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CIK: 0001033225
Total reported value
$1.4B
$1.4B
21 檔
55.4%
The Q4 2025 SEC filing reveals that Mcdonald Capital Investors Inc/ca held a total portfolio value of $1.4B, covering 21 public equity positions.
In Q4 2025, Mcdonald Capital Investors Inc/ca adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 12.34% | +0.92% | -3.19% | |
| 2 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 9.86% | -2.09% | -2.39% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.50% | +0.32% | -3.56% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 7.60% | +0.26% | +43.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.24% | +0.88% | -3.68% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 6.25% | -1.68% | +878.00% | |
| 7 | PAYX | Paychex Inc | Stock-Tech | 5.80% | +0.26% | -1.75% | |
| 8 | MLM | Martin Marietta Materials | Stock-Materials | 5.79% | -0.19% | -3.75% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.32% | +0.52% | -5.37% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 4.77% | +0.02% | -4.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.77% | +1.14% | -7.03% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 4.00% | +0.05% | -5.94% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 3.56% | +0.29% | — | |
| 14 | FDS | Factset Research Systems Inc | Stock-Financials | 3.31% | +0.16% | +87.90% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 3.30% | +0.35% | -4.17% | |
| 16 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.17% | -0.70% | -2.60% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 2.17% | -0.21% | -3.55% | |
| 18 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.10% | -0.20% | -4.16% | |
| 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% | -15.00% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +2.4% | -2.39% | Trim |
| 2 | FDS | Factset Research Systems Inc | +1.6% | +87.90% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -7.03% | Trim |
| 4 | WFC | Wells Fargo & Co | +0.1% | -5.94% | Trim |
| 5 | EXPD | Expeditors Intl Wash Inc | — | -12.36% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | — | -15.00% | Trim |
| 7 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 8 | AMZN | Amazon.com Inc | 0% | -3.68% | Trim |
| 9 | BAM | Brookfield Asset Mgmt-a | -0.2% | -4.16% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | -0.3% | -5.37% | Trim |
| 11 | UNP | Union Pacific CORP | -0.3% | -4.17% | Trim |
| 12 | MLM | Martin Marietta Materials | -0.4% | -3.75% | Trim |
| 13 | BN | Brookfield CORP | -0.4% | +43.58% | Add |
| 14 | NKE | Nike Inc -cl B | -0.5% | -2.60% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -3.56% | Trim |
| 16 | ECL | Ecolab Inc | -0.5% | -4.03% | Trim |
| 17 | FAST | Fastenal Co | -0.6% | -3.55% | Trim |
| 18 | PAYX | Paychex Inc | -1% | -1.75% | Trim |
| 19 | PGR | Progressive CORP | -1.7% | -3.19% | Trim |
| 20 | NFLX | Netflix Inc | -2% | +878.00% | Add |
| 21 | CPRT | Copart Inc | — | NEW | New buy |
| 22 | ELV | Elevance Health Inc | — | EXIT | Sold out |
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 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, REGN, BRK-B) accounted for 55.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
CPRT
市值: $58.1M
Top Position Liquidated / Trimmed
ELV
前期市值: $3.1M
During Q4 2025, Mcdonald Capital Investors Inc/ca's top holdings by market value included PGR (12.3%)、REGN (9.9%)、BRK-B (9.5%). The largest single position, PGR, represented 12.3% of total portfolio value.
In Q4 2025, Mcdonald Capital Investors Inc/ca made 21 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 16 holdings, and fully liquidating 1 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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