Mcdonald Capital Investors as of March 31, 2022
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 13.9 | $195M | 1.7M | 113.99 | |
| Paychex (PAYX) | 12.8 | $179M | 1.3M | 136.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.4 | $146M | 413k | 352.91 | |
| Regeneron Pharmaceuticals (REGN) | 8.3 | $116M | 166k | 698.42 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 7.2 | $101M | 1.8M | 56.57 | |
| Fastenal Company (FAST) | 6.7 | $94M | 1.6M | 59.40 | |
| Comcast Corp Cl A (CMCSA) | 5.4 | $76M | 1.6M | 46.82 | |
| Anthem (ELV) | 5.3 | $74M | 150k | 491.22 | |
| Ecolab (ECL) | 4.9 | $69M | 388k | 176.56 | |
| Nike CL B (NKE) | 4.5 | $64M | 474k | 134.56 | |
| Wells Fargo & Company (WFC) | 4.3 | $61M | 1.3M | 48.46 | |
| Union Pacific Corporation (UNP) | 4.1 | $58M | 211k | 273.21 | |
| Expeditors International of Washington (EXPD) | 3.8 | $54M | 521k | 103.16 | |
| Martin Marietta Materials (MLM) | 3.3 | $47M | 121k | 384.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $44M | 16k | 2781.37 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $22M | 164k | 136.32 | |
| American National Group Com New | 0.2 | $2.4M | 13k | 189.08 | |
| Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg | 0.1 | $877k | 15k | 57.21 | |
| Us Bancorp Del Com New (USB) | 0.0 | $513k | 9.6k | 53.17 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $201k | 1.3k | 157.65 |
