MCDONALD PARTNERS LLC
CIK 1331074
13F filing for Q2 2026・No. 4,410
- Holdings
- US$411.74M
- Quarter change
- −US$12.28M
- Entries
- 621
- Net bought (estimate)
- −US$52.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 418
- Sold out 5
- Cut 98
- Added 60
- Corporate actions 2
- Unchanged 45
Largest holdings
621 stocks worth US$411.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ETNEATON CORP PLCSHS | Added | 37,797 | US$16.11M | 3.91% |
| LITELUMENTUM HLDGS INCCOM | Cut | 16,120 | US$13.83M | 3.36% |
| AAPLAppleCOM | Cut | 46,343 | US$13.41M | 3.26% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 17,489 | US$12.01M | 2.92% |
| MSFTMicrosoftCOM | Cut | 30,962 | US$11.55M | 2.81% |
| JPMJPMORGAN CHASE & COCOM | Cut | 28,608 | US$9.36M | 2.27% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 17,185 | US$8.6M | 2.09% |
| JNJJOHNSON & JOHNSONCOM | Added | 32,121 | US$8.16M | 1.98% |
| RTXRTX CORPORATIONCOM | Cut | 34,018 | US$6.45M | 1.57% |
| AVGOBroadcomCOM | Cut | 16,339 | US$6.17M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.