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CIK: 0001033225
Total reported value
$1.4B
$1.4B
21 檔
56.1%
During the Q3 2025 filing period, Mcdonald Capital Investors Inc/ca (CIK: 0001033225) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 21 reported positions.
In Q3 2025, Mcdonald Capital Investors Inc/ca adopted a defensive or profit-taking posture, trimming 13 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 | 14.01% | +0.92% | -1.76% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.98% | +0.32% | -2.25% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 8.28% | -1.68% | -2.26% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 8.01% | +0.26% | -3.15% | |
| 5 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 7.46% | -2.09% | -2.16% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.25% | +0.88% | -2.58% | |
| 7 | PAYX | Paychex Inc | Stock-Tech | 6.76% | +0.26% | -1.89% | |
| 8 | MLM | Martin Marietta Materials | Stock-Materials | 6.17% | -0.19% | -2.50% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.57% | +0.52% | -1.84% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 5.26% | +0.02% | -2.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.04% | +1.14% | -2.47% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 3.88% | +0.05% | -2.38% | |
| 13 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.62% | -0.70% | -3.10% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 3.57% | +0.35% | -1.27% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 2.79% | -0.21% | -4.61% | |
| 16 | FDS | Factset Research Systems Inc | Stock-Financials | 1.76% | +0.16% | — | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.27% | -0.20% | -2.44% | |
| 18 | ELV | Elevance Health Inc | Stock-Healthcare | 0.19% | — | -32.09% | |
| 19 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.10% | -0.09% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.01% | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.9% | -1.84% | Add |
| 2 | BN | Brookfield CORP | +1.4% | -3.15% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +1.4% | -2.47% | Trim |
| 4 | NFLX | Netflix Inc | +1.2% | -2.26% | Trim |
| 5 | MLM | Martin Marietta Materials | +1.1% | -2.50% | Trim |
| 6 | UNP | Union Pacific CORP | +1% | -1.27% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | -2.58% | Trim |
| 8 | WFC | Wells Fargo & Co | +0.3% | -2.38% | Trim |
| 9 | NKE | Nike Inc -cl B | +0.1% | -3.10% | Trim |
| 10 | BAM | Brookfield Asset Mgmt-a | +0.1% | -2.44% | Trim |
| 11 | ECL | Ecolab Inc | +0.1% | -2.26% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 13 | EXPD | Expeditors Intl Wash Inc | — | — | Unchanged |
| 14 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 15 | REGN | Regeneron Pharmaceuticals | -0.4% | -2.16% | Add |
| 16 | FAST | Fastenal Co | -0.9% | -4.61% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -2.25% | Trim |
| 18 | PAYX | Paychex Inc | -2% | -1.89% | Trim |
| 19 | PGR | Progressive CORP | -3% | -1.76% | Trim |
| 20 | ELV | Elevance Health Inc | -3.3% | -32.09% | Trim |
| 21 | FDS | Factset Research Systems Inc | — | 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 21 disclosed positions in Q3 2025.
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 56.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDS
市值: $28.3M
Top Position Liquidated / Trimmed
PGR
前期市值: $269.4M
During Q3 2025, Mcdonald Capital Investors Inc/ca's top holdings by market value included PGR (14.0%)、BRK-B (10.0%)、NFLX (8.3%). The largest single position, PGR, represented 14.0% of total portfolio value.
In Q3 2025, Mcdonald Capital Investors Inc/ca made 18 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 13 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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