McDonald Partners LLC
597 holdingsFiling period: 2026-06-30Current AUM: $428.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Eaton Corp PLC | 37.8K | $16.1M | $16.1M | 3.76% | +149 | 2026-06-30 |
| 2 | LITE | Lumentum Hldgs Inc | 16.1K | $13.8M | $14.7M | 3.44% | -545 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 46.3K | $13.4M | $15.9M | 3.72% | -14,135 | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 17.5K | $12.0M | $12.4M | 2.90% | +197 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 31.0K | $11.5M | $16.4M | 3.84% | -5,632 | 2026-06-30 |
| 6 | JPM | JPMorgan Chase & Co | 28.6K | $9.4M | $9.7M | 2.27% | -13,009 | 2026-06-30 |
| 7 | BRK-B | Berkshire Hathaway Inc Del | 17.2K | $8.6M | $8.6M | 2.01% | -656 | 2026-06-30 |
| 8 | JNJ | Johnson & Johnson | 32.1K | $8.2M | $8.7M | 2.03% | +3.0K | 2026-06-30 |
| 9 | RTX | Rtx Corporation | 34.0K | $6.5M | $6.7M | 1.56% | -2,972 | 2026-06-30 |
| 10 | AVGO | Broadcom Inc | 16.3K | $6.2M | $5.7M | 1.34% | -410 | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 8.2K | $6.1M | $6.3M | 1.47% | +392 | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 30.2K | $6.0M | $6.5M | 1.52% | +3.5K | 2026-06-30 |
| 13 | IUSG | iShares TR | 32.0K | $6.0M | $6.1M | 1.43% | -- | 2026-06-30 |
| 14 | AMGN | Amgen Inc | 15.9K | $5.8M | $7.2M | 1.68% | -93 | 2026-06-30 |
| 15 | ABBV | Abbvie Inc | 20.8K | $5.2M | $6.0M | 1.39% | -19,585 | 2026-06-30 |
| 16 | JSMD | Janus Detroit Str TR | 48.0K | $4.9M | $4.3M | 1.01% | +20.3K | 2026-06-30 |
| 17 | — | Pentair PLC | 61.2K | $4.7M | $4.7M | 1.10% | +4.0K | 2026-06-30 |
| 18 | MWA | Mueller Wtr Prods Inc | 174.2K | $4.5M | $3.9M | 0.90% | -4,190 | 2026-06-30 |
| 19 | USMC | Principal Exchange Traded FD | 60.0K | $4.4M | $4.6M | 1.08% | +32.1K | 2026-06-30 |
| 20 | BLCV | BlackRock ETF Trust | 106.6K | $4.4M | $4.6M | 1.08% | +53.7K | 2026-06-30 |
| 21 | JIRE | J P Morgan Exchange Traded F | 52.9K | $4.4M | $4.3M | 1.01% | +28.1K | 2026-06-30 |
| 22 | LRCX | Lam Research Corp | 9.6K | $4.2M | $2.4M | 0.57% | -- | 2026-06-30 |
| 23 | CSCO | Cisco Sys Inc | 35.3K | $4.1M | $3.9M | 0.91% | -6,912 | 2026-06-30 |
| 24 | MAR | Marriott Intl Inc New | 11.2K | $4.1M | $4.4M | 1.03% | -160 | 2026-06-30 |
| 25 | CVX | Chevron Corporation | 24.4K | $4.0M | $5.6M | 1.31% | +3.4K | 2026-06-30 |
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