McDonald Capital Investors
Latest statistics and disclosures from Mcdonald Capital Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PGR, REGN, BRK.B, BN, AMZN, and represent 46.53% of Mcdonald Capital Investors's stock portfolio.
- Added to shares of these 4 stocks: NFLX (+$91M), CPRT (+$58M), BN (+$38M), FDS (+$25M).
- Started 1 new stock position in CPRT.
- Reduced shares in these 10 stocks: PGR (-$6.6M), GOOGL (-$5.9M), BRK.B (-$5.7M), JPM, AMZN, WFC, REGN, MLM, ECL, ELV.
- Sold out of its position in ELV.
- Mcdonald Capital Investors was a net buyer of stock by $159M.
- Mcdonald Capital Investors has $1.6B in assets under management (AUM), dropping by 1.35%.
- Central Index Key (CIK): 0001033225
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Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 12.3 | $201M | -3% | 884k | 227.72 |
|
| Regeneron Pharmaceuticals (REGN) | 9.9 | $161M | -2% | 208k | 771.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.5 | $155M | -3% | 308k | 502.65 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.6 | $124M | +43% | 2.7M | 45.89 |
|
| Amazon (AMZN) | 7.2 | $118M | -3% | 512k | 230.82 |
|
| Netflix (NFLX) | 6.2 | $102M | +877% | 1.1M | 93.76 |
|
| Paychex (PAYX) | 5.8 | $95M | 843k | 112.18 |
|
|
| Martin Marietta Materials (MLM) | 5.8 | $94M | -3% | 152k | 622.66 |
|
| JPMorgan Chase & Co. (JPM) | 5.3 | $87M | -5% | 269k | 322.22 |
|
| Ecolab (ECL) | 4.8 | $78M | -4% | 297k | 262.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $78M | -7% | 248k | 313.00 |
|
| Wells Fargo & Company (WFC) | 4.0 | $65M | -5% | 700k | 93.20 |
|
| Copart (CPRT) | 3.6 | $58M | NEW | 1.5M | 39.15 |
|
| FactSet Research Systems (FDS) | 3.3 | $54M | +87% | 186k | 290.19 |
|
| Union Pacific Corporation (UNP) | 3.3 | $54M | -4% | 233k | 231.32 |
|
| Nike CL B (NKE) | 3.2 | $52M | -2% | 812k | 63.71 |
|
| Fastenal Company (FAST) | 2.2 | $35M | -3% | 881k | 40.13 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.1 | $18M | -4% | 343k | 52.39 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $1.7M | -12% | 11k | 149.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $667k | -15% | 2.1k | 313.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $229k | 1.2k | 191.56 |
|
Past Filings by Mcdonald Capital Investors
SEC 13F filings are viewable for Mcdonald Capital Investors going back to 2010
- Mcdonald Capital Investors 2025 Q4 filed Jan. 30, 2026
- Mcdonald Capital Investors 2025 Q3 filed Nov. 10, 2025
- Mcdonald Capital Investors 2025 Q2 filed July 31, 2025
- Mcdonald Capital Investors 2025 Q1 filed April 30, 2025
- Mcdonald Capital Investors 2024 Q4 filed Feb. 7, 2025
- Mcdonald Capital Investors 2024 Q3 filed Oct. 31, 2024
- Mcdonald Capital Investors 2024 Q2 filed Aug. 1, 2024
- Mcdonald Capital Investors 2024 Q1 filed May 3, 2024
- Mcdonald Capital Investors 2023 Q4 filed Jan. 30, 2024
- Mcdonald Capital Investors 2023 Q3 filed Oct. 27, 2023
- Mcdonald Capital Investors 2023 Q1 filed July 11, 2023
- Mcdonald Capital Investors 2023 Q2 filed July 11, 2023
- Mcdonald Capital Investors 2022 Q4 filed Feb. 7, 2023
- Mcdonald Capital Investors 2022 Q3 filed Nov. 4, 2022
- Mcdonald Capital Investors 2022 Q2 filed Aug. 1, 2022
- Mcdonald Capital Investors 2022 Q1 filed May 2, 2022