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13F-HR filed by MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-02, with 204 holding rows worth $317,468,746.

Accession
0001172661-26-000422
Filed
2026-02-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 204 entries on the cover page, a total value of $317,468,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $317,468,746 with VALUE read as dollars as filed, 13F file number 028-21003. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM29,741$14,384,917dollars as filed
Eaton Corp. PlcG29183103COM37,083$11,811,428dollars as filed
Apple Inc037833100COM42,805$11,637,259dollars as filed
JPMorgan Chase & Co46625H100COM29,368$9,463,694dollars as filed
Berkshire Hathaway Inc084670702COM18,196$9,146,229dollars as filed
Vanguard S&P 500 ETF922908363COM13,003$8,155,184dollars as filed
Raytheon Technologies Corporation75513E101COM39,467$7,238,364dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock16,820$6,199,696dollars as filed
SPY78462F103SHS8,345$5,691,673dollars as filed
PENTAIR PLC SHSG7S00T104Stock53,619$5,584,158dollars as filed
NVIDIA Corp67066G104COM29,685$5,536,257dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF32,033$5,379,622dollars as filed
Oracle Corporation68389X105COM27,192$5,300,006dollars as filed
Amgen Inc.031162100COM16,069$5,259,565dollars as filed
Broadcom Inc.11135F101COM14,937$5,169,703dollars as filed
AbbVie,Inc.00287Y109COM19,967$4,562,278dollars as filed
International Business Machines Corporation459200101COM13,451$3,984,582dollars as filed
CRH PLC ORDG25508105Stock31,190$3,892,512dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,579$3,812,208dollars as filed
Honeywell Technologies438516106COM19,486$3,801,937dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock12,380$3,635,214dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock152,245$3,626,476dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock11,463$3,556,282dollars as filed
Gilead Sciences,Inc.375558103COM28,296$3,473,266dollars as filed
Cisco Systems,Inc.17275R102COM44,386$3,419,329dollars as filed
Johnson & Johnson478160104COM16,479$3,410,358dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,813$3,351,627dollars as filed
Chevron Corporation166764100COM21,515$3,279,505dollars as filed
TRACTOR SUPPLY CO COM892356106Stock60,975$3,049,376dollars as filed
Citigroup Inc.172967424COM26,035$3,038,026dollars as filed
Adobe Inc00724F101COM7,892$2,762,131dollars as filed
Progressive Corporation743315103COM12,067$2,747,894dollars as filed
Amazon.com, Inc023135106COM11,031$2,546,186dollars as filed
INVESCO QQQ TR46090E103COM4,054$2,490,415dollars as filed
SMUCKER J M CO832696405COM NEW24,837$2,429,331dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS22,166$2,365,113dollars as filed
Pfizer Inc.717081103COM94,826$2,361,193dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF40,962$2,344,664dollars as filed
PHILLIPS 66 COM718546104Stock18,064$2,331,110dollars as filed
Home Depot, Inc437076102COM6,646$2,286,900dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,210$2,262,498dollars as filed
EXXON MOBIL CORP30231G102COM18,581$2,236,341dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,985$2,186,305dollars as filed
CUMMINS INC COM231021106Stock4,269$2,179,120dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock121,214$2,103,069dollars as filed
RPM INTL INC COM749685103Stock19,650$2,043,600dollars as filed
Texas Instruments Incorporated882508104COM11,555$2,004,684dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM33,959$1,973,696dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock38,608$1,960,906dollars as filed
Accenture Plc Class AG1151C101COM7,281$1,953,498dollars as filed
ROKU INC COM CL A77543R102Stock17,700$1,920,280dollars as filed
Qualcomm Incorporated747525103COM10,352$1,770,717dollars as filed
USBANCORPDEL902973304COM NEW32,733$1,746,749dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS17,362$1,734,116dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock7,685$1,710,914dollars as filed
Lam Research Corporation512807306COM9,900$1,694,684dollars as filed
NORDSON CORP655663102COM6,925$1,664,989dollars as filed
SIREN ETF TR829658301CMN20,729$1,580,173dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock12,948$1,550,528dollars as filed
Merck & Co.,Inc.58933Y105COM14,231$1,498,116dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock7,165$1,495,552dollars as filed
CF BANKSHARES INC12520L109COM59,427$1,482,704dollars as filed
CALAMOS ETF TR12811T571AUTOC INCOM ETF55,000$1,470,700dollars as filed
United Parcel Service,Inc. Class B911312106COM14,519$1,440,159dollars as filed
Bristol-Myers Squibb Company110122108COM26,229$1,414,795dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS14,500$1,365,320dollars as filed
XYLEM INC COM98419M100Stock9,818$1,337,017dollars as filed
AMBARELLA INCG037AX101SHS18,521$1,312,028dollars as filed
KEYCORP COM493267108Stock59,920$1,236,749dollars as filed
HYSTER-YALE INC449172105CL A40,370$1,199,427dollars as filed
AT&T Inc00206R102COM47,460$1,178,960dollars as filed
GARTNERINC366651107STOK4,640$1,170,579dollars as filed
PepsiCo,Inc.713448108COM8,103$1,163,232dollars as filed
Netflix, Inc64110L106COM11,975$1,122,774dollars as filed
WD 40 CO COM929236107Stock5,667$1,115,839dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA16,499$1,096,083dollars as filed
NextEra Energy,Inc.65339F101COM13,581$1,090,282dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS17,190$1,073,884dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock2,790$1,069,463dollars as filed
Philip Morris International Inc.718172109COM6,506$1,043,707dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock6,936$1,004,055dollars as filed
SILA REALTY TRUST INC146280508COMMON STOCK42,910$1,000,233dollars as filed
ISHARES TR464287457COM11,534$955,247dollars as filed
SPDR INDEX SHS FDS78463X418CMN6,550$938,293dollars as filed
Verizon Communications Inc92343V104COM22,969$935,529dollars as filed
MARATHON PETE CORP COM56585A102Stock5,567$905,458dollars as filed
HERCULES CAPITAL INC427096508COM48,000$903,360dollars as filed
Waste Management, Inc.94106L109COM4,017$882,958dollars as filed
LINCOLN ELEC HLDGS INC533900106COM3,664$878,041dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,905$871,869dollars as filed
BLACKSTONE INC09260D107COM5,614$865,342dollars as filed
FIRST TR EXCH TRADED FD III33740J104ULTRA SHT DUR MU43,000$862,580dollars as filed
MADISON SQUARE GRDN SPRT CORP CL A55825T103Stock3,305$854,835dollars as filed
PARKE BANCORP INC700885106COMMON STOCK33,448$837,538dollars as filed
COLUMBIA U.S. EQUITY INCOME ETF19761L854ETF17,233$818,439dollars as filed
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF47103U209ETF10,028$817,985dollars as filed
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP15,300$801,873dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock4,925$797,909dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock5,915$783,506dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS7,078$779,924dollars as filed
ConocoPhillips20825C104COM8,295$776,506dollars as filed
ILLUMINA INC452327109COM5,868$769,648dollars as filed
CORNING INC219350105COM8,509$745,048dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF14,600$743,724dollars as filed
Eli Lilly and Company532457108COM678$728,634dollars as filed
Vanguard Small-Cap Value ETF922908611SHS3,434$727,289dollars as filed
UnitedHealth Group Inc91324P102COM2,188$722,282dollars as filed
U HAUL HOLDING COMPANY023586100COM14,325$722,135dollars as filed
Walt Disney Co254687106COM5,926$674,204dollars as filed
ZOETIS INC CL A98978V103Stock5,334$671,140dollars as filed
GODADDY INC CL A380237107Stock5,375$666,930dollars as filed
Abbott Laboratories002824100COM5,314$665,794dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL11,618$660,019dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM12,011$649,521dollars as filed
VIRTUS DIVERSIFIED INCM & CO92840N100COM24,700$649,363dollars as filed
General Electric Company369604301COM2,103$647,788dollars as filed
PIMCO DYNAMIC INCOME OPRNTS69355M107COM BEN SHS46,000$636,640dollars as filed
GENERAC HLDGS INC368736104COM4,275$582,993dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS849$581,517dollars as filed
Procter & Gamble Co742718109COM3,956$566,935dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock13,988$562,341dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT50,900$554,810dollars as filed
Bank of America Corp060505104COM10,064$553,536dollars as filed
AFLAC INC COM001055102Stock4,999$551,241dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,900$548,568dollars as filed
PACKAGING CORP AMER COM695156109Stock2,487$513,277dollars as filed
FIRST TR EXCH TRADED FD III33739N108MANAGD MUN ETF10,000$511,350dollars as filed
ISHARES LARGE CAP VALUE ACTIVE ETF09290C871ETF13,639$509,018dollars as filed
ARES CAPITAL CORP04010L103COM25,097$507,712dollars as filed
iShares Short Treasury Bond ETF464288679SHS4,500$495,675dollars as filed
FIDELITY COVINGTON TRUST316092501MSCI FINLS IDX6,243$485,331dollars as filed
INVESCO EXCH TRADED FD TR II46138E529NY AMT FRE MUN21,050$469,710dollars as filed
FS KKR CAP CORP302635206COM31,602$468,028dollars as filed
VWO922042858SHS8,671$466,197dollars as filed
PRINCIPAL EXCHANGE-TRA74255Y870USMC6,506$445,348dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER24,500$432,915dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP20,000$431,000dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP9,000$423,180dollars as filed
TJX Companies Inc872540109COM2,743$421,352dollars as filed
SONOS INC83570H108COM23,700$416,172dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF8,442$414,905dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock3,547$409,004dollars as filed
McDonalds Corporation580135101COM1,328$405,877dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,387$402,644dollars as filed
ADAMS DIVERSIFIED EQUITY FD006212104COM17,079$398,286dollars as filed
HARLEY DAVIDSON INC COM412822108Stock19,350$396,488dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock448$393,774dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,850$389,129dollars as filed
Coca-Cola Company191216100COM5,514$385,741dollars as filed
BECTON DICKINSON & CO075887109COM1,975$383,291dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q134INTRNL RES EQT5,078$380,298dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF30,000$372,900dollars as filed
Caterpillar Inc.149123101COM650$372,367dollars as filed
Advanced Micro Devices,Inc.007903107COM1,730$370,498dollars as filed
ISHARES FALLEN ANGELS USD BOND ETF46435G474ETF13,265$362,135dollars as filed
Applied Materials,Inc.038222105COM1,405$361,073dollars as filed
American Tower Corporation03027X100COM2,045$359,046dollars as filed
CARECLOUD INC14167R100COM122,739$358,399dollars as filed
Chubb LimitedH1467J104COM1,128$352,072dollars as filed
Deere & Company244199105COM751$349,644dollars as filed
LIBERTY ALL-STAR EQUITY FUND530158104SH BEN INT55,146$346,323dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED10,000$342,600dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,130$341,385dollars as filed
Vanguard Growth922908736COM689$336,135dollars as filed
TEGNA INC COM87901J105Stock16,845$326,962dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock3,988$325,625dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock1,725$317,437dollars as filed
Starbucks Corporation855244109COM3,641$306,610dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM17,600$305,892dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U729FT VEST LAD11,500$305,095dollars as filed
Lowes Companies,Inc.548661107COM1,265$305,069dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,200$301,268dollars as filed
Vanguard Value ETF922908744SHS1,573$300,427dollars as filed
EMERSON ELEC CO COM291011104Stock2,213$293,709dollars as filed
Micron Technology,Inc.595112103COM1,025$292,545dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL5,738$290,239dollars as filed
T-Mobile US,Inc.872590104COM1,405$285,271dollars as filed
iShares U.S. Technology ETF464287721SHS1,425$284,596dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock5,379$284,226dollars as filed
INVESCO EXCHANGE TRADED FD T46137V340S&P500 EQL FIN3,575$280,618dollars as filed
MIDDLEFIELD BANC CORP596304204COM NEW8,100$279,774dollars as filed
Costco Wholesale Corporation22160K105COM313$269,912dollars as filed
Vanguard Small-Cap ETF922908751SHS1,044$269,405dollars as filed
Visa Inc92826C839COM762$267,243dollars as filed
CALAMOS ETF TR12811T720CALAMOS BIT 80 S12,097$264,684dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS8,025$261,776dollars as filed
FIFTH THIRD BANCORP COM316773100Stock5,575$260,966dollars as filed
VANECK ETF TRUST92189F676COM724$260,736dollars as filed
Walmart Inc.931142103COM2,240$249,558dollars as filed
Schwab US TIPS ETF808524870SHS9,365$248,078dollars as filed
ISHARES TR464288687COM7,935$245,668dollars as filed
WW GRAINGER INC COM384802104Stock243$245,198dollars as filed
VTI922908769COM731$245,081dollars as filed
INVESTMENT MANAGERS SER TR I30254T577FPA GBL EQTY ETF6,500$241,150dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,505$240,556dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock2,702$236,028dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock1,739$218,905dollars as filed
AON PLC SHS CL AG0403H108Stock608$214,551dollars as filed
CNH INDL N V SHSN20944109Stock22,775$209,986dollars as filed
IDEXX LABS INC COM45168D104Stock310$209,724dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,708$205,268dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock3,142$201,780dollars as filed
EATON VANCE TAX-MANAGED GLOB27829F108COM17,200$163,916dollars as filed
FORD MTR CO COM345370860Stock11,391$149,450dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-000422this filing2026-02-02acceptance time not in the bulk data set