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

Page 9 of 12

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Palantir Technologies Inc.

PLTR|69608A108

Shares:6.0K

Value:$510.6K

% of Portfolio:0.1% ($510.6K/$384.0M)

33739N108

Shares:10.0K

Value:$504.2K

% of Portfolio:0.1% ($504.2K/$384.0M)

PPG INDUSTRIES INC

PPG|693506107

Shares:4.6K

Value:$503.0K

% of Portfolio:0.1% ($503.0K/$384.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.5K

Value:$500.2K

% of Portfolio:0.1% ($500.2K/$384.0M)

464288679

Shares:4.5K

Value:$499.9K

% of Portfolio:0.1% ($499.9K/$384.0M)

92840N100

Shares:24.7K

Value:$494.0K

% of Portfolio:0.1% ($494.0K/$384.0M)

Iridium Communications Inc.

IRDM|46269C102

Shares:17.9K

Value:$490.4K

% of Portfolio:0.1% ($490.4K/$384.0M)

ILLUMINA, INC.

ILMN|452327109

Shares:6.1K

Value:$486.2K

% of Portfolio:0.1% ($486.2K/$384.0M)

46138E529

Shares:21.1K

Value:$465.2K

% of Portfolio:0.1% ($465.2K/$384.0M)

808524201

SCHX|808524201

Shares:21.0K

Value:$462.7K

% of Portfolio:0.1% ($462.7K/$384.0M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.9K

Value:$455.9K

% of Portfolio:0.1% ($455.9K/$384.0M)

BROWN FORMAN CORP

BF-B|115637209

Shares:13.4K

Value:$453.9K

% of Portfolio:0.1% ($453.9K/$384.0M)

Smurfit Westrock plc

SW|G8267P108

Shares:10.0K

Value:$450.6K

% of Portfolio:0.1% ($450.6K/$384.0M)

ATMOS ENERGY CORP

ATO|049560105

Shares:2.9K

Value:$443.2K

% of Portfolio:0.1% ($443.2K/$384.0M)

Salesforce, Inc.

CRM|79466L302

Shares:1.6K

Value:$441.1K

% of Portfolio:0.1% ($441.1K/$384.0M)

Blue Owl Capital Corp

OBDC|69121K104

Shares:30.0K

Value:$439.8K

% of Portfolio:0.1% ($439.8K/$384.0M)

46137V233

Shares:9.4K

Value:$431.3K

% of Portfolio:0.1% ($431.3K/$384.0M)

Baidu, Inc.

BIDU|056752108

Shares:4.7K

Value:$429.3K

% of Portfolio:0.1% ($429.3K/$384.0M)

KEYCORP /NEW/

KEY|493267108

Shares:26.7K

Value:$426.7K

% of Portfolio:0.1% ($426.7K/$384.0M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:830

Value:$425.2K

% of Portfolio:0.1% ($425.2K/$384.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	6.0K	QoQ +101.66% (+3.0K) YoY NEW(+6.0K)	All Managers (Combined)	$510.6K	0.1% ($510.6K/$384.0M)	QoQ +125.05% (+$283.7K) YoY NEW(+$510.6K)
(cusip33739N108)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$504.2K	0.1% ($504.2K/$384.0M)	QoQ -1.15% (-$5.9K) YoY -1.82% (-$9.4K)
PPG INDUSTRIES INC(PPGcusip693506107)	4.6K	QoQ +13.79% (+554) YoY +33.63% (+1.1K)	All Managers (Combined)	$503.0K	0.1% ($503.0K/$384.0M)	QoQ +4.85% (+$23.3K) YoY +1.51% (+$7.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.5K	QoQ 0.00% (+0) YoY +0.12% (+3)	All Managers (Combined)	$500.2K	0.1% ($500.2K/$384.0M)	QoQ +20.00% (+$83.4K) YoY +14.16% (+$62.1K)
(cusip464288679)✕	4.5K	QoQ 0.00% (+0) YoY NEW(+4.5K)	All Managers (Combined)	$499.9K	0.1% ($499.9K/$384.0M)	QoQ +0.31% (+$1.6K) YoY NEW(+$499.9K)
(cusip92840N100)✕	24.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$494.0K	0.1% ($494.0K/$384.0M)	QoQ -8.88% (-$48.2K) YoY -16.49% (-$97.6K)
Iridium Communications Inc.(IRDMcusip46269C102)	17.9K	QoQ +4.20% (-725) YoY +4.20% (+725)	All Managers (Combined)	$490.4K	0.1% ($490.4K/$384.0M)	QoQ -1.89% (-$9.5K) YoY +8.82% (+$39.8K)
ILLUMINA, INC.(ILMNcusip452327109)	6.1K	QoQ -3.40% (-216) YoY -13.50% (-957)	All Managers (Combined)	$486.2K	0.1% ($486.2K/$384.0M)	QoQ -42.64% (-$361.6K) YoY -50.02% (-$486.7K)
(cusip46138E529)✕	21.1K	QoQ -0.94% (-200) YoY +29.53% (+4.8K)	All Managers (Combined)	$465.2K	0.1% ($465.2K/$384.0M)	QoQ -3.55% (-$17.2K) YoY +24.28% (+$90.9K)
(SCHXcusip808524201)	21.0K	QoQ 0.00% (-0) YoY +198.66% (+13.9K)	All Managers (Combined)	$462.7K	0.1% ($462.7K/$384.0M)	QoQ -4.74% (-$23.1K) YoY +6.25% (+$27.3K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.9K	QoQ -12.50% (-275) YoY -23.00% (-575)	All Managers (Combined)	$455.9K	0.1% ($455.9K/$384.0M)	QoQ -11.69% (-$60.4K) YoY -28.44% (-$181.2K)
BROWN FORMAN CORP(BF-Bcusip115637209)	13.4K	QoQ -46.74% (-11.7K) YoY -59.92% (-20.0K)	All Managers (Combined)	$453.9K	0.1% ($453.9K/$384.0M)	QoQ -52.40% (-$499.7K) YoY -73.65% (-$1.3M)
Smurfit Westrock plc(SWcusipG8267P108)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$450.6K	0.1% ($450.6K/$384.0M)	QoQ -16.33% (-$88.0K) YoY NEW(+$450.6K)
ATMOS ENERGY CORP(ATOcusip049560105)	2.9K	QoQ +0.99% (+28) YoY -1.48% (-43)	All Managers (Combined)	$443.2K	0.1% ($443.2K/$384.0M)	QoQ +12.69% (+$49.9K) YoY +28.82% (-$99.2K)
Salesforce, Inc.(CRMcusip79466L302)	1.6K	QoQ +105.76% (+844) YoY +77.70% (+718)	All Managers (Combined)	$441.1K	0.1% ($441.1K/$384.0M)	QoQ +65.28% (+$174.2K) YoY +58.49% (+$162.8K)
Blue Owl Capital Corp(OBDCcusip69121K104)	30.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$439.8K	0.1% ($439.8K/$384.0M)	QoQ -3.04% (-$13.8K) YoY -4.68% (-$21.6K)
(cusip46137V233)✕	9.4K	QoQ +30.22% (+2.2K) YoY +91.36% (+4.5K)	All Managers (Combined)	$431.3K	0.1% ($431.3K/$384.0M)	QoQ +20.18% (+$72.4K) YoY +109.42% (+$225.3K)
Baidu, Inc.(BIDUcusip056752108)	4.7K	QoQ +13.39% (+551) YoY NEW(+4.7K)	All Managers (Combined)	$429.3K	0.1% ($429.3K/$384.0M)	QoQ +23.77% (+$82.5K) YoY NEW(+$429.3K)
KEYCORP /NEW/(KEYcusip493267108)	26.7K	QoQ +17.85% (+4.0K) YoY +16.73% (+3.8K)	All Managers (Combined)	$426.7K	0.1% ($426.7K/$384.0M)	QoQ +9.95% (+$38.6K) YoY +18.06% (+$65.3K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	830	QoQ +32.37% (+203) YoY +33.22% (+207)	All Managers (Combined)	$425.2K	0.1% ($425.2K/$384.0M)	QoQ +44.34% (+$130.6K) YoY +42.66% (+$127.2K)