McDonald Capital Investors

McDonald Capital Investors as of Sept. 30, 2011

Portfolio Holdings for McDonald Capital Investors

McDonald Capital Investors holds 24 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 13.7 $72M 838k 85.51
Paychex (PAYX) 10.4 $55M 2.1M 26.37
Bed Bath & Beyond 10.3 $54M 946k 57.31
Progressive Corporation (PGR) 9.9 $52M 2.9M 17.76
Microsoft Corporation (MSFT) 9.4 $49M 2.0M 24.89
Wells Fargo & Company (WFC) 8.8 $46M 1.9M 24.12
Ecolab (ECL) 8.5 $45M 910k 48.89
Clorox Company (CLX) 6.0 $31M 474k 66.33
Cardinal Health (CAH) 5.5 $29M 693k 41.88
Comcast Corporation (CMCSA) 4.5 $24M 1.1M 20.92
Expeditors International of Washington (EXPD) 4.2 $22M 548k 40.55
Waters Corporation (WAT) 3.7 $19M 255k 75.49
United Parcel Service (UPS) 3.0 $16M 250k 63.15
Capitalsource Inc note 7.250% 7/1 0.8 $4.5M 4.4M 1.02
Nektar Therapeutics note 3.250% 9/2 0.3 $1.8M 1.8M 0.99
Nalco Holding Company 0.2 $1.1M 32k 34.97
Amgen Inc note 3/0 0.1 $790k 1.0M 0.79
ProShares Short 20+ Year Treasury ETF (TBF) 0.1 $781k 24k 32.14
Amgen Inc note 3/0 0.1 $451k 571k 0.79
Wts Wells Fargo & Co. 0.1 $462k 60k 7.70
ProShares UltraShort 20+ Year Trea 0.1 $364k 19k 19.47
U.S. Bancorp (USB) 0.0 $227k 9.6k 23.53
CapitalSource 0.0 $93k 15k 6.14
Nektar Therapeutics (NKTR) 0.0 $107k 22k 4.86