MC

Mcdonald Capital Investors Inc/ca

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 21

MCDONALD CAPITAL INVESTORS INC/CA disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 11.5%.

Personality snowflake

Concentration
28.92
Portfolio Stability
11.54
Momentum/Contrarian
100
Sector conviction
71.12
Diversification
42
Sizing Uniformity
92.62

Recent moves

  • Trim FAST

    -87.6%　-$30.3M

  • Add REGN

    -1.1%　-$1.7M

  • Add NFLX

    -0.1%　$2.5M

  • Add ECL

    -1.5%　-$134.3K

  • Trim FDS

    +1.3%　-$13.1M

  • Add UNP

    -1.1%　$2.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PGRProgressive CORPStock-Financials11.95%-0.39%-0.32%
2REGNRegeneron PharmaceuticalsStock-Healthcare10.88%+1.02%-1.14%
3BRK-BBerkshire Hathaway Inc-cl BStock-Other9.96%+0.46%-1.40%
4BNBrookfield CORPStock-Financials7.32%-0.28%-2.09%
5AMZNAmazon.com INCStock-Consumer Disc7.17%-0.07%-1.68%
6NFLXNetflix INCStock-Comm Services7.14%+0.89%-0.07%
7MLMMartin Marietta MaterialsStock-Materials6.04%+0.25%-1.14%
8JPMJpmorgan Chase & CoStock-Financials5.40%+0.08%-0.31%
9ECLEcolab INCStock-Materials5.32%+0.55%-1.49%
10PAYXPaychex INCStock-Tech5.29%-0.51%-0.43%
11GOOGLAlphabet Inc-cl AStock-Comm Services4.84%+0.07%-0.89%
12CPRTCopart INCStock-Industrials3.88%+0.32%+15.15%
13UNPUnion Pacific CORPStock-Industrials3.82%+0.52%-1.07%
14WFCWells Fargo & CoStock-Financials3.76%-0.24%-1.30%
15NKENike INC -cl BStock-Consumer Disc2.90%-0.27%-1.15%
16FDSFactset Research Systems INCStock-Financials2.79%-0.52%+1.29%
17BAMBrookfield Asset Mgmt-aStock-Financials1.03%-0.07%-1.09%
18FASTFastenal CoStock-Industrials0.35%-1.82%-87.60%
19EXPDExpeditors Intl Wash INCStock-Industrials0.09%-0.01%-21.94%
20GOOGAlphabet Inc-cl CStock-Comm Services0.04%——
21RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.02%+0.01%—

Holding changes this quarter

Mcdonald Capital Investors Inc/ca's most significant position changes for 2026-03-31: Trim: Fastenal Co (FAST) — shares -87.60%; Trim: Regeneron Pharmaceuticals (REGN) — shares -1.14%; Trim: Netflix INC (NFLX) — shares -0.07%; Trim: Ecolab INC (ECL) — shares -1.49%; Add: Factset Research Systems INC (FDS) — shares +1.29%.

Position changes disclosed by Mcdonald Capital Investors Inc/ca for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1REGNRegeneron Pharmaceuticals+1%-1.14%Trim
2NFLXNetflix INC+0.9%-0.07%Trim
3ECLEcolab INC+0.6%-1.49%Trim
4UNPUnion Pacific CORP+0.5%-1.07%Trim
5BRK-BBerkshire Hathaway Inc-cl B+0.5%-1.40%Trim
6CPRTCopart INC+0.3%+15.15%Add
7MLMMartin Marietta Materials+0.3%-1.14%Trim
8JPMJpmorgan Chase & Co+0.1%-0.31%Trim
9GOOGLAlphabet Inc-cl A+0.1%-0.89%Trim
10RSPInvesco S&p 500 Equal Weight0%—Unchanged
11GOOGAlphabet Inc-cl C——Unchanged
12EXPDExpeditors Intl Wash INC0%-21.94%Trim
13AMZNAmazon.com INC-0.1%-1.68%Trim
14BAMBrookfield Asset Mgmt-a-0.1%-1.09%Trim
15WFCWells Fargo & Co-0.2%-1.30%Trim
16NKENike INC -cl B-0.3%-1.15%Trim
17BNBrookfield CORP-0.3%-2.09%Trim
18PGRProgressive CORP-0.4%-0.32%Trim
19PAYXPaychex INC-0.5%-0.43%Trim
20FDSFactset Research Systems INC-0.5%+1.29%Add
21FASTFastenal Co-1.8%-87.60%Trim

FAQ

What is Mcdonald Capital Investors Inc/ca and what type of investor is it?
Mcdonald Capital Investors Inc/ca is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 21 disclosed positions.
What are Mcdonald Capital Investors Inc/ca's largest equity positions?
Based on the latest 13F filing, Mcdonald Capital Investors Inc/ca's top holdings by market value are: 1. Progressive CORP (PGR) — $174.6M (11.9%) 2. Regeneron Pharmaceuticals (REGN) — $159.1M (10.9%) 3. Berkshire Hathaway Inc-cl B (BRK-B) — $145.5M (10.0%) 4. Brookfield CORP (BN) — $107.0M (7.3%) 5. Amazon.com INC (AMZN) — $104.8M (7.2%)
What changes did Mcdonald Capital Investors Inc/ca make in its most recent portfolio filing?
In the latest reported quarter, Mcdonald Capital Investors Inc/ca made 19 notable position adjustments: 0 new positions were initiated, 2 existing holdings were added to, 17 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Fastenal Co (FAST) — shares -87.60%; Trim: Regeneron Pharmaceuticals (REGN) — shares -1.14%; Trim: Netflix INC (NFLX) — shares -0.07%; Trim: Ecolab INC (ECL) — shares -1.49%; Add: Factset Research Systems INC (FDS) — shares +1.29%
What sectors does Mcdonald Capital Investors Inc/ca focus on?
Mcdonald Capital Investors Inc/ca is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 42.2% • Communication Services: 12.0% • Materials: 11.4% • Health Care: 10.9% • Consumer Discretionary: 10.1% • Industrials: 8.1%