MCDONALD PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 19K | $1.46M |
 | AMBA | 19K | $1.58M |
 | BRK-B | 19K | $9.46M |
 | ROKU | 18K | $1.83M |
 | IRDM | 18K | $313.41K |
 | AMGN | 18K | $4.99M |
 | LITE | 17K | $2.84M |
 | AVGO | 17K | $5.46M |
 | FSK | 16K | $232.68K |
 | UPS | 15K | $1.27M |
 | SUN | 15K | $760.45K |
 | IBM | 15K | $4.10M |
 | UHAL | 15K | $828.95K |
 | DD | 14K | $1.13M |
 | AMZN | 14K | $3.03M |
 | BAC | 14K | $706.63K |
 | LHX | 14K | $4.13M |
 | MRK | 13K | $1.13M |
 | TXN | 13K | $2.45M |
 | JCI | 13K | $1.45M |
NextEra Energy, Inc.
NEE
Shares Held
19K
Value
$1.46M
Ambarella, Inc.
AMBA
Shares Held
19K
Value
$1.58M
Berkshire Hathaway Inc.
BRK-B
Shares Held
19K
Value
$9.46M
Roku, Inc.
ROKU
Shares Held
18K
Value
$1.83M
Iridium Communications Inc.
IRDM
Shares Held
18K
Value
$313.41K
Amgen Inc.
AMGN
Shares Held
18K
Value
$4.99M
Lumentum Holdings Inc.
LITE
Shares Held
17K
Value
$2.84M
Broadcom Inc.
AVGO
Shares Held
17K
Value
$5.46M
FS KKR Capital Corp.
FSK
Shares Held
16K
Value
$232.68K
United Parcel Service, Inc.
UPS
Shares Held
15K
Value
$1.27M
Sunoco LP
SUN
Shares Held
15K
Value
$760.45K
International Business Machines Corporation
IBM
Shares Held
15K
Value
$4.10M
U-Haul Holding Company
UHAL
Shares Held
15K
Value
$828.95K
DuPont de Nemours, Inc.
DD
Shares Held
14K
Value
$1.13M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.03M
Bank of America Corporation
BAC
Shares Held
14K
Value
$706.63K
L3Harris Technologies, Inc.
LHX
Shares Held
14K
Value
$4.13M
Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.13M
Texas Instruments Incorporated
TXN
Shares Held
13K
Value
$2.45M
Johnson Controls International plc
JCI
Shares Held
13K
Value
$1.45M