Mcdonald Capital Investors as of March 31, 2023
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.4 | $202M | 1.4M | 143.06 | |
| Regeneron Pharmaceuticals (REGN) | 9.5 | $125M | 153k | 821.67 | |
| Berkshire Hathaway (BRK.B) | 9.2 | $120M | 389k | 308.77 | |
| Paychex (PAYX) | 8.9 | $116M | 1.0M | 114.59 | |
| Netflix (NFLX) | 6.4 | $84M | 243k | 345.48 | |
| Fastenal Company (FAST) | 6.0 | $79M | 1.5M | 53.94 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.6 | $73M | 2.2M | 32.59 | |
| Anthem (ELV) | 5.1 | $66M | 144k | 459.81 | |
| Amazon (AMZN) | 5.0 | $66M | 640k | 103.29 | |
| Ecolab (ECL) | 4.6 | $60M | 362k | 165.53 | |
| Comcast Corporation (CMCSA) | 4.4 | $57M | 1.5M | 37.91 | |
| Nike (NKE) | 4.2 | $55M | 444k | 122.64 | |
| Wells Fargo & Company (WFC) | 3.3 | $43M | 1.2M | 37.38 | |
| Union Pacific Corporation (UNP) | 3.1 | $40M | 201k | 201.26 | |
| Martin Marietta Materials (MLM) | 3.1 | $40M | 113k | 355.06 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $34M | 261k | 130.31 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $32M | 308k | 103.73 | |
| Brookfield Asset Management (BAM) | 1.1 | $14M | 426k | 32.72 | |
| Expeditors International of Washington (EXPD) | 0.2 | $2.5M | 23k | 110.12 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.0 | $579k | 20k | 29.29 | |
| Maxar Technologies | 0.0 | $498k | 9.8k | 51.06 | |
| U.S. Bancorp (USB) | 0.0 | $348k | 9.6k | 36.05 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $289k | 2.8k | 104.00 |
