Mcdonald Capital Investors
ORINDA, CAfiles as MCDONALD CAPITAL INVESTORS INC/CA
$1.4bn in 20 US stocks at the end of 30 June 2026. The top 10 are 76.3% of the money. It changed about 5.2% of the portfolio this quarter.
Value
$1.4bn
Stocks
20
Top 10 share
76.3%
Turnover
5.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- CopartCPRT4.2% of the fund+18%
Cut
Sold some of their stake.
- ProgressivePGR12.9% of the fund-8%
- Berkshire HathawayBRK-B10.3% of the fund-7%
- Regeneron PharmaceuticalsREGN8.8% of the fund-6%
- Amazon.comAMZN8.0% of the fund-8%
- BrookfieldBN7.6% of the fund-8%
- AlphabetGOOGL6.0% of the fund-7%
- JPMorgan ChaseJPM5.9% of the fund-8%
- Martin Marietta MaterialsMLM5.9% of the fund-7%
- PaychexPAYX5.5% of the fund-8%
- NetflixNFLX5.5% of the fund-4%
- EcolabECL5.3% of the fund-10%
- Union PacificUNP4.2% of the fund-9%
- Wells Fargo & CompanyWFC3.8% of the fund-9%
- Factset Research SystemsFDS2.9% of the fund-7%
- NikeNKE2.2% of the fund-8%
- Brookfield Asset ManagementBAM0.8% of the fund-25%
- FastenalFAST0.1% of the fund-63%
- Invesco Exchange Traded FD TRSP<0.1% of the fund-4%
Sold out
Sold their entire stake.
Holdings
- BrookfieldBN
- Share
- 7.6%
- Value
- $104m
- Shares
- 2,437,749
-8%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $243,622
- Shares
- 1,145
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ProgressivePGR | 12.9% | $176m | 806,728 | -8% |
| Berkshire HathawayBRK-B | 10.3% | $141m | 281,317 | -7% |
| Regeneron PharmaceuticalsREGN | 8.8% | $120m | 193,038 | -6% |
| Amazon.comAMZN | 8.0% | $110m | 462,374 | -8% |
| BrookfieldBN | 7.6% | $104m | 2,437,749 | -8% |
| AlphabetGOOGL | 6.0% | $82m | 229,111 | -7% |
| JPMorgan ChaseJPM | 5.9% | $81m | 247,821 | -8% |
| Martin Marietta MaterialsMLM | 5.9% | $80m | 138,976 | -7% |
| PaychexPAYX | 5.5% | $76m | 772,536 | -8% |
| NetflixNFLX | 5.5% | $75m | 1,046,297 | -4% |
| EcolabECL | 5.3% | $73m | 262,305 | -10% |
| Union PacificUNP | 4.2% | $57m | 209,822 | -9% |
| CopartCPRT | 4.2% | $57m | 2,023,689 | +18% |
| Wells Fargo & CompanyWFC | 3.8% | $52m | 631,343 | -9% |
| Factset Research SystemsFDS | 2.9% | $40m | 175,541 | -7% |
| NikeNKE | 2.2% | $30m | 735,186 | -8% |
| Brookfield Asset ManagementBAM | 0.8% | $11m | 253,457 | -25% |
| FastenalFAST | 0.1% | $2m | 40,000 | -63% |
| AlphabetGOOG | <0.1% | $750,826 | 2,125 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $243,622 | 1,145 | -4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 14.0% since 30 June 2025.
Where the money is
Financial services36.7%
Industrials14.0%
Media & telecom11.5%
Materials11.2%
Retail & consumer10.3%
Health care8.8%
Real estate7.6%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.