MCDONALD PARTNERS LLC
SEC Form 13F institutional filer · CIK 0001331074
13F-HR · 126 reported holdings · 2026-03-31
Reported long-US-equity value
$0.35B
Top-10 concentration
31.4%
MCDONALD PARTNERS LLC — $354M AUM allocation strategy
MCDONALD PARTNERS LLC files SEC Form 13F and reports $354M of long US equity value across 126 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.3%, followed by Health Care 8.1% and Financials 8.0%.
The top 10 holdings account for 31% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MCDONALD PARTNERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$354M
total across 126 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
31% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BMY +83.2K sh · +$5.22M+$BAC +75.2K sh · +$3.6M+$C +39.4K sh · +$4.39M
Biggest trims (shares)
−$HBAN −15.9K sh · −$455K−$CRH −2.98K sh · −$943K−$NVDA −2.94K sh · −$872K
Exited to nil (held last quarter, gone now)
$AMT ($359K last qtr)$OTIS ($236K last qtr)$AON ($215K last qtr)$IDXX ($210K last qtr)$F ($149K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks5.5%—
- Technology Hardware, Storage & Peripherals4.3%—
- Pharmaceuticals3.9%—
- Systems Software3.8%—
- Electrical Components & Equipment3.8%—
- Interactive Media & Services3.8%—
- Communications Equipment3.3%—
- Biotechnology2.5%—
- Other holdings69.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 60.5K | $15.3M | +17.7K | 4.3% |
| $MSFT | Microsoft Corporation | 36.6K | $13.5M | +6.85K | 3.8% |
| $ETN | Eaton Corporation PLC | 37.6K | $13.5M | +565 | 3.8% |
| $JPM | JP Morgan Chase & Co | 41.6K | $12.2M | +12.2K | 3.5% |
| $LITE | Lumentum Holdings Inc | 16.7K | $11.7M | -155 | 3.3% |
| $ABBV | AbbVie Inc | 40.4K | $8.79M | +20.4K | 2.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 17.8K | $8.65M | -355 | 2.4% |
| $PSX | Phillips 66 | 45.1K | $8.21M | +27K | 2.3% |
…and 118 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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