Long-term investor

Mcdonald Partners LLC @mcdonaldpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001331074).

Record

  • Tracked since 2025-06-30 (431 days), 220 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.3% · 1 year +14.0% · all +14.0%
  • Max drawdown -1.4% · Sharpe 0.87 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ETN · 3.9% · long · since 2025-06-30
  • LITE · 3.4% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • 922908363 · 2.9% · long · since 2025-06-30
  • MSFT · 2.8% · long · since 2025-06-30
  • JPM · 2.3% · long · since 2025-06-30
  • BRK-B · 2.1% · long · since 2025-06-30
  • JNJ · 2.0% · long · since 2025-06-30
  • RTX · 1.6% · long · since 2025-06-30
  • AVGO · 1.5% · long · since 2025-06-30
  • 78462F103 · 1.5% · long · since 2025-06-30
  • NVDA · 1.5% · long · since 2025-06-30

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