Mcdonald Capital Investors as of Dec. 31, 2018
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.0 | $160M | 2.7M | 60.33 | |
| Paychex (PAYX) | 11.3 | $121M | 1.9M | 65.15 | |
| Ecolab (ECL) | 10.8 | $115M | 782k | 147.35 | |
| Expeditors International of Washington (EXPD) | 10.4 | $111M | 1.6M | 68.09 | |
| Fastenal Company (FAST) | 9.8 | $105M | 2.0M | 52.29 | |
| Wells Fargo & Company (WFC) | 7.8 | $84M | 1.8M | 46.08 | |
| Comcast Corporation (CMCSA) | 7.4 | $79M | 2.3M | 34.05 | |
| Union Pacific Corporation (UNP) | 7.2 | $77M | 559k | 138.23 | |
| Nike (NKE) | 6.2 | $66M | 889k | 74.14 | |
| Brookfield Asset Management | 5.7 | $61M | 1.6M | 38.35 | |
| Regeneron Pharmaceuticals (REGN) | 4.9 | $52M | 140k | 373.50 | |
| Core Laboratories | 1.5 | $16M | 272k | 59.66 | |
| Roper Industries (ROP) | 1.3 | $14M | 53k | 266.51 | |
| Schlumberger (SLB) | 0.2 | $1.7M | 47k | 36.09 | |
| USG Corporation | 0.1 | $1.3M | 31k | 42.67 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.1 | $1.2M | 54k | 22.39 | |
| Tesaro | 0.1 | $631k | 8.5k | 74.24 | |
| U.S. Bancorp (USB) | 0.0 | $441k | 9.6k | 45.70 | |
| Arris | 0.0 | $377k | 12k | 30.59 | |
| Brookfield Ppty Partners L P unit ltd partn | 0.0 | $371k | 23k | 16.13 | |
| Outfront Media (OUT) | 0.0 | $227k | 13k | 18.16 |
