Mcdonald Partners LLC Portfolio Holdings
Mcdonald Partners LLC
- $381 Million
- Q4 2024
Mcdonald Partners LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $381 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.6M, Microsoft Corp with a value of $19.4M, Eaton Corp PLC with a value of $12.9M, Jpmorgan Chase & CO with a value of $9.32M, and Berkshire Hathaway Inc Class B with a value of $8.77M.
Examining the 13F form we can see an decrease of $8.81M in the current position value, from $390M to 381M.
Below you can find more details about Mcdonald Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$381 Million
Technology: $89.1 Million
Industrials: $63.9 Million
Financial Services: $45.1 Million
ETFs: $39.2 Million
Healthcare: $34.2 Million
Consumer Cyclical: $27.5 Million
Communication Services: $23.1 Million
Energy: $20.3 Million
Other: $38.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 239
- Current Value $381 Million
- Prior Value $390 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks