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  Name: MCDONALD PARTNERS LLC
  City: CLEVELAND
  State: OH
  Zip: 44114
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $363,593,000
  Total Value Change : $26,740,000
  Securities Held Change : 12
   
All Securities Held : 239
  New Positions : 16
  Closed Positions : 5
  Increased Positions : 71
  Unchanged Positions : 51
  Decreased Positions : 101

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 129 New $70.79 $710,000 10,874 0.2% 710,000 10,874 0.001    Conglomerates
   (CNHI)1 Year Chart         CNHI Cnh Industrial Nv 137 New $10.11 $670,000 51,675 0.18% 670,000 51,675 0.004    N/A
   (TGNA)1 Year Chart         TGNA Tegna Inc 174 New $13.87 $462,000 30,950 0.13% 462,000 30,950 0.014    Publishing
   (GE)1 Year Chart         GE General Electric Co 180 New $162.84 $438,000 2,496 0.12% 438,000 2,496 0    Conglomerates
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 185 New $0.00 $394,000 6,230 0.11% 394,000 6,230 0.001    N/A
   (ELAN)1 Year Chart         ELAN Elanco Animal Health Inc 190 New $18.24 $358,000 22,000 0.1% 358,000 22,000 0.004    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 194 New $81.27 $340,000 4,156 0.09% 340,000 4,156 0    Closed - End Fund - E...
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 223 New $35.62 $213,000 5,728 0.06% 213,000 5,728 0.001    Domestic Regional Banks
   (GEF.B)1 Year Chart         GEF.B Greif Inc PF B 224 New $61.76 $209,000 3,000 0.06% 209,000 3,000 0.014    Packaging & Containers
   (LANC)1 Year Chart         LANC Lancaster Colony Corp 225 New $185.67 $208,000 1,000 0.06% 208,000 1,000 0.004    Housewares & Accessories
   (PH)1 Year Chart         PH Parker Hannifin Corp 226 New $526.00 $208,000 375 0.06% 208,000 375 0    Industrial Equipment ...
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 227 New $44.50 $206,000 4,888 0.06% 206,000 4,888 0.005    Closed - End Fund - E...
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 228 New $115.26 $205,000 1,653 0.06% 205,000 1,653 0.001    Property & Casualty I...
   (AON)1 Year Chart         AON Aon Plc 229 New $286.86 $203,000 608 0.06% 203,000 608 0    Life & Health Insurance
   (SHEL)1 Year Chart         SHEL Shell plc 230 New $70.64 $200,000 2,987 0.06% 200,000 2,987 0    Integrated Oil & Gas
      15 Records Found
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Page 1 of 1
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