Mcdonald Capital Investors as of March 31, 2021
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 23 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.2 | $178M | 1.9M | 95.61 | |
| Paychex (PAYX) | 11.1 | $140M | 1.4M | 98.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.1 | $115M | 449k | 255.47 | |
| Comcast Corp Cl A (CMCSA) | 7.5 | $94M | 1.7M | 54.11 | |
| Ecolab (ECL) | 7.0 | $88M | 410k | 214.07 | |
| Fastenal Company (FAST) | 6.9 | $86M | 1.7M | 50.28 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 6.8 | $85M | 1.9M | 44.50 | |
| Nike CL B (NKE) | 6.8 | $85M | 641k | 132.89 | |
| Regeneron Pharmaceuticals (REGN) | 6.7 | $84M | 178k | 473.14 | |
| Expeditors International of Washington (EXPD) | 6.6 | $83M | 767k | 107.69 | |
| Wells Fargo & Company (WFC) | 4.3 | $54M | 1.4M | 39.07 | |
| Union Pacific Corporation (UNP) | 4.1 | $51M | 231k | 220.41 | |
| Martin Marietta Materials (MLM) | 3.5 | $44M | 130k | 335.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $35M | 17k | 2062.51 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $27M | 177k | 152.23 | |
| Varian Medical Systems | 0.1 | $1.4M | 7.9k | 176.58 | |
| Cardtronics Shs Cl A | 0.1 | $1.1M | 28k | 38.79 | |
| Schlumberger (SLB) | 0.1 | $979k | 36k | 27.19 | |
| Protective Ins Corp CL B | 0.1 | $925k | 41k | 22.87 | |
| Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $875k | 48k | 18.12 | |
| Us Bancorp Del Com New (USB) | 0.0 | $534k | 9.6k | 55.34 | |
| Five Prime Therapeutics | 0.0 | $509k | 14k | 37.70 | |
| Glu Mobile | 0.0 | $262k | 21k | 12.48 |
