McDonald Capital Investors

McDonald Capital Investors as of June 30, 2012

Portfolio Holdings for McDonald Capital Investors

McDonald Capital Investors holds 21 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 11.8 $71M 806k 87.78
Paychex (PAYX) 10.5 $63M 2.0M 31.41
Wells Fargo & Company (WFC) 10.3 $62M 1.8M 33.44
Ecolab (ECL) 10.3 $61M 895k 68.53
Progressive Corporation (PGR) 9.8 $59M 2.8M 20.83
Microsoft Corporation (MSFT) 9.7 $58M 1.9M 30.59
Bed Bath & Beyond 9.4 $56M 912k 61.80
Expeditors International of Washington (EXPD) 6.9 $42M 1.1M 38.75
Comcast Corporation (CMCSA) 5.8 $35M 1.1M 31.97
Cardinal Health (CAH) 4.7 $28M 674k 42.00
Waters Corporation (WAT) 3.3 $20M 247k 79.47
Clorox Company (CLX) 3.3 $20M 272k 72.46
United Parcel Service (UPS) 3.1 $19M 238k 78.76
Capitalsource Inc note 7.250% 7/1 0.4 $2.1M 2.1M 1.00
Nektar Therapeutics note 3.250% 9/2 0.3 $1.9M 1.9M 1.00
ProShares Short 20+ Year Treasury ETF (TBF) 0.1 $785k 27k 29.29
Wts Wells Fargo & Co. 0.1 $529k 60k 8.82
U.S. Bancorp (USB) 0.1 $310k 9.6k 32.13
Rydex S&P Equal Weight ETF 0.0 $223k 4.5k 49.56
Nektar Therapeutics (NKTR) 0.0 $174k 22k 8.09
CapitalSource 0.0 $139k 21k 6.70