Mcdonald Partners LLC - Q42025 Holdings

Mcdonald Partners LLC holds 204 stocks with a total portfolio value of $ 317.47M as of Q42025. In Q42025, Mcdonald Partners LLC added 15 new positions, increased stakes in 47 stocks, reduced 113 holdings, and fully exited 34 positions. The largest holding is Microsoft Corp (MSFT), representing 4.53% of the total portfolio.