MCDONALD CAPITAL INVESTORS INC/CA
13F Reported Value
ⓘ$1.4B
Holdings
20
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.1#27
Quality
$176.2M806,728 sh - 73.8#126
Quality
$140.8M281,317 sh - 71.0#201
Quality
$120.4M193,038 sh - 68.7
Quality
$110.2M462,374 sh - —
Quality
$103.8M2,437,749 sh - 78.2
Quality
$81.9M229,111 sh - 70.7
Quality
$81.1M247,821 sh - 62.9
Quality
$80.1M138,976 sh - 74.6
Quality
$76.0M772,536 sh - 78.8
Quality
$74.7M1,046,297 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PROGRESSIVE CORP/OH/$PGR | 80.1#27 | $176.2M | 806,728 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $140.8M | 281,317 |
 REGENERON PHARMACEUTICALS, INC.$REGN | 71.0#201 | $120.4M | 193,038 |
 AMAZON COM INC$AMZN | 68.7 | $110.2M | 462,374 |
 BROOKFIELD Corp /ON/$BN | — | $103.8M | 2,437,749 |
 Alphabet Inc.$GOOG | 78.2 | $81.9M | 229,111 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $81.1M | 247,821 |
 MARTIN MARIETTA MATERIALS INC$MLM | 62.9 | $80.1M | 138,976 |
 PAYCHEX INC$PAYX | 74.6 | $76.0M | 772,536 |
 NETFLIX INC$NFLX | 78.8 | $74.7M | 1,046,297 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MCDONALD CAPITAL INVESTORS INC/CA's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Financials
$461.9M
Consumer Discretionary
$199.4M
Technology
$199.0M
Materials
$153.2M
Healthcare
$120.4M
Real Estate
$103.8M
Communication Services
$74.7M
Industrials
$57.1M
Full Holdings — MCDONALD CAPITAL INVESTORS INC/CA (Q2 2026)
All 20 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/ | $176.2M | 12.9% | -8% | 80.1 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $140.8M | 10.3% | -7% | 73.8 |
| 3 | $REGN | REGENERON PHARMACEUTICALS, INC. | $120.4M | 8.8% | -6% | 71 |
| 4 | $AMZN | AMAZON COM INC | $110.2M | 8.1% | -8% | 68.7 |
| 5 | $BN | BROOKFIELD Corp /ON/ | $103.8M | 7.6% | -8% | — |
| 6 | $GOOG | Alphabet Inc. | $81.9M | 6.0% | -7% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $81.1M | 5.9% | -8% | 70.7 |
| 8 | $MLM | MARTIN MARIETTA MATERIALS INC | $80.1M | 5.8% | -7% | 62.9 |
| 9 | $PAYX | PAYCHEX INC | $76.0M | 5.5% | -8% | 74.6 |
| 10 | $NFLX | NETFLIX INC | $74.7M | 5.5% | -4% | 78.8 |
| 11 |  $ECL | ECOLAB INC. | $73.1M | 5.3% | -10% | 63.3 |
| 12 |  $UNP | UNION PACIFIC CORP | $57.1M | 4.2% | -9% | 69.7 |
| 13 |  $CPRT | COPART INC | $57.0M | 4.2% | +18% | 69.1 |
| 14 |  $WFC | WELLS FARGO & COMPANY/MN | $52.2M | 3.8% | -9% | 61.8 |
| 15 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $40.4M | 3.0% | -7% | 66.4 |
| 16 |  $NKE | NIKE, Inc. | $30.2M | 2.2% | -8% | 49.3 |
| 17 |  $BAM | Brookfield Asset Management Ltd. | $11.4M | 0.8% | -25% | — |
| 18 |  $FAST | FASTENAL CO | $1.9M | 0.1% | -63% | 66.9 |
| 19 |  $GOOGL | Alphabet Inc. | $750,826 | 0.1% | +0% | 78.2 |
| 20 |  $IVZ | Invesco Ltd. | $243,622 | 0.0% | -4% | — |
Exited Positions (1)
$EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for MCDONALD CAPITAL INVESTORS INC/CA including:
Track MCDONALD CAPITAL INVESTORS INC/CA's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MCDONALD CAPITAL INVESTORS INC/CA and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.