MCDONALD PARTNERS LLC: 13F holdings
CIK 13310742026Q2
| Positions | 621 |
|---|---|
| Reported value | $411.7m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EATON CORP PLC | 37,797 | $16.1m | 3.9% |
| LITE LUMENTUM HLDGS INC | 16,120 | $13.8m | 3.4% |
| AAPL APPLE INC | 46,343 | $13.4m | 3.3% |
| VOO VANGUARD INDEX FDS | 17,489 | $12.0m | 2.9% |
| MSFT MICROSOFT CORP | 30,962 | $11.5m | 2.8% |
| JPM JPMORGAN CHASE & CO | 28,608 | $9.4m | 2.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 17,185 | $8.6m | 2.1% |
| JNJ JOHNSON & JOHNSON | 32,121 | $8.2m | 2.0% |
| RTX RTX CORPORATION | 34,018 | $6.5m | 1.6% |
| AVGO BROADCOM INC | 16,339 | $6.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1331074")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.