Fund HoldingsMCDONALD PARTNERS LLC

Total Portfolio Value
$336.86M
Total Bought
$19.62M
Total Sold
$24.97M
Net Transaction
-$5.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)047,826+47,826017,9845.34%+17,984
APPLE INC(AAPL)076,527+76,527014,7344.37%+14,734
RTX CORPORATION(RTX)055,737+55,73704,6901.39%+4,690
EATON CORP PLC(ETN)43,62942,971-6589,30510,3483.07%+1,043
JPMORGAN CHASE & CO(JPM)042,210+42,21007,1802.13%+7,180
L3HARRIS TECHNOLOGIES INC(LHX)023,349+23,34904,9181.46%+4,918
AMAZON COM INC(AMZN)22,66424,584+1,9202,8813,7351.11%+854
HYSTER YALE MATLS HANDLING I046,942+46,94202,9190.87%+2,919
BROADCOM INC(AVGO)02,635+2,63502,9410.87%+2,941
INTERNATIONAL BUSINESS MACHS(IBM)20,13421,530+1,3962,8253,5211.05%+696
PNC FINL SVCS GROUP INC(PNC)06,590+6,59001,0200.30%+1,020
HONEYWELL INTL INC(HON)019,914+19,91404,1761.24%+4,176
UNITED PARCEL SERVICE INC(UPS)021,563+21,56303,3901.01%+3,390
ADOBE INC(ADBE)9,8799,499-3805,0375,6671.68%+630
GARTNER INC(IT)05,535+5,53502,4970.74%+2,497
SHERWIN WILLIAMS CO(SHW)010,562+10,56203,2940.98%+3,294
HUNTINGTON BANCSHARES INC(HBAN)42,29379,918+37,6254401,0170.30%+577
VERIZON COMMUNICATIONS INC(VZ)060,570+60,57002,2840.68%+2,284
ENERGY TRANSFER L P(ET)040,011+40,01105520.16%+552
SARATOGA INVT CORP(SAJ)020,275+20,27505240.16%+524
VANGUARD INDEX FDS010,440+10,44004,5601.35%+4,560
US BANCORP DEL(USB)69,09863,366-5,7322,2842,7420.81%+458
BANK AMERICA CORP056,855+56,85501,9140.57%+1,914
SPDR S&P 500 ETF TR(SPY)08,431+8,43104,0071.19%+4,007
QUALCOMM INC(QCOM)010,360+10,36001,4980.44%+1,498
THERMO FISHER SCIENTIFIC INC(TMO)07,596+7,59604,0321.20%+4,032
PHILLIPS 66(PSX)33,26332,998-2653,9974,3931.30%+397
HOME DEPOT INC(HD)05,077+5,07701,7600.52%+1,760
MARRIOTT INTL INC NEW(MAR)12,88612,861-252,5332,9000.86%+367
ROKU INC(ROKU)20,38319,658-7251,4391,8020.53%+363
AMERICAN TOWER CORP NEW(AMT)07,106+7,10601,5340.46%+1,534
ADVANCED MICRO DEVICES INC(AMD)08,481+8,48101,2500.37%+1,250
NEXTERA ENERGY INC(NEE)031,420+31,42001,9080.57%+1,908
CITIGROUP INC(C)014,699+14,69907560.22%+756
INTEL CORP(INTC)30,11927,746-2,3731,0711,3940.41%+324
ACCENTURE PLC IRELAND
SHS CLASS A
010,516+10,51603,6901.10%+3,690
PENTAIR PLC(PNR)52,72151,143-1,5783,4143,7191.10%+305
XYLEM INC(XYL)015,942+15,94201,8230.54%+1,823
ISHARES TR032,000+32,00003,3310.99%+3,331
NORTHROP GRUMMAN CORP(NOC)0621+62102910.09%+291
U HAUL HOLDING COMPANY16,32516,32508911,1720.35%+281
AMGEN INC(AMGN)21,21720,755-4625,7025,9781.77%+276
NORDSON CORP(NDSN)06,425+6,42501,6970.50%+1,697
META PLATFORMS INC(META)6,0535,888-1651,8172,0840.62%+267
VIRTUS DIVERSIFIED INCM & CO14,00024,700+10,7002615180.15%+257
SALESFORCE INC(CRM)0959+95902520.07%+252
GRAINGER W W INC(GWW)01,996+1,99601,6540.49%+1,654
ALPHABET INC(GOOG)24,38724,542+1553,2153,4591.03%+243
BLACKROCK INC(BLK)01,490+1,49001,2090.36%+1,209
ABBOTT LABS015,298+15,29801,6840.50%+1,684
CLEVELAND-CLIFFS INC NEW(CLF)052,897+52,89701,0800.32%+1,080
CONOCOPHILLIPS(COP)17,22219,689+2,4672,0632,2850.68%+222
SCHWAB STRATEGIC TR02,650+2,65002200.07%+220
NVIDIA CORPORATION(NVDA)03,965+3,96501,9630.58%+1,963
ZOETIS INC(ZTS)5,3045,729+4259231,1310.34%+208
TEXAS INSTRS INC(TXN)017,878+17,87803,0480.90%+3,048
BOEING CO(BA)03,013+3,01307850.23%+785
STRYKER CORPORATION(SYK)0685+68502050.06%+205
GOLDMAN SACHS GROUP INC(GS)3,3233,316-71,0751,2790.38%+204
COSTCO WHSL CORP NEW(COST)02,234+2,23401,4750.44%+1,475
AMBARELLA INC(AMBA)021,171+21,17101,2980.39%+1,298
UBER TECHNOLOGIES INC(UBER)12,57912,57905797740.23%+196
MCDONALDS CORP(MCD)5,6915,687-41,4991,6860.50%+187
LOCKHEED MARTIN CORP(LMT)02,234+2,23401,0130.30%+1,013
INVESCO QQQ TR03,834+3,83401,5700.47%+1,570
WD 40 CO(WDFC)7,1036,803-3001,4441,6260.48%+183
GENERAL DYNAMICS CORP(GD)5,0595,008-511,1181,3010.39%+183
CF BANKSHARES INC64,15164,15101,0751,2510.37%+176
FREEPORT-MCMORAN INC(FCX)017,375+17,37507400.22%+740
WEC ENERGY GROUP INC(WEC)07,621+7,62106410.19%+641
SUNOCO LP/SUNOCO FIN CORP(SUN)15,00015,00007348990.27%+165
GODADDY INC(GDDY)5,8005,600-2004325940.18%+163
ANALOG DEVICES INC(ADI)07,513+7,51301,4920.44%+1,492
DISNEY WALT CO(DIS)017,887+17,88701,6150.48%+1,615
PARKE BANCORP INC038,448+38,44807790.23%+779
S&P GLOBAL INC(SPGI)01,940+1,94008550.25%+855
ABBVIE INC(ABBV)22,38322,479+963,3363,4841.03%+147
SONOS INC(SONO)036,400+36,40006240.19%+624
ALPHABET INC(GOOG)9,2809,710+4301,2141,3560.40%+142
LUMENTUM HLDGS INC(LITE)019,962+19,96201,0460.31%+1,046
ILLINOIS TOOL WKS INC(ITW)04,751+4,75101,2450.37%+1,245
LAS VEGAS SANDS CORP(LVS)050,323+50,32302,4760.74%+2,476
MOTOROLA SOLUTIONS INC(MSI)03,397+3,39701,0640.32%+1,064
AMERICAN WTR WKS CO INC NEW03,674+3,67404850.14%+485
EVERSOURCE ENERGY(ES)010,806+10,80606670.20%+667
BLACKSTONE INC(BX)5,4365,437+15827120.21%+129
JOHNSON & JOHNSON(JNJ)025,871+25,87104,0551.20%+4,055
NIKE INC(NKE)011,102+11,10201,2050.36%+1,205
NETFLIX INC(NFLX)01,148+1,14805590.17%+559
UNITEDHEALTH GROUP INC(UNH)4,6224,662+402,3302,4550.73%+124
COLGATE PALMOLIVE CO(CL)09,996+9,99607970.24%+797
LAM RESEARCH CORP(LRCX)76376304785980.18%+119
UNION PAC CORP(UNP)2,8872,877-105887070.21%+119
WASTE MGMT INC DEL(WM)04,213+4,21307550.22%+755
MONDELEZ INTL INC(MDLZ)011,055+11,05508010.24%+801
AFLAC INC(AFL)23,09522,821-2741,7731,8830.56%+110
SPDR SER TR
ST STR P500GRW
026,452+26,45201,7210.51%+1,721
GENERAC HLDGS INC(GNRC)04,775+4,77506170.18%+617
SMUCKER J M CO(SJM)024,544+24,54403,1020.92%+3,102
LINDE PLC(LIN)03,397+3,39701,3950.41%+1,395
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