Mcdonald Capital Investors as of Dec. 31, 2022
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 20 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 16.2 | $195M | 1.5M | 129.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.2 | $123M | 397k | 308.90 | |
| Paychex (PAYX) | 9.9 | $119M | 1.0M | 115.56 | |
| Regeneron Pharmaceuticals (REGN) | 9.4 | $113M | 157k | 721.49 | |
| Anthem (ELV) | 6.3 | $76M | 149k | 512.97 | |
| Netflix (NFLX) | 6.1 | $74M | 249k | 294.88 | |
| Fastenal Company (FAST) | 5.9 | $71M | 1.5M | 47.32 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.3 | $64M | 2.0M | 31.46 | |
| Comcast Corp Cl A (CMCSA) | 4.5 | $54M | 1.5M | 34.97 | |
| Ecolab (ECL) | 4.5 | $54M | 369k | 145.56 | |
| Nike CL B (NKE) | 4.4 | $53M | 451k | 117.01 | |
| Wells Fargo & Company (WFC) | 4.0 | $49M | 1.2M | 41.29 | |
| Union Pacific Corporation (UNP) | 3.5 | $42M | 204k | 207.07 | |
| Martin Marietta Materials (MLM) | 3.2 | $39M | 116k | 337.97 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $36M | 265k | 134.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $27M | 310k | 88.23 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.1 | $13M | 443k | 28.67 | |
| Expeditors International of Washington (EXPD) | 0.2 | $2.4M | 23k | 103.92 | |
| Us Bancorp Del Com New (USB) | 0.0 | $421k | 9.6k | 43.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $335k | 3.8k | 88.73 |
