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CIK: 0001331074
Total reported value
$411.7M
$411.7M
240 檔
15.5%
During the Q1 2025 filing period, Mcdonald Partners LLC (CIK: 0001331074) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $411.7M across 240 reported positions.
In Q1 2025, Mcdonald Partners LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | -0.39% | -1.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | -0.36% | -4.24% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.71% | +0.05% | +0.86% | |
| 4 | ETN | Eaton Corporation plc | Stock-Industrials | 2.70% | +0.73% | -2.08% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.62% | -1.60% | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 1.71% | +0.07% | -1.01% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.63% | -0.11% | -1.91% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -1.40% | +1.03% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.05% | -0.33% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.48% | +0.37% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 1.32% | -1.02% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.58% | +2.85% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.37% | +2.65% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | -0.80% | -5.56% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | +0.30% | +0.16% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.18% | +0.02% | +0.59% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.17% | -0.77% | -3.71% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.29% | -5.99% | |
| 19 | PNR | Pentair plc | Stock-Industrials | 1.13% | -0.03% | -1.00% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.24% | +13.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | -0.75% | +1.67% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.06% | +0.29% | +0.10% | |
| 23 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.06% | -0.08% | -6.48% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.04% | -1.20% | -0.54% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | +0.01% | NEW | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.95% | -0.10% | +1.03% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.28% | +2.87% | |
| 28 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.91% | -0.20% | -0.06% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | +0.07% | NEW | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.90% | -0.22% | -17.19% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.62% | -0.73% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.86% | -0.12% | +2.21% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.83% | -0.06% | +0.15% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | +0.30% | -0.47% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.76% | -0.09% | +4.89% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.75% | +0.04% | +6.50% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.03% | +0.14% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.72% | -0.19% | -11.17% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.24% | +41.98% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.71% | +0.14% | -6.38% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | — | -4.10% | |
| 42 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.68% | -0.07% | -5.54% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.67% | +0.01% | -0.97% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.02% | +1.32% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.64% | — | +0.64% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.63% | -0.09% | — | |
| 47 | USB | US Bancorp | Stock-Financials | 0.60% | +0.03% | +1.66% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.57% | -1.14% | -2.75% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.22% | +12.43% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.01% | -0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AMGN | Amgen Inc | — | NEW | New buy |
| 7 | RTX | Rtx CORP | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 11 | HON | Honeywell International Inc | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 19 | PNR | Pentair plc | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 22 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 23 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 24 | PSX | Phillips 66 | — | NEW | New buy |
| 25 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 26 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 27 | AVGO | Broadcom Inc | — | NEW | New buy |
| 28 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 31 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 32 | ACN | Accenture plc | — | NEW | New buy |
| 33 | ADBE | Adobe Inc | — | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 35 | PFE | Pfizer Inc | — | NEW | New buy |
| 36 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 39 | HD | Home Depot Inc | — | NEW | New buy |
| 40 | MAR | Marriott International -cl A | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | MWA | Mueller Water Products Inc-a | — | NEW | New buy |
| 43 | AFL | Aflac Inc | — | NEW | New buy |
| 44 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 45 | CB | Chubb Limited | — | NEW | New buy |
| 46 | PGR | Progressive CORP | — | NEW | New buy |
| 47 | USB | US Bancorp | — | NEW | New buy |
| 48 | COP | Conocophillips | — | NEW | New buy |
| 49 | T | At&t Inc | — | NEW | New buy |
| 50 | ABT | Abbott Laboratories | — | NEW | New buy |
According to official SEC Form 13F filings, Mcdonald Partners LLC reported a total U.S. public equity portfolio value of $411.7M across 240 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 15.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $17.0M
During Q1 2025, Mcdonald Partners LLC's top holdings by market value included MSFT (4.4%)、AAPL (4.3%)、BRK-B (2.7%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q1 2025, Mcdonald Partners LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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