MCDONALD CAPITAL INVESTORS INC/CA
CIK 1033225 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.4B
- 持仓
- 20
- 截至
- 2026年6月30日
按 13F 价值排名第 1973（共 9443） · 前 20.9%
投资组合价值同比（季度）：-6.3% 13F不披露现金
- 前十大持仓权重
- 76.32%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 16
- 有效持仓数量
- 13.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.63% 估计买入 $8883092 · 卖出 $115145908
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.0% 仍持有
- 新仓位
- 0
- 增加
- 1
- 减少
- 18
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：-3.1% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：89.3% · 已排除期权：0.0%
行业细分
Financials
22.6%
Industrials
19.9%
Communication Services
11.5%
Financial Services
11.4%
Healthcare
8.8%
Retail
8.0%
Materials
5.3%
Consumer Discretionary
2.2%
其他/未映射
10.3%
完整投资组合 20 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| PGR Progressive Corporation (The) Common Stock | $176229732 | 12.87% | 806728 | $1607451 | 下跌 ×6 | ||
| BRKB | $140768214 | 10.28% | 281317 | $-4767222 | 下跌 ×6 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $120366915 | 8.79% | 193038 | $-38697254 | 下跌 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $110202219 | 8.05% | 462374 | $5417417 | 下跌 ×5 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $103823730 | 7.58% | 2437749 | $-3131843 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $81877398 | 5.98% | 229111 | $11108307 | 下跌 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $81119248 | 5.92% | 247821 | $2209063 | 下跌 ×4 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $80147459 | 5.85% | 138976 | $-8102737 | 下跌 ×5 | ||
| PAYX Paychex, Inc. - Common Stock | $75963465 | 5.55% | 772536 | $-1344100 | 下跌 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $74705606 | 5.46% | 1046297 | $-29650412 | 下跌 ×2 | ||
| ECL Ecolab Inc. Common Stock | $73080796 | 5.34% | 262305 | $-4627902 | 下跌 ×6 | ||
| UNP Union Pacific Corporation Common Stock | $57071584 | 4.17% | 209822 | $1208572 | 下跌 ×4 | ||
| CPRT Copart, Inc. - Common Stock | $57047793 | 4.17% | 2023689 | $323136 | 上涨 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $52174186 | 3.81% | 631343 | $-2805595 | 下跌 ×6 | ||
| FDS FactSet Research Systems Inc. Common Stock | $40388473 | 2.95% | 175541 | $-436243 | 下跌 ×1 | ||
| NKE Nike, Inc. Common Stock | $30179385 | 2.20% | 735186 | $-12236184 | 下跌 ×6 | ||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $11367546 | 0.83% | 253457 | $-3702560 | 下跌 ×6 | ||
| FAST Fastenal Company - Common Stock | $1921200 | 0.14% | 40000 | $-3149392 | 下跌 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $750826 | 0.05% | 2125 | $141249 | |||
| RSP | $243622 | 0.02% | 1145 | $14278 | 下跌 ×1 | ||
| 无匹配项 | |||||||
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。