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MCDONALD PARTNERS LLC
Updated 2 days agoManaged by Mcdonald Partners Llc • Latest filing Q3 2026
Portfolio value
$422.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $335M |
| Q4 2025 | $317.5M |
| Q1 2026 | $424M |
| Q2 2026 | $411.7M |
| Q3 2026 | $422.7M |
Top holdings
617 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16M | 37.3K | 3.79% | — | |
| 2 | $15.6M | 30.4K | 3.69% | — | |
| 3 | $15.3M | 45.8K | 3.61% | — | |
| 4 | $15.2M | 15.6K | 3.59% | — | |
| 5 | $12.9M | 18.4K | 3.05% | — | |
| 6 | $9.4M | 28.3K | 2.22% | — | |
| 7 | $9.2M | 18.4K | 2.17% | — | |
| 8 | $8.5M | 32.2K | 2.02% | — | |
| 9 | $6.9M | 30.1K | 1.63% | — | |
| 10 | $6.7M | 15.8K | 1.58% | — | |
| 11 | $6.3M | 33.8K | 1.49% | — | |
| 12 | $6.2M | 32.0K | 1.47% | — | |
| 13 | $5.9M | 16.7K | 1.38% | — | |
| 14 | $5.8M | 7.7K | 1.38% | — | |
| 15 | ? N/A PRINCIPAL EXCHANGE TRADED FD | $5.8M | 76.2K | 1.38% | — |
| 16 | $5.6M | 68.4K | 1.33% | — | |
| 17 | ? N/A BLACKROCK ETF TRUST | $5.6M | 135.2K | 1.32% | — |
| 18 | $5.4M | 20.8K | 1.29% | — | |
| 19 | $5.3M | 26.1K | 1.26% | — | |
| 20 | ? N/A JANUS DETROIT STR TR | $5M | 55.6K | 1.17% | — |