McDonald Partners LLC holds a diversified book of 621 stocks worth $411.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Lumentum Holdings Inc. Their largest long position is Eaton Corp PLC at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McDonald Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 79 / 80 | $3.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.9B |
| MORGAN STANLEY | 77 / 80 | $526.0B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $143.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $14.1B |
| Global Retirement Partners, LLC | 77 / 80 | $1.4B |
| IFP Advisors, Inc | 77 / 80 | $1.1B |
| ROYAL BANK OF CANADA | 76 / 80 | $147.4B |
Ranked by how many of McDonald Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eaton Corp PLC SHS | $16.1M | 37.8K | 3.9% | ▲+0.4% Added · +149 sh | |
| 2 | Lumentum Hldgs Inc COM | $13.8M | 16.1K | 3.4% | ▼−3.3% Reduced · −545 sh | |
| 3 | Apple Inc COM | $13.4M | 46.3K | 3.3% | ▼−23% Reduced · −14K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $12.0M | 17.5K | 2.9% | ▲+1.1% Added · +197 sh | |
| 5 | Microsoft Corp COM | $11.5M | 31.0K | 2.8% | ▼−15% Reduced · −6K sh | |
| 6 | JPMorgan Chase & Co COM | $9.4M | 28.6K | 2.3% | ▼−31% Reduced · −13K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $8.6M | 17.2K | 2.1% | ▼−3.7% Reduced · −656 sh | |
| 8 | Johnson & Johnson COM | $8.2M | 32.1K | 2.0% | ▲+10% Added · +3K sh | |
| 9 | RTX Corporation COM | $6.5M | 34.0K | 1.6% | ▼−8.0% Reduced · −3K sh | |
| 10 | Broadcom Inc COM | $6.2M | 16.3K | 1.5% | ▼−2.4% Reduced · −410 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $6.1M | 8.2K | 1.5% | ▲+5.0% Added · +392 sh | |
| 12 | Nvidia Corporation COM | $6.0M | 30.2K | 1.5% | ▲+13% Added · +3K sh | |
| 13 | Ishares TR CORE S&P US GWT | $6.0M | 32.0K | 1.5% | —Held | |
| 14 | Amgen Inc COM | $5.8M | 15.9K | 1.4% | ▼−0.6% Reduced · −93 sh | |
| 15 | Abbvie Inc COM | $5.2M | 20.8K | 1.3% | ▼−48% Reduced · −20K sh | |
| 16 | Janus Detroit STR TR HENDERSN SML ETF | $4.9M | 48.0K | 1.2% | ▲+74% Added · +20K sh | |
| 17 | Pentair PLC SHS | $4.7M | 61.2K | 1.1% | ▲+7.0% Added · +4K sh | |
| 18 | Mueller WTR Prods Inc COM SER A | $4.5M | 174.2K | 1.1% | ▼−2.3% Reduced · −4K sh | |
| 19 | Principal Exchange Traded FD US MEGA CP ETF | $4.4M | 60.0K | 1.1% | ▲+115% Added · +32K sh | |
| 20 | BlackRock ETF Trust ISHA LA VALU ETF | $4.4M | 106.6K | 1.1% | ▲+102% Added · +54K sh | |
| 21 | J P Morgan Exchange Traded F INTRNL RES EQT | $4.4M | 52.9K | 1.1% | ▲+113% Added · +28K sh | |
| 22 | Lam Research Corp COM NEW | $4.2M | 9.6K | 1.0% | —Held | |
| 23 | Cisco Sys Inc COM | $4.1M | 35.3K | 1.0% | ▼−16% Reduced · −7K sh | |
| 24 | Marriott Intl Inc New CL A | $4.1M | 11.2K | 1.0% | ▼−1.4% Reduced · −160 sh | |
| 25 | Chevron Corporation COM | $4.0M | 24.4K | 1.0% | ▲+16% Added · +3K sh | |
| 26 | Oracle Corp COM | $4.0M | 27.5K | 1.0% | ▼−1.0% Reduced · −280 sh | |
| 27 | CRH PLC ORD | $3.9M | 36.0K | 0.9% | ▲+28% Added · +8K sh | |
| 28 | Amazon Com Inc COM | $3.7M | 15.6K | 0.9% | ▼−48% Reduced · −15K sh | |
| 29 | Goldman Sachs Group Inc COM | $3.6M | 3.6K | 0.9% | ▼−6.0% Reduced · −229 sh | |
| 30 | Citigroup Inc COM NEW | $3.5M | 25.3K | 0.9% | ▼−61% Reduced · −40K sh | |
| 31 | Texas Instrs Inc COM | $3.4M | 11.5K | 0.8% | ▼−0.7% Reduced · −85 sh | |
| 32 | International Business Machs COM | $3.4M | 12.1K | 0.8% | ▼−57% Reduced · −16K sh | |
| 33 | Thermo Fisher Scientific Inc COM | $3.3M | 6.6K | 0.8% | ▼−46% Reduced · −6K sh | |
| 34 | L3harris Technologies Inc COM | $3.3M | 11.3K | 0.8% | ▼−9.0% Reduced · −1K sh | |
| 35 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $3.1M | 45.7K | 0.8% | ▲+47% Added · +15K sh | |
| 36 | Phillips 66 COM | $3.1M | 18.1K | 0.7% | ▼−60% Reduced · −27K sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $2.9M | 4.0K | 0.7% | ▼−1.5% Reduced · −60 sh | |
| 38 | Smucker J M Co COM NEW | $2.9M | 26.1K | 0.7% | ▼−25% Reduced · −9K sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.9M | 41.0K | 0.7% | ▲+1.3% Added · +510 sh | |
| 40 | Gilead Sciences Inc COM | $2.9M | 23.0K | 0.7% | ▼−16% Reduced · −4K sh | |
| 41 | Cummins Inc COM | $2.8M | 3.9K | 0.7% | ▲+8.2% Added · +297 sh | |
| 42 | Ishares TR CORE US AGGBD ET | $2.8M | 27.9K | 0.7% | ▼−7.5% Reduced · −2K sh | |
| 43 | Progressive Corp COM | $2.7M | 12.3K | 0.7% | ▼−23% Reduced · −4K sh | |
| 44 | RPM Intl Inc COM | $2.7M | 24.1K | 0.7% | ▲+4.6% Added · +1K sh | |
| 45 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $2.6M | 49.4K | 0.6% | ▲+71% Added · +21K sh | |
| 46 | SPDR Series Trust ST STR P500GRW | $2.6M | 21.9K | 0.6% | ▼−0.1% Reduced · −25 sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.6M | 45.9K | 0.6% | ▲+2.9% Added · +1K sh | |
| 48 | Alphabet Inc CAP STK CL C | $2.6M | 7.3K | 0.6% | ▼−64% Reduced · −13K sh | |
| 49 | Roku Inc COM CL A | $2.5M | 18.0K | 0.6% | ▼−1.2% Reduced · −225 sh | |
| 50 | Ferguson Enterprises Inc COMMON STOCK NEW | $2.5M | 10.4K | 0.6% | ▲+36% Added · +3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1331074/holdings"
Use Arkolith to show MCDONALD PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.