MCDONALD PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STZ | 2K | $226.88K |
 | META | 2K | $1.21M |
 | UNP | 2K | $382.54K |
 | ADP | 2K | $463.66K |
 | TMUS | 1K | $354.29K |
 | V | 1K | $496.52K |
 | AMAT | 1K | $287.66K |
 | APD | 1K | $363.20K |
 | SHW | 1K | $439.00K |
 | LIN | 1K | $539.48K |
 | LLY | 1K | $827.48K |
 | STE | 1K | $257.34K |
 | NFLX | 1K | $1.25M |
 | CRWD | 961 | $471.26K |
 | FDS | 958 | $275.62K |
 | DE | 788 | $360.32K |
 | GWW | 729 | $698.85K |
 | COST | 702 | $652.51K |
 | CAT | 667 | $318.26K |
 | CEG | 664 | $218.69K |
Constellation Brands, Inc.
STZ
Shares Held
2K
Value
$226.88K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.21M
Union Pacific Corporation
UNP
Shares Held
2K
Value
$382.54K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$463.66K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$354.29K
Visa Inc.
V
Shares Held
1K
Value
$496.52K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$287.66K
Air Products and Chemicals, Inc.
APD
Shares Held
1K
Value
$363.20K
The Sherwin-Williams Company
SHW
Shares Held
1K
Value
$439.00K
Linde plc
LIN
Shares Held
1K
Value
$539.48K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$827.48K
STERIS plc
STE
Shares Held
1K
Value
$257.34K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.25M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
961
Value
$471.26K
FactSet Research Systems Inc.
FDS
Shares Held
958
Value
$275.62K
Deere & Company
DE
Shares Held
788
Value
$360.32K
W.W. Grainger, Inc.
GWW
Shares Held
729
Value
$698.85K
Costco Wholesale Corporation
COST
Shares Held
702
Value
$652.51K
Caterpillar Inc.
CAT
Shares Held
667
Value
$318.26K
Constellation Energy Corporation
CEG
Shares Held
664
Value
$218.69K