Mcdonald Capital Investors as of Sept. 30, 2019
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.8 | $175M | 2.3M | 77.25 | |
| Paychex (PAYX) | 11.7 | $138M | 1.7M | 82.77 | |
| Fastenal Company (FAST) | 10.0 | $118M | 3.6M | 32.67 | |
| Expeditors International of Washington (EXPD) | 9.2 | $109M | 1.5M | 74.29 | |
| Ecolab (ECL) | 9.1 | $108M | 546k | 198.04 | |
| Comcast Corporation (CMCSA) | 7.8 | $92M | 2.0M | 45.08 | |
| Wells Fargo & Company (WFC) | 7.0 | $83M | 1.7M | 50.44 | |
| Union Pacific Corporation (UNP) | 6.8 | $81M | 500k | 161.98 | |
| Brookfield Asset Management | 6.4 | $75M | 1.4M | 53.09 | |
| Nike (NKE) | 6.3 | $75M | 800k | 93.92 | |
| Regeneron Pharmaceuticals (REGN) | 4.9 | $58M | 210k | 277.40 | |
| Berkshire Hathaway (BRK.B) | 4.3 | $51M | 246k | 208.02 | |
| Core Laboratories | 1.2 | $15M | 312k | 46.62 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.1 | $1.1M | 60k | 18.76 | |
| U.S. Bancorp (USB) | 0.1 | $534k | 9.6k | 55.34 | |
| Brookfield Ppty Partners L P unit ltd partn | 0.0 | $389k | 19k | 20.28 | |
| Brookfield Property Reit Inc cl a | 0.0 | $344k | 17k | 20.40 | |
| Genesee & Wyoming | 0.0 | $232k | 2.1k | 110.48 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $222k | 2.1k | 108.29 |
