Fund HoldingsMCDONALD PARTNERS LLC

Total Portfolio Value
$399.76M
Total Bought
$29.83M
Total Sold
$20.50M
Net Transaction
+$9.33M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)77,45879,131+1,67316,31418,4384.61%+2,123
GILEAD SCIENCES INC(GILD)032,397+32,39702,7160.68%+2,716
BERKSHIRE HATHAWAY INC DEL019,394+19,39408,9262.23%+8,926
SILA REALTY TRUST INC78,813107,159+28,3461,6682,7100.68%+1,042
RTX CORPORATION(RTX)54,54753,631-9165,4766,4981.63%+1,022
PENTAIR PLC(PNR)050,516+50,51604,9401.24%+4,940
INTERNATIONAL BUSINESS MACHS(IBM)018,397+18,39704,0671.02%+4,067
SHERWIN WILLIAMS CO(SHW)010,659+10,65904,0681.02%+4,068
JOHNSON CTLS INTL PLC
SHS
15,99425,335+9,3411,0631,9660.49%+903
ORACLE CORP(ORCL)33,91433,078-8364,7895,6361.41%+848
EATON CORP PLC(ETN)040,597+40,597013,4563.37%+13,456
CHUBB LIMITED
COM
6,3278,193+1,8661,6142,3630.59%+749
VERIZON COMMUNICATIONS INC(VZ)67,83376,280+8,4472,7973,4260.86%+628
ISHARES TR04,855+4,85501,0730.27%+1,073
LOCKHEED MARTIN CORP(LMT)2,5483,075+5271,1901,7980.45%+607
AFLAC INC(AFL)23,14223,241+992,0672,5980.65%+532
AT&T INC(T)44,67862,662+17,9848541,3790.34%+525
ACCENTURE PLC IRELAND
SHS CLASS A
010,485+10,48503,7070.93%+3,707
CROWDSTRIKE HLDGS INC(CRWD)6422,713+2,0712467610.19%+515
SMURFIT WESTROCK PLC(SW)010,000+10,00004940.12%+494
MUELLER WTR PRODS INC(MWA)112,490115,490+3,0002,0162,5060.63%+490
NEXTERA ENERGY INC(NEE)33,52133,710+1892,3742,8500.71%+476
META PLATFORMS INC(META)5,9036,008+1052,9773,4390.86%+463
US BANCORP DEL(USB)052,514+52,51402,4020.60%+2,402
WALMART INC(WMT)30,95031,346+3962,0962,5310.63%+436
TARGET CORP(TGT)6,0518,473+2,4228961,3210.33%+425
PIMCO DYNAMIC INCOME OPRNTS(PDO)030,000+30,00004240.11%+424
DUPONT DE NEMOURS INC(DD)22,64024,896+2,2561,8222,2190.55%+396
LOWES COS INC(LOW)07,459+7,45902,0210.51%+2,021
JOHNSON & JOHNSON(JNJ)026,167+26,16704,2411.06%+4,241
CISCO SYS INC(CSCO)060,279+60,27903,2080.80%+3,208
PFIZER INC(PFE)90,871100,333+9,4622,5432,9040.73%+361
LIBERTY ALL STAR EQUITY FD(USA)050,000+50,00003550.09%+355
ALIBABA GROUP HLDG LTD(BABA)08,123+8,12308620.22%+862
JPMORGAN CHASE & CO.(JPM)039,242+39,24208,2752.07%+8,275
HOME DEPOT INC(HD)05,234+5,23402,1210.53%+2,121
GRAINGER W W INC(GWW)02,043+2,04302,1230.53%+2,123
GRIFFON CORP(GFF)04,560+4,56003190.08%+319
MCDONALDS CORP(MCD)05,873+5,87301,7880.45%+1,788
SPDR S&P 500 ETF TR(SPY)8,2038,316+1134,4644,7711.19%+307
BAIDU INC02,902+2,90203060.08%+306
SMUCKER J M CO(SJM)41,35039,724-1,6264,5094,8111.20%+302
VANGUARD INDEX FDS10,44010,44005,2215,5091.38%+288
LAS VEGAS SANDS CORP(LVS)049,259+49,25902,4800.62%+2,480
NIKE INC(NKE)012,666+12,66601,1200.28%+1,120
BLACKROCK INC(BLK)01,544+1,54401,4660.37%+1,466
L3HARRIS TECHNOLOGIES INC(LHX)22,24322,091-1524,9955,2551.31%+260
ROKU INC(ROKU)019,008+19,00801,4190.36%+1,419
THERMO FISHER SCIENTIFIC INC(TMO)07,064+7,06404,3701.09%+4,370
ILLINOIS TOOL WKS INC(ITW)05,167+5,16701,3540.34%+1,354
AIR PRODS & CHEMS INC4,3674,576+2091,1271,3630.34%+236
HUNTINGTON BANCSHARES INC(HBAN)094,535+94,53501,3900.35%+1,390
VANGUARD INDEX FDS01,300+1,30002270.06%+227
CINCINNATI FINL CORP(CINF)01,652+1,65202250.06%+225
GARTNER INC(IT)05,350+5,35002,7110.68%+2,711
AUTOMATIC DATA PROCESSING IN04,516+4,51601,2500.31%+1,250
AMENTUM HOLDINGS INC06,726+6,72602170.05%+217
AON PLC(AON)0608+60802100.05%+210
GREIF INC(GEF)03,000+3,00002090.05%+209
ISHARES TR01,778+1,77802080.05%+208
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
06,500+6,50002010.05%+201
ABBOTT LABS015,825+15,82501,8040.45%+1,804
PNC FINL SVCS GROUP INC(PNC)07,278+7,27801,3450.34%+1,345
AMERICAN TOWER CORP NEW(AMT)06,805+6,80501,5830.40%+1,583
LINDE PLC(LIN)03,529+3,52901,6830.42%+1,683
CF BANKSHARES INC064,151+64,15101,3890.35%+1,389
FACTSET RESH SYS INC(FDS)02,343+2,34301,0780.27%+1,078
LUMENTUM HLDGS INC(LITE)19,83018,800-1,0301,0101,1920.30%+182
TRACTOR SUPPLY CO(TSCO)13,50013,150-3503,6453,8260.96%+181
NORDSON CORP(NDSN)06,300+6,30001,6550.41%+1,655
PAYCHEX INC(PAYX)07,680+7,68001,0310.26%+1,031
U HAUL HOLDING COMPANY015,100+15,10001,1700.29%+1,170
SIREN ETF TR19,63120,545+9141,2501,4230.36%+174
TEXAS INSTRS INC(TXN)18,04217,831-2113,5103,6830.92%+174
MOTOROLA SOLUTIONS INC(MSI)3,3973,297-1001,3121,4830.37%+171
ABBVIE INC(ABBV)022,078+22,07804,3601.09%+4,360
WEC ENERGY GROUP INC(WEC)08,182+8,18207870.20%+787
BLACKSTONE INC(BX)05,438+5,43808330.21%+833
ADVANCED MICRO DEVICES INC(AMD)09,724+9,72401,5960.40%+1,596
MERCK & CO INC(MRK)018,872+18,87202,1430.54%+2,143
GOLDMAN SACHS GROUP INC(GS)3,7023,692-101,6751,8280.46%+154
WD 40 CO(WDFC)06,342+6,34201,6350.41%+1,635
EVERSOURCE ENERGY(ES)012,358+12,35808410.21%+841
PROCTER AND GAMBLE CO(PG)10,51610,843+3271,7341,8780.47%+144
S&P GLOBAL INC(SPGI)2,0172,018+19001,0430.26%+143
ISHARES TR32,00032,00004,0794,2211.06%+142
AMGEN INC(AMGN)21,01720,802-2156,5676,7031.68%+136
PARKE BANCORP INC38,44838,44806698040.20%+135
STARBUCKS CORP(SBUX)05,848+5,84805700.14%+570
ILLUMINA INC(ILMN)06,469+6,46908440.21%+844
INVESCO EXCH TRADED FD TR II021,250+21,25004960.12%+496
ANALOG DEVICES INC(ADI)7,5898,059+4701,7321,8550.46%+123
HONEYWELL INTL INC(HON)21,97123,284+1,3134,6924,8131.20%+121
MEDTRONIC PLC(MDT)011,200+11,20001,0080.25%+1,008
PACKAGING CORP AMER(PKG)03,363+3,36307250.18%+725
ISHARES TR9131,055+1425006090.15%+109
MONDELEZ INTL INC(MDLZ)011,680+11,68008600.22%+860
ISHARES TR
MSCI USA MIN ETF
14,50014,50001,2171,3240.33%+107
UNION PAC CORP(UNP)03,002+3,00207400.19%+740
HARLEY DAVIDSON INC(HOG)023,730+23,73009140.23%+914
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