Mcdonald Capital Investors Inc/Ca Top Holdings and 13F Report (2024) About Mcdonald Capital Investors Inc/CaInvestment ActivityMcdonald Capital Investors Inc/Ca has $1.63 billion in total holdings as of September 30, 2024.Mcdonald Capital Investors Inc/Ca owns shares of 21 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.01% of the portfolio was purchased this quarter.About 6.95% of the portfolio was sold this quarter.This quarter, Mcdonald Capital Investors Inc/Ca has purchased 22 new stocks and bought additional shares in 0 stocks.Mcdonald Capital Investors Inc/Ca sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Progressive $264,810,740Berkshire Hathaway $158,668,191Netflix $151,560,360Regeneron Pharmaceuticals $143,444,852Paychex $123,777,393 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $214,096 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 1,195 shares (about $214.10K) Largest Sales this Quarter Progressive 141,788 shares (about $35.98M)Berkshire Hathaway 11,607 shares (about $5.34M)Netflix 4,933 shares (about $3.50M)Wells Fargo & Company 61,019 shares (about $3.45M)Brookfield 55,257 shares (about $2.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdonald Capital Investors Inc/Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGRProgressive$264,810,740$35,980,123 ▼-12.0%1,043,54816.3%FinanceBRK.BBerkshire Hathaway$158,668,191$5,342,238 ▼-3.3%344,7369.7%FinanceNFLXNetflix$151,560,360$3,498,829 ▼-2.3%213,6859.3%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$143,444,852$2,886,705 ▼-2.0%136,4538.8%MedicalPAYXPaychex$123,777,393$2,473,793 ▼-2.0%922,4047.6%Business ServicesBNBrookfield$108,699,085$2,936,910 ▼-2.6%2,045,1386.7%FinanceAMZNAmazon.com$107,122,235$2,544,150 ▼-2.3%574,9066.6%Retail/WholesaleECLEcolab$85,010,081$1,792,161 ▼-2.1%332,9425.2%Basic MaterialsNKENIKE$77,569,055$907,426 ▼-1.2%877,4784.8%Consumer DiscretionaryFASTFastenal$73,918,486$1,775,144 ▼-2.3%1,034,9834.5%Retail/WholesaleELVElevance Health$66,497,080$1,445,080 ▼-2.1%127,8794.1%MedicalMLMMartin Marietta Materials$54,421,919$1,037,746 ▼-1.9%101,1093.3%ConstructionJPMJPMorgan Chase & Co.$50,923,744$1,089,514 ▼-2.1%241,5053.1%FinanceWFCWells Fargo & Company$50,858,568$3,446,963 ▼-6.3%900,3113.1%FinanceGOOGLAlphabet$45,750,552$1,055,138 ▼-2.3%275,8552.8%Computer and TechnologyUNPUnion Pacific$45,170,911$985,427 ▼-2.1%183,2642.8%TransportationBAMBrookfield Asset Management$18,564,446$684,286 ▼-3.6%392,5661.1%FinanceEXPDExpeditors International of Washington$1,701,630$299,592 ▼-15.0%12,9500.1%TransportationUSBU.S. Bancorp$441,2490.0%9,6490.0%FinanceGOOGAlphabet$417,9750.0%2,5000.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$214,096$214,096 ▲New Holding1,1950.0%ETFCMCSAComcast$0$42,718,234 ▼-100.0%00.0%Consumer DiscretionaryEVBGEverbridge$0$297,415 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
