13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002491
Total Value
$1.59B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 952,035 | $269.4M | 16.99% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 334,121 | $177.9M | 11.22% |
| 3 | PAYCHEX INC | PAYX | 899,476 | $138.8M | 8.75% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 196,773 | $124.8M | 7.87% |
| 5 | NETFLIX INC | NFLX | 119,970 | $111.9M | 7.05% |
| 6 | AMAZON COM INC | AMZN | 569,160 | $108.3M | 6.83% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,002,483 | $105.0M | 6.62% |
| 8 | ECOLAB INC | ECL | 323,824 | $82.1M | 5.18% |
| 9 | MARTIN MARIETTA MATLS INC | 573284106 | 166,845 | $79.8M | 5.03% |
| 10 | FASTENAL CO | FAST | 754,442 | $58.5M | 3.69% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 237,870 | $58.3M | 3.68% |
| 12 | WELLS FARGO CO NEW | 949746101 | 789,017 | $56.6M | 3.57% |
| 13 | NIKE INC | NKE | 873,722 | $55.5M | 3.50% |
| 14 | ELEVANCE HEALTH INC | ELV | 126,461 | $55.0M | 3.47% |
| 15 | ALPHABET INC | GOOG | 272,662 | $42.2M | 2.66% |
| 16 | UNION PAC CORP | UNP | 175,819 | $41.5M | 2.62% |
| 17 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 378,798 | $18.4M | 1.16% |
| 18 | EXPEDITORS INTL WASH INC | 302130109 | 12,950 | $1.6M | 0.10% |
| 19 | ALPHABET INC | GOOG | 2,500 | $390,575 | 0.02% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,195 | $207,010 | 0.01% |