MCDONALD PARTNERS LLC

RIA/Wealth

MCDONALD PARTNERS LLC is a RIA/Wealth based in Cleveland, OH led by Arnold Beatty Mcdonald, reporting $1.3B in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).

CEOArnold Beatty Mcdonald

Portfolio Value: $333.3M
Positions: 221
Top Holding: MSFT at 4.96%
Last Reported: Q3 2025

Address1301 East 9th Street, Suite 3700, Cleveland, OH, 44114, United States

Top Holdings

Largest long holdings in MCDONALD PARTNERS LLC's portfolio (28.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$16.5M	4.96%	-$6.9M Sold	0.00% 31.9K shares	Q4 2020 Held for 4y 11m
2 Eaton Corporation ETN	Industrial - Machinery Industrials	$14.5M	4.35%	-$370.1K Sold	0.01% 38.7K shares	Q4 2020 Held for 4y 11m
3 Apple AAPL	Consumer Electronics Technology	$12.0M	3.59%	-$5.4M Sold	0.00% 46.9K shares	Q4 2020 Held for 4y 11m
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.8M	2.93%	-$2.1M Sold	0.00% 31.0K shares	Q4 2020 Held for 4y 11m
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$9.5M	2.84%	-$71.9K Sold	0.00% 18.8K shares	Q4 2020 Held for 4y 11m
6 Oracle ORCL	Software - Infrastructure Technology	$8.2M	2.47%	-$778.8K Sold	0.00% 29.2K shares	Q4 2020 Held for 4y 11m
7 Vanguard S&P 500 ETF VOO	ETF ETF	$7.9M	2.36%	+$181.9K Bought	— 12.9K shares	Q4 2020 Held for 4y 11m
8 Raytheon Technologies RTX	Aerospace & Defense Industrials	$6.4M	1.93%	-$1.9M Sold	0.00% 38.5K shares	Q4 2020 Held for 4y 11m
9 Pentair PNR	Industrial - Machinery Industrials	$5.7M	1.71%	-$169.9K Sold	0.03% 51.6K shares	Q4 2020 Held for 4y 11m
10 Nvidia NVDA	Semiconductors Technology	$5.7M	1.70%	-$2.5M Sold	0.00% 30.3K shares	Q4 2020 Held for 4y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MCDONALD PARTNERS LLC's latest filing

See all changes

GthenC

Market Value

$333.3M

Prior: $415.9M

Q/Q Change

-19.86%

-$82.6M

Net Flows % of MV

-34.01%

Turnover Ratio

19.3%

New Purchases

4 stocks

$1.3M

Added To

38 stocks

+$5.0M

Sold Out Of

36 stocks

$17.5M

Reduced Holdings

127 stocks

-$102.2M

Increased Positions

Position	Shares Δ	Change
1 Cardinal Health CAH	New	0 → 2.7K +$425.8K
2 Palo Alto Networks, Inc. PANW	New	0 → 1.7K +$343.3K
3 FT Vest Laddered Moderate Buffer BUFZ	New	0 → 11.5K +$297.9K
4 Constellation Energy CEG	New	0 → 664.0 +$218.7K
5 Ferguson Enterprises FERG	+84.09%	4.9K → 9.1K +$932.0K

Decreased Positions

Position	Shares Δ	Change
1 Lockheed Martin LMT	Sold	2.4K → 0 −$1.1M
2 HSBC HSBC Holdings HSBC	Sold	18.3K → 0 −$1.1M
3 Paychex PAYX	Sold	7.5K → 0 −$1.1M
4 Eversource Energy ES	Sold	15.5K → 0 −$990.2K
5 Colgate-Palmolive CL	Sold	10.5K → 0 −$963.7K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for MCDONALD PARTNERS LLC

View analytics

GthenA

Sector Allocation

Technology

23.60%

Industrials

18.30%

ETF

15.10%

Financial Services

12.90%

Healthcare

8.80%

Consumer Cyclical

5.20%

Communication Services

4.60%

Energy

3.70%

Consumer Defensive

2.70%

Basic Materials

2.50%

Utilities

0.90%

Real Estate

0.80%

Market Cap Distribution

Mega Cap (> $200B)

38.71%

Large Cap ($10B - $200B)

38.72%

Mid Cap ($2B - $10B)

3.47%

Small Cap ($300M - $2B)

1.07%

Micro Cap ($50M - $300M)

0.81%

Nano Cap (< $50M)

1.24%

N/A (ETF or Unknown)

15.98%

Portfolio Concentration

Top 10 Holdings %

28.84%

Top 20 Holdings %

42.63%

Top 50 Holdings %

66.18%

Top 100 Holdings %

84.28%