Mcdonald Capital Investors as of March 31, 2026
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 11.9 | $175M | 881k | 198.24 | |
| Regeneron Pharmaceuticals (REGN) | 10.9 | $159M | 206k | 772.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.0 | $146M | 304k | 479.20 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.3 | $107M | 2.6M | 40.47 | |
| Amazon (AMZN) | 7.2 | $105M | 503k | 208.27 | |
| Netflix (NFLX) | 7.1 | $104M | 1.1M | 96.15 | |
| Martin Marietta Materials (MLM) | 6.0 | $88M | 150k | 588.68 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $79M | 268k | 294.16 | |
| Ecolab (ECL) | 5.3 | $78M | 292k | 266.02 | |
| Paychex (PAYX) | 5.3 | $77M | 839k | 92.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $71M | 246k | 287.56 | |
| Copart (CPRT) | 3.9 | $57M | 1.7M | 33.20 | |
| Union Pacific Corporation (UNP) | 3.8 | $56M | 230k | 242.62 | |
| Wells Fargo & Company (WFC) | 3.8 | $55M | 691k | 79.61 | |
| Nike CL B (NKE) | 2.9 | $42M | 803k | 52.82 | |
| FactSet Research Systems (FDS) | 2.8 | $41M | 188k | 216.99 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $15M | 339k | 44.45 | |
| Fastenal Company (FAST) | 0.3 | $5.1M | 109k | 46.40 | |
| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | 8.9k | 143.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $610k | 2.1k | 286.86 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $229k | 1.2k | 191.92 |
