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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 $336,856,458
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 47,826 $17,984,402 5.33%
2.
Apple Inc.
 AAPL 76,527 $14,733,726 4.37%
3.
Eaton Corp Plc
 ETN 42,971 $10,348,393 3.07%
4.
Jpmorgan Chase & Co
 JPM 42,210 $7,179,866 2.13%
5.
Berkshire Hathaway Inc
 BRK.A 19,885 $7,092,184 2.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)