MCDONALD PARTNERS LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 317,469
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 297.4 K | 93.7% | 0 | 19.86 K | -19.86 K |
| ETFs | 19.07 K | 6.0% | 1.926 K | 0 | 1.926 K |
| Debt | 650 | 0.2% | 650 | 0 | 650 |
| Other | 362 | 0.1% | 0 | 264 | -264 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
317,469
Holdings
204
QoQ value change ($000)
-17,547
(-5.2%)
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.