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CIK: 0001033225
Total reported value
$1.4B
$1.4B
21 檔
58.8%
In Q4 2024, Mcdonald Capital Investors Inc/ca's U.S. equity holdings reached a combined market value of $1.4B, distributed across 21 disclosed stock positions.
In Q4 2024, Mcdonald Capital Investors Inc/ca adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 15.57% | +0.92% | -0.90% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.64% | +0.32% | -1.77% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 9.52% | -1.68% | -20.47% | |
| 4 | PAYX | Paychex Inc | Stock-Tech | 8.03% | +0.26% | -1.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.84% | +0.88% | -1.06% | |
| 6 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 7.61% | -2.09% | +24.72% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 7.30% | +0.26% | -1.06% | |
| 8 | ECL | Ecolab Inc | Stock-Materials | 4.84% | +0.02% | -1.21% | |
| 9 | FAST | Fastenal Co | Stock-Industrials | 4.66% | -0.21% | -0.24% | |
| 10 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 4.22% | -0.70% | +1.11% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 3.63% | +0.05% | -8.62% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.59% | +0.52% | -1.41% | |
| 13 | MLM | Martin Marietta Materials | Stock-Materials | 3.27% | -0.19% | -0.19% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.25% | +1.14% | -0.78% | |
| 15 | ELV | Elevance Health Inc | Stock-Healthcare | 2.95% | — | -0.48% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.60% | +0.35% | -1.02% | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.32% | -0.20% | -1.35% | |
| 18 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.09% | -0.09% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.01% | — | |
| 20 | USB | US Bancorp | Stock-Financials | 0.03% | — | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | -1.06% | Trim |
| 2 | BN | Brookfield CORP | +0.6% | -1.06% | Trim |
| 3 | WFC | Wells Fargo & Co | +0.5% | -8.62% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -1.41% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.78% | Trim |
| 6 | PAYX | Paychex Inc | +0.4% | -1.17% | Trim |
| 7 | NFLX | Netflix Inc | +0.2% | -20.47% | Trim |
| 8 | BAM | Brookfield Asset Mgmt-a | +0.2% | -1.35% | Trim |
| 9 | FAST | Fastenal Co | +0.1% | -0.24% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 11 | USB | US Bancorp | — | — | Unchanged |
| 12 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 13 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 14 | MLM | Martin Marietta Materials | -0.1% | -0.19% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.77% | Trim |
| 16 | UNP | Union Pacific CORP | -0.2% | -1.02% | Trim |
| 17 | ECL | Ecolab Inc | -0.4% | -1.21% | Trim |
| 18 | NKE | Nike Inc -cl B | -0.5% | +1.11% | Add |
| 19 | PGR | Progressive CORP | -0.7% | -0.90% | Trim |
| 20 | ELV | Elevance Health Inc | -1.1% | -0.48% | Trim |
| 21 | REGN | Regeneron Pharmaceuticals | -1.2% | +24.72% | Add |
According to official SEC Form 13F filings, Mcdonald Capital Investors Inc/ca reported a total U.S. public equity portfolio value of $1.4B across 21 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PGR, BRK-B, NFLX) accounted for 58.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
PGR
前期市值: $264.8M
During Q4 2024, Mcdonald Capital Investors Inc/ca's top holdings by market value included PGR (15.6%)、BRK-B (9.6%)、NFLX (9.5%). The largest single position, PGR, represented 15.6% of total portfolio value.
In Q4 2024, Mcdonald Capital Investors Inc/ca made 17 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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