account_balance
Investment manager · 13F filer · SEC CIK 1331074
McDonald Partners LLC
Reported value$423Mas of Sep 30, 2026
Positions617 30 new, 34 sold out
Top 10 weight27.3%ETN alone is 4%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ETNEaton Corp PLC
3.8%
MSFTMicrosoft Corp
3.7%
AAPLApple Inc.
3.6%
LITELumentum Holdings Inc.
3.6%Trimmed −3%
VOOVanguard Index FDS
3.1%Added +5%
JPMJPMorgan Chase & Co
2.2%
BRK-BBerkshire Hathaway Inc
2.2%Added +7%
JNJJohnson & Johnson
2.0%
NVDANVIDIA Corp
1.6%
AMGNAmgen Inc
1.6%
RTXRTX Corp
1.5%
IUSGiShares Tr
1.5%
ETNEaton Corp PLC
3.8%
MSFTMicrosoft Corp
3.7%
AAPLApple Inc.
3.6%
LITELumentum Holdings Inc.
3.6%−3%
VOOVanguard Index FDS
3.1%+5%
JPMJPMorgan Chase & Co
2.2%
BRK-BBerkshire Hathaway Inc
2.2%
JNJJohnson & Johnson
2.0%
NVDANVIDIA Corp
1.6%
AMGN1.6%RTX1.5%IUSG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ETN Eaton Corp PLC 3.8% HeldMSFT Microsoft Corp 3.7% HeldAAPL Apple Inc. 3.6% HeldLITE Lumentum Holdings Inc. 3.6% Trimmed −3%
VOO Vanguard Index FDS 3.1% Added +5%
JPM JPMorgan Chase & Co 2.2% HeldBRK-B Berkshire Hathaway Inc 2.2% Added +7%JNJ Johnson & Johnson 2.0% HeldNVDA NVIDIA Corp 1.6% HeldAMGN Amgen Inc 1.6% HeldRTX RTX Corp 1.5% HeldIUSG iShares Tr 1.5% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.