StockDriftsStockDriftsTop 20 Mcdonald Capital Investors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 12.87% | 806.7K | $176.2M | -8.42%(-74.14K) | $22.79(+814.70%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.28% | 281.3K | $140.8M | -7.37%(-22.39K) | $206.63(+142.62%) | 2026-06-30 | |
| REGN | REGENERON PHARMACEUTICALS | 8.79% | 193.0K | $120.4M | -6.23%(-12.83K) | $504.00(+60.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 8.05% | 462.4K | $110.2M | -8.10%(-40.75K) | $93.71(+180.15%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 7.58% | 2.44M | $103.8M | -7.76%(-205.09K) | $21.49(+101.34%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.98% | 229.1K | $81.9M | -6.90%(-16.99K) | $63.41(+443.67%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 5.92% | 247.8K | $81.1M | -7.62%(-20.43K) | $145.43(+150.79%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 5.85% | 139.0K | $80.1M | -7.29%(-10.94K) | $338.85(+61.02%) | 2026-06-30 | |
| PAYX | PAYCHEX INC | 5.55% | 772.5K | $76.0M | -7.94%(-66.67K) | $35.66(+242.15%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 5.46% | 1.05M | $74.7M | -3.60%(-39.05K) | $27.82(+177.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.78% | +10.55% | +65.09% |
| Top 20 Holdings Unweighted | +14.94% | +51.84% | +10.27% | +63.05% |
Mcdonald Capital Investors INC reports $1.37B in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are PGR (12.9%), BRK.B (10.3%) and REGN (8.8%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +44.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcdonald Capital Investors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1033225). View Mcdonald Capital Investors INC’s 13F filings on SEC