McDonald Capital Investors

McDonald Capital Investors as of March 31, 2012

Portfolio Holdings for McDonald Capital Investors

McDonald Capital Investors holds 21 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 14.0 $88M 816k 108.44
Progressive Corporation (PGR) 10.5 $66M 2.9M 23.18
Wells Fargo & Company (WFC) 10.2 $65M 1.9M 34.14
Paychex (PAYX) 10.0 $63M 2.0M 30.99
Microsoft Corporation (MSFT) 9.9 $62M 1.9M 32.26
Bed Bath & Beyond 9.5 $60M 917k 65.77
Ecolab (ECL) 8.9 $57M 916k 61.72
Comcast Corporation (CMCSA) 5.2 $33M 1.1M 30.01
Clorox Company (CLX) 5.0 $32M 464k 68.75
Cardinal Health (CAH) 4.7 $30M 684k 43.11
Expeditors International of Washington (EXPD) 4.3 $28M 591k 46.51
Waters Corporation (WAT) 3.6 $23M 246k 92.66
United Parcel Service (UPS) 3.1 $20M 243k 80.72
Capitalsource Inc note 7.250% 7/1 0.3 $2.2M 2.1M 1.01
Nektar Therapeutics note 3.250% 9/2 0.3 $1.9M 1.9M 1.00
ProShares Short 20+ Year Treasury ETF (TBF) 0.1 $890k 27k 33.21
El Paso Corporation 0.1 $650k 22k 29.55
Wts Wells Fargo & Co. 0.1 $604k 60k 10.07
U.S. Bancorp (USB) 0.1 $306k 9.6k 31.71
Rydex S&P Equal Weight ETF 0.0 $233k 4.5k 51.78
Nektar Therapeutics (NKTR) 0.0 $170k 22k 7.91