Latest MCDONALD CAPITAL INVESTORS INC/CA Stock Portfolio

$1.37Billion | No. of Holdings #20

MCDONALD CAPITAL INVESTORS INC/CA Performance

2026 Q2+0.80%

YTD-7.17%

2025+5.49%

About MCDONALD CAPITAL INVESTORS INC/CA and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, MCDONALD CAPITAL INVESTORS INC/CA reported an equity portfolio of $1.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MCDONALD CAPITAL INVESTORS INC/CA are PGR, , REGN. The fund has invested 12.9% of it's portfolio in PROGRESSIVE CORP and 10.3% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off EXPEDITORS INTL WASH INC (EXPD) stocks. They significantly reduced their stock positions in FASTENAL CO (FAST), BROOKFIELD ASSET MANAGMT LTD (BAM) and ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to COPART INC (CPRT).

MCDONALD CAPITAL INVESTORS INC/CA Equity Portfolio Value

Last Reported on: 29 Jul, 2026

$1.37Billion

as of Jul 29, 2026

MCDONALD CAPITAL INVESTORS INC/CA Annual Return Estimates Vs S&P 500

Our best estimate is that MCDONALD CAPITAL INVESTORS INC/CA made a return of 0.8% in the last quarter. In trailing 12 months, it's portfolio return was -8.57%.

Performance
S&P 500

New Buys

No new stocks were added by MCDONALD CAPITAL INVESTORS INC/CA

Additions

Ticker	% Inc.
copart inc	18.44

Additions to existing portfolio by MCDONALD CAPITAL INVESTORS INC/CA

Reductions

Ticker	% Reduced
fastenal co	-63.4
brookfield asset managmt ltd	-25.24
ecolab inc	-10.21
union pac corp	-8.87
wells fargo & co	-8.58
nike inc	-8.45
progressive corp	-8.42
amazon com inc	-8.1

MCDONALD CAPITAL INVESTORS INC/CA reduced stake in above stock

Sold off

Ticker	$ Sold
expeditors intl wash inc	-1,269,020

MCDONALD CAPITAL INVESTORS INC/CA got rid off the above stocks

Sector Distribution

MCDONALD CAPITAL INVESTORS INC/CA has about 25.6% of it's holdings in Financial Services sector.

Financial Services
Others
Industrials
Communication Services
Basic Materials
Consumer Cyclical
Healthcare

Sector	%
Financial Services	25.6
Others	18.7
Industrials	14
Communication Services	11.5
Basic Materials	11.2
Consumer Cyclical	10.3
Healthcare	8.8

Market Cap. Distribution

MCDONALD CAPITAL INVESTORS INC/CA has about 81.3% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
UNALLOCATED

Category	%
LARGE-CAP	52
MEGA-CAP	29.3
UNALLOCATED	18.7

Stocks belong to which Index?

About 81.3% of the stocks held by MCDONALD CAPITAL INVESTORS INC/CA either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	81.3
Others	18.7

Top 5 Winners (%)		%
GOOG	alphabet inc	23.4 %
GOOG	alphabet inc	23.2 %
AMZN	amazon com inc	13.8 %
UNP	union pac corp	11.6 %
JPM	jpmorgan chase & co	10.8 %

Top 5 Winners ($)		$
PGR	progressive corp	17.1 M
GOOG	alphabet inc	16.6 M
AMZN	amazon com inc	14.5 M
JPM	jpmorgan chase & co	8.6 M
UNP	union pac corp	6.5 M

Top 5 Losers (%)		%
NFLX	netflix inc.	-25.3 %
NKE	nike inc	-21.3 %
REGN	regeneron pharmaceuticals	-18.7 %
CPRT	copart inc	-14.1 %
MLM	martin marietta matls inc	-2.0 %

Top 5 Losers ($)		$
REGN	regeneron pharmaceuticals	-29.7 M
NFLX	netflix inc.	-26.4 M
CPRT	copart inc	-9.3 M
NKE	nike inc	-9.1 M
MLM	martin marietta matls inc	-1.7 M

MCDONALD CAPITAL INVESTORS INC/CA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MCDONALD CAPITAL INVESTORS INC/CA

MCDONALD CAPITAL INVESTORS INC/CA has 20 stocks in it's portfolio. About 76.3% of the portfolio is in top 10 stocks. REGN proved to be the most loss making stock for the portfolio. PGR was the most profitable stock for MCDONALD CAPITAL INVESTORS INC/CA last quarter.

$1.37BTotal Value

21.00Positions

29 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of MCDONALD CAPITAL INVESTORS INC/CA, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AMZN Amazon Com Inc Amazon Com IncAMZN MCDONALD CAPITAL INVESTORS INC/CA's holding in Amazon Com Inc over time	8.05%	462,374	$110.20M 8.05%	decreased 8.1 percentreduced

BAM Brookfield Asset Managmt Ltd Brookfield Asset Managmt Ltd BAM MCDONALD CAPITAL INVESTORS INC/CA's holding in Brookfield Asset Managmt Ltd over time	0.83%	253,457	$11.37M 0.83%	decreased 25.24 percentreduced

CPRT Copart Inc Copart IncCPRT MCDONALD CAPITAL INVESTORS INC/CA's holding in Copart Inc over time	4.17%	2,023,690	$57.05M 4.17%	increased 18.44 percentadded

CSD Invesco Exchange Traded Fd T Invesco Exchange Traded Fd T CSD MCDONALD CAPITAL INVESTORS INC/CA's holding in Invesco Exchange Traded Fd T over time	0.02%	1,145	$243.6K 0.02%	decreased 4.18 percentreduced

ECL Ecolab Inc Ecolab IncECL MCDONALD CAPITAL INVESTORS INC/CA's holding in Ecolab Inc over time	5.34%	262,305	$73.08M 5.34%	decreased 10.21 percentreduced

EXPD Expeditors Intl Wash Inc Expeditors Intl Wash IncEXPD MCDONALD CAPITAL INVESTORS INC/CA's holding in Expeditors Intl Wash Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

FAST Fastenal Co Fastenal CoFAST MCDONALD CAPITAL INVESTORS INC/CA's holding in Fastenal Co over time	0.14%	40,000	$1.92M 0.14%	decreased 63.4 percentreduced

FDS Factset Resh Sys Inc Factset Resh Sys IncFDS MCDONALD CAPITAL INVESTORS INC/CA's holding in Factset Resh Sys Inc over time	2.95%	175,541	$40.39M 2.95%	decreased 6.7 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG MCDONALD CAPITAL INVESTORS INC/CA's holding in Alphabet Inc over time	5.98%	229,111	$81.88M 5.98%	decreased 6.9 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG MCDONALD CAPITAL INVESTORS INC/CA's holding in Alphabet Inc over time	0.06%	2,125	$750.8K 0.06%	unchanged 0 percentunchanged

JPM Jpmorgan Chase & Co Jpmorgan Chase & CoJPM MCDONALD CAPITAL INVESTORS INC/CA's holding in Jpmorgan Chase & Co over time	5.92%	247,821	$81.12M 5.92%	decreased 7.62 percentreduced

MLM Martin Marietta Matls Inc Martin Marietta Matls IncMLM MCDONALD CAPITAL INVESTORS INC/CA's holding in Martin Marietta Matls Inc over time	5.85%	138,976	$80.15M 5.85%	decreased 7.29 percentreduced

NFLX Netflix Inc. Netflix Inc.NFLX MCDONALD CAPITAL INVESTORS INC/CA's holding in Netflix Inc. over time	5.46%	1,046,300	$74.71M 5.46%	decreased 3.6 percentreduced

NKE Nike Inc Nike IncNKE MCDONALD CAPITAL INVESTORS INC/CA's holding in Nike Inc over time	2.2%	735,186	$30.18M 2.2%	decreased 8.45 percentreduced

PAYX Paychex Inc Paychex IncPAYX MCDONALD CAPITAL INVESTORS INC/CA's holding in Paychex Inc over time	5.55%	772,536	$75.96M 5.55%	decreased 7.94 percentreduced

PGR Progressive Corp Progressive CorpPGR MCDONALD CAPITAL INVESTORS INC/CA's holding in Progressive Corp over time	12.87%	806,728	$176.23M 12.87%	decreased 8.42 percentreduced

REGN Regeneron Pharmaceuticals Regeneron PharmaceuticalsREGN MCDONALD CAPITAL INVESTORS INC/CA's holding in Regeneron Pharmaceuticals over time	8.79%	193,038	$120.37M 8.79%	decreased 6.23 percentreduced

UNP Union Pac Corp Union Pac CorpUNP MCDONALD CAPITAL INVESTORS INC/CA's holding in Union Pac Corp over time	4.17%	209,822	$57.07M 4.17%	decreased 8.87 percentreduced

WFC Wells Fargo & Co Wells Fargo & CoWFC MCDONALD CAPITAL INVESTORS INC/CA's holding in Wells Fargo & Co over time	3.81%	631,343	$52.17M 3.81%	decreased 8.58 percentreduced

Cl B New Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del MCDONALD CAPITAL INVESTORS INC/CA's holding in Berkshire Hathaway Inc Del over time	10.28%	281,317	$140.77M 10.28%	decreased 7.37 percentreduced