MCDONALD CAPITAL INVESTORS INC/CA
Sector Allocation
- Financials33.7%$461.9M
- Technology14.5%$199.0M
- Consumer Discretionary14.4%$197.4M
- Materials11.2%$153.2M
- Healthcare8.8%$120.4M
- Real Estate7.6%$103.8M
- Communication Services5.5%$74.7M
- Industrials4.3%$59.0M
AUM History
13fpro.ai/research/fund/mcdonald-capital-investors-inc-ca-1033225
Conviction and streaks
Stable · top 10 = 76.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
PGR
$176.2MBRK.B
$140.8MREGN
$120.4MAMZN
$110.2MBN
$103.8MGOOGL
$81.9MJPM
$81.1MMLM
$80.1MPAYX
$76.0MNFLX
$74.7MECL
$73.1MUNP
$57.1MCPRT
$57.0MWFC
$52.2MFDS
$40.4MNKE
$30.2MBAM
$11.4MFAST
$1.9MGOOG
$751KIVZ
$244K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mcdonald-capital-investors-inc-ca-1033225
MCDONALD CAPITAL INVESTORS INC/CA 13F holdings — Q2 2026
$1.4B portfolio (-6.3% QoQ) · 20 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio
$176.2M
12.9% of stocks
-8%This quarter+4.2%Since filed13+ qtrsHeld$140.8M
10.3% of stocks
-7%This quarter—Since filed10 qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$120.4M
8.8% of stocks
-6%This quarter+16.1%Since filed13+ qtrsHeldAIQuality70.1#220Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$110.2M
8.1% of stocks
-8%This quarter+9.9%Since filed13+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$103.8M
7.6% of stocks
-8%This quarter-9.0%Since filed13+ qtrsHeld$81.9M
6.0% of stocks
-7%This quarter-6.4%Since filed10 qtrsHeld$81.1M
5.9% of stocks
-8%This quarter-3.1%Since filed13+ qtrsHeld$80.1M
5.8% of stocks
-7%This quarter-11.5%Since filed10 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$76.0M
5.5% of stocks
-8%This quarter-5.3%Since filed13+ qtrsHeld$74.7M
5.5% of stocks
-4%This quarter-13.2%Since filed13+ qtrsHeld
All holdings — MCDONALD CAPITAL INVESTORS INC/CA (Q2 2026)
20 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ECOLAB INC. | Materials | $73.1M | 5.3% | 262K | -10% | 13+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | UNION PACIFIC CORP | Industrials | $57.1M | 4.2% | 210K | -9% | 10 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COPART INC | Consumer Discretionary | $57.0M | 4.2% | 2.02M | +18% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | WELLS FARGO & COMPANY/MN | Financials | $52.2M | 3.8% | 631K | -9% | 10 qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | FACTSET RESEARCH SYSTEMS INC | Technology | $40.4M | 3.0% | 176K | -7% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NIKE, Inc. | Consumer Discretionary | $30.2M | 2.2% | 735K | -8% | 13+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Brookfield Asset Management Ltd. | Financials | $11.4M | 0.8% | 253K | -25% | 10 qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | FASTENAL CO | Industrials | $1.9M | 0.1% | 40K | -63% | 13+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $751K | 0.1% | 2,125 | — | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Invesco Ltd. | Financials | $244K | 0.0% | 1,145 | -4% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 1 added to, 18 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (1)
now $57.0M · held 3 qtrs, 3 adds in a row
Trimmed (18)
now $176.2M · held 13+ qtrs
now $140.8M · held 10 qtrs, 9 trims in a row
now $110.2M · held 13+ qtrs, 5 trims in a row
now $103.8M · held 13+ qtrs, 8 trims in a row
now $73.1M · held 13+ qtrs, 10 trims in a row
now $120.4M · held 13+ qtrs, 4 trims in a row
+12 more in the Excel export
Sold out (1)
$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INCwas $1.3M
held 9 qtrs
Holdings by quarter
Every 13F MCDONALD CAPITAL INVESTORS INC/CA has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MCDONALD CAPITAL INVESTORS?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MCDONALD CAPITAL INVESTORS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MCDONALD CAPITAL INVESTORS INC/CA disclosed 20 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $PGR (PROGRESSIVE CORP/OH/) at 12.9% of the equity portfolio, followed by $BRK.B and $REGN. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $EXPD. The portfolio is most concentrated in Financials (33.7% 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.
Funds like this
managers whose biggest positions overlap MCDONALD CAPITAL INVESTORS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: MCDONALD CAPITAL INVESTORS INC/CA
13F Pro is an AI hedge fund tracker and stock research platform. For MCDONALD CAPITAL INVESTORS INC/CA (SEC CIK: 1033225), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MCDONALD CAPITAL INVESTORS INC/CA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.