Institutional Manager · CIK 0001033225
MCDONALD CAPITAL INVESTORS INC/CA
ORINDA, CA · File #028-06004
Latest AUM
$1.63B
Positions
21
Top-10 Concentration
74.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +975,033 | +$91.4M | -$122.7M |
| NEW | COPART INC | CPRT | +1,483,799 | +$58.1M | $0 |
| ADD | BROOKFIELD CORP | 11271J107 | +819,203 | +$37.6M | -$42.7M |
| ADD | FACTSET RESH SYS INC | 303075105 | +86,891 | +$25.2M | +$365,756 |
| REDUCE | PROGRESSIVE CORP | 743315103 | -29,157 | -$6.6M | -$17.6M |
| REDUCE | ALPHABET INC | GOOG | -18,768 | -$5.9M | +$18.7M |
| REDUCE | BERKSHIRE HATHAWAY INC DEL | BRK-A | -11,367 | -$5.7M | -$28,746 |
| REDUCE | JPMORGAN CHASE & CO. | VYLD | -15,263 | -$4.9M | +$1.9M |
| REDUCE | AMAZON COM INC | AMZN | -19,544 | -$4.5M | +$6.0M |
| REDUCE | WELLS FARGO CO NEW | 949746101 | -44,156 | -$4.1M | +$7.0M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202521 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Sep 202521 pos · $1.61B
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Mar 202520 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Dec 202421 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Sep 202421 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Jun 202422 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Mar 202422 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Dec 202322 pos · $1.28B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 883,700 | $201.2M | 12.34% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 208,241 | $160.7M | 9.86% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 308,030 | $154.8M | 9.50% |
| 4 | BROOKFIELD CORP | 11271J107 | 2,699,130 | $123.9M | 7.60% |
| 5 | AMAZON COM INC | AMZN | 511,720 | $118.1M | 7.24% |
| 6 | NETFLIX INC | NFLX | 1,086,085 | $101.8M | 6.25% |
| 7 | PAYCHEX INC | PAYX | 842,861 | $94.6M | 5.80% |
| 8 | MARTIN MARIETTA MATLS INC | 573284106 | 151,638 | $94.4M | 5.79% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 269,084 | $86.7M | 5.32% |
| 10 | ECOLAB INC | ECL | 296,522 | $77.8M | 4.77% |
| 11 | ALPHABET INC | GOOG | 248,322 | $77.7M | 4.77% |
| 12 | WELLS FARGO CO NEW | 949746101 | 699,682 | $65.2M | 4.00% |
| 13 | COPART INC | CPRT | 1,483,799 | $58.1M | 3.56% |
| 14 | FACTSET RESH SYS INC | 303075105 | 185,744 | $53.9M | 3.31% |
| 15 | UNION PAC CORP | UNP | 232,749 | $53.8M | 3.30% |
| 16 | NIKE INC | NKE | 812,401 | $51.8M | 3.17% |
| 17 | FASTENAL CO | FAST | 881,440 | $35.4M | 2.17% |
| 18 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 342,784 | $18.0M | 1.10% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 11,350 | $1.7M | 0.10% |
| 20 | ALPHABET INC | GOOG | 2,125 | $666,825 | 0.04% |