Portfolio (Quarterly)
Guide ↗
MCDONALD PARTNERS LLC
· CIK 0001331074| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 1,649 | $1.2M | 0.36% | SOLD |
| 2 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,744 | $669K | 0.20% | SOLD |
| 3 | GD | GENERAL DYNAMICS CORP | Industrials | 1,706 | $582K | 0.17% | SOLD |
| 4 | BLK | BLACKROCK INC | Financial Services | 486 | $569K | 0.17% | SOLD |
| 5 | SCHX | SCHWAB STRATEGIC TR | — | 20,957 | $552K | 0.17% | SOLD |
| 6 | LIN | LINDE PLC | Basic Materials | 1,133 | $539K | 0.16% | SOLD |
| 7 | ADI | ANALOG DEVICES INC | Technology | 2,018 | $496K | 0.15% | SOLD |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 961 | $471K | 0.14% | SOLD |
| 9 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,781 | $464K | 0.14% | SOLD |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,579 | $464K | 0.14% | SOLD |
| 11 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,265 | $439K | 0.13% | SOLD |
| 12 | CAH | CARDINAL HEALTH INC | Healthcare | 2,713 | $426K | 0.13% | SOLD |
| 13 | UNP | UNION PAC CORP | Industrials | 1,614 | $383K | 0.11% | SOLD |
| 14 | APD | AIR PRODS & CHEMS INC | Basic Materials | 1,328 | $363K | 0.11% | SOLD |
| 15 | IWM | ISHARES TR | — | 1,467 | $355K | 0.11% | SOLD |
| 16 | MDT | MEDTRONIC PLC | Healthcare | 3,677 | $351K | 0.10% | SOLD |
| 17 | PANW | PALO ALTO NETWORKS INC | Technology | 1,686 | $343K | 0.10% | SOLD |
| 18 | XLG | INVESCO EXCHANGE TRADED FD T | — | 5,845 | $336K | 0.10% | SOLD |
| 19 | O | REALTY INCOME CORP | Real Estate | 5,157 | $314K | 0.09% | SOLD |
| 20 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 5,020 | $314K | 0.09% | SOLD |
Sector Allocation
Technology
29.3%
Industrials
21.8%
Financial Services
16.6%
Healthcare
12.0%
Consumer Cyclical
5.7%
Communication Services
4.5%
Energy
4.1%
Consumer Defensive
2.4%
Basic Materials
2.3%
Real Estate
0.8%