Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 15 | Q2 2024 | 5.6% |
APPLE INC | 15 | Q2 2024 | 5.1% |
CHEVRON CORPORATION | 15 | Q2 2024 | 2.1% |
VANGUARD S&P 500 ETF | 15 | Q2 2024 | 1.7% |
AMGEN INC | 15 | Q2 2024 | 1.9% |
EXXON MOBIL CORP | 15 | Q2 2024 | 2.0% |
ADOBE SYSTEMS INCORPORATED | 15 | Q2 2024 | 1.7% |
THERMO FISHER SCIENTIFIC INC | 15 | Q2 2024 | 1.5% |
PFIZER INC | 15 | Q2 2024 | 1.6% |
SPDR S&P 500 ETF TRUST | 15 | Q2 2024 | 1.2% |
View MCDONALD PARTNERS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-31 |
13F-HR | 2024-07-17 |
X-17A-5 | 2024-04-18 |
13F-HR | 2024-04-15 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-19 |
X-17A-5 | 2023-03-31 |
13F-HR | 2023-01-18 |
View MCDONALD PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.