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Home > Institutional Investor > Mcdonald Partners Llc > Profile

Instuitional Investor - Mcdonald Partners Llc

Fund Profile
Filing Period:
Fund Name: Mcdonald Partners Llc
Portfolio Value $383,951,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,284 $17,026,764 4.43%
2.
Apple Inc.
 AAPL 74,981 $16,670,111 4.34%
3.
Berkshire Hathaway Inc
 BRK.A 19,515 $10,393,299 2.71%
4.
Eaton Corp Plc
 ETN 38,119 $10,362,290 2.7%
5.
Jpmorgan Chase & Co
 JPM 38,260 $9,394,596 2.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)