MCDONALD PARTNERS LLC - Portfolio overview

MCDONALD PARTNERS LLC has 249 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.51%
2. MSFT - MICROSOFT CORP, 3.09%
3. ETN - EATON CORP PLC, 3.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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