Fund Holdings — MCDONALD PARTNERS LLC

Total Portfolio Value
$411.74M
Total Bought
$63.98M
Total Sold
$108.81M
Net Transaction
-$44.83M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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JANUS DETROIT STR TR
HENDERSN SML ETF
27,63147,967+20,3362,1934,8561.18%+2,664
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
27,90959,997+32,0881,7954,4471.08%+2,652
EATON CORP PLC(ETN)37,64837,797+14913,46616,1063.91%+2,640
BLACKROCK ETF TRUST
ISHA LA VALU ETF
52,848106,565+53,7171,9094,4021.07%+2,494
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
24,82752,877+28,0501,8804,3621.06%+2,481
HONEYWELL INTL INC010,956+10,95602,4530.60%+2,453
HONEYWELL AEROSPACE INC010,923+10,92302,4150.59%+2,415
LUMENTUM HLDGS INC(LITE)16,66516,120-54511,71113,8323.36%+2,120
LAM RESEARCH CORP(LRCX)9,6009,60002,0514,1601.01%+2,109
SYSCO CORP(SYY)022,762+22,76201,9020.46%+1,902
VANGUARD INDEX FDS17,29217,489+19710,33312,0122.92%+1,679
NVIDIA CORPORATION(NVDA)26,74730,234+3,4874,6656,0501.47%+1,385
WELLTOWER INC(WELL)05,506+5,50601,2500.30%+1,250
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
8,56317,242+8,6796811,9230.47%+1,242
JANUS DETROIT STR TR
HENDRSN SHRT ETF
26,22350,377+24,1541,2812,4620.60%+1,180
TEXAS INSTRS INC(TXN)11,55511,470-852,2433,4190.83%+1,176
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
31,19045,741+14,5511,9933,0910.75%+1,098
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
28,88849,400+20,5121,5532,6430.64%+1,090
ISHARES TR32,00032,00004,9646,0191.46%+1,055
STATE STR SPDR S&P 500 ETF T(SPY)7,7818,173+3925,0616,1041.48%+1,043
JOHNSON & JOHNSON(JNJ)29,11932,121+3,0027,1188,1581.98%+1,040
BROADCOM INC(AVGO)16,74916,339-4105,1846,1721.50%+988
CVS HEALTH CORP(CVS)09,457+9,45709780.24%+978
KEYCORP(KEY)62,53092,990+30,4601,1942,1430.52%+950
CORNING INC(GLW)8,5098,209-3001,1572,0970.51%+940
CRH PLC
ORD
28,21036,005+7,7952,9503,8530.94%+903
MICRON TECHNOLOGY INC(MU)1,1251,087-383801,2550.30%+875
CISCO SYS INC(CSCO)42,23135,319-6,9123,2774,1491.01%+872
CUMMINS INC(CMI)3,6273,924+2971,9512,7990.68%+847
ADVANCED MICRO DEVICES INC(AMD)1,7301,987+2573521,1540.28%+802
ROKU INC(ROKU)18,25018,025-2251,7272,4900.60%+763
STERIS PLC(STE)03,374+3,37407100.17%+710
FERGUSON ENTERPRISES INC(FERG)7,69510,430+2,7351,7802,4750.60%+696
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
31,60639,131+7,5251,7552,4050.58%+650
AMBARELLA INC(AMBA)18,07117,946-1259381,5400.37%+602
CNH INDL N V
SHS
13,37566,675+53,3001477490.18%+602
INVESCO QQQ TR4,0513,991-602,3382,9390.71%+601
QUALCOMM INC(QCOM)9,6429,712+701,2421,7950.44%+553
PNC FINL SVCS GROUP INC(PNC)7,4318,521+1,0901,5462,0980.51%+552
IRIDIUM COMMUNICATIONS INC(IRDM)19,52519,375-1505421,0630.26%+521
FIRST TR EXCHANGE-TRADED FD12,34238,000+25,6582727900.19%+518
INTEL CORP(INTC)03,585+3,58505010.12%+501
CALAMOS ETF TR
AUTOC INCOM ETF
56,70270,000+13,2981,4251,9050.46%+479
DELL TECHNOLOGIES INC(DELL)1,7391,73902857500.18%+465
SPDR SERIES TRUST
ST STR P500GRW
21,91621,891-252,1462,6050.63%+459
VERTIV HOLDINGS CO(VRT)5,2685,26801,3201,7640.43%+444
MARRIOTT INTL INC NEW(MAR)11,33811,178-1603,7084,1421.01%+434
GENERAC HLDGS INC(GNRC)4,2754,27508351,2520.30%+417
BARRICK MNG CORP(B)010,900+10,90004000.10%+400
GOLDMAN SACHS GROUP INC(GS)3,7983,569-2293,2133,6100.88%+397
APPLIED MATLS INC1,4051,205-2004808710.21%+391
RPM INTL INC(RPM)23,09024,150+1,0602,2952,6840.65%+389
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0350+35003380.08%+338
VANGUARD TAX-MANAGED FDS40,50341,013+5102,5952,9220.71%+327
TESLA INC(TSLA)0736+73603100.08%+310
ISHARES TR1,8192,512+6933306340.15%+304
SILA REALTY TRUST INC44,80244,80201,0611,3600.33%+299
META PLATFORMS INC(META)0528+52802970.07%+297
ARES CAPITAL CORP(ARCC)30,00045,000+15,0005418340.20%+293
ILLUMINA INC(ILMN)5,8015,751-507211,0110.25%+290
SIREN ETF TR19,36919,157-2121,4861,7560.43%+270
CF BANKSHARES INC(CFBK)59,42758,702-7251,6591,9240.47%+265
ISHARES TR3,0785,505+2,4273356000.15%+265
ISHARES GOLD TR(IAU)03,450+3,45002610.06%+261
CATERPILLAR INC(CAT)650675+254607190.17%+258
FARMERS NATIONAL BANC CORP(FMNB)21,06036,660+15,6002775350.13%+258
J P MORGAN EXCHANGE TRADED F
ACTIVE CHINA ETF
04,827+4,82702540.06%+254
U HAUL HOLDING COMPANY14,42514,275-1506899340.23%+245
GE VERNOVA INC(GEV)0200+20002350.06%+235
DUPONT DE NEMOURS INC01,664+1,66402260.05%+226
COLUMBIA ETF TR I
US EQUI INCO ETF
23,38226,788+3,4061,1491,3740.33%+225
ISHARES TR0738+73802220.05%+222
STATE STR CORP(STT)01,300+1,30002200.05%+220
MADISON SQUARE GRDN SPRT COR(MSGS)3,0743,000-749881,2060.29%+218
ETFIS SER TR I
VIRTUS INFRCAP
20,00030,000+10,0004076170.15%+210
VANGUARD SPECIALIZED FUNDS0869+86902060.05%+206
NORDSON CORP(NDSN)7,0906,925-1651,8862,0890.51%+203
AON PLC(AON)0608+60802020.05%+202
SPDR GOLD TR(GLD)0536+53601970.05%+197
ISHARES TR01,676+1,67601970.05%+197
LABCORP HOLDINGS INC(LH)0700+70001960.05%+196
CROWDSTRIKE HLDGS INC(CRWD)0254+25401940.05%+194
HUNTINGTON BANCSHARES INC(HBAN)105,314103,684-1,6301,6481,8380.45%+190
ELI LILLY & CO(LLY)67867806248130.20%+190
WD 40 CO(WDFC)5,6675,521-1461,1561,3450.33%+189
IDEXX LABS INC(IDXX)0352+35201850.05%+185
SOLSTICE ADVANCED MATLS INC(SOLS)01,999+1,99901770.04%+177
AMERICAN TOWER CORP(AMT)01,040+1,04001700.04%+170
DELTA AIR LINES INC(DAL)01,811+1,81101700.04%+170
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,9482,244+2962594280.10%+169
AUTOMATIC DATA PROCESSING IN0752+75201680.04%+168
OTIS WORLDWIDE CORP(OTIS)02,344+2,34401680.04%+168
VANGUARD INTL EQUITY INDEX F21,83422,551+7171,1801,3460.33%+166
MORGAN STANLEY(MS)0780+78001630.04%+163
PARKE BANCORP INC(PKBK)33,44833,44809501,1090.27%+159
DOLBY LABORATORIES INC(DLB)03,017+3,01701590.04%+159
SELECT SECTOR SPDR TR
ST STR REAL ETF
03,529+3,52901550.04%+155
FORD MTR CO(F)011,125+11,12501550.04%+155
STRYKER CORPORATION(SYK)0486+48601530.04%+153
MPLX LP(MPLX)02,700+2,70001520.04%+152
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MCDONALD PARTNERS LLC — 13F Holdings — Q2 2026 | TickerTrail