MCDONALD CAPITAL INVESTORS INC/CA
Portfolio value QoQ: -6.3% 13F does not disclose cash
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: 6.0 quarters Tracked Q1 2025–Q2 2026 · 90.9% still held
Performance vs S&P 500
Annualized: -5.8% · S&P 500: +28.7%
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.
Sector breakdown
Full portfolio 20 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PGR | $176,229,732 | 12.87% | 806,728 | $1,607,451 | Down ×6 | ||
| BRK-B | $140,768,214 | 10.28% | 281,317 | $-4,767,222 | Down ×6 | ||
| REGN | $120,366,915 | 8.79% | 193,038 | $-38,697,254 | Down ×4 | ||
| AMZN | $110,202,219 | 8.05% | 462,374 | $5,417,417 | Down ×5 | ||
| BN | $103,823,730 | 7.58% | 2,437,749 | $-3,131,843 | Down ×2 | ||
| GOOGL | $81,877,398 | 5.98% | 229,111 | $11,108,307 | Down ×4 | ||
| JPM | $81,119,248 | 5.92% | 247,821 | $2,209,063 | Down ×4 | ||
| MLM | $80,147,459 | 5.85% | 138,976 | $-8,102,737 | Down ×5 | ||
| PAYX | $75,963,465 | 5.55% | 772,536 | $-1,344,100 | Down ×6 | ||
| NFLX | $74,705,606 | 5.46% | 1,046,297 | $-29,650,412 | Down ×2 | ||
| ECL | $73,080,796 | 5.34% | 262,305 | $-4,627,902 | Down ×6 | ||
| UNP | $57,071,584 | 4.17% | 209,822 | $1,208,572 | Down ×4 | ||
| CPRT | $57,047,793 | 4.17% | 2,023,689 | $323,136 | Up ×2 | ||
| WFC | $52,174,186 | 3.81% | 631,343 | $-2,805,595 | Down ×6 | ||
| FDS | $40,388,473 | 2.95% | 175,541 | $-436,243 | Down ×1 | ||
| NKE | $30,179,385 | 2.20% | 735,186 | $-12,236,184 | Down ×6 | ||
| BAM | $11,367,546 | 0.83% | 253,457 | $-3,702,560 | Down ×6 | ||
| FAST | $1,921,200 | 0.14% | 40,000 | $-3,149,392 | Down ×4 | ||
| GOOG | $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.