Mcdonald Capital Investors as of March 31, 2020
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.6 | $150M | 2.0M | 73.84 | |
| Fastenal Company (FAST) | 9.9 | $102M | 3.3M | 31.25 | |
| Paychex (PAYX) | 9.5 | $98M | 1.6M | 62.92 | |
| Regeneron Pharmaceuticals (REGN) | 9.1 | $94M | 192k | 488.29 | |
| Berkshire Hathaway (BRK.B) | 8.8 | $91M | 497k | 182.83 | |
| Ecolab (ECL) | 7.7 | $79M | 510k | 155.83 | |
| Expeditors International of Washington (EXPD) | 7.7 | $79M | 1.2M | 66.72 | |
| Comcast Corporation (CMCSA) | 6.4 | $66M | 1.9M | 34.38 | |
| Brookfield Asset Management | 6.0 | $62M | 1.4M | 44.25 | |
| Nike (NKE) | 6.0 | $62M | 751k | 82.74 | |
| Wells Fargo & Company (WFC) | 4.3 | $44M | 1.5M | 28.70 | |
| Union Pacific Corporation (UNP) | 3.5 | $36M | 254k | 141.04 | |
| Martin Marietta Materials (MLM) | 2.6 | $27M | 142k | 189.23 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $17M | 188k | 90.03 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $17M | 14k | 1161.97 | |
| Tech Data Corporation | 0.1 | $1.4M | 10k | 130.89 | |
| Core Laboratories | 0.1 | $1.2M | 116k | 10.34 | |
| Schlumberger (SLB) | 0.1 | $486k | 36k | 13.50 | |
| Brookfield Property Reit Inc cl a | 0.1 | $480k | 57k | 8.50 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $380k | 24k | 16.07 | |
| U.S. Bancorp (USB) | 0.0 | $332k | 9.6k | 34.41 |
