MCDONALD PARTNERS LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1331074
Institutional-grade research for retail investors
13F Reported Value
ⓘ$424.0M
Holdings
208
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MCDONALD PARTNERS LLC disclosed 208 positions worth $424.0M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 3.6% of the equity portfolio, followed by $MSFT and $ETN. During the quarter the fund opened 10 new positions and exited 10 — including a new stake in $TXT and a full exit from $FSK. The portfolio is most concentrated in Technology (25.5% of disclosed assets). All figures are sourced directly from MCDONALD PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1331074.
AI Fund Analysis
Diversifying
$AAPL3.6% weight
Held 9 quarters
$MSFT3.2% weight
Held 9 quarters
$ETN3.2% weight
Held 9 quarters
$JPM2.9% weight
Held 9 quarters
$LITE2.8% weight
Held 9 quarters
VANGUARD INDEX FDS
5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
$FCX5 quarters accumulating
$KEY5 quarters accumulating
$MWA4 quarters accumulating
Sector Allocation
TechnologyOtherIndustrialsFinancialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$15.3M60,478 sh - 83.7#15
Quality
$13.5M36,594 sh - —
Quality
$13.5M37,648 sh - 35.6
Quality
$12.2M41,617 sh - 63.4
Quality
$11.7M16,665 sh VANGUARD INDEX FDS
—Quality
$10.3M17,292 sh- 59.3
Quality
$8.8M40,393 sh - 64.5
Quality
$8.6M17,841 sh - 47.6
Quality
$8.2M45,090 sh - 61.8
Quality
$7.8M46,131 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $15.3M | 60,478 |
| MICROSOFT CORP$MSFT | 83.7#15 | $13.5M | 36,594 |
| Eaton Corp plc$ETN | — | $13.5M | 37,648 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $12.2M | 41,617 |
| Lumentum Holdings Inc.$LITE | 63.4 | $11.7M | 16,665 |
| VANGUARD INDEX FDS | — | $10.3M | 17,292 |
 AbbVie Inc.$ABBV | 59.3 | $8.8M | 40,393 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $8.6M | 17,841 |
 Phillips 66$PSX | 47.6 | $8.2M | 45,090 |
 EXXON MOBIL CORP$XOM | 61.8 | $7.8M | 46,131 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MCDONALD PARTNERS LLC's 208 positions.
Showing top 10 of 208 holdings.
Sector Allocation
Technology
$108.2M
Other
$75.9M
Industrials
$63.3M
Financials
$50.6M
Healthcare
$39.3M
Energy
$30.9M
Consumer Discretionary
$24.8M
Materials
$11.9M
Full Holdings — MCDONALD PARTNERS LLC (Q1 2026)
All 208 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $15.3M | 3.6% | +41% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $13.5M | 3.2% | +23% | 83.7 |
| 3 | $ETN | Eaton Corp plc | $13.5M | 3.2% | +2% | — |
| 4 | $JPM | JPMORGAN CHASE & CO | $12.2M | 2.9% | +42% | 35.6 |
| 5 | $LITE | Lumentum Holdings Inc. | $11.7M | 2.8% | -1% | 63.4 |
| 6 | — | VANGUARD INDEX FDS | $10.3M | 2.4% | +33% | — |
| 7 | $ABBV | AbbVie Inc. | $8.8M | 2.1% | +102% | 59.3 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $8.6M | 2.0% | -2% | 64.5 |
| 9 | $PSX | Phillips 66 | $8.2M | 1.9% | +150% | 47.6 |
| 10 | $XOM | EXXON MOBIL CORP | $7.8M | 1.9% | +148% | 61.8 |
| 11 |  $C | CITIGROUP INC | $7.4M | 1.8% | +152% | 54.8 |
| 12 |  $GOOG | Alphabet Inc. | $7.4M | 1.8% | +269% | 80.2 |
| 13 |  $RTX | RTX Corp | $7.1M | 1.7% | -6% | 70 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $7.1M | 1.7% | +77% | 72.8 |
| 15 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.7M | 1.6% | +107% | 66.7 |
| 16 |  $BMY | BRISTOL MYERS SQUIBB CO | $6.6M | 1.6% | +317% | 70.1 |
| 17 |  $AMZN | AMAZON COM INC | $6.3M | 1.5% | +174% | 74.6 |
| 18 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $6.1M | 1.4% | +88% | 63.7 |
| 19 |  $GOOGL | Alphabet Inc. | $5.8M | 1.4% | +181% | 80.2 |
| 20 |  $COP | CONOCOPHILLIPS | $5.8M | 1.4% | +427% | 74.8 |
| 21 |  $AMGN | AMGEN INC | $5.6M | 1.3% | -0% | 79.5 |
| 22 |  $AVGO | Broadcom Inc. | $5.2M | 1.2% | +12% | 86.4 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $5.1M | 1.2% | -7% | — |
| 24 |  $PNR | PENTAIR plc | $5.0M | 1.2% | +7% | — |
| 25 | — | ISHARES TR | $5.0M | 1.2% | -0% | — |
| 26 | $MWA | Mueller Water Products, Inc. | $4.9M | 1.2% | +17% | 64.7 |
| 27 |  $NVDA | NVIDIA CORP | $4.7M | 1.1% | -10% | 90.2 |
| 28 |  $TXT | TEXTRON INC | $4.5M | 1.1% | NEW | 58.2 |
| 29 |  $CVX | CHEVRON CORP | $4.4M | 1.0% | -2% | 54.7 |
| 30 |  $HON | HONEYWELL INTERNATIONAL INC | $4.3M | 1.0% | -1% | 65.7 |
| 31 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.3M | 1.0% | -0% | 66.5 |
| 32 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.2M | 1.0% | +747% | 68.4 |
| 33 |  $GE | GENERAL ELECTRIC CO | $4.1M | 1.0% | +587% | 74.8 |
| 34 |  $ORCL | ORACLE CORP | $4.1M | 1.0% | +2% | 67.2 |
| 35 |  $GILD | GILEAD SCIENCES, INC. | $3.8M | 0.9% | -4% | 77.8 |
| 36 |  $YUM | YUM BRANDS INC | $3.7M | 0.9% | NEW | 71.7 |
| 37 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.7M | 0.9% | -1% | 65.9 |
| 38 |  $ROK | ROCKWELL AUTOMATION, INC | $3.6M | 0.8% | NEW | 68.2 |
| 39 |  $SJM | J M SMUCKER Co | $3.4M | 0.8% | +40% | 46.4 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $3.3M | 0.8% | -5% | 72.3 |
| 41 |  $GS | GOLDMAN SACHS GROUP INC | $3.2M | 0.8% | -0% | — |
| 42 |  $PGR | PROGRESSIVE CORP/OH/ | $3.2M | 0.7% | +32% | 83.6 |
| 43 | — | ISHARES TR | $3.0M | 0.7% | +74% | — |
| 44 |  $CRH | CRH PUBLIC LTD CO | $2.9M | 0.7% | -10% | — |
| 45 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2.9M | 0.7% | +6% | 60.7 |
| 46 |  $PFE | PFIZER INC | $2.9M | 0.7% | +8% | 69 |
| 47 |  $HD | HOME DEPOT, INC. | $2.8M | 0.7% | +27% | 69.2 |
| 48 | — | VANGUARD TAX-MANAGED FDS | $2.6M | 0.6% | +136% | — |
| 49 | — | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.6% | +9% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.6% | -0% | — |
| 51 |  $CRM | Salesforce, Inc. | $2.3M | 0.6% | NEW | 75.2 |
| 52 | $FCX | FREEPORT-MCMORAN INC | $2.3M | 0.5% | +2% | 73.1 |
| 53 |  $RPM | RPM INTERNATIONAL INC/DE/ | $2.3M | 0.5% | +18% | 57.3 |
| 54 |  $TXN | TEXAS INSTRUMENTS INC | $2.2M | 0.5% | +0% | 70.4 |
| 55 | — | JANUS DETROIT STR TR | $2.2M | 0.5% | +176% | — |
| 56 | — | SPDR SERIES TRUST | $2.1M | 0.5% | -1% | — |
| 57 |  $LRCX | LAM RESEARCH CORP | $2.1M | 0.5% | -3% | 82.4 |
| 58 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.5% | +89% | — |
| 59 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.0M | 0.5% | NEW | 66.3 |
| 60 |  $CMI | CUMMINS INC | $2.0M | 0.5% | -15% | 58.9 |
| 61 |  $Q | Qnity Electronics, Inc. | $1.9M | 0.5% | +319% | — |
| 62 |  $ADBE | ADOBE INC. | $1.9M | 0.5% | -0% | 80.4 |
| 63 | — | BLACKROCK ETF TRUST | $1.9M | 0.5% | +287% | — |
| 64 |  $NDSN | NORDSON CORP | $1.9M | 0.4% | +2% | 67.8 |
| 65 | — | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.4% | +389% | — |
| 66 | — | PRINCIPAL EXCHANGE TRADED FD | $1.8M | 0.4% | +329% | — |
| 67 |  $FERG | Ferguson Enterprises Inc. /DE/ | $1.8M | 0.4% | +0% | 58.9 |
| 68 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.4% | -7% | — |
| 69 |  $JCI | Johnson Controls International plc | $1.7M | 0.4% | +2% | — |
| 70 |  $ROKU | ROKU, INC | $1.7M | 0.4% | +3% | 60.5 |
| 71 |  $MRK | Merck & Co., Inc. | $1.7M | 0.4% | +0% | 70.9 |
| 72 |  $T | AT&T INC. | $1.7M | 0.4% | +22% | 71.9 |
| 73 |  $CFBK | CF BANKSHARES INC. | $1.7M | 0.4% | +0% | — |
| 74 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.6M | 0.4% | -13% | 69.4 |
| 75 |  $DD | DuPont de Nemours, Inc. | $1.6M | 0.4% | +148% | 31.1 |
| 76 |  $USB | US BANCORP DE | $1.6M | 0.4% | -7% | 71.4 |
| 77 | — | ISHARES TR | $1.6M | 0.4% | +63% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.4% | +141% | — |
| 79 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.5M | 0.4% | +4% | 70.9 |
| 80 | — | SIREN ETF TR | $1.5M | 0.3% | -7% | — |
| 81 |  $HY | HYSTER-YALE, INC. | $1.5M | 0.3% | +11% | 35.3 |
| 82 |  $ACN | Accenture plc | $1.4M | 0.3% | +0% | — |
| 83 | — | CALAMOS ETF TR | $1.4M | 0.3% | +3% | — |
| 84 |  $UPS | UNITED PARCEL SERVICE INC | $1.4M | 0.3% | -1% | 58.2 |
| 85 |  $MPC | Marathon Petroleum Corp | $1.3M | 0.3% | -1% | 50.7 |
| 86 | — | ISHARES TR | $1.3M | 0.3% | +0% | — |
| 87 |  $VRT | Vertiv Holdings Co | $1.3M | 0.3% | +7% | 82.7 |
| 88 | — | JANUS DETROIT STR TR | $1.3M | 0.3% | +211% | — |
| 89 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.3% | -1% | 71.7 |
| 90 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.3% | -7% | 81.9 |
| 91 |  $PEP | PEPSICO INC | $1.2M | 0.3% | -5% | 62.7 |
| 92 | $KEY | KEYCORP /NEW/ | $1.2M | 0.3% | +4% | 70.4 |
| 93 |  $MSI | Motorola Solutions, Inc. | $1.2M | 0.3% | -2% | 73.8 |
| 94 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.3% | +152% | — |
| 95 |  $GLW | CORNING INC /NY | $1.2M | 0.3% | +0% | 72.7 |
| 96 |  $WDFC | WD 40 CO | $1.2M | 0.3% | +0% | 54.1 |
| 97 |  $XYL | Xylem Inc. | $1.2M | 0.3% | -2% | 65.6 |
| 98 | — | COLUMBIA ETF TR I | $1.1M | 0.3% | +36% | — |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.3% | -2% | 71.6 |
| 100 |  $NFLX | NETFLIX INC | $1.1M | 0.3% | -5% | 86.7 |
| 101 |  $SILA | Sila Realty Trust, Inc. | $1.1M | 0.3% | +4% | 51.3 |
| 102 |  $PM | Philip Morris International Inc. | $1.1M | 0.3% | -2% | 80.5 |
| 103 |  $MSGS | Madison Square Garden Sports Corp. | $987,984 | 0.2% | -7% | 46.5 |
| 104 |  $SUN | Sunoco LP | $981,047 | 0.2% | -1% | 64.8 |
| 105 |  $PKBK | PARKE BANCORP, INC. | $949,923 | 0.2% | +0% | — |
| 106 | — | SPDR INDEX SHS FDS | $949,725 | 0.2% | +1% | — |
| 107 |  $AMBA | AMBARELLA INC | $937,926 | 0.2% | -2% | 38.5 |
| 108 |  $WM | WASTE MANAGEMENT INC | $905,201 | 0.2% | -2% | 70.7 |
| 109 | — | FIRST TR EXCH TRADED FD III | $852,125 | 0.2% | -1% | — |
| 110 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $842,139 | 0.2% | -8% | 67.5 |
| 111 |  $PLTR | Palantir Technologies Inc. | $840,379 | 0.2% | +17% | 85.8 |
| 112 |  $GNRC | GENERAC HOLDINGS INC. | $835,036 | 0.2% | +0% | 58.2 |
| 113 | — | VANGUARD INDEX FDS | $799,370 | 0.2% | +101% | — |
| 114 | — | VANGUARD INDEX FDS | $783,404 | 0.2% | +5% | — |
| 115 |  $APO | Apollo Global Management, Inc. | $765,790 | 0.2% | -1% | 55.7 |
| 116 |  $J | JACOBS SOLUTIONS INC. | $752,861 | 0.2% | +0% | 47.7 |
| 117 | — | J P MORGAN EXCHANGE TRADED F | $744,308 | 0.2% | +0% | — |
| 118 |  $IT | GARTNER INC | $734,698 | 0.2% | +0% | 65.2 |
| 119 |  $ILMN | ILLUMINA, INC. | $721,194 | 0.2% | -1% | 62.5 |
| 120 |  $HCXY | Hercules Capital, Inc. | $708,960 | 0.2% | +0% | — |
| 121 |  $UHAL | U-Haul Holding Co /NV/ | $689,227 | 0.2% | +1% | 28.1 |
| 122 | — | J P MORGAN EXCHANGE TRADED F | $681,101 | 0.2% | -41% | — |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $670,793 | 0.2% | +13% | 66.8 |
| 124 | — | SPDR SERIES TRUST | $663,004 | 0.2% | +1% | — |
| 125 |  $LLY | ELI LILLY & Co | $623,604 | 0.1% | +0% | 89.3 |
| 126 |  $ZTS | Zoetis Inc. | $612,801 | 0.1% | -3% | 72.6 |
| 127 |  $ACV | Virtus Diversified Income & Convertible Fund | $600,210 | 0.1% | +0% | — |
| 128 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $594,780 | 0.1% | +0% | — |
| 129 |  $TJX | TJX COMPANIES INC /DE/ | $577,156 | 0.1% | +32% | 70.7 |
| 130 |  $PG | PROCTER & GAMBLE Co | $573,716 | 0.1% | +0% | 72.9 |
| 131 | — | ISHARES TR | $554,575 | 0.1% | +0% | — |
| 132 |  $AFL | AFLAC INC | $548,440 | 0.1% | +0% | 60.3 |
| 133 |  $ABT | ABBOTT LABORATORIES | $545,588 | 0.1% | +0% | 67 |
| 134 |  $NSC | NORFOLK SOUTHERN CORP | $545,300 | 0.1% | +0% | 70.8 |
| 135 |  $IRDM | Iridium Communications Inc. | $541,624 | 0.1% | +11% | 59.2 |
| 136 |  $ARCC | ARES CAPITAL CORP | $540,600 | 0.1% | +20% | — |
| 137 |  $BX | Blackstone Inc. | $536,313 | 0.1% | -17% | 68 |
| 138 | — | FIRST TR EXCH TRADED FD III | $506,600 | 0.1% | +0% | — |
| 139 | — | ISHARES TR | $496,755 | 0.1% | +0% | — |
| 140 |  $MCK | MCKESSON CORP | $482,737 | 0.1% | NEW | 63.7 |
| 141 |  $RITM | Rithm Capital Corp. | $482,532 | 0.1% | +0% | 52 |
| 142 |  $AMAT | APPLIED MATERIALS INC /DE | $480,215 | 0.1% | +0% | 74.8 |
| 143 | — | SCHWAB STRATEGIC TR | $473,764 | 0.1% | +90% | — |
| 144 | — | ALPS ETF TR | $473,760 | 0.1% | +0% | — |
| 145 |  $PKG | PACKAGING CORP OF AMERICA | $470,075 | 0.1% | -11% | 70 |
| 146 |  $CAT | CATERPILLAR INC | $460,499 | 0.1% | +0% | 67.8 |
| 147 | — | FIRST TR EXCHNG TRADED FD VI | $455,895 | 0.1% | +35% | — |
| 148 | — | VANGUARD INDEX FDS | $451,864 | 0.1% | +32% | — |
| 149 | — | JANUS DETROIT STR TR | $450,619 | 0.1% | +56% | — |
| 150 |  $GDDY | GoDaddy Inc. | $444,351 | 0.1% | -2% | 72.4 |
| 151 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $438,725 | 0.1% | -6% | 75.4 |
| 152 |  $DIS | Walt Disney Co | $428,795 | 0.1% | -25% | 68.9 |
| 153 |  $DE | DEERE & CO | $423,038 | 0.1% | +0% | 57.4 |
| 154 | — | GLOBAL X FDS | $420,175 | 0.1% | +0% | — |
| 155 | — | ETFIS SER TR I | $407,200 | 0.1% | +0% | — |
| 156 |  $KO | COCA COLA CO | $404,257 | 0.1% | -4% | 74 |
| 157 | — | ISHARES TR | $395,290 | 0.1% | +0% | — |
| 158 |  $MU | MICRON TECHNOLOGY INC | $380,070 | 0.1% | +10% | 88.4 |
| 159 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $373,863 | 0.1% | +0% | — |
| 160 |  $CCLD | CareCloud, Inc. | $369,519 | 0.1% | -18% | 58.3 |
| 161 | — | FIRST TR EXCHNG TRADED FD VI | $367,780 | 0.1% | +22% | — |
| 162 |  $PH | Parker-Hannifin Corp | $367,048 | 0.1% | -8% | 73.8 |
| 163 |  $COST | COSTCO WHOLESALE CORP /NEW | $361,704 | 0.1% | +16% | 67 |
| 164 | — | VANGUARD INDEX FDS | $358,976 | 0.1% | +31% | — |
| 165 | — | ISHARES TR | $354,441 | 0.1% | +0% | — |
| 166 |  $AMD | ADVANCED MICRO DEVICES INC | $351,934 | 0.1% | +0% | 78.8 |
| 167 | — | FIDELITY COVINGTON TRUST | $351,000 | 0.1% | -20% | — |
| 168 |  $MCD | MCDONALDS CORP | $350,571 | 0.1% | -15% | 73.9 |
| 169 | — | SPDR SERIES TRUST | $347,538 | 0.1% | -33% | — |
| 170 | — | CALAMOS ETF TR | $347,346 | 0.1% | +52% | — |
| 171 |  $SBUX | STARBUCKS CORP | $344,832 | 0.1% | +6% | 54.6 |
| 172 |  $HOG | HARLEY-DAVIDSON, INC. | $344,751 | 0.1% | -12% | 55 |
| 173 |  $WMT | Walmart Inc. | $341,770 | 0.1% | +23% | 63.2 |
| 174 |  $DRI | DARDEN RESTAURANTS INC | $338,169 | 0.1% | +0% | 68.6 |
| 175 | — | ISHARES TR | $335,471 | 0.1% | -57% | — |
| 176 |  $OBDC | Blue Owl Capital Corp | $331,800 | 0.1% | +0% | — |
| 177 | — | ISHARES TR | $330,065 | 0.1% | +28% | — |
| 178 | — | ISHARES TR | $325,510 | 0.1% | -80% | — |
| 179 |  $SONO | Sonos Inc | $314,900 | 0.1% | -2% | 34.8 |
| 180 |  $BDX | BECTON DICKINSON & CO | $313,517 | 0.1% | +1% | 50.7 |
| 181 | — | VANGUARD INDEX FDS | $308,623 | 0.1% | +0% | — |
| 182 |  $USA | LIBERTY ALL STAR EQUITY FUND | $306,066 | 0.1% | +0% | — |
| 183 |  $GWW | W.W. GRAINGER, INC. | $296,700 | 0.1% | +12% | 69.5 |
| 184 |  $TMUS | T-Mobile US, Inc. | $295,092 | 0.1% | +0% | 72.7 |
| 185 |  $V | VISA INC. | $294,080 | 0.1% | +28% | 83.5 |
| 186 |  $LOW | LOWES COMPANIES INC | $291,570 | 0.1% | -2% | 63.5 |
| 187 | — | VANGUARD INDEX FDS | $290,902 | 0.1% | -3% | — |
| 188 |  $EMR | EMERSON ELECTRIC CO | $289,947 | 0.1% | +0% | 65.9 |
| 189 |  $DELL | Dell Technologies Inc. | $285,422 | 0.1% | +0% | 76 |
| 190 | — | VANECK ETF TRUST | $282,566 | 0.1% | +2% | — |
| 191 | — | ISHARES TR | $281,864 | 0.1% | +0% | — |
| 192 |  $FMNB | FARMERS NATIONAL BANC CORP /OH/ | $277,150 | 0.1% | NEW | 67.5 |
| 193 |  $IVZ | Invesco Ltd. | $272,388 | 0.1% | -41% | — |
| 194 |  $CARR | CARRIER GLOBAL Corp | $271,076 | 0.1% | -11% | 61.5 |
| 195 |  $FITB | FIFTH THIRD BANCORP | $259,015 | 0.1% | +0% | — |
| 196 | — | SELECT SECTOR SPDR TR | $258,889 | 0.1% | NEW | — |
| 197 | — | VANGUARD INDEX FDS | $248,949 | 0.1% | +6% | — |
| 198 |  $VLO | VALERO ENERGY CORP/TX | $246,833 | 0.1% | NEW | 51.4 |
| 199 | — | SCHWAB STRATEGIC TR | $244,838 | 0.1% | +5% | — |
| 200 | — | ISHARES TR | $243,311 | 0.1% | +0% | — |
| 201 | — | ISHARES TR | $240,589 | 0.1% | +0% | — |
| 202 | — | INVESTMENT MANAGERS SER TR I | $235,820 | 0.1% | +0% | — |
| 203 |  $SHEL | Shell plc | $229,617 | 0.1% | NEW | — |
| 204 | — | EATON VANCE TAX-MANAGED GLOB | $229,161 | 0.1% | +54% | — |
| 205 |  $CB | Chubb Ltd | $226,521 | 0.1% | -38% | — |
| 206 | — | ISHARES TR | $212,321 | 0.1% | +0% | — |
| 207 | — | FIRST TR EXCHNG TRADED FD VI | $201,420 | 0.1% | -22% | — |
| 208 |  $CNH | CNH Industrial N.V. | $147,125 | 0.0% | -41% | — |
New Positions (10)
$TXT TEXTRON INC$4.5M$YUM YUM BRANDS INC$3.7M$ROK ROCKWELL AUTOMATION, INC$3.6M$CRM Salesforce, Inc.$2.3M$OXY OCCIDENTAL PETROLEUM CORP /DE/$2.0M$MCK MCKESSON CORP$482,737$FMNB FARMERS NATIONAL BANC CORP /OH/$277,150 SELECT SECTOR SPDR TR$258,889
$VLO VALERO ENERGY CORP/TX$246,833$SHEL Shell plc$229,617
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