MCDONALD CAPITAL INVESTORS INC/CA
13F Reported Value
ⓘ$1.5B
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MCDONALD CAPITAL INVESTORS INC/CA disclosed 21 positions worth $1.5B in its Form 13F-HR for Q1 2026, led by $PGR (PROGRESSIVE CORP/OH/) at 11.9% of the equity portfolio, followed by $REGN and $BRK.B. The portfolio is most concentrated in Financials (32.1% of disclosed assets). All figures are sourced directly from MCDONALD CAPITAL INVESTORS INC/CA’s Form 13F-HR filing with the SEC under CIK 1033225.
AI Fund Analysis
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.6#16
Quality
$174.6M880,863 sh - 75.1#138
Quality
$159.1M205,871 sh - 64.5#634
Quality
$145.5M303,705 sh - —
Quality
$107.0M2,642,836 sh - 74.6
Quality
$104.8M503,120 sh - 86.7
Quality
$104.4M1,085,346 sh - 67.6
Quality
$88.3M149,912 sh - 35.6
Quality
$78.9M268,256 sh - 64.3
Quality
$77.7M292,116 sh - 75.1
Quality
$77.3M839,205 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PROGRESSIVE CORP/OH/$PGR | 83.6#16 | $174.6M | 880,863 |
 REGENERON PHARMACEUTICALS, INC.$REGN | 75.1#138 | $159.1M | 205,871 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $145.5M | 303,705 |
 BROOKFIELD Corp /ON/$BN | — | $107.0M | 2,642,836 |
 AMAZON COM INC$AMZN | 74.6 | $104.8M | 503,120 |
 NETFLIX INC$NFLX | 86.7 | $104.4M | 1,085,346 |
 MARTIN MARIETTA MATERIALS INC$MLM | 67.6 | $88.3M | 149,912 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $78.9M | 268,256 |
 ECOLAB INC.$ECL | 64.3 | $77.7M | 292,116 |
 PAYCHEX INC$PAYX | 75.1 | $77.3M | 839,205 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MCDONALD CAPITAL INVESTORS INC/CA's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Financials
$469.3M
Consumer Discretionary
$209.0M
Technology
$189.5M
Materials
$166.0M
Healthcare
$159.1M
Real Estate
$107.0M
Communication Services
$104.4M
Industrials
$57.1M
Full Holdings — MCDONALD CAPITAL INVESTORS INC/CA (Q1 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PGR | PROGRESSIVE CORP/OH/ | $174.6M | 11.9% | -0% | 83.6 |
| 2 | $REGN | REGENERON PHARMACEUTICALS, INC. | $159.1M | 10.9% | -1% | 75.1 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $145.5M | 10.0% | -1% | 64.5 |
| 4 | $BN | BROOKFIELD Corp /ON/ | $107.0M | 7.3% | -2% | — |
| 5 | $AMZN | AMAZON COM INC | $104.8M | 7.2% | -2% | 74.6 |
| 6 | $NFLX | NETFLIX INC | $104.4M | 7.1% | -0% | 86.7 |
| 7 | $MLM | MARTIN MARIETTA MATERIALS INC | $88.3M | 6.0% | -1% | 67.6 |
| 8 | $JPM | JPMORGAN CHASE & CO | $78.9M | 5.4% | -0% | 35.6 |
| 9 | $ECL | ECOLAB INC. | $77.7M | 5.3% | -1% | 64.3 |
| 10 | $PAYX | PAYCHEX INC | $77.3M | 5.3% | -0% | 75.1 |
| 11 |  $GOOG | Alphabet Inc. | $70.8M | 4.8% | -1% | 80.2 |
| 12 |  $CPRT | COPART INC | $56.7M | 3.9% | +15% | 74.9 |
| 13 |  $UNP | UNION PACIFIC CORP | $55.9M | 3.8% | -1% | 74 |
| 14 |  $WFC | WELLS FARGO & COMPANY/MN | $55.0M | 3.8% | -1% | — |
| 15 |  $NKE | NIKE, Inc. | $42.4M | 2.9% | -1% | 53.4 |
| 16 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $40.8M | 2.8% | +1% | 67.9 |
| 17 |  $BAM | Brookfield Asset Management Ltd. | $15.1M | 1.0% | -1% | — |
| 18 |  $FAST | FASTENAL CO | $5.1M | 0.3% | -88% | 73.5 |
| 19 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1.3M | 0.1% | -22% | 71.2 |
| 20 |  $GOOGL | Alphabet Inc. | $609,577 | 0.0% | +0% | 80.2 |
| 21 |  $IVZ | Invesco Ltd. | $229,344 | 0.0% | +0% | — |
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