0.84%20,599CommonNONE
17275R102CSCOCISCO SYS INC$2.9M0.81%58,708CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M0.78%5,859CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.8M0.76%66,022CommonNONE
366651107ITGARTNER INC$2.6M0.72%5,525CommonNONE
517834107LVSLAS VEGAS SANDS CORP$2.6M0.72%50,333CommonNONE
449172105HYHYSTER YALE MATLS HANDLING I$2.6M0.70%39,904CommonNONE
20825C104COPCONOCOPHILLIPS$2.4M0.65%18,481CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.64%4,721CommonNONE
902973304USBUS BANCORP DEL$2.3M0.64%51,693CommonNONE
254687106DISDISNEY WALT CO$2.2M0.60%17,975CommonNONE
65339F101NEENEXTERA ENERGY INC$2.1M0.58%33,200CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.58%15,972CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.58%55,251CommonNONE
98419M100XYLXYLEM INC$2.0M0.56%15,746CommonNONE
384802104GWWGRAINGER W W INC$2.0M0.56%1,996CommonNONE
56585A102MPCMARATHON PETE CORP$2.0M0.56%10,066CommonNONE
001055102AFLAFLAC INC$2.0M0.54%22,906CommonNONE
437076102HDHOME DEPOT INC$1.9M0.53%5,001CommonNONE
548661107LOWLOWES COS INC$1.9M0.52%7,417CommonNONE
717081103PFEPFIZER INC$1.9M0.52%67,758CommonNONE
931142103WMTWALMART INC$1.8M0.51%30,658CommonNONE
78464A409SPYGSPDR SER TR$1.8M0.51%25,153CommonNONE
624758108MWAMUELLER WTR PRODS INC$1.8M0.50%113,990CommonNONE
375558103GILDGILEAD SCIENCES INC$1.8M0.50%24,762CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.8M0.49%30,850CommonNONE
655663102NDSNNORDSON CORP$1.8M0.48%6,375CommonNONE
002824100ABTABBOTT LABS$1.7M0.48%15,344CommonNONE
747525103QCOMQUALCOMM INC$1.7M0.48%10,285CommonNONE
929236107WDFCWD 40 CO$1.7M0.47%6,803CommonNONE
115637209BF/BBROWN FORMAN CORP$1.7M0.47%33,370CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.46%10,298CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.46%2,266CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M0.45%3,706CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.44%5,704CommonNONE
G54950103LINLINDE PLC$1.6M0.43%3,387CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.42%3,692CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.42%8,456CommonNONE
291011104EMREMERSON ELEC CO$1.5M0.42%13,331CommonNONE
032654105ADIANALOG DEVICES INC$1.5M0.41%7,567CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.5M0.41%5,466CommonNONE
075887109BDXBECTON DICKINSON & CO$1.5M0.41%5,966CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.39%9,510CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.39%7,235CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.4M0.39%30,280CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.4M0.39%5,022CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.3M0.37%8,322CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.3M0.36%95,090CommonNONE
12520L109CFBKCF BANKSHARES INC$1.3M0.35%64,151CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.35%4,740CommonNONE
77543R102ROKUROKU INC$1.3M0.35%19,433CommonNONE
H1467J104CBCHUBB LIMITED$1.3M0.34%4,829CommonNONE
09247X101BLKCHFBLACKROCK INC$1.2M0.34%1,486CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.33%15,823CommonNONE
46429B697USMVISHARES TR$1.2M0.33%14,500CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.33%3,397CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.2M0.33%52,797CommonNONE
172967424CCITIGROUP INC$1.2M0.32%18,629CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.31%2,503CommonNONE
023586100UHALU HAUL HOLDING COMPANY$1.1M0.30%16,125CommonNONE
G037AX101AMBAAMBARELLA INC$1.1M0.29%20,971CommonNONE
412822108HOGHARLEY DAVIDSON INC$1.1M0.29%24,280CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.29%4,240CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.0M0.29%4,316CommonNONE
46982L108JJACOBS SOLUTIONS INC$1.0M0.29%6,776CommonNONE
654106103NKENIKE INC$1.0M0.29%11,078CommonNONE
829658301LEADSIREN ETF TR$989,3500.27%14,972CommonNONE
33740J104FUMBFIRST TR EXCH TRADED FD III$981,7150.27%49,000CommonNONE
G5960L103MDTMEDTRONIC PLC$975,0200.27%11,188CommonNONE
452327109ILMNILLUMINA INC$972,9120.27%7,085CommonNONE
303075105FDSFACTSET RESH SYS INC$970,8130.27%2,137CommonNONE
98978V103ZTSZOETIS INC$961,0040.26%5,679CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$958,8330.26%12,454CommonNONE
55024U109LITELUMENTUM HLDGS INC$923,8930.25%19,512CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$921,3750.25%16,987CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$915,9050.25%8,145CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$904,3500.25%15,000CommonNONE
532457108LLYELI LILLY & CO$903,9900.25%1,162CommonNONE
194162103CLCOLGATE PALMOLIVE CO$900,6130.25%10,001CommonNONE
94106L109WMWASTE MGMT INC DEL$898,1900.25%4,214CommonNONE
427096508HTGCHERCULES CAPITAL INC$885,6000.24%48,000CommonNONE
458140100INTCINTEL CORP$875,1560.24%19,813CommonNONE
704326107PAYXPAYCHEX INC$867,8230.24%7,067CommonNONE
20030N101CMCSACOMCAST CORP NEW$849,2520.23%19,591CommonNONE
95058W100WENWENDYS CO$841,2560.23%44,653CommonNONE
00162Q452AMLPALPS ETF TR$832,7400.23%17,546CommonNONE
78409V104SPGIS&P GLOBAL INC$830,5670.23%1,952CommonNONE
609207105MDLZMONDELEZ INTL INC$781,6990.21%11,167CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$768,3370.21%16,920CommonNONE
404280406HSBCHSBC HLDGS PLC$768,1230.21%19,515CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$767,0500.21%4,157CommonNONE
512807108LRCXEURLAM RESEARCH CORP$741,3080.20%763CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$740,8040.20%14,600CommonNONE
055622104BPBP PLC$719,1600.20%19,086CommonNONE
09260D107BXBLACKSTONE INC$714,3360.20%5,438CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$710,2900.20%10,874CommonNONE
55336V100MPLXMPLX LP$704,0670.19%16,941CommonNONE
30040W108ESEVERSOURCE ENERGY$702,6780.19%11,756CommonNONE
718172109PMPHILIP MORRIS INTL INC$699,1470.19%7,631CommonNONE
64110L106NFLXNETFLIX INC$697,2150.19%1,148CommonNONE
922908611VBRVANGUARD INDEX FDS$690,0600.19%3,596CommonNONE
907818108UNPUNION PAC CORP$689,1870.19%2,802CommonNONE
83570H108SONOSONOS INC$688,0660.19%36,100CommonNONE
N20944109CNHCNH INDL N V$669,7080.18%51,675CommonNONE
380237107GDDYGODADDY INC$664,6080.18%5,600CommonNONE
700885106PKBKPARKE BANCORP INC$662,2670.18%38,448CommonNONE
96145D105WRKUSDWESTROCK CO$655,8060.18%13,262CommonNONE
191216100KOCOCA COLA CO$646,4920.18%10,567CommonNONE
92939U106WECWEC ENERGY GROUP INC$642,0750.18%7,819CommonNONE
695156109PKGPACKAGING CORP AMER$638,3900.18%3,364CommonNONE
655844108NSCNORFOLK SOUTHN CORP$637,1750.18%2,500CommonNONE
29273V100ETENERGY TRANSFER L P$636,3230.18%40,453CommonNONE
04010L103ARCCARES CAPITAL CORP$632,8290.17%30,395CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$631,1950.17%1,510CommonNONE
78464A508SPYVSPDR SER TR$611,0260.17%12,196CommonNONE
097023105BABOEING CO$607,2180.17%3,146CommonNONE
189054109CLXCLOROX CO DEL$605,7560.17%3,956CommonNONE
00206R102TAT&T INC$595,3580.16%33,827CommonNONE
00214Q104ARKKARK ETF TR$591,5970.16%11,813CommonNONE
92840N100ACVVIRTUS DIVERSIFIED INCM & CO$591,5650.16%24,700CommonNONE
368736104GNRCGENERAC HLDGS INC$583,3980.16%4,625CommonNONE
G25508105CRHCRH PLC$580,0990.16%6,725CommonNONE
64828T201RITMRITHM CAPITAL CORP$568,0440.16%50,900CommonNONE
87612E106TGTTARGET CORP$553,1320.15%3,121CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$552,6870.15%4,522CommonNONE
855244109SBUXSTARBUCKS CORP$552,6190.15%6,047CommonNONE
052769106ADSKAUTODESK INC$537,7670.15%2,065CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$537,7240.15%7,431CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$534,4340.15%12,688CommonNONE
617446448MSMORGAN STANLEY$523,1930.14%5,556CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$514,7120.14%2,015CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$513,6000.14%10,000CommonNONE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$510,6600.14%70,827CommonNONE
693506107PPGPPG INDS INC$495,4580.14%3,419CommonNONE
670346105NUENUCOR CORP$491,3860.14%2,483CommonNONE
464287655IWMISHARES TR$483,4360.13%2,299CommonNONE
464287200IVVISHARES TR$480,2740.13%914CommonNONE
25659T107DLBDOLBY LABORATORIES INC$471,8760.13%5,633CommonNONE
80349A208SARSARATOGA INVT CORP$470,3850.13%20,275CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$463,3200.13%7,800CommonNONE
87901J105TGNATEGNA INC$462,3930.13%30,950CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$461,4000.13%30,000CommonNONE
22822V101CCICROWN CASTLE INC$458,3370.13%4,331CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$450,6060.12%17,225CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$449,7840.12%4,764CommonNONE
37954Y483QYLDGLOBAL X FDS$438,7950.12%24,500CommonNONE
369604301GEGENERAL ELECTRIC CO$438,1230.12%2,496CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$435,4750.12%7,017CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$417,7950.11%4,490CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$408,6770.11%7,536CommonNONE
918204108VFCV F CORP$401,5330.11%26,176CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$393,5490.11%6,230CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$383,8910.11%6,604CommonNONE
46138E529PZTINVESCO EXCH TRADED FD TR II$374,3190.10%16,250CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$363,8590.10%4,226CommonNONE
493267108KEYKEYCORP$361,4320.10%22,861CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$358,1600.10%22,000CommonNONE
237194105DRIDARDEN RESTAURANTS INC$355,1940.10%2,125CommonNONE
464287598IWDISHARES TR$345,0400.09%1,926CommonNONE
049560105ATOATMOS ENERGY CORP$344,0320.09%2,894CommonNONE
464287457SHYISHARES TR$339,8780.09%4,156CommonNONE
25243Q205DEODIAGEO PLC$335,0890.09%2,253CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$331,2920.09%2,281CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$329,8440.09%3,323CommonNONE
872590104TMUST-MOBILE US INC$319,0950.09%1,955CommonNONE
219350105GLWCORNING INC$315,8890.09%9,584CommonNONE
46434V621DGROISHARES TR$310,6000.09%5,350CommonNONE
464287309IVWISHARES TR$303,1790.08%3,590CommonNONE
038222105AMATAPPLIED MATLS INC$300,0650.08%1,455CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$298,0400.08%623CommonNONE
244199105DEDEERE & CO$292,8580.08%713CommonNONE
149123101CATCATERPILLAR INC$287,5890.08%785CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$286,3540.08%24,329CommonNONE
G8473T100STESTERIS PLC$280,5750.08%1,248CommonNONE
79466L302CRMSALESFORCE INC$278,2900.08%924CommonNONE
45168D104IDXXIDEXX LABS INC$269,9650.07%500CommonNONE
345370860FFORD MTR CO DEL$262,7810.07%19,788CommonNONE
92826C839VVISA INC$257,4790.07%923CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$256,9600.07%4,000CommonNONE
464288687PFFISHARES TR$255,7450.07%7,935CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$255,5010.07%28,708CommonNONE
464287481IWPISHARES TR$251,1080.07%2,200CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$245,7080.07%2,650CommonNONE
863667101SYKSTRYKER CORPORATION$241,1970.07%674CommonNONE
872540109TJXTJX COS INC NEW$227,6470.06%2,245CommonNONE
922908736VUGVANGUARD INDEX FDS$225,1070.06%654CommonNONE
904311107UAAUNDER ARMOUR INC$222,2120.06%30,110CommonNONE
565849106MRO*MARATHON OIL CORP$215,0640.06%7,589CommonNONE
922908769VTIVANGUARD INDEX FDS$213,6380.06%822CommonNONE
316773100FITBFIFTH THIRD BANCORP$213,1390.06%5,728CommonNONE
397624206GEF/BGREIF INC$208,5600.06%3,000CommonNONE
701094104PHPARKER-HANNIFIN CORP$208,4210.06%375CommonNONE
513847103MZTILANCASTER COLONY CORP$207,6300.06%1,000CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$205,9370.06%4,888CommonNONE
172062101CINFCINCINNATI FINL CORP$205,2530.06%1,653CommonNONE
G0403H108AONAON PLC$202,9020.06%608CommonNONE
780259305SHELSHELL PLC$200,2480.06%2,987CommonNONE
05964H105SANBANCO SANTANDER S.A.$190,8790.05%39,438CommonNONE
680033107ONBOLD NATL BANCORP IND$178,6270.05%10,260CommonNONE
29336T1000E41ENLINK MIDSTREAM LLC$160,8240.04%11,791CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$105,4440.03%42,690CommonNONE
20451W101CMPSCOMPASS PATHWAYS PLC$93,9330.03%11,290CommonNONE
32026V104FFWMFIRST FNDTN INC$88,8710.02%11,771CommonNONE
M8744T106TBLATABOOLA.COM LTD$57,7200.02%13,000CommonNONE
14167R100CCLDCARECLOUD INC$35,0620.01%30,226CommonNONE
74348TAT9PSEC 6.375 03/01/25PROSPECT CAP CORP$9,9250.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.