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, BN, REGN, and represent 47.74% of Mcdonald Capital Investors's stock portfolio.
- Added to shares of these 1 stock: FDS (+$28M).
- Started 1 new stock position in FDS.
- Reduced shares in these 10 stocks: BN, PGR, BRK.B, AMZN, NFLX, REGN, MLM, FAST, PAYX, ECL.
- Mcdonald Capital Investors was a net seller of stock by $-11M.
- Mcdonald Capital Investors has $1.6B in assets under management (AUM), dropping by 0.98%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.0 | $225M | 913k | 246.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.0 | $161M | -2% | 319k | 502.74 |
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| Netflix (NFLX) | 8.3 | $133M | -2% | 111k | 1198.92 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.0 | $129M | -3% | 1.9M | 68.58 |
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| Regeneron Pharmaceuticals (REGN) | 7.5 | $120M | -2% | 213k | 562.27 |
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| Amazon (AMZN) | 7.3 | $117M | -2% | 531k | 219.57 |
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| Paychex (PAYX) | 6.8 | $109M | 858k | 126.76 |
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| Martin Marietta Materials (MLM) | 6.2 | $99M | -2% | 158k | 630.28 |
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| JPMorgan Chase & Co. (JPM) | 5.6 | $90M | 284k | 315.43 |
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| Ecolab (ECL) | 5.3 | $85M | -2% | 309k | 273.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $65M | -2% | 267k | 243.10 |
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| Wells Fargo & Company (WFC) | 3.9 | $62M | -2% | 744k | 83.82 |
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| Nike CL B (NKE) | 3.6 | $58M | -3% | 834k | 69.73 |
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| Union Pacific Corporation (UNP) | 3.6 | $57M | 243k | 236.37 |
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| Fastenal Company (FAST) | 2.8 | $45M | -4% | 914k | 49.04 |
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| FactSet Research Systems (FDS) | 1.8 | $28M | NEW | 99k | 286.49 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $20M | -2% | 358k | 56.94 |
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| Anthem (ELV) | 0.2 | $3.1M | -32% | 9.6k | 323.12 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.6M | 13k | 122.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $609k | 2.5k | 243.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $227k | 1.2k | 189.70 |
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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 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
- Mcdonald Capital Investors 2021 Q4 filed Feb. 3, 2022