Mcdonald Capital Investors as of Sept. 30, 2025
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.0 | $225M | 913k | 246.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.0 | $161M | 319k | 502.74 | |
| Netflix (NFLX) | 8.3 | $133M | 111k | 1198.92 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.0 | $129M | 1.9M | 68.58 | |
| Regeneron Pharmaceuticals (REGN) | 7.5 | $120M | 213k | 562.27 | |
| Amazon (AMZN) | 7.3 | $117M | 531k | 219.57 | |
| Paychex (PAYX) | 6.8 | $109M | 858k | 126.76 | |
| Martin Marietta Materials (MLM) | 6.2 | $99M | 158k | 630.28 | |
| JPMorgan Chase & Co. (JPM) | 5.6 | $90M | 284k | 315.43 | |
| Ecolab (ECL) | 5.3 | $85M | 309k | 273.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $65M | 267k | 243.10 | |
| Wells Fargo & Company (WFC) | 3.9 | $62M | 744k | 83.82 | |
| Nike CL B (NKE) | 3.6 | $58M | 834k | 69.73 | |
| Union Pacific Corporation (UNP) | 3.6 | $57M | 243k | 236.37 | |
| Fastenal Company (FAST) | 2.8 | $45M | 914k | 49.04 | |
| FactSet Research Systems (FDS) | 1.8 | $28M | 99k | 286.49 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $20M | 358k | 56.94 | |
| Anthem (ELV) | 0.2 | $3.1M | 9.6k | 323.12 | |
| Expeditors International of Washington (EXPD) | 0.1 | $1.6M | 13k | 122.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $609k | 2.5k | 243.55 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $227k | 1.2k | 189.70 |
