Mcdonald Capital Investors as of June 30, 2020
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 19 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.5 | $154M | 1.9M | 80.11 | |
| Regeneron Pharmaceuticals (REGN) | 10.6 | $113M | 181k | 623.65 | |
| Paychex (PAYX) | 10.5 | $112M | 1.5M | 75.75 | |
| Fastenal Company (FAST) | 9.4 | $100M | 2.3M | 42.84 | |
| Ecolab (ECL) | 8.0 | $85M | 427k | 198.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.8 | $84M | 468k | 178.51 | |
| Comcast Corp Cl A (CMCSA) | 6.6 | $71M | 1.8M | 38.98 | |
| Nike CL B (NKE) | 6.6 | $70M | 712k | 98.05 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 6.1 | $65M | 2.0M | 32.90 | |
| Expeditors International of Washington (EXPD) | 5.7 | $61M | 802k | 76.04 | |
| Union Pacific Corporation (UNP) | 3.8 | $41M | 241k | 169.07 | |
| Wells Fargo & Company (WFC) | 3.5 | $38M | 1.5M | 25.60 | |
| Martin Marietta Materials (MLM) | 2.6 | $28M | 136k | 206.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $25M | 18k | 1418.03 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $17M | 183k | 94.06 | |
| Schlumberger (SLB) | 0.1 | $662k | 36k | 18.39 | |
| Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $658k | 43k | 15.45 | |
| Brookfield Ppty Reit Cl A | 0.1 | $566k | 57k | 9.95 | |
| Us Bancorp Del Com New (USB) | 0.0 | $355k | 9.6k | 36.79 |
