MCDONALD PARTNERS LLC JSMD β€” JANUS DETROIT STR TR

Ownership history in MCDONALD PARTNERS LLC  Β·  4 quarters on record

AI Ownership Summary

MCDONALD PARTNERS LLC reported JANUS DETROIT STR TR (JSMD) in 4 quarterly 13F filings from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows JSMD at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDONALD PARTNERS LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JSMD was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JSMD stock page MCDONALD PARTNERS LLC fund profile MCDONALD PARTNERS LLC full holdings
How MCDONALD PARTNERS LLC held JSMD β€” position size vs. price
% of Fund (quarterly)    JSMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 73.2% -2.6% βœ… 10,028 -27,357 -73.2% 0.26% $818K 2026-02-14 (Est.) $85.76
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JSMD

As of 2026 Q1 β€” sorted by position size

Rise Advisors, LLC 3Y 5.43% Leelyn Smith, LLC 3Y 4.12% Three Magnolias Financial Advisors, LLC 3.03% Harbour Wealth Management Group, Inc. 2.97% BLUE JEAN FINANCIAL LLC 1.19% Stonebridge Wealth Management, LLC 1.17% Resonant Capital Advisors, LLC 3Y 1.06% Nova Wealth Management, Inc. 1.02% Flaharty Asset Management, LLC 3Y 7Y 0.84% Breakwater Capital Group 3Y 0.38%

FAQ About MCDONALD PARTNERS LLC and JSMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDONALD PARTNERS LLC reported owning JSMD?

MCDONALD PARTNERS LLC reported JSMD across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JSMD position in MCDONALD PARTNERS LLC's portfolio?

The largest reported portfolio weight for JSMD was 0.26% in 2025 Q4.

What is the latest reported JSMD position on this page?

The most recent filing on this page is 2025 Q4, when MCDONALD PARTNERS LLC reported 10,028 shares, equal to 0.26% of portfolio, with an estimated market value of $818K.

What does the chart on this JSMD ownership page compare?

The chart compares MCDONALD PARTNERS LLC's quarterly JSMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCDONALD PARTNERS LLC time their JSMD position?

Based on 13F filing dates vs. subsequent JSMD price moves, MCDONALD PARTNERS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JSMD relative to SPY over the holding period was -20.9%.

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