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Mcdonald Capital Investors Inc/Ca

Portfolio Manager
Mcdonald Capital Investors Inc/Ca
Performance
-7.43% (2026 Q1)
AUM (13F)
$1.46B
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.97%

Mcdonald Capital Investors Inc/Ca Holdings Map

Top 21 Mcdonald Capital Investors Inc/Ca Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PGR
PROGRESSIVE CORP
11.95%880.9K$174.6M
-0.32%(-2.84K)
2025-Q1: 952.0K shares2025-Q2: 929.2K shares2025-Q3: 912.9K shares2025-Q4: 883.7K shares2026-Q1: 880.9K shares
$22.79(+919.01%)
2026-03-31
REGN
REGENERON PHARMACEUTICALS
10.88%205.9K$159.1M
-1.14%(-2.37K)
2025-Q1: 196.8K shares2025-Q2: 218.0K shares2025-Q3: 213.3K shares2025-Q4: 208.2K shares2026-Q1: 205.9K shares
$504.00(+29.82%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
9.96%303.7K$145.5M
-1.40%(-4.33K)
2025-Q1: 334.1K shares2025-Q2: 326.7K shares2025-Q3: 319.4K shares2025-Q4: 308.0K shares2026-Q1: 303.7K shares
$206.63(+145.74%)
2026-03-31
BN
BROOKFIELD CORP
7.32%2.64M$107.0M
-2.09%(-56.29K)
2025-Q1: 2.00M shares2025-Q2: 1.94M shares2025-Q3: 1.88M shares2025-Q4: 2.70M shares2026-Q1: 2.64M shares
$21.49(+102.08%)
2026-03-31
AMZN
AMAZON COM INC
7.17%503.1K$104.8M
-1.68%(-8.60K)
2025-Q1: 569.2K shares2025-Q2: 545.3K shares2025-Q3: 531.3K shares2025-Q4: 511.7K shares2026-Q1: 503.1K shares
$93.71(+158.96%)
2026-03-31
NFLX
NETFLIX INC.
7.14%1.09M$104.4M
-0.07%(-739)
2025-Q1: 120.0K shares2025-Q2: 113.6K shares2025-Q3: 111.1K shares2025-Q4: 1.09M shares2026-Q1: 1.09M shares
$27.82(+179.15%)
2026-03-31
MLM
MARTIN MARIETTA MATLS INC
6.04%149.9K$88.3M
-1.14%(-1.73K)
2025-Q1: 166.8K shares2025-Q2: 161.6K shares2025-Q3: 157.5K shares2025-Q4: 151.6K shares2026-Q1: 149.9K shares
$338.85(+76.90%)
2026-03-31
JPM
JPMORGAN CHASE & CO
5.4%268.3K$78.9M
-0.31%(-828)
2025-Q1: 237.9K shares2025-Q2: 289.7K shares2025-Q3: 284.3K shares2025-Q4: 269.1K shares2026-Q1: 268.3K shares
$145.43(+129.99%)
2026-03-31
ECL
ECOLAB INC
5.32%292.1K$77.7M
-1.49%(-4.41K)
2025-Q1: 323.8K shares2025-Q2: 316.1K shares2025-Q3: 309.0K shares2025-Q4: 296.5K shares2026-Q1: 292.1K shares
$63.90(+343.46%)
2026-03-31
PAYX
PAYCHEX INC
5.29%839.2K$77.3M
-0.43%(-3.66K)
2025-Q1: 899.5K shares2025-Q2: 874.5K shares2025-Q3: 857.9K shares2025-Q4: 842.9K shares2026-Q1: 839.2K shares
$35.66(+198.21%)
2026-03-31

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