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CIK: 0001033225
Total reported value
$1.4B
$1.4B
20 檔
60.1%
The Q1 2025 SEC filing reveals that Mcdonald Capital Investors Inc/ca held a total portfolio value of $1.4B, covering 20 public equity positions.
In Q1 2025, Mcdonald Capital Investors Inc/ca displayed an active expansion posture, initiating 20 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 16.99% | +0.92% | -7.94% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.22% | +0.32% | -1.33% | |
| 3 | PAYX | Paychex Inc | Stock-Tech | 8.75% | +0.26% | -1.33% | |
| 4 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 7.87% | -2.09% | +15.63% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 7.05% | -1.68% | -29.41% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.83% | +0.88% | +0.06% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 6.62% | +0.26% | -1.04% | |
| 8 | ECL | Ecolab Inc | Stock-Materials | 5.18% | +0.02% | -1.55% | |
| 9 | MLM | Martin Marietta Materials | Stock-Materials | 5.03% | -0.19% | +65.33% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 3.69% | -0.21% | -26.93% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.68% | +0.52% | -0.10% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 3.57% | +0.05% | -4.10% | |
| 13 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.50% | -0.70% | -1.52% | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 3.47% | — | -0.63% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +1.14% | -0.38% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.62% | +0.35% | -3.08% | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.16% | -0.20% | -2.19% | |
| 18 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.10% | -0.09% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | +0.01% | — | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | PAYX | Paychex Inc | — | NEW | New buy |
| 4 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 5 | NFLX | Netflix Inc | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | BN | Brookfield CORP | — | NEW | New buy |
| 8 | ECL | Ecolab Inc | — | NEW | New buy |
| 9 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 10 | FAST | Fastenal Co | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 13 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 14 | ELV | Elevance Health Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | UNP | Union Pacific CORP | — | NEW | New buy |
| 17 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 18 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 20 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
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 20 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PGR, BRK-B, PAYX) accounted for 60.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
PGR
市值: $269.4M
During Q1 2025, Mcdonald Capital Investors Inc/ca's top holdings by market value included PGR (17.0%)、BRK-B (11.2%)、PAYX (8.8%). The largest single position, PGR, represented 17.0% of total portfolio value.
In Q1 2025, Mcdonald Capital Investors Inc/ca made 20 total portfolio adjustments, initiating 20 new buys, adding to 0 positions, trimming 0 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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