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
12
Sector Allocation
Filing History
View all filings →- 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
- 13F HOLDINGS REPORTQ/E Sep 202323 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Sep 202323 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Mar 202320 pos · $1.20B
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% |