Notify me when MCDONALD PARTNERS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 204 | $317,468,746 | +$17,753,801 | -$38,498,289 | -$20,744,488 | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 02 Feb 2026, 13:19 |
| Q3 2025 | 223 | $335,015,644 | +$12,313,988 | -$119,687,464 | -$107,373,476 | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 12 Nov 2025, 14:43 |
| Q2 2025 | 248 | $416,212,833 | +$16,221,201 | -$10,806,660 | +$5,414,541 | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 12 Aug 2025, 13:13 |
| Q1 2025 | 240 | $383,951,140 | +$12,343,969 | -$9,726,626 | +$2,617,343 | MSFT, AAPL, BRKB, ETN, JPM | 13F-HR | 15 May 2025, 15:11 |
| Q4 2024 | 239 | $391,280,475 | +$14,439,857 | -$14,490,142 | -$50,285 | AAPL, MSFT, ETN, JPM, BRKB | 13F-HR | 31 Jan 2025, 15:57 |
| Q3 2024 | 239 | $399,756,197 | +$17,166,864 | -$12,808,484 | +$4,358,380 | MSFT, AAPL, ETN, BRKB, JPM | 13F-HR | 15 Oct 2024, 11:26 |
| Q2 2024 | 239 | $373,270,822 | +$16,753,026 | -$4,435,805 | +$12,317,221 | MSFT, AAPL, ETN, JPM, BRKB | 13F-HR | 17 Jul 2024, 16:49 |
| Q1 2024 | 239 | $363,590,225 | +$12,296,959 | -$10,051,263 | +$2,245,696 | MSFT, ETN, AAPL, JPM, BRKB | 13F-HR | 15 Apr 2024, 12:19 |
| Q4 2023 | 227 | $336,856,458 | +$8,857,778 | -$11,460,897 | -$2,603,119 | MSFT, AAPL, ETN, JPM, BRKB | 13F-HR | 12 Feb 2024, 11:32 |
| Q3 2023 | 227 | $307,305,960 | +$6,682,151 | -$14,780,532 | -$8,098,381 | MSFT, AAPL, ETN, BRKB, CVX | 13F-HR | 30 Oct 2023, 11:54 |
| Q2 2023 | 242 | $327,261,072 | +$12,423,727 | -$8,290,425 | +$4,133,302 | AAPL, MSFT, ETN, BRKB, JPM | 13F-HR | 17 Jul 2023, 09:15 |
| Q1 2023 | 235 | $308,666,202 | +$11,603,879 | -$7,598,823 | +$4,005,056 | AAPL, MSFT, ETN, BRKB, CVX | 13F-HR | 19 Apr 2023, 08:55 |
| Q4 2022 | 228 | $292,745,086 | +$12,775,007 | -$10,422,527 | +$2,352,480 | MSFT, AAPL, ETN, BRKB, CVX | 13F-HR | 18 Jan 2023, 16:31 |
| Q3 2022 | 219 | $262,050,000 | +$6,160,797 | -$111,814,188 | -$105,653,391 | AAPL, MSFT, BRKB, ETN, CVX | 13F-HR | 21 Oct 2022, 15:53 |
| Q2 2022 | 296 | $391,752,000 | +$14,598,200 | -$16,504,545 | -$1,906,345 | MSFT, AAPL, BRKB, CVX, JPM | 13F-HR | 25 Jul 2022, 12:31 |
| Q1 2022 | 307 | $458,405,000 | +$439,280,526 | -$87,211,703 | +$352,068,823 | AAPL, MSFT, BRKB, CVX, VOO | 13F-HR | 29 Apr 2022, 15:51 |
| Q4 2021 | 546 | $107,947,568 | +$87,765,270 | -$428,143,459 | -$340,378,189 | USMV, BSJO, ANGL, FALN, SJNK | 13F-HR | 31 Jan 2022, 11:22 |
| Q3 2021 | 299 | $425,996,000 | +$19,265,581 | -$6,754,313 | +$12,511,268 | MSFT, AAPL, JPM, BRKB, ETN | Restatement | 23 Nov 2021, 19:56 |
| Q2 2021 | 303 | $423,215,000 | +$18,872,283 | -$8,093,712 | +$10,778,571 | MSFT, AAPL, ROKU, JPM, BRKB | Restatement | 23 Nov 2021, 19:56 |
| Q1 2021 | 290 | $389,167,000 | +$24,393,121 | -$10,518,868 | +$13,874,253 | MSFT, AAPL, JPM, BRKB, DIS | Restatement | 23 Nov 2021, 19:56 |
| Q4 2020 | 278 | $355,200,000 | $0 | $0 | $0 | AAPL, MSFT, DIS, ROKU, ICSH | 13F-HR | 16 Feb 2021, 17:03 |