Stock Taper

MCDONALD PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sunrun Inc.RUN13$174
Rockwell Automation, Inc.ROK14$6.93K
Carvana Co.CVNA15$987
Reddit, Inc.RDDT15$2.6K
AutoZone, Inc.AZO20$63.92K
MercadoLibre, Inc.MELI24$40.74K
Fastly, Inc.FSLY25$459
Sphere Entertainment Co.SPHR25$4.33K
Madison Square Garden Entertainment Corp.MSGE25$2.02K
Moody's CorporationMCO26$11.78K
Viatris Inc.VTRS26$413
Intuit Inc.INTU28$7.31K
AAON, Inc.AAON29$3.68K
CarMax, Inc.KMX30$1.59K
Tyler Technologies, Inc.TYL32$9.36K
Mondelez International, Inc.MDLZ33$1.91K
Equifax Inc.EFX34$5.4K
Formula One GroupFWONA34$2.98K
Alibaba Group Holding LimitedBABA35$3.36K
Ralliant CorpRAL35$2.58K