Stock Taper 
MCDONALD PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 16.12K | $13.83M |
 Amgen Inc. | AMGN | 15.93K | $5.77M |
 Amazon.com, Inc. | AMZN | 15.59K | $3.72M |
 Sunoco LP | SUN | 15.1K | $1.02M |
 Occidental Petroleum Corporation | OXY | 14.61K | $709.37K |
 U-Haul Holding Company | UHAL | 14.28K | $934.16K |
 United Parcel Service, Inc. | UPS | 14.21K | $1.53M |
 Merck & Co., Inc. | MRK | 13.99K | $1.8M |
 Exxon Mobil Corporation | XOM | 13.53K | $1.85M |
 NextEra Energy, Inc. | NEE | 12.98K | $1.14M |
 Netflix, Inc. | NFLX | 12.41K | $886.43K |
 The Progressive Corporation | PGR | 12.33K | $2.69M |
 International Business Machines Corporation | IBM | 12.08K | $3.4M |
 Texas Instruments Incorporated | TXN | 11.47K | $3.42M |
 L3Harris Technologies, Inc. | LHX | 11.26K | $3.27M |
 Marriott International, Inc. | MAR | 11.18K | $4.14M |
 Ford Motor Company | F | 11.13K | $154.64K |
 Honeywell International Inc. | HON | 10.96K | $2.45M |
 Barrick Mining Corporation | B | 10.9K | $400.36K |
 Ferguson plc | FERG | 10.43K | $2.48M |