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CIK: 0001331074
Total reported value
$411.7M
$411.7M
248 檔
17.2%
In Q2 2025, Mcdonald Partners LLC's U.S. equity holdings reached a combined market value of $411.7M, distributed across 248 disclosed stock positions.
Mcdonald Partners LLC executed strategic sector rebalancing during Q2 2025, establishing 15 new positions while fully exiting 7 holdings and trimming 78 positions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.40% | -0.39% | -0.15% | |
| 2 | ETN | Eaton Corporation plc | Stock-Industrials | 3.40% | +0.73% | +4.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.36% | -8.88% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | -0.62% | -1.53% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | +0.05% | -2.81% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 1.75% | -0.11% | +5.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.48% | +19.97% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 1.68% | +0.02% | -0.85% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.37% | -2.12% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.28% | +13.05% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | +0.07% | +0.40% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.58% | +1.25% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 1.33% | -1.02% | EXIT | |
| 14 | PNR | Pentair plc | Stock-Industrials | 1.31% | -0.03% | +6.91% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.77% | -1.13% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.40% | -8.43% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.16% | +0.29% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.29% | -0.51% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | +0.24% | +4.06% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.05% | -3.59% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.75% | -0.22% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | +0.07% | NEW | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.04% | -0.22% | +3.96% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | -0.80% | +1.30% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.30% | -0.52% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.92% | -1.20% | -0.74% | |
| 27 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.89% | -0.08% | +10.11% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.88% | +0.30% | +1.22% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.24% | +32.91% | |
| 30 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.86% | +0.01% | NEW | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.10% | -1.56% | |
| 32 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.79% | -0.20% | -1.30% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.77% | -0.12% | +1.20% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.77% | -0.06% | — | |
| 35 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.75% | +0.14% | -0.52% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.09% | +0.95% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | — | -3.99% | |
| 38 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.67% | — | +38.03% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | +0.12% | +11.83% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.66% | -0.62% | -0.30% | |
| 41 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.64% | -0.07% | +8.54% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | -0.19% | -6.24% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.02% | +1.06% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.59% | +0.03% | +0.60% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.16% | +1.84% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.59% | +0.01% | +0.34% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.03% | -2.26% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.57% | -0.09% | +4.97% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.57% | — | +1.36% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.84% | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | -0.15% | Trim |
| 2 | ETN | Eaton Corporation plc | +0.7% | +4.12% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +13.05% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | -0.85% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -2.12% | Trim |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +19.97% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +3.58% | Add |
| 9 | LVS | Las Vegas Sands CORP | +0.2% | +38.03% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 11 | FERG | Ferguson Enterprises Inc | +0.2% | +188.60% | Add |
| 12 | PNR | Pentair plc | +0.2% | +6.91% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.53% | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | +11.83% | Add |
| 15 | CMI | Cummins Inc | +0.2% | +125.75% | Add |
| 16 | HD | Home Depot Inc | +0.2% | +32.91% | Add |
| 17 | LHX | L3harris Technologies Inc | +0.1% | +3.96% | Add |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +181.11% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +5.92% | Add |
| 20 | LITE | Lumentum Holdings Inc | +0.1% | -1.13% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | +1.25% | Add |
| 22 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | Unchanged |
| 23 | AMD | Advanced Micro Devices | +0.1% | +1.82% | Add |
| 24 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -1.13% | Trim |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.62% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 28 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +4.06% | Add |
| 30 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 31 | FCX | Freeport-mcmoran Inc | +0.1% | +22.62% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 33 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | +0.1% | +1.22% | Add |
| 35 | EMR | Emerson Electric Co | +0.1% | +2.18% | Add |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 37 | FSK | Fs Kkr Capital CORP | +0.1% | NEW | New buy |
| 38 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 39 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | -0.22% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.84% | Add |
| 42 | DIS | Walt Disney Co/the | +0.1% | -3.43% | Trim |
| 43 | ADI | Analog Devices Inc | +0.1% | +2.73% | Add |
| 44 | NFLX | Netflix Inc | +0.1% | -8.70% | Trim |
| 45 | AMBA | Ambarella, Inc. | +0.1% | -1.03% | Trim |
| 46 | FPAG | Fpa Global Equity ETF New | +0.1% | NEW | New buy |
| 47 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 48 | ECL | Ecolab Inc | +0.1% | NEW | New buy |
| 49 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 50 | MAR | Marriott International -cl A | 0% | -0.52% | Trim |
According to official SEC Form 13F filings, Mcdonald Partners LLC reported a total U.S. public equity portfolio value of $411.7M across 248 disclosed positions in Q2 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, ETN, AAPL) accounted for 17.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
AGG
市值: $1.3M
Top Position Liquidated / Trimmed
XLE
前期市值: $329.0K
During Q2 2025, Mcdonald Partners LLC's top holdings by market value included MSFT (5.4%)、ETN (3.4%)、AAPL (3.4%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q2 2025, Mcdonald Partners LLC made 174 total portfolio adjustments, initiating 15 new buys, adding to 74 positions, trimming 78 holdings, and fully liquidating 7 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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