Portfolio (Quarterly)
Guide ↗
MCDONALD PARTNERS LLC
· CIK 0001331074| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WEC | WEC ENERGY GROUP INC | Utilities | 2,595 | $297K | 0.09% | SOLD |
| 22 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 2,075 | $289K | 0.09% | SOLD |
| 23 | FDS | FACTSET RESH SYS INC | Financial Services | 958 | $276K | 0.08% | SOLD |
| 24 | NKE | NIKE INC | Consumer Cyclical | 3,849 | $268K | 0.08% | SOLD |
| 25 | INTU | INTUIT | Technology | 386 | $264K | 0.08% | SOLD |
| 26 | SPGI | S&P GLOBAL INC | Financial Services | 534 | $261K | 0.08% | SOLD |
| 27 | STE | STERIS PLC | Healthcare | 1,040 | $257K | 0.08% | SOLD |
| 28 | CMCSA | COMCAST CORP NEW | Communication Services | 7,756 | $244K | 0.07% | SOLD |
| 29 | CMS | CMS ENERGY CORP | Utilities | 3,170 | $232K | 0.07% | SOLD |
| 30 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 1,683 | $227K | 0.07% | SOLD |
| 31 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,500 | $224K | 0.07% | SOLD |
| 32 | CEG | CONSTELLATION ENERGY CORP | Utilities | 664 | $219K | 0.07% | SOLD |
| 33 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 3,927 | $211K | 0.06% | SOLD |
| 34 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 11,203 | $130K | 0.04% | 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%