McDonald Capital Investors

McDonald Capital Investors as of March 31, 2011

Portfolio Holdings for McDonald Capital Investors

McDonald Capital Investors holds 22 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Paychex (PAYX) 12.4 $66M 2.1M 31.39
Nike (NKE) 12.2 $65M 860k 75.70
Progressive Corporation (PGR) 11.7 $62M 2.9M 21.13
Microsoft Corporation (MSFT) 9.7 $51M 2.0M 25.39
Bed Bath & Beyond 8.8 $47M 972k 48.27
Clorox Company (CLX) 8.2 $44M 623k 70.07
Wells Fargo & Company (WFC) 7.7 $41M 1.3M 31.71
Cardinal Health (CAH) 5.9 $32M 768k 41.13
Comcast Corporation (CMCSA) 5.4 $29M 1.2M 24.72
Ecolab (ECL) 5.0 $27M 526k 51.02
Capitalsource Inc note 7.250% 7/1 4.8 $25M 24M 1.04
United Parcel Service (UPS) 3.5 $19M 254k 74.32
Waters Corporation (WAT) 3.3 $18M 204k 86.90
ProShares UltraShort 20+ Year Trea 0.2 $1.1M 29k 37.46
Dionex Corp 0.2 $1.1M 9.2k 118.04
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 1.00
Amgen Inc note 3/0 0.1 $780k 1.0M 0.78
Wts Wells Fargo & Co. 0.1 $678k 60k 11.30
Lubrizol Corporation 0.1 $536k 4.0k 134.00
U.S. Bancorp (USB) 0.1 $255k 9.6k 26.43
Nektar Therapeutics (NKTR) 0.0 $180k 19k 9.47