SEC Form 13F

MCDONALD PARTNERS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$411,742,758
Positions621

Largest disclosed positions

IssuerTickerClassReported valueReported amount
EATON CORP PLCETNSHS$16,105,84937,797
LUMENTUM HLDGS INCLITECOM$13,831,92716,120
APPLE INCAAPLCOM$13,409,67046,343
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$12,011,91817,489
MICROSOFT CORPMSFTCOM$11,549,42030,962
JPMORGAN CHASE & COJPMCOM$9,364,27828,608
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$8,599,20217,185
JOHNSON & JOHNSONJNJCOM$8,157,82732,121
RTX CORPORATIONRTXCOM$6,454,28134,018
BROADCOM INCAVGOCOM$6,172,05716,339

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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