Mcdonald Capital Investors as of March 31, 2024
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 16.6 | $265M | 1.3M | 206.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.5 | $152M | 361k | 420.52 | |
| Regeneron Pharmaceuticals (REGN) | 8.5 | $136M | 141k | 962.49 | |
| Netflix (NFLX) | 8.4 | $134M | 221k | 607.33 | |
| Paychex (PAYX) | 7.3 | $117M | 950k | 122.80 | |
| Amazon (AMZN) | 6.7 | $108M | 596k | 180.38 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.5 | $89M | 2.1M | 41.87 | |
| Fastenal Company (FAST) | 5.2 | $83M | 1.1M | 77.14 | |
| Ecolab (ECL) | 5.0 | $79M | 344k | 230.90 | |
| Anthem (ELV) | 4.4 | $70M | 134k | 518.54 | |
| Martin Marietta Materials (MLM) | 4.0 | $64M | 104k | 613.94 | |
| Wells Fargo & Company (WFC) | 3.6 | $57M | 980k | 57.96 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $49M | 246k | 200.30 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $48M | 1.1M | 43.35 | |
| Union Pacific Corporation (UNP) | 2.9 | $46M | 185k | 245.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $44M | 289k | 150.93 | |
| Nike CL B (NKE) | 2.5 | $40M | 422k | 93.98 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.1 | $17M | 414k | 42.02 | |
| Expeditors International of Washington (EXPD) | 0.1 | $1.9M | 16k | 121.57 | |
| Us Bancorp Del Com New (USB) | 0.0 | $431k | 9.6k | 44.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $423k | 2.8k | 152.26 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $202k | 1.2k | 169.37 |
