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Portfolio (Quarterly) Guide ↗

MCDONALD PARTNERS LLC

· CIK 0001331074
13F Portfolio $412M AUM 621 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 424 New 78 Added 88 Reduced 7 Exited
Page 22 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 INOVIO PHARMACEUTICALS INC 58.0 $64.0 NEW $1.10
422 OGI ORGANIGRAM GLOBAL INC Healthcare 50.0 $51.0 NEW $1.02 +20.6%
423 GRPN GROUPON INC Communication Services 2.0 $48.0 NEW $24.00 -18.9%
424 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 8.0 $34.0 NEW $4.25 +56.7%
Page 22 of 22  ·  424 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Industrials 20.3%
Financial Services 15.6%
Healthcare 13.2%
Consumer Cyclical 5.3%
Energy 4.8%
Consumer Defensive 3.4%
Communication Services 3.3%
Basic Materials 2.3%
Real Estate 1.0%