Mcdonald Partners
Mcdonald Partners reported 621 stocks worth $412M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are ETN (3.9%), LITE (3.4%) and AAPL (3.3%). Compared with Q1 2026, the fund opened new positions in HON, HONA and SYY, added to ETN, VOO and JNJ, trimmed LITE, AAPL and MSFT and sold out of TXT, DD and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ETN Eaton Corp PLC | $16.1M | 3.9% | 38K | +149 (+0%) | 8 of 8 | |
| 2 |  LITE Lumentum Hldgs Inc | $13.8M | 3.4% | 16K | −545 (−3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $13.4M | 3.3% | 46K | −14K (−23%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $12M | 2.9% | 17K | +197 (+1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $11.5M | 2.8% | 31K | −5,632 (−15%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $9.4M | 2.3% | 29K | −13K (−31%) | 8 of 8 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $8.6M | 2.1% | 17K | −656 (−4%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $8.2M | 2.0% | 32K | +3,002 (+10%) | 8 of 8 | |
| 9 |  RTX Rtx Corp | $6.5M | 1.6% | 34K | −2,972 (−8%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $6.2M | 1.5% | 16K | −410 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mcdonald Partners 13F FAQ
What does Mcdonald Partners own?
Mcdonald Partners reported 621 stocks worth $412M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are ETN (3.9%), LITE (3.4%) and AAPL (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Mcdonald Partners buy and sell in Q2 2026?
Compared with Q1 2026: 418 new positions, 61 added to, 98 trimmed and 5 sold out. New positions include HON, HONA and SYY. It sold all of TXT, DD and SHV.
When will Mcdonald Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mcdonald Partners's portfolio worth?
The Q2 2026 filing reports $412M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.