Stock Taper 
MCDONALD PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sea Limited | SE | 35 | $3.35K |
 S&P Global Inc. | SPGI | 35 | $14.25K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 35 | $16.71K |
 Guidewire Software, Inc. | GWRE | 35 | $4.31K |
 Crown Castle Inc. | CCI | 36 | $2.73K |
 CDW Corporation | CDW | 37 | $5.2K |
 Lululemon Athletica Inc. | LULU | 37 | $4.22K |
 The Trade Desk, Inc. | TTD | 40 | $723 |
 Novartis AG | NVS | 40 | $6.27K |
 Microchip Technology Incorporated | MCHP | 40 | $3.65K |
 Ventas, Inc. | VTR | 46 | $4.08K |
 Organigram Global Inc. | OGI | 50 | $51 |
 Cheniere Energy, Inc. | LNG | 50 | $11.95K |
 Jack Henry & Associates, Inc. | JKHY | 51 | $7.03K |
 CME Group Inc. | CME | 52 | $11.48K |
 RBC Bearings Incorporated | RBC | 53 | $34.13K |
 Rio Tinto Group | RIO | 55 | $5.22K |
 Watsco, Inc. | WSO | 55 | $22.92K |
 Old Dominion Freight Line, Inc. | ODFL | 56 | $12.13K |
 Inovio Pharmaceuticals, Inc. | INO | 58 | $64 |