Mcdonald Capital Investors as of Sept. 30, 2023
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.0 | $192M | 1.4M | 139.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.2 | $130M | 372k | 350.30 | |
| Regeneron Pharmaceuticals (REGN) | 9.4 | $120M | 146k | 822.96 | |
| Paychex (PAYX) | 8.8 | $113M | 978k | 115.33 | |
| Netflix (NFLX) | 6.9 | $88M | 233k | 377.60 | |
| Amazon (AMZN) | 6.1 | $78M | 613k | 127.12 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.3 | $68M | 2.2M | 31.27 | |
| Fastenal Company (FAST) | 4.9 | $62M | 1.1M | 54.64 | |
| Anthem (ELV) | 4.7 | $61M | 139k | 435.42 | |
| Ecolab (ECL) | 4.7 | $60M | 352k | 169.40 | |
| Comcast Corp Cl A (CMCSA) | 4.0 | $51M | 1.1M | 44.34 | |
| Martin Marietta Materials (MLM) | 3.5 | $45M | 109k | 410.48 | |
| Wells Fargo & Company (WFC) | 3.2 | $42M | 1.0M | 40.86 | |
| Nike CL B (NKE) | 3.2 | $41M | 430k | 95.62 | |
| Union Pacific Corporation (UNP) | 3.0 | $39M | 192k | 203.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $39M | 294k | 130.86 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $37M | 254k | 145.02 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.1 | $14M | 412k | 33.34 | |
| Expeditors International of Washington (EXPD) | 0.2 | $2.3M | 20k | 114.63 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.1 | $654k | 22k | 29.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $366k | 2.8k | 131.85 | |
| Us Bancorp Del Com New (USB) | 0.0 | $319k | 9.6k | 33.06 |
