Holdings
McDonald Partners LLC
As of Jun 30, 2026, McDonald Partners LLC reported 415 positions worth US$273M. Largest: Lumentum Holdings Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumentum Holdings Inc. | 16,120 | US$13.8M | −545 | Jun 30, 2026 |
| Apple Inc | 46,343 | US$13.4M | −14,135 | Jun 30, 2026 |
| Microsoft Corp. | 30,962 | US$11.5M | −5,632 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 28,608 | US$9.36M | −13,009 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 17,185 | US$8.6M | −656 | Jun 30, 2026 |
| Johnson & Johnson | 32,121 | US$8.16M | +3,002 | Jun 30, 2026 |
| Rtx Corporation | 34,018 | US$6.45M | −2,972 | Jun 30, 2026 |
| Broadcom Inc. | 16,339 | US$6.17M | −410 | Jun 30, 2026 |
| Nvidia Corporation | 30,234 | US$6.05M | +3,487 | Jun 30, 2026 |
| Amgen Inc. | 15,929 | US$5.77M | −93 | Jun 30, 2026 |