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, REGN, AMZN, BN, and represent 47.57% of Mcdonald Capital Investors's stock portfolio.
- Added to shares of these 1 stock: CPRT (+$8.9M).
- Reduced shares in these 10 stocks: PGR (-$16M), BRK.B (-$11M), AMZN (-$9.7M), BN (-$8.7M), ECL (-$8.3M), REGN (-$8.0M), JPM (-$6.7M), PAYX (-$6.6M), MLM (-$6.3M), GOOGL (-$6.1M).
- Sold out of its position in EXPD.
- Mcdonald Capital Investors was a net seller of stock by $-106M.
- Mcdonald Capital Investors has $1.4B in assets under management (AUM), dropping by -6.29%.
- Central Index Key (CIK): 0001033225
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Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 12.9 | $176M | -8% | 807k | 218.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.3 | $141M | -7% | 281k | 500.39 |
|
| Regeneron Pharmaceuticals (REGN) | 8.8 | $120M | -6% | 193k | 623.54 |
|
| Amazon (AMZN) | 8.0 | $110M | -8% | 462k | 238.34 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.6 | $104M | -7% | 2.4M | 42.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $82M | -6% | 229k | 357.37 |
|
| JPMorgan Chase & Co. (JPM) | 5.9 | $81M | -7% | 248k | 327.33 |
|
| Martin Marietta Materials (MLM) | 5.9 | $80M | -7% | 139k | 576.70 |
|
| Paychex (PAYX) | 5.5 | $76M | -7% | 773k | 98.33 |
|
| Netflix (NFLX) | 5.5 | $75M | -3% | 1.0M | 71.40 |
|
| Ecolab (ECL) | 5.3 | $73M | -10% | 262k | 278.61 |
|
| Union Pacific Corporation (UNP) | 4.2 | $57M | -8% | 210k | 272.00 |
|
| Copart (CPRT) | 4.2 | $57M | +18% | 2.0M | 28.19 |
|
| Wells Fargo & Company (WFC) | 3.8 | $52M | -8% | 631k | 82.64 |
|
| FactSet Research Systems (FDS) | 2.9 | $40M | -6% | 176k | 230.08 |
|
| Nike CL B (NKE) | 2.2 | $30M | -8% | 735k | 41.05 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $11M | -25% | 254k | 44.85 |
|
| Fastenal Company (FAST) | 0.1 | $1.9M | -63% | 40k | 48.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $751k | 2.1k | 353.33 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $244k | -4% | 1.1k | 212.77 |
|
Past Filings by Mcdonald Capital Investors
SEC 13F filings are viewable for Mcdonald Capital Investors going back to 2010
- Mcdonald Capital Investors 2026 Q2 filed July 29, 2026
- 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