1y return+18.0%S&P 500 +20.9%
3y return+48.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $145 against $165 in the S&P 500.2
Mcdonald Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Eaton Corp PLCCUSIP G29183103 | $16.1M | 3.9% | |
| LITELumentum Hldgs Inc | $13.8M | 3.4% | −3.3% |
| AAPLApple Inc | $13.4M | 3.3% | −23.4% |
| VOOVanguard Index Fds | $12.0M | 2.9% | +1.1% |
| MSFTMicrosoft Corp | $11.5M | 2.8% | −15.4% |
| JPMJpmorgan Chase & Co | $9.4M | 2.3% | −31.3% |
| BRK/BBerkshire Hathaway Inc Del | $8.6M | 2.1% | −3.7% |
| JNJJohnson & Johnson | $8.2M | 2.0% | +10.3% |
| RTXRtx Corporation | $6.5M | 1.6% | −8.0% |
| AVGOBroadcom Inc | $6.2M | 1.5% | −2.4% |
| SPYState Str Spdr S&p 500 Etf T | $6.1M | 1.5% | +5.0% |
| NVDANvidia Corporation | $6.0M | 1.5% | +13.0% |
| IUSGIshares Tr | $6.0M | 1.5% | |
| AMGNAmgen Inc | $5.8M | 1.4% | |
| ABBVAbbvie Inc | $5.2M | 1.3% | −48.5% |
| JSMDJanus Detroit Str Tr | $4.9M | 1.2% | +73.6% |
| Pentair PLCCUSIP G7S00T104 | $4.7M | 1.1% | +7.0% |
| MWAMueller Wtr Prods Inc | $4.5M | 1.1% | −2.3% |
| USMCPrincipal Exchange Traded Fd | $4.4M | 1.1% | +115.0% |
| BLCVBlackrock Etf Trust | $4.4M | 1.1% | +101.6% |
| JIREJ P Morgan Exchange Traded F | $4.4M | 1.1% | +113.0% |
| LRCXLam Research Corp | $4.2M | 1.0% | |
| CSCOCisco Sys Inc | $4.1M | 1.0% | −16.4% |
| MARMarriott Intl Inc New | $4.1M | 1.0% | −1.4% |
| CVXChevron Corporation | $4.0M | 1.0% | +16.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $6.0M |
| LITELumentum Hldgs Inc | March 31, 2022 | +779.2% | $13.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $4.2M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $6.2M |
| GSGoldman Sachs Group Inc | March 31, 2022 | +206.4% | $3.6M |
| Eaton Corp PLCCUSIP G29183103 | March 31, 2022 | +180.8% | $16.1M |
| CCitigroup Inc | March 31, 2022 | +162.1% | $3.5M |
| JPMJpmorgan Chase & Co | March 31, 2022 | +140.1% | $9.4M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $5.2M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $2.9M |
Sold off last quarter
- TXTTextron Inc was $4.5M
- Honeywell Intl IncCUSIP 438516106 was $4.3M
- Dupont De Nemours IncCUSIP 26614N102 was $1.6M
- SHVIshares Tr was $497K
- USALiberty All Star Equity Fd was $306K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mcdonald Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1331074&type=13F-HR&dateb=&owner=include&count=40CIK 1331074
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1331074/000133107426000004/Filed July 28, 2026 · accession 0001331074-26-000004