McDonald Partners LLC holds a diversified book of 208 stocks worth $424.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Textron Inc and trimmed Lumentum Holdings Inc. Their largest long position is Apple Inc at 4% of the equity book.
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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.
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.
82% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $15.3M | 60.5K | 3.6% | ▲+41% Added · +18K sh | |
| 2 | Microsoft Corp COM | $13.5M | 36.6K | 3.2% | ▲+23% Added · +7K sh | |
| 3 | Eaton Corp PLC SHS | $13.5M | 37.6K | 3.2% | ▲+1.5% Added · +565 sh | |
| 4 | JPMorgan Chase & Co COM | $12.2M | 41.6K | 2.9% | ▲+42% Added · +12K sh | |
| 5 | Lumentum Hldgs Inc COM | $11.7M | 16.7K | 2.8% | ▼−0.9% Reduced · −155 sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $10.3M | 17.3K | 2.4% | ▲+33% Added · +4K sh | |
| 7 | Abbvie Inc COM | $8.8M | 40.4K | 2.1% | ▲+102% Added · +20K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $8.6M | 17.8K | 2.0% | ▼−1.9% Reduced · −355 sh | |
| 9 | Phillips 66 COM | $8.2M | 45.1K | 1.9% | ▲+150% Added · +27K sh | |
| 10 | Exxon Mobil Corp COM | $7.8M | 46.1K | 1.8% | ▲+148% Added · +28K sh | |
| 11 | Citigroup Inc COM NEW | $7.4M | 65.5K | 1.8% | ▲+152% Added · +39K sh | |
| 12 | Alphabet Inc CAP STK CL A | $7.4M | 25.8K | 1.7% | ▲+269% Added · +19K sh | |
| 13 | RTX Corporation COM | $7.1M | 37.0K | 1.7% | ▼−6.3% Reduced · −2K sh | |
| 14 | Johnson & Johnson COM | $7.1M | 29.1K | 1.7% | ▲+77% Added · +13K sh | |
| 15 | International Business Machs COM | $6.7M | 27.8K | 1.6% | ▲+107% Added · +14K sh | |
| 16 | Bristol-Myers Squibb Co COM | $6.6M | 109.4K | 1.6% | ▲+317% Added · +83K sh | |
| 17 | Amazon Com Inc COM | $6.3M | 30.2K | 1.5% | ▲+174% Added · +19K sh | |
| 18 | Thermo Fisher Scientific Inc COM | $6.1M | 12.4K | 1.4% | ▲+88% Added · +6K sh | |
| 19 | Alphabet Inc CAP STK CL C | $5.8M | 20.3K | 1.4% | ▲+181% Added · +13K sh | |
| 20 | ConocoPhillips COM | $5.8M | 43.7K | 1.4% | ▲+427% Added · +35K sh | |
| 21 | Amgen Inc COM | $5.6M | 16.0K | 1.3% | ▼−0.3% Reduced · −47 sh | |
| 22 | Broadcom Inc COM | $5.2M | 16.7K | 1.2% | ▲+12% Added · +2K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $5.1M | 7.8K | 1.2% | ▼−6.8% Reduced · −564 sh | |
| 24 | Pentair PLC SHS | $5.0M | 57.2K | 1.2% | ▲+6.7% Added · +4K sh | |
| 25 | Ishares TR CORE S&P US GWT | $5.0M | 32.0K | 1.2% | ▼−0.1% Reduced · −33 sh | |
| 26 | Mueller WTR Prods Inc COM SER A | $4.9M | 178.4K | 1.2% | ▲+17% Added · +26K sh | |
| 27 | Nvidia Corporation COM | $4.7M | 26.7K | 1.1% | ▼−9.9% Reduced · −3K sh | |
| 28 | Textron Inc COM | $4.5M | 51.0K | 1.1% | ▲New New position | |
| 29 | Chevron Corporation COM | $4.4M | 21.0K | 1.0% | ▼−2.2% Reduced · −477 sh | |
| 30 | Honeywell Intl Inc COM | $4.3M | 19.2K | 1.0% | ▼−1.3% Reduced · −260 sh | |
| 31 | L3harris Technologies Inc COM | $4.3M | 12.4K | 1.0% | ▼~0% Reduced · −3 sh | |
| 32 | Bank America Corp COM | $4.2M | 85.3K | 1.0% | ▲+747% Added · +75K sh | |
| 33 | Ge Aerospace COM NEW | $4.1M | 14.4K | 1.0% | ▲+587% Added · +12K sh | |
| 34 | Oracle Corp COM | $4.1M | 27.8K | 1.0% | ▲+2.1% Added · +575 sh | |
| 35 | Gilead Sciences Inc COM | $3.8M | 27.3K | 0.9% | ▼−3.5% Reduced · −996 sh | |
| 36 | Yum Brands Inc COM | $3.7M | 24.1K | 0.9% | ▲New New position | |
| 37 | Marriott Intl Inc New CL A | $3.7M | 11.3K | 0.9% | ▼−1.1% Reduced · −125 sh | |
| 38 | Rockwell Automation Inc COM | $3.6M | 10.0K | 0.8% | ▲New New position | |
| 39 | Smucker J M Co COM NEW | $3.4M | 34.8K | 0.8% | ▲+40% Added · +10K sh | |
| 40 | Cisco Sys Inc COM | $3.3M | 42.2K | 0.8% | ▼−4.8% Reduced · −2K sh | |
| 41 | Goldman Sachs Group Inc COM | $3.2M | 3.8K | 0.8% | ▼−0.4% Reduced · −15 sh | |
| 42 | Progressive Corp COM | $3.2M | 15.9K | 0.7% | ▲+32% Added · +4K sh | |
| 43 | Ishares TR CORE US AGGBD ET | $3.0M | 30.1K | 0.7% | ▲+74% Added · +13K sh | |
| 44 | CRH PLC ORD | $2.9M | 28.2K | 0.7% | ▼−9.6% Reduced · −3K sh | |
| 45 | Tractor Supply Co COM | $2.9M | 64.5K | 0.7% | ▲+5.7% Added · +3K sh | |
| 46 | Pfizer Inc COM | $2.9M | 102.6K | 0.7% | ▲+8.1% Added · +8K sh | |
| 47 | Home Depot Inc COM | $2.8M | 8.4K | 0.7% | ▲+27% Added · +2K sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 40.5K | 0.6% | ▲+136% Added · +23K sh | |
| 49 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.5M | 44.5K | 0.6% | ▲+8.8% Added · +4K sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $2.3M | 4.1K | 0.6% | ▼−0.1% Reduced · −3 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.