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 47.28% of Mcdonald Capital Investors's stock portfolio.
- Added to shares of these 2 stocks: CPRT (+$7.5M), FDS.
- Reduced shares in these 10 stocks: FAST (-$36M), BN, BRK.B, REGN, AMZN, ECL, MLM, WFC, GOOGL, UNP.
- Mcdonald Capital Investors was a net seller of stock by $-42M.
- Mcdonald Capital Investors has $1.5B in assets under management (AUM), dropping by -10.38%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 11.9 | $175M | 881k | 198.24 |
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| Regeneron Pharmaceuticals (REGN) | 10.9 | $159M | 206k | 772.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.0 | $146M | 304k | 479.20 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.3 | $107M | -2% | 2.6M | 40.47 |
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| Amazon (AMZN) | 7.2 | $105M | 503k | 208.27 |
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| Netflix (NFLX) | 7.1 | $104M | 1.1M | 96.15 |
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| Martin Marietta Materials (MLM) | 6.0 | $88M | 150k | 588.68 |
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| JPMorgan Chase & Co. (JPM) | 5.4 | $79M | 268k | 294.16 |
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| Ecolab (ECL) | 5.3 | $78M | 292k | 266.02 |
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| Paychex (PAYX) | 5.3 | $77M | 839k | 92.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $71M | 246k | 287.56 |
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| Copart (CPRT) | 3.9 | $57M | +15% | 1.7M | 33.20 |
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| Union Pacific Corporation (UNP) | 3.8 | $56M | 230k | 242.62 |
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| Wells Fargo & Company (WFC) | 3.8 | $55M | 691k | 79.61 |
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| Nike CL B (NKE) | 2.9 | $42M | 803k | 52.82 |
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| FactSet Research Systems (FDS) | 2.8 | $41M | 188k | 216.99 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $15M | 339k | 44.45 |
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| Fastenal Company (FAST) | 0.3 | $5.1M | -87% | 109k | 46.40 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | -21% | 8.9k | 143.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $610k | 2.1k | 286.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $229k | 1.2k | 191.92 |
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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 2026 Q1 filed May 4, 2026
- 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