Mcdonald-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MSGS",
  null,
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  "MWA",
  "ALL",
  "GOOGL",
  "T",
  "BLK",
  "ADX",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "SAN",
  "BIDU",
  "CCI",
  "CMI",
  "USA",
  "MLCO",
  "ROKU",
  "SONO",
  "AMBA",
  "PNR",
  "FERG",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "IRDM",
  "HON",
  "HD",
  "CCLD",
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "FFWM",
  "HSBC",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  null,
  "IVW",
  "PKBK",
  "UHAL",
  "CFBK",
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "MPC",
  "WDFC",
  "SILA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "GE",
  "ILMN",
  "BX",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  "PEP",
  "PNC",
  null,
  "PGR",
  "HTGC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PKG",
  "PARA",
  "PDO",
  "PPG",
  null,
  "SPGI",
  "SCHX",
  "SHW",
  "SHEL",
  "RTX",
  null,
  "RITM",
  "SPYG",
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "SUN",
  null,
  null,
  null,
  "TSCO",
  "GDDY",
  "IT",
  "GFF",
  "DD",
  "VRT",
  "LECO",
  "LITE",
  "ATO",
  "AON",
  "UAA",
  "AFL",
  "AMD",
  "VFC",
  "DRI",
  "F",
  "GNRC",
  "WEC",
  "WM",
  "IWP",
  "AEP",
  "ES",
  "FDS",
  "AMZN",
  "MSI",
  "CMS",
  "CLF",
  "HOG",
  "HBAN",
  null,
  "DKNG",
  "USB",
  "VUG",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WEN",
  "XYL",
  "IUSG",
  "HY",
  "ET",
  "SCHG",
  "LVS",
  "NSC",
  "KEY",
  "NDSN",
  "JCI",
  null,
  "SJM",
  "TGNA",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "DGRO",
  "SPYV",
  "GWW",
  null,
  "STE",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "BF-B",
  "CARR",
  "CVX",
  "CINF",
  "CB",
  "CSCO",
  "C",
  "CLX",
  null,
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "COST",
  "GLW",
  "CRWD",
  "DE",
  "DLB",
  null,
  "J",
  "ADI",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 240
Total Value: 383951140
Accession Number: 0001172661-25-002211
Form Type: 13F-HR
CIK: mcdonald-partners
Manager Name: Mcdonald-Partners

Data Enrichment

89% identified

213 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

240 positions • $384.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288687

Shares:7.9K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$384.0M)

Aon plc

AON|G0403H108

Shares:608

Value:$242.6K

% of Portfolio:0.1% ($242.6K/$384.0M)

Shell plc

SHEL|780259305

Shares:3.3K

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$384.0M)

GRIFFON CORP

GFF|398433102

Shares:3.3K

Value:$236.0K

% of Portfolio:0.1% ($236.0K/$384.0M)

BP PLC

BP|055622104

Shares:6.9K

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$384.0M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:5.6K

Value:$221.0K

% of Portfolio:0.1% ($221.0K/$384.0M)

V F CORP

VFC|918204108

Shares:14.1K

Value:$218.8K

% of Portfolio:0.1% ($218.8K/$384.0M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:23.0K

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$384.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.5K

Value:$211.2K

% of Portfolio:0.1% ($211.2K/$384.0M)

33740F755

Shares:7.0K

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$384.0M)

ALLSTATE CORP

ALL|020002101

Shares:999

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$384.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:486

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$384.0M)

Paramount Global

PARA|92556H206

Shares:17.0K

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$384.0M)

19761L854

Shares:4.4K

Value:$202.4K

% of Portfolio:0.1% ($202.4K/$384.0M)

92189F676

Shares:955

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$384.0M)

Banco Santander, S.A.

SAN|05964H105

Shares:25.9K

Value:$173.9K

% of Portfolio:0.0% ($173.9K/$384.0M)

CareCloud, Inc.

CCLD|14167R100

Shares:124.6K

Value:$173.2K

% of Portfolio:0.0% ($173.2K/$384.0M)

FORD MOTOR CO

F|345370860

Shares:14.6K

Value:$146.9K

% of Portfolio:0.0% ($146.9K/$384.0M)

Under Armour, Inc.

UAA|904311107

Shares:19.5K

Value:$121.8K

% of Portfolio:0.0% ($121.8K/$384.0M)

First Foundation Inc.

FFWM|32026V104

Shares:11.8K

Value:$61.1K

% of Portfolio:0.0% ($61.1K/$384.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288687)✕	7.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$384.0M)	QoQ -2.25% (-$5.6K) YoY -4.65% (-$11.9K)
Aon plc(AONcusipG0403H108)	608	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$242.6K	0.1% ($242.6K/$384.0M)	QoQ +11.11% (+$24.3K) YoY +19.58% (+$39.7K)
Shell plc(SHELcusip780259305)	3.3K	QoQ +0.06% (+2) YoY +10.11% (+302)	All Managers (Combined)	$241.1K	0.1% ($241.1K/$384.0M)	QoQ +17.07% (+$35.2K) YoY +20.39% (+$40.8K)
GRIFFON CORP(GFFcusip398433102)	3.3K	QoQ +0.27% (+9) YoY NEW(+3.3K)	All Managers (Combined)	$236.0K	0.1% ($236.0K/$384.0M)	QoQ +0.57% (+$1.4K) YoY NEW(+$236.0K)
BP PLC(BPcusip055622104)	6.9K	QoQ +0.05% (+4) YoY -63.90% (-12.2K)	All Managers (Combined)	$232.8K	0.1% ($232.8K/$384.0M)	QoQ +14.37% (+$29.3K) YoY -67.62% (-$486.3K)
FIFTH THIRD BANCORP(FITBcusip316773100)	5.6K	QoQ 0.00% (-0) YoY -1.57% (-90)	All Managers (Combined)	$221.0K	0.1% ($221.0K/$384.0M)	QoQ -7.28% (-$17.4K) YoY +3.69% (-$7.9K)
V F CORP(VFCcusip918204108)	14.1K	QoQ -27.28% (-5.3K) YoY -46.14% (-12.1K)	All Managers (Combined)	$218.8K	0.1% ($218.8K/$384.0M)	QoQ -47.40% (-$197.2K) YoY -45.51% (-$182.8K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	23.0K	QoQ -6.06% (-1.5K) YoY -19.94% (-5.7K)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$384.0M)	QoQ +3.67% (-$7.6K) YoY -15.71% (-$40.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$211.2K	0.1% ($211.2K/$384.0M)	QoQ -10.76% (-$25.5K) YoY -29.63% (-$88.9K)
(cusip33740F755)✕	7.0K	QoQ 0.00% (-0) YoY NEW(+7.0K)	All Managers (Combined)	$207.8K	0.1% ($207.8K/$384.0M)	QoQ -2.55% (-$5.5K) YoY NEW(+$207.8K)
ALLSTATE CORP(ALLcusip020002101)	999	QoQ NEW(+999) YoY NEW(+999)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$384.0M)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	486	QoQ NEW(+486) YoY NEW(+486)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$384.0M)	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
Paramount Global(PARAcusip92556H206)	17.0K	QoQ -1.71% (-296) YoY -30.21% (-7.4K)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$384.0M)	QoQ +12.37% (-$22.4K) YoY -29.09% (-$83.3K)
(cusip19761L854)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$202.4K	0.1% ($202.4K/$384.0M)	QoQ NEW(+$202.4K) YoY NEW(+$202.4K)
(cusip92189F676)✕	955	QoQ NEW(+955) YoY NEW(+955)	All Managers (Combined)	$202.2K	0.1% ($202.2K/$384.0M)	QoQ NEW(+$202.2K) YoY NEW(+$202.2K)
Banco Santander, S.A.(SANcusip05964H105)	25.9K	QoQ -0.01% (-3) YoY -34.21% (-13.5K)	All Managers (Combined)	$173.9K	0.0% ($173.9K/$384.0M)	QoQ +46.92% (-$55.5K) YoY -8.91% (-$17.0K)
CareCloud, Inc.(CCLDcusip14167R100)	124.6K	QoQ +375.12% (+98.4K) YoY +312.24% (+94.4K)	All Managers (Combined)	$173.2K	0.0% ($173.2K/$384.0M)	QoQ +80.44% (+$77.2K) YoY +393.98% (+$138.1K)
FORD MOTOR CO(Fcusip345370860)	14.6K	QoQ -0.67% (-100) YoY -26.00% (-5.1K)	All Managers (Combined)	$146.9K	0.0% ($146.9K/$384.0M)	QoQ +0.62% (-$913) YoY -44.11% (-$115.9K)
Under Armour, Inc.(UAAcusip904311107)	19.5K	QoQ -26.24% (-6.9K) YoY -35.30% (-10.6K)	All Managers (Combined)	$121.8K	0.0% ($121.8K/$384.0M)	QoQ -44.32% (-$96.9K) YoY -45.20% (-$100.5K)
First Foundation Inc.(FFWMcusip32026V104)	11.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$61.1K	0.0% ($61.1K/$384.0M)	QoQ -16.42% (-$12.0K) YoY -31.25% (-$27.8K)