| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
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.