Mcdonald Capital Investors as of Dec. 31, 2020
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.3 | $184M | 1.9M | 98.88 | |
| Paychex (PAYX) | 11.1 | $134M | 1.4M | 93.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.7 | $105M | 453k | 231.87 | |
| Comcast Corp Cl A (CMCSA) | 7.6 | $92M | 1.8M | 52.40 | |
| Nike CL B (NKE) | 7.6 | $91M | 646k | 141.47 | |
| Ecolab (ECL) | 7.4 | $89M | 413k | 216.36 | |
| Regeneron Pharmaceuticals (REGN) | 7.2 | $86M | 178k | 483.11 | |
| Fastenal Company (FAST) | 7.0 | $84M | 1.7M | 48.83 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 6.6 | $80M | 1.9M | 41.27 | |
| Expeditors International of Washington (EXPD) | 6.1 | $74M | 774k | 95.11 | |
| Union Pacific Corporation (UNP) | 4.0 | $48M | 233k | 208.22 | |
| Wells Fargo & Company (WFC) | 3.5 | $42M | 1.4M | 30.18 | |
| Martin Marietta Materials (MLM) | 3.1 | $37M | 131k | 283.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $30M | 17k | 1752.62 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $23M | 179k | 127.07 | |
| Brookfield Ppty Reit Cl A | 0.1 | $790k | 53k | 14.94 | |
| Schlumberger (SLB) | 0.1 | $786k | 36k | 21.83 | |
| Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $762k | 48k | 15.78 | |
| National Gen Hldgs | 0.1 | $718k | 21k | 34.19 | |
| Us Bancorp Del Com New (USB) | 0.0 | $450k | 9.6k | 46.64 |
