MCDONALD PARTNERS LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 411,743
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 621 | 411,743 | 13F-HR | MCDONALD PARTNERS LLC |
| Q1 2026 | 5/15/2026 | 208 | 424,019 | 13F-HR | MCDONALD PARTNERS LLC |
| Q4 2025 | 2/2/2026 | 204 | 317,469 | 13F-HR | MCDONALD PARTNERS LLC |
| Q3 2025 | 11/12/2025 | 223 | 335,016 | 13F-HR | MCDONALD PARTNERS LLC |
| Q2 2025 | 8/12/2025 | 249 | 417,083 | 13F-HR | MCDONALD PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 312.8 K | 76.0% | 0 | 41.88 K | -41.88 K |
| ETFs | 95.51 K | 23.2% | 27.69 K | 0 | 27.69 K |
| Debt | 2.753 K | 0.7% | 1.2 K | 0 | 1.2 K |
| Other | 713 | 0.2% | 713 | 0 | 713 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
411,743
Holdings
621
QoQ value change ($000)
-12,276
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.