McDonald Capital Investors as of Sept. 30, 2012
Portfolio Holdings for McDonald Capital Investors
McDonald Capital Investors holds 20 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nike (NKE) | 12.7 | $76M | 799k | 94.91 | |
| Paychex (PAYX) | 11.0 | $66M | 2.0M | 33.29 | |
| Wells Fargo & Company (WFC) | 10.5 | $63M | 1.8M | 34.53 | |
| Progressive Corporation (PGR) | 10.3 | $61M | 3.0M | 20.74 | |
| Ecolab (ECL) | 9.7 | $58M | 890k | 64.81 | |
| Bed Bath & Beyond | 9.5 | $57M | 902k | 63.00 | |
| Microsoft Corporation (MSFT) | 9.4 | $56M | 1.9M | 29.76 | |
| Expeditors International of Washington (EXPD) | 7.4 | $44M | 1.2M | 36.35 | |
| Comcast Corporation (CMCSA) | 6.2 | $37M | 1.0M | 35.75 | |
| Cardinal Health (CAH) | 4.4 | $26M | 668k | 38.97 | |
| Waters Corporation (WAT) | 3.4 | $20M | 245k | 83.33 | |
| United Parcel Service (UPS) | 2.9 | $17M | 238k | 71.57 | |
| Clorox Company (CLX) | 2.2 | $13M | 186k | 72.05 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.1 | $780k | 27k | 29.10 | |
| Wts Wells Fargo & Co. | 0.1 | $592k | 60k | 9.87 | |
| U.S. Bancorp (USB) | 0.1 | $331k | 9.6k | 34.30 | |
| Kenexa Corporation | 0.1 | $280k | 6.1k | 45.90 | |
| Nektar Therapeutics (NKTR) | 0.0 | $230k | 22k | 10.70 | |
| Rydex S&P Equal Weight ETF | 0.0 | $235k | 4.5k | 52.22 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $201k | 2.2k | 91.53 |
