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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 $424,019,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,478 $15,348,789 3.62%
2.
Microsoft Corp
 MSFT 36,594 $13,542,513 3.19%
3.
Eaton Corp Plc
 ETN 37,648 $13,465,902 3.18%
4.
Jpmorgan Chase & Co
 AMJB 41,617 $12,242,106 2.89%
5.
Lumentum Holdings Inc.
 LITE 16,665 $11,711,495 2.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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