McDonald Capital Investors
Latest statistics and disclosures from Mcdonald Capital Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PGR, BRK.B, NFLX, PAYX, AMZN, and represent 50.59% of Mcdonald Capital Investors's stock portfolio.
- Added to shares of these 2 stocks: REGN (+$24M), NKE.
- Reduced shares in these 10 stocks: NFLX (-$39M), WFC (-$5.4M), BRK.B, PGR, PAYX, AMZN, BN, ECL, JPM, UNP.
- Mcdonald Capital Investors was a net seller of stock by $-32M.
- Mcdonald Capital Investors has $1.6B in assets under management (AUM), dropping by -2.30%.
- 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 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.6 | $248M | 1.0M | 239.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.6 | $154M | 339k | 453.28 |
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| Netflix (NFLX) | 9.5 | $152M | -20% | 170k | 891.32 |
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| Paychex (PAYX) | 8.0 | $128M | 912k | 140.22 |
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| Amazon (AMZN) | 7.8 | $125M | 569k | 219.39 |
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| Regeneron Pharmaceuticals (REGN) | 7.6 | $121M | +24% | 170k | 712.33 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.3 | $116M | 2.0M | 57.45 |
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| Ecolab (ECL) | 4.8 | $77M | 329k | 234.32 |
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| Fastenal Company (FAST) | 4.7 | $74M | 1.0M | 71.91 |
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| Nike CL B (NKE) | 4.2 | $67M | 887k | 75.67 |
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| Wells Fargo & Company (WFC) | 3.6 | $58M | -8% | 823k | 70.24 |
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| JPMorgan Chase & Co. (JPM) | 3.6 | $57M | 238k | 239.71 |
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| Martin Marietta Materials (MLM) | 3.3 | $52M | 101k | 516.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $52M | 274k | 189.30 |
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| Anthem (ELV) | 2.9 | $47M | 127k | 368.90 |
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| Union Pacific Corporation (UNP) | 2.6 | $41M | 181k | 228.04 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $21M | 387k | 54.19 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.4M | 13k | 110.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $476k | 2.5k | 190.44 |
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| Us Bancorp Del Com New (USB) | 0.0 | $462k | 9.6k | 47.83 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $209k | 1.2k | 175.23 |
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Past Filings by Mcdonald Capital Investors
SEC 13F filings are viewable for Mcdonald Capital Investors going back to 2010
- 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
- Mcdonald Capital Investors 2021 Q4 filed Feb. 3, 2022
- Mcdonald Capital Investors 2021 Q3 filed Nov. 3, 2021
- Mcdonald Capital Investors 2021 Q2 filed Aug. 3, 2021
- Mcdonald Capital Investors 2021 Q1 filed April 23, 2021