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 (472 days), 222 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months +11.0% · 1 year +21.7% · all +21.7%
- Max drawdown n/a · data quality Good
- 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