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MCDONALD CAPITAL INVESTORS INC/CA
hedge fundUpdated 43 days agoManaged by Mcdonald Capital Investors Inc/Ca • Latest filing Q2 2026
Portfolio value
$1.4B
Q2 2026
Filings
16
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 16 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2022 | $1.1B |
| Q4 2022 | $1.2B |
| Q1 2023 | $1.3B |
| Q2 2023 | $1.3B |
| Q3 2023 | $1.3B |
| Q4 2023 | $1.4B |
| Q1 2024 | $1.6B |
| Q2 2024 | $1.6B |
| Q3 2024 | $1.6B |
| Q4 2024 | $1.6B |
| Q1 2025 | $1.6B |
| Q2 2025 | $1.6B |
| Q3 2025 | $1.6B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.4B |
Top holdings
20 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PGR PROGRESSIVE CORP | $176.2M | 806.7K | 12.87% | Trimmed(-8.4%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $140.8M | 281.3K | 10.28% | Trimmed(-7.4%) |
| 3 | R REGN REGENERON PHARMACEUTICALS | $120.4M | 193.0K | 8.79% | Trimmed(-6.2%) |
| 4 | A AMZN AMAZON COM INC | $110.2M | 462.4K | 8.05% | Trimmed(-8.1%) |
| 5 | B BXDIF BROOKFIELD CORP | $103.8M | 2.44M | 7.58% | Trimmed(-7.8%) |
| 6 | G GOOGN ALPHABET INC | $81.9M | 229.1K | 5.98% | Trimmed(-6.9%) |
| 7 | J JPM-PM JPMORGAN CHASE & CO | $81.1M | 247.8K | 5.92% | Trimmed(-7.6%) |
| 8 | M MLM MARTIN MARIETTA MATLS INC | $80.1M | 139.0K | 5.85% | Trimmed(-7.3%) |
| 9 | P PAYX PAYCHEX INC | $76M | 772.5K | 5.55% | Trimmed(-7.9%) |
| 10 | N NFLX NETFLIX INC. | $74.7M | 1.05M | 5.46% | Trimmed(-3.6%) |
| 11 | E ECL ECOLAB INC | $73.1M | 262.3K | 5.34% | Trimmed(-10.2%) |
| 12 | U UNP UNION PAC CORP | $57.1M | 209.8K | 4.17% | Trimmed(-8.9%) |
| 13 | C CPRT COPART INC | $57M | 2.02M | 4.17% | Added(+18.4%) |
| 14 | W WFC-PZ WELLS FARGO & CO | $52.2M | 631.3K | 3.81% | Trimmed(-8.6%) |
| 15 | F FDS FACTSET RESH SYS INC | $40.4M | 175.5K | 2.95% | Trimmed(-6.7%) |
| 16 | N NKE NIKE INC | $30.2M | 735.2K | 2.20% | Trimmed(-8.4%) |
| 17 | B BAM BROOKFIELD ASSET MANAGMT LTD | $11.4M | 253.5K | 0.83% | Trimmed(-25.2%) |
| 18 | F FAST FASTENAL CO | $1.9M | 40.0K | 0.14% | Trimmed(-63.4%) |
| 19 | G GOOGN ALPHABET INC | $751K | 2.1K | 0.05% | Unchanged |
| 20 | I IVZ INVESCO EXCHANGE TRADED FD T | $244K | 1.1K | 0.02% | Trimmed(-4.2%) |