McDonald Partners 13F-HR: Large Equity Exposure in Technology and Financials

McDonald Partners LLC filed a Form 13F-HR on November 3, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Jaimie Palmer, as the authorized signatory.

The portfolio is concentrated in large-cap U.S. equities and exchange-traded funds. The largest holding is Apple Inc., with 15,255,887 shares. Microsoft Corporation follows with 15,577,399 shares. Other significant positions include NVIDIA Corporation (6,872,868 shares), JPMorgan Chase & Co. (9,376,672 shares), and Berkshire Hathaway Inc. Class B (9,159,790 shares).

The filing details a total of 1,057 individual equity positions. The top ten holdings by share count include Apple, Microsoft, NVIDIA, JPMorgan Chase, Berkshire Hathaway, Costco Wholesale Corporation, Eli Lilly & Co., CVS Health Corporation, ExxonMobil Holdings Corp., and Marriott International Inc.

The portfolio also includes substantial exposure to exchange-traded funds, including iShares Core S&P 500 ETF, iShares Core S&P 500 ETF, iShares Core S&P 500 ETF, iShares Core S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, iShares S&P 500 ETF, and SPDR S&P 500 ETF Trust.