Mcdonald Partners LLC
McDonald Partners LLC is a boutique, family- and employee-owned investment advisory and brokerage firm founded in 2005 and headquartered in Cleveland, Ohio. The firm offers comprehensive wealth management, investment advisory, financial planning, and investment banking services to individuals (both high-net-worth and non-high-net-worth), businesses, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and foundations. With approximately 30 employees and several offices across Ohio and Michigan, the firm is led by CEO Thomas McDonald and is recognized for its personalized client service, a broad suite of investment products, and a team including certified financial planners, a chartered financial analyst, and accredited investment fiduciaries.
Investment Strategy
McDonald Partners relies on a blend of fundamental, technical, and cyclical analysis as well as mutual fund and ETF assessment. Their investment strategies focus on creating customized portfolios aligned with the goals of each client, advising on asset allocation, risk management, retirement planning, and estate planning. The firm employs a holistic, consultative approach, leveraging proprietary and third-party research, and they are attentive to economic cycles and market trends to generate value and preserve wealth. They also offer specialized programs like Hegarty Asset Management, which focuses on large-cap equities. For business clients, their investment banking division offers solutions for capital raising, mergers and acquisitions, and liquidity events.
Latest 13F Filing Activity
Mcdonald Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions and 1 options positions with a total 13F market value of $417M. The fund increased holdings in Microsoft Corp., Eaton Corp. PLC, Broadcom Inc. among other positions. Mcdonald Partners LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.40% | $22.5M | 45,217 | $308.48 | $497.41 | +$5.5M |
E ETN | EATON CORP PLC | 3.40% | $14.2M | 39,689 | $161.48 | $356.99 | +$3.8M |
A AAPL | APPLE INC | 3.36% | $14.0M | 68,321 | $177.26 | $205.17 | -$2.6M |
J JPM | JPMORGAN CHASE & CO. | 2.62% | $10.9M | 37,673 | $135.28 | $289.91 | +$1.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.21% | $9.2M | 18,967 | $357.15 | $485.77 | -$1.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LVS | LAS VEGAS SANDS CORP | New | Call | $870.2K | 200 | $43.51 | $43.51 | +200 | +$870.2K |