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CIK: 0001033225
Total reported value
$1.4B
$1.4B
21 檔
50.5%
In Q1 2026, 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 Q1 2026, Mcdonald Capital Investors Inc/ca adopted a defensive or profit-taking posture, trimming 17 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 | 11.95% | +0.92% | -0.32% | |
| 2 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 10.88% | -2.09% | -1.14% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.96% | +0.32% | -1.40% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 7.32% | +0.26% | -2.09% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.17% | +0.88% | -1.68% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 7.14% | -1.68% | -0.07% | |
| 7 | MLM | Martin Marietta Materials | Stock-Materials | 6.04% | -0.19% | -1.14% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.40% | +0.52% | -0.31% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 5.32% | +0.02% | -1.49% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 5.29% | +0.26% | -0.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.84% | +1.14% | -0.89% | |
| 12 | CPRT | Copart Inc | Stock-Industrials | 3.88% | +0.29% | +15.15% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 3.82% | +0.35% | -1.07% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 3.76% | +0.05% | -1.30% | |
| 15 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.90% | -0.70% | -1.15% | |
| 16 | FDS | Factset Research Systems Inc | Stock-Financials | 2.79% | +0.16% | +1.29% | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.03% | -0.20% | -1.09% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 0.35% | -0.21% | -87.60% | |
| 19 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.09% | -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 | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +1% | -1.14% | Trim |
| 2 | NFLX | Netflix Inc | +0.9% | -0.07% | Trim |
| 3 | ECL | Ecolab Inc | +0.6% | -1.49% | Trim |
| 4 | UNP | Union Pacific CORP | +0.5% | -1.07% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -1.40% | Trim |
| 6 | CPRT | Copart Inc | +0.3% | +15.15% | Add |
| 7 | MLM | Martin Marietta Materials | +0.3% | -1.14% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.31% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.89% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 11 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 12 | EXPD | Expeditors Intl Wash Inc | 0% | -21.94% | Trim |
| 13 | AMZN | Amazon.com Inc | -0.1% | -1.68% | Trim |
| 14 | BAM | Brookfield Asset Mgmt-a | -0.1% | -1.09% | Trim |
| 15 | WFC | Wells Fargo & Co | -0.2% | -1.30% | Trim |
| 16 | NKE | Nike Inc -cl B | -0.3% | -1.15% | Trim |
| 17 | BN | Brookfield CORP | -0.3% | -2.09% | Trim |
| 18 | PGR | Progressive CORP | -0.4% | -0.32% | Trim |
| 19 | PAYX | Paychex Inc | -0.5% | -0.43% | Trim |
| 20 | FDS | Factset Research Systems Inc | -0.5% | +1.29% | Add |
| 21 | FAST | Fastenal Co | -1.8% | -87.60% | Trim |
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 Q1 2026.
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 50.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
PGR
前期市值: $201.2M
During Q1 2026, Mcdonald Capital Investors Inc/ca's top holdings by market value included PGR (11.9%)、REGN (10.9%)、BRK-B (10.0%). The largest single position, PGR, represented 11.9% of total portfolio value.
In Q1 2026, Mcdonald Capital Investors Inc/ca made 19 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 17 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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