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Portfolio (Quarterly) Guide ↗

MCDONALD PARTNERS LLC

· CIK 0001331074
13F Portfolio $317M AUM 204 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 47 Added 110 Reduced 34 Exited
Page 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJR ISHARES TR 1,708.0 $205K 0.07% $120.18 +14.3%
202 DLB DOLBY LABORATORIES INC Technology 3,142.0 $202K 0.06% -125.0 -3.8% $64.22 -14.8%
203 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 17,200.0 $164K 0.05% NEW $9.53 -1.8%
204 F FORD MTR CO Consumer Cyclical 11,391.0 $149K 0.05% $13.12 +13.8%
Page 11 of 11  ·  204 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 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%