MCDONALD PARTNERS LLC Portfolio Holdings
Q3 2025•221 long positions•$333.3M portfolio value
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Holding257 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.5M 4.96% | -$6.9M Sold | 0.0% 31.9K shares | 45.2K → 31.9K −$6.9M | -29.41% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $14.5M 4.35% | -$370.1K Sold | 0.01% 38.7K shares | 39.7K → 38.7K −$370.1K | -2.49% | $145.70B Large Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $12.0M 3.59% | -$5.4M Sold | 0.0% 46.9K shares | 68.3K → 46.9K −$5.4M | -31.3% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $9.8M 2.93% | -$2.1M Sold | 0.001% 31.0K shares | 37.7K → 31.0K −$2.1M | -17.83% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $9.5M 2.84% | -$71.9K Sold | 0.001% 18.8K shares | 19.0K → 18.8K −$71.9K | -0.75% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $8.2M 2.47% | -$778.8K Sold | 0.001% 29.2K shares | 32.0K → 29.2K −$778.8K | -8.65% | $801.76B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.9M 2.36% | +$181.9K Bought | — 12.9K shares | 12.6K → 12.9K +$181.9K | +2.36% | — — | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $6.4M 1.93% | -$1.9M Sold | 0.003% 38.5K shares | 49.9K → 38.5K −$1.9M | -22.99% | $223.98B Mega Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $5.7M 1.71% | -$169.9K Sold | 0.031% 51.6K shares | 53.1K → 51.6K −$169.9K | -2.89% | $18.2B Large Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $5.7M 1.7% | -$2.5M Sold | 0.0% 30.3K shares | 43.7K → 30.3K −$2.5M | -30.65% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $5.5M 1.64% | -$2.6M Sold | 0.0% 16.6K shares | 24.5K → 16.6K −$2.6M | -32.47% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.3M 1.58% | — | — 32.0K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.2M 1.56% | +$28.0K Bought | — 7.8K shares | 7.8K → 7.8K +$28.0K | +0.54% | — — | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $5.0M 1.5% | -$977.9K Sold | 0.003% 17.7K shares | 21.1K → 17.7K −$977.9K | -16.39% | $151.93B Large Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $4.5M 1.36% | -$770.3K Sold | 0.001% 19.6K shares | 22.9K → 19.6K −$770.3K | -14.52% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
Conglomerates Industrials | $4.4M 1.33% | -$566.4K Sold | 0.003% 21.1K shares | 23.8K → 21.1K −$566.4K | -11.32% | $133.65B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $4.2M 1.25% | -$918.1K Sold | 0.001% 26.9K shares | 32.8K → 26.9K −$918.1K | -18.0% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $4.1M 1.24% | -$1.1M Sold | — 13.5K shares | 17.2K → 13.5K −$1.1M | -21.23% | — — | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $4.1M 1.23% | -$927.6K Sold | 0.002% 14.5K shares | 17.8K → 14.5K −$927.6K | -18.44% | $262.84B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $3.6M 1.09% | -$1.4M Sold | 0.001% 19.7K shares | 27.3K → 19.7K −$1.4M | -28.02% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $3.6M 1.08% | -$407.8K Sold | 0.001% 8.9K shares | 9.9K → 8.9K −$407.8K | -10.16% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $3.6M 1.08% | +$37.8K Bought | 0.012% 63.2K shares | 62.5K → 63.2K +$37.8K | +1.06% | $30.1B Large Cap | Q4 2020 Held for 4y 11m | |
Communication Equipment Technology | $3.4M 1.02% | -$1.3M Sold | 0.001% 49.8K shares | 68.9K → 49.8K −$1.3M | -27.82% | $270.48B Mega Cap | Q4 2020 Held for 4y 11m | |
Construction Materials Basic Materials | $3.3M 0.989% | +$3.3M Bought | 0.004% 27.5K shares | — | — | $80.4B Large Cap | Q3 2025 Held for 2 months | |
Medical - Diagnostics & Research Healthcare | $3.3M 0.981% | — | 0.002% 6.7K shares | — | — | $183.15B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $3.2M 0.966% | +$386.1K Bought | 0.081% 126.1K shares | 111.0K → 126.1K +$386.1K | +13.63% | $4.0B Mid Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $3.0M 0.91% | -$2.7M Sold | 0.0% 13.8K shares | 26.0K → 13.8K −$2.7M | -46.82% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $3.0M 0.897% | +$419.4K Bought | 0.002% 26.9K shares | 23.2K → 26.9K +$419.4K | +16.31% | $137.73B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Refining & Marketing Energy | $3.0M 0.896% | -$1.4M Sold | 0.005% 21.9K shares | 32.1K → 21.9K −$1.4M | -31.58% | $55.0B Large Cap | Q4 2020 Held for 4y 11m | |
Financial - Capital Markets Financial Services | $3.0M 0.893% | -$155.3K Sold | 0.001% 3.7K shares | 3.9K → 3.7K −$155.3K | -4.96% | $241.07B Mega Cap | Q4 2020 Held for 4y 11m | |
Packaged Foods Consumer Defensive | $2.9M 0.878% | -$1.2M Sold | 0.025% 27.0K shares | 37.7K → 27.0K −$1.2M | -28.52% | $11.6B Large Cap | Q4 2020 Held for 4y 11m | |
Travel Lodging Consumer Cyclical | $2.9M 0.878% | -$58.6K Sold | 0.004% 11.2K shares | 11.5K → 11.2K −$58.6K | -1.96% | $70.7B Large Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.9M 0.868% | -$21.2K Sold | 0.002% 8.2K shares | 8.3K → 8.2K −$21.2K | -0.73% | $147.66B Large Cap | Q4 2020 Held for 4y 11m | |
Communication Equipment Technology | $2.8M 0.851% | -$4.1K Sold | 0.025% 17.4K shares | 17.5K → 17.4K −$4.1K | -0.14% | $11.4B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $2.8M 0.842% | -$3.5M Sold | 0.0% 11.5K shares | 26.0K → 11.5K −$3.5M | -55.67% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 0.787% | -$72.7K Sold | — 4.4K shares | 4.5K → 4.4K −$72.7K | -2.7% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $2.6M 0.769% | +$213.3K Bought | 0.001% 25.3K shares | 23.2K → 25.3K +$213.3K | +9.07% | $186.85B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.753% | +$168.8K Bought | — 24.0K shares | 22.4K → 24.0K +$168.8K | +7.21% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $2.5M 0.736% | -$800.2K Sold | 0.001% 13.4K shares | 17.7K → 13.4K −$800.2K | -24.59% | $167.04B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $2.4M 0.718% | -$2.8M Sold | 0.0% 21.2K shares | 46.0K → 21.2K −$2.8M | -53.82% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.2M 0.669% | +$170.4K Bought | — 39.1K shares | 36.1K → 39.1K +$170.4K | +8.27% | — — | Q1 2021 Held for 4y 8m | |
Information Technology Services Technology | $2.2M 0.649% | -$474.3K Sold | 0.001% 8.8K shares | 10.7K → 8.8K −$474.3K | -17.99% | $153.39B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Distribution Industrials | $2.0M 0.612% | +$932.0K Bought | 0.005% 9.1K shares | 4.9K → 9.1K +$932.0K | +84.09% | $45.1B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.9M 0.567% | -$1.1M Sold | 0.001% 74.1K shares | 116.8K → 74.1K −$1.1M | -36.55% | $144.87B Large Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $1.9M 0.557% | -$787.5K Sold | 0.002% 38.4K shares | 54.7K → 38.4K −$787.5K | -29.77% | $75.2B Large Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $1.8M 0.554% | +$228.1K Bought | 0.007% 106.9K shares | 93.7K → 106.9K +$228.1K | +14.09% | $25.2B Large Cap | Q4 2020 Held for 4y 11m | |
Entertainment Communication Services | $1.8M 0.551% | +$22.5K Bought | 0.012% 18.3K shares | 18.1K → 18.3K +$22.5K | +1.24% | $14.8B Large Cap | Q4 2020 Held for 4y 11m | |
Telecommunications Services Communication Services | $1.8M 0.544% | +$36.2K Bought | 0.001% 64.3K shares | 63.0K → 64.3K +$36.2K | +2.03% | $201.93B Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $1.8M 0.535% | +$89.0K Bought | 0.001% 10.7K shares | 10.2K → 10.7K +$89.0K | +5.25% | $179.50B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $1.7M 0.52% | -$797.9K Sold | 0.005% 11.8K shares | 17.2K → 11.8K −$797.9K | -31.5% | $35.9B Large Cap | Q4 2020 Held for 4y 11m |
