Mcdonald Capital Investors as of June 30, 2021
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 20 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 13.4 | $179M | 1.8M | 98.21 | |
| Paychex (PAYX) | 11.3 | $150M | 1.4M | 107.30 | |
| Berkshire Hathaway (BRK.B) | 9.2 | $122M | 440k | 277.92 | |
| Nike (NKE) | 7.4 | $98M | 635k | 154.49 | |
| Regeneron Pharmaceuticals (REGN) | 7.3 | $97M | 174k | 558.54 | |
| Comcast Corporation (CMCSA) | 7.3 | $97M | 1.7M | 57.02 | |
| Brookfield Asset Management | 7.2 | $96M | 1.9M | 50.98 | |
| Expeditors International of Washington (EXPD) | 7.2 | $95M | 753k | 126.60 | |
| Fastenal Company (FAST) | 6.6 | $87M | 1.7M | 52.00 | |
| Ecolab (ECL) | 6.2 | $83M | 402k | 205.97 | |
| Wells Fargo & Company (WFC) | 4.6 | $61M | 1.3M | 45.29 | |
| Union Pacific Corporation (UNP) | 3.8 | $50M | 227k | 219.93 | |
| Martin Marietta Materials (MLM) | 3.4 | $45M | 128k | 351.81 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $41M | 17k | 2441.79 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $27M | 174k | 155.54 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.1 | $863k | 51k | 16.89 | |
| Brookfield Asset Mgmt Reins | 0.1 | $674k | 13k | 52.01 | |
| U.S. Bancorp (USB) | 0.0 | $550k | 9.6k | 57.00 | |
| Ppd | 0.0 | $350k | 7.6k | 46.05 | |
| Nuance Communications | 0.0 | $218k | 4.0k | 54.50 |
