Mcdonald Capital Investors as of Dec. 31, 2023
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.4 | $221M | 1.4M | 159.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.1 | $131M | 368k | 356.66 | |
| Regeneron Pharmaceuticals (REGN) | 8.8 | $126M | 144k | 878.29 | |
| Paychex (PAYX) | 8.0 | $115M | 967k | 119.11 | |
| Netflix (NFLX) | 7.7 | $110M | 225k | 486.88 | |
| Amazon (AMZN) | 6.3 | $91M | 599k | 151.94 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 6.0 | $86M | 2.2M | 40.12 | |
| Fastenal Company (FAST) | 5.0 | $72M | 1.1M | 64.77 | |
| Ecolab (ECL) | 4.9 | $70M | 351k | 198.35 | |
| Anthem (ELV) | 4.5 | $64M | 137k | 471.56 | |
| Martin Marietta Materials (MLM) | 3.7 | $53M | 107k | 498.91 | |
| Comcast Corp Cl A (CMCSA) | 3.4 | $49M | 1.1M | 43.85 | |
| Wells Fargo & Company (WFC) | 3.4 | $49M | 999k | 49.22 | |
| Union Pacific Corporation (UNP) | 3.2 | $46M | 188k | 245.62 | |
| Nike CL B (NKE) | 3.2 | $46M | 424k | 108.57 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $43M | 250k | 170.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $41M | 290k | 139.69 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.2 | $17M | 411k | 40.17 | |
| Expeditors International of Washington (EXPD) | 0.2 | $2.3M | 18k | 127.20 | |
| Us Bancorp Del Com New (USB) | 0.0 | $418k | 9.6k | 43.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $391k | 2.8k | 140.93 | |
| Mirati Therapeutics | 0.0 | $250k | 4.3k | 58.75 |
