McDonald Capital Investors

McDonald Capital Investors as of Dec. 31, 2011

Portfolio Holdings for McDonald Capital Investors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 14.1 $79M 823k 96.37
Paychex (PAYX) 11.0 $62M 2.0M 30.11
Progressive Corporation (PGR) 10.0 $56M 2.9M 19.51
Bed Bath & Beyond 9.6 $54M 933k 57.97
Ecolab (ECL) 9.4 $53M 916k 57.81
Wells Fargo & Company (WFC) 9.3 $52M 1.9M 27.56
Microsoft Corporation (MSFT) 9.1 $51M 2.0M 25.96
Clorox Company (CLX) 5.5 $31M 467k 66.56
Cardinal Health (CAH) 5.0 $28M 685k 40.61
Comcast Corporation (CMCSA) 4.8 $27M 1.1M 23.71
Expeditors International of Washington (EXPD) 4.4 $25M 599k 40.96
Waters Corporation (WAT) 3.3 $19M 251k 74.05
United Parcel Service (UPS) 3.2 $18M 246k 73.19
Capitalsource Inc note 7.250% 7/1 0.4 $2.2M 2.1M 1.03
Nektar Therapeutics note 3.250% 9/2 0.3 $1.9M 1.9M 1.00
ProShares Short 20+ Year Treasury ETF (TBF) 0.1 $835k 27k 31.16
Amgen Inc note 3/0 0.1 $800k 1.0M 0.80
Wts Wells Fargo & Co. 0.1 $515k 60k 8.58
Amgen Inc note 3/0 0.1 $457k 571k 0.80
NetLogic Microsystems 0.1 $332k 6.7k 49.55
U.S. Bancorp (USB) 0.1 $261k 9.6k 27.05
Rydex S&P Equal Weight ETF 0.0 $208k 4.5k 46.22
CapitalSource 0.0 $106k 16k 6.73
Nektar Therapeutics (NKTR) 0.0 $120k 22k 5.58