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CIK: 0001331074
Total reported value
$411.7M
$411.7M
204 檔
13.7%
During the Q4 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 204 reported positions.
In Q4 2025, Mcdonald Partners LLC adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 34 holdings to manage risk exposure.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.53% | -0.39% | -6.82% | |
| 2 | ETN | Eaton Corporation plc | Stock-Industrials | 3.72% | +0.73% | -4.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.36% | -8.80% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | -0.62% | -5.13% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.88% | +0.05% | -3.34% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.48% | +1.04% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.28% | -0.11% | +2.63% | |
| 8 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.95% | +0.60% | -3.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.29% | +6.69% | |
| 10 | PNR | Pentair plc | Stock-Industrials | 1.76% | -0.03% | +3.94% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.37% | -2.03% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.69% | +0.29% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.67% | +0.02% | -7.03% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.66% | +0.07% | -9.07% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.28% | -9.78% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.44% | -0.80% | +1.93% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.77% | -7.49% | |
| 18 | CRH | CRH plc | Stock-Materials | 1.23% | +0.24% | +13.46% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.20% | -0.62% | -2.45% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.20% | -1.02% | EXIT | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.15% | -0.22% | -8.41% | |
| 22 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.14% | -0.07% | +20.73% | |
| 23 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.12% | +0.14% | +2.04% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.19% | +5.01% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.08% | +0.24% | -10.80% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.30% | -16.18% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | +0.12% | +2.03% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.05% | -20.11% | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.96% | -0.20% | -3.49% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.96% | -0.89% | +3.07% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.87% | -0.06% | -3.80% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.87% | -0.09% | +83.25% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.58% | -20.16% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.16% | -7.15% | |
| 35 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.77% | -0.08% | -7.86% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.12% | -7.73% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | -0.09% | +27.96% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | +0.03% | +4.89% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.73% | -1.20% | -17.68% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.24% | -25.26% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.75% | -37.37% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -1.40% | -12.45% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -1.23% | -1.73% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.69% | +0.22% | +13.63% | |
| 45 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.66% | +0.06% | +13.38% | |
| 46 | RPM | Rpm International Inc | Stock-Materials | 0.64% | +0.11% | — | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | +0.30% | -13.48% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | +0.17% | +21.94% | |
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.62% | -0.12% | +1.13% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.12% | -16.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1.1% | -3.53% | Trim |
| 2 | PGR | Progressive CORP | +0.4% | +83.25% | Add |
| 3 | BMY | Bristol-myers Squibb Co | +0.4% | +284.42% | Add |
| 4 | RTX | Rtx CORP | +0.4% | +2.63% | Add |
| 5 | MAR | Marriott International -cl A | +0.3% | +2.04% | Add |
| 6 | CRH | CRH plc | +0.3% | +13.46% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.69% | Add |
| 8 | CMI | Cummins Inc | +0.2% | +13.63% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.45% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.04% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.2% | +5.01% | Add |
| 12 | C | Citigroup Inc | +0.2% | +3.07% | Add |
| 13 | PFE | Pfizer Inc | +0.2% | +27.96% | Add |
| 14 | MWA | Mueller Water Products Inc-a | +0.2% | +20.73% | Add |
| 15 | EQIN | Columbia US Eqty Inc ETF | +0.2% | +164.07% | Add |
| 16 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +77.28% | Add |
| 17 | FCX | Freeport-mcmoran Inc | +0.2% | +1.13% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.73% | Trim |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | +2.03% | Add |
| 20 | AMGN | Amgen Inc | +0.2% | -9.07% | Trim |
| 21 | LECO | Lincoln Electric Holdings | +0.2% | +103.78% | Add |
| 22 | KEY | Keycorp | +0.1% | +34.26% | Add |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +21.94% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +5.96% | Add |
| 25 | LRCX | Lam Research CORP | +0.1% | -0.55% | Trim |
| 26 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | Unchanged |
| 27 | HBAN | Huntington Bancshares Inc | +0.1% | +13.38% | Add |
| 28 | AAPL | Apple Inc | +0.1% | -8.80% | Trim |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.53% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | +1.93% | Add |
| 31 | FSK | Fs Kkr Capital CORP | +0.1% | +102.77% | Add |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -5.13% | Trim |
| 33 | ILMN | Illumina Inc | +0.1% | -1.43% | Trim |
| 34 | UPS | United Parcel Service-cl B | +0.1% | -4.53% | Trim |
| 35 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.89% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.34% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.29% | Add |
| 38 | JNJ | Johnson & Johnson | +0.1% | -2.11% | Trim |
| 39 | PNR | Pentair plc | +0.1% | +3.94% | Add |
| 40 | NVDA | Nvidia CORP | +0.1% | -2.03% | Trim |
| 41 | PNC | Pnc Financial Services Group | +0.1% | +3.54% | Add |
| 42 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +10.00% | Add |
| 43 | APO | Apollo Global Management Inc | +0.1% | +0.92% | Add |
| 44 | NDSN | Nordson CORP | +0.1% | -0.36% | Trim |
| 45 | ROKU | Roku Inc | +0.1% | -3.41% | Trim |
| 46 | IBM | Intl Business Machines CORP | 0% | -7.49% | Trim |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +42.86% | Add |
| 48 | MSGS | Madison Square Garden Sports | 0% | -1.23% | Trim |
| 49 | PDO | Pimco Dynamic Income Opport | 0% | +17.95% | Add |
| 50 | TJX | Tjx Companies Inc | 0% | +17.02% | Add |
According to official SEC Form 13F filings, Mcdonald Partners LLC reported a total U.S. public equity portfolio value of $411.7M across 204 disclosed positions in Q4 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 13.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
RPM
市值: $2.0M
Top Position Liquidated / Trimmed
META
前期市值: $1.2M
During Q4 2025, Mcdonald Partners LLC's top holdings by market value included MSFT (4.5%)、ETN (3.7%)、AAPL (3.7%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q4 2025, Mcdonald Partners LLC made 192 total portfolio adjustments, initiating 15 new buys, adding to 46 positions, trimming 97 holdings, and fully liquidating 34 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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