McDonald Capital Investors

McDonald Capital Investors as of Dec. 31, 2010

Portfolio Holdings for McDonald Capital Investors

McDonald Capital Investors holds 22 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 13.6 $69M 811k 85.42
Paychex (PAYX) 12.7 $64M 2.1M 30.91
Progressive Corporation (PGR) 11.4 $58M 2.9M 19.87
Microsoft Corporation (MSFT) 10.9 $55M 2.0M 27.91
Bed Bath & Beyond 9.3 $47M 959k 49.15
Wells Fargo & Company (WFC) 7.7 $39M 1.3M 30.99
Clorox Company (CLX) 7.7 $39M 616k 63.28
Cardinal Health (CAH) 5.7 $29M 763k 38.31
Comcast Corporation (CMCSA) 5.0 $26M 1.2M 21.97
Capitalsource Inc note 7.250% 7/1 4.6 $23M 23M 1.02
United Parcel Service (UPS) 3.6 $19M 254k 72.58
Waters Corporation (WAT) 3.1 $16M 201k 77.71
Ecolab (ECL) 2.7 $14M 272k 50.42
Fastenal Company (FAST) 1.1 $5.8M 97k 59.91
ProShares UltraShort 20+ Year Trea 0.2 $1.1M 29k 37.04
Medtronic Inc note 1.500% 4/1 0.2 $1.0M 1.0M 1.00
Nektar Therapeutics note 3.250% 9/2 0.2 $1.0M 1.0M 1.01
Amgen Inc note 3/0 0.1 $780k 1.0M 0.78
Wts Wells Fargo & Co. 0.1 $665k 60k 11.08
U.S. Bancorp (USB) 0.1 $261k 9.7k 27.02
Nektar Therapeutics (NKTR) 0.0 $128k 10k 12.80
Nu Horizons Electronics (NUHC) 0.0 $121k 17k 7.00