MCDONALD CAPITAL INVESTORS INC/CA
CIK 1033225 · View on SEC EDGAR ↗
- Portfolio value
- $1.4B
- Positions
- 20
- As of
- June 30, 2026
Portfolio value QoQ: -6.3% 13F does not disclose cash
- Top 10 holdings weight
- 76.32%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 16
- Effective number of positions
- 13.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.63% Est. buys $8,883,092 · sells $115,145,908
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.0% still held
- New positions
- 0
- Increased
- 1
- Decreased
- 18
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: -3.1% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 89.3% · Options excluded: 0.0%
Sector breakdown
Full portfolio 20 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PGR Progressive Corporation (The) Common Stock | $176,229,732 | 12.87% | 806,728 | $1,607,451 | Down ×6 | ||
| BRKB | $140,768,214 | 10.28% | 281,317 | $-4,767,222 | Down ×6 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $120,366,915 | 8.79% | 193,038 | $-38,697,254 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $110,202,219 | 8.05% | 462,374 | $5,417,417 | Down ×5 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $103,823,730 | 7.58% | 2,437,749 | $-3,131,843 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $81,877,398 | 5.98% | 229,111 | $11,108,307 | Down ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $81,119,248 | 5.92% | 247,821 | $2,209,063 | Down ×4 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $80,147,459 | 5.85% | 138,976 | $-8,102,737 | Down ×5 | ||
| PAYX Paychex, Inc. - Common Stock | $75,963,465 | 5.55% | 772,536 | $-1,344,100 | Down ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $74,705,606 | 5.46% | 1,046,297 | $-29,650,412 | Down ×2 | ||
| ECL Ecolab Inc. Common Stock | $73,080,796 | 5.34% | 262,305 | $-4,627,902 | Down ×6 | ||
| UNP Union Pacific Corporation Common Stock | $57,071,584 | 4.17% | 209,822 | $1,208,572 | Down ×4 | ||
| CPRT Copart, Inc. - Common Stock | $57,047,793 | 4.17% | 2,023,689 | $323,136 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $52,174,186 | 3.81% | 631,343 | $-2,805,595 | Down ×6 | ||
| FDS FactSet Research Systems Inc. Common Stock | $40,388,473 | 2.95% | 175,541 | $-436,243 | Down ×1 | ||
| NKE Nike, Inc. Common Stock | $30,179,385 | 2.20% | 735,186 | $-12,236,184 | Down ×6 | ||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $11,367,546 | 0.83% | 253,457 | $-3,702,560 | Down ×6 | ||
| FAST Fastenal Company - Common Stock | $1,921,200 | 0.14% | 40,000 | $-3,149,392 | Down ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $750,826 | 0.05% | 2,125 | $141,249 | |||
| RSP | $243,622 | 0.02% | 1,145 | $14,278 | Down ×1 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.