Notify me when Mcdonald Partners Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 223 | $335M | +$12.3M | -$120M | -$107M | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 11/12/2025, 02:43 PM |
| Q2 2025 | 248 | $416M | +$16.2M | -$10.8M | +$5.41M | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 8/12/2025, 01:13 PM |
| Q1 2025 | 240 | $384M | +$12.3M | -$9.73M | +$2.62M | MSFT, AAPL, BRKB, ETN, JPM | 13F-HR | 5/15/2025, 03:11 PM |
| Q4 2024 | 239 | $391M | +$14.4M | -$14.5M | -$50.3K | AAPL, MSFT, ETN, JPM, BRKB | 13F-HR | 1/31/2025, 03:57 PM |
| Q3 2024 | 239 | $400M | +$17.2M | -$12.8M | +$4.36M | MSFT, AAPL, ETN, BRKB, JPM | 13F-HR | 10/15/2024, 11:26 AM |
| Q2 2024 | 239 | $373M | +$16.8M | -$4.44M | +$12.3M | MSFT, AAPL, ETN, JPM, BRKB | 13F-HR | 7/17/2024, 04:49 PM |
| Q1 2024 | 239 | $364M | +$12.3M | -$10.1M | +$2.25M | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 4/15/2024, 12:19 PM |
| Q4 2023 | 227 | $337M | +$8.86M | -$11.5M | -$2.6M | MSFT, AAPL, ETN, JPM, BRKB | 13F-HR | 2/12/2024, 11:32 AM |
| Q3 2023 | 227 | $307M | +$6.68M | -$14.8M | -$8.1M | MSFT, AAPL, ETN, BRKB, CVX | 13F-HR | 10/30/2023, 11:54 AM |
| Q2 2023 | 242 | $327M | +$12.4M | -$8.29M | +$4.13M | AAPL, MSFT, ETN, BRKB, JPM | 13F-HR | 7/17/2023, 09:15 AM |
| Q1 2023 | 235 | $309M | +$11.6M | -$7.6M | +$4.01M | AAPL, MSFT, ETN, BRKB, CVX | 13F-HR | 4/19/2023, 08:55 AM |
| Q4 2022 | 228 | $293M | +$12.8M | -$10.4M | +$2.35M | MSFT, AAPL, ETN, BRKB, CVX | 13F-HR | 1/18/2023, 04:31 PM |
| Q3 2022 | 219 | $262M | +$6.16M | -$112M | -$106M | AAPL, MSFT, BRKB, ETN, CVX | 13F-HR | 10/21/2022, 03:53 PM |
| Q2 2022 | 296 | $392M | +$14.6M | -$16.5M | -$1.91M | MSFT, AAPL, BRKB, CVX, JPM | 13F-HR | 7/25/2022, 12:31 PM |
| Q1 2022 | 307 | $458M | +$439M | -$87.2M | +$352M | AAPL, MSFT, BRKB, CVX, VOO | 13F-HR | 4/29/2022, 03:51 PM |
| Q4 2021 | 546 | $108M | +$87.8M | -$428M | -$340M | USMV, BSJO, ANGL, FALN, SJNK | 13F-HR | 1/31/2022, 11:22 AM |
| Q3 2021 | 299 | $426M | +$19.3M | -$6.75M | +$12.5M | MSFT, AAPL, JPM, BRKB, ETN | Restatement | 11/23/2021, 07:56 PM |
| Q2 2021 | 303 | $423M | +$18.9M | -$8.09M | +$10.8M | MSFT, AAPL, ROKU, JPM, BRKB | Restatement | 11/23/2021, 07:56 PM |
| Q1 2021 | 290 | $389M | +$24.4M | -$10.5M | +$13.9M | MSFT, AAPL, JPM, BRKB, DIS | Restatement | 11/23/2021, 07:56 PM |
| Q4 2020 | 278 | $355M | $0 | $0 | AAPL, MSFT, DIS, ROKU, ICSH | 13F-HR | 2/16/2021, 05:03 PM |