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Funds / Mcdonald Capital Investors Inc/Ca
Institutional Fund

Mcdonald Capital Investors Inc/Ca

Orinda, CACIK 10332255 filings on record

Portfolio Value
$1.46B
Q1 2026
Holdings
21
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-10.4%
from $1.63B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Progressive Corp11.9%
  • Regeneron Pharmaceuticals10.9%
  • Berkshire Hathaway Inc Del10.0%
  • Brookfield Corp7.3%
  • Amazon Com Inc7.2%
  • Netflix Inc7.1%
  • Other45.6%

Portfolio Holdings

21 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Progressive Corp880.9K$174.62M11.9%2.8KReduced
2Regeneron Pharmaceuticals205.9K$159.06M10.9%2.4KReduced
3Berkshire Hathaway Inc Del303.7K$145.54M10.0%4.3KReduced
4Brookfield Corp2.64M$106.96M7.3%56.3KReduced
5Amazon Com Inc503.1K$104.78M7.2%8.6KReduced
6Netflix Inc1.09M$104.36M7.1%739Reduced
7Martin Marietta Matls Inc149.9K$88.25M6.0%1.7KReduced
8Jpmorgan Chase & Co.268.3K$78.91M5.4%828Reduced
9Ecolab Inc292.1K$77.71M5.3%4.4KReduced
10Paychex Inc839.2K$77.31M5.3%3.7KReduced

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