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Jaimie Palmer

Mcdonald Partners Llc

Assets Managed
$424.019M
Holdings
208
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
33.57%(2Q avg: 14.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcdonald Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 208 positions.

Assets under management

The assets under management (AUM) of Mcdonald Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 424.019M in assets, with a quarterly growth rate of 33.57% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Jaimie Palmer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 41.29%
3.62%
$15.349M
60,478 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 23.05%
3.2%
$13.543M
36,594 shares@ $370.08 avg price
ETN
Eaton Corp Plc
Recent Activity
Increased 1.53%
3.18%
$13.466M
37,648 shares@ $357.68 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 41.71%
2.89%
$12.242M
41,617 shares@ $294.17 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -0.92%
2.77%
$11.711M
16,665 shares@ $702.76 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 32.99%
2.44%
$10.333M
17,292 shares@ $597.57 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 102.3%
2.08%
$8.785M
40,393 shares@ $217.5 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.95%
2.04%
$8.645M
17,841 shares@ $484.58 avg price
PSX
Phillips 66
Recent Activity
Increased 149.62%
1.94%
$8.214M
45,090 shares@ $182.19 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 148.27%
1.85%
$7.827M
46,131 shares@ $169.67 avg price

1-10 of 208