Stock Taper 
MCDONALD PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CDW Corporation | CDW | 37 | $5.2K |
 Lululemon Athletica Inc. | LULU | 37 | $4.22K |
 Crown Castle Inc. | CCI | 36 | $2.73K |
 S&P Global Inc. | SPGI | 35 | $14.25K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 35 | $16.71K |
 Alibaba Group Holding Limited | BABA | 35 | $3.36K |
 Sea Limited | SE | 35 | $3.35K |
 Guidewire Software, Inc. | GWRE | 35 | $4.31K |
 Ralliant Corp | RAL | 35 | $2.58K |
 Equifax Inc. | EFX | 34 | $5.4K |
 Formula One Group | FWONA | 34 | $2.98K |
 Mondelez International, Inc. | MDLZ | 33 | $1.91K |
 Tyler Technologies, Inc. | TYL | 32 | $9.36K |
 CarMax, Inc. | KMX | 30 | $1.59K |
 AAON, Inc. | AAON | 29 | $3.68K |
 Intuit Inc. | INTU | 28 | $7.31K |
 Moody's Corporation | MCO | 26 | $11.78K |
 Viatris Inc. | VTRS | 26 | $413 |
 Fastly, Inc. | FSLY | 25 | $459 |
 Sphere Entertainment Co. | SPHR | 25 | $4.33K |