MCDONALD PARTNERS LLC
•CIK: 1331074•Filing: Q4 2025
**MCDONALD PARTNERS LLC** manages $317M across a diversified portfolio of 204 positions. The fund exhibits significant concentration in technology and financial sectors, notably holding $14.4M in Microsoft (MSFT) and $11.6M in Apple (AAPL). Key allocations also include $11.8M in an ETN and $9.5M in JPMorgan Chase (JPM). This structure suggests a conviction-driven, large-cap tilt across established market leaders.
Total AUM
$317.5M
QoQ Performance
-5.2%
Positions
171
Top 10 Concentration
28.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.5%
ETN3.7%
AAPL3.7%
JPM3.0%
BRK/B2.9%
VOO2.6%
RTX2.3%
LITE2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
Technology20.3%
Healthcare8.8%
Financial7.7%
Industrial4.9%
ETF4.6%
Consumer3.1%
Materials1.8%
🚪 Exited Positionssold since Q3 2025
+32 more exited positions
Changes from Q3 2025
NEW14 new positions
↑47 increased
↓112 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023