13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001085146-25-004390
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 | 929,196 | $248.0M | 15.56% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 326,738 | $158.7M | 9.96% |
| 3 | NETFLIX INC | NFLX | 113,616 | $152.1M | 9.55% |
| 4 | PAYCHEX INC | PAYX | 874,466 | $127.2M | 7.98% |
| 5 | BROOKFIELD CORP | 11271J107 | 1,941,092 | $120.1M | 7.54% |
| 6 | AMAZON COM INC | AMZN | 545,335 | $119.6M | 7.51% |
| 7 | REGENERON PHARMACEUTICALS | REGN | 218,045 | $114.5M | 7.18% |
| 8 | MARTIN MARIETTA MATLS INC | 573284106 | 161,571 | $88.7M | 5.57% |
| 9 | ECOLAB INC | ECL | 316,122 | $85.2M | 5.35% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 289,677 | $84.0M | 5.27% |
| 11 | NIKE INC | NKE | 860,840 | $61.2M | 3.84% |
| 12 | WELLS FARGO CO NEW | 949746101 | 761,934 | $61.0M | 3.83% |
| 13 | UNION PAC CORP | UNP | 246,004 | $56.6M | 3.55% |
| 14 | ALPHABET INC | GOOG | 273,866 | $48.3M | 3.03% |
| 15 | FASTENAL CO | FAST | 958,004 | $40.2M | 2.53% |
| 16 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 366,595 | $20.3M | 1.27% |
| 17 | ELEVANCE HEALTH INC | ELV | 14,149 | $5.5M | 0.35% |
| 18 | EXPEDITORS INTL WASH INC | 302130109 | 12,950 | $1.5M | 0.09% |
| 19 | ALPHABET INC | GOOG | 2,500 | $443,475 | 0.03% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,195 | $217,179 | 0.01% |