Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MCDONALD CAPITAL INVESTORS INC/CA (CIK 1033225) reported $1.46B across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PGR ($174.6M, 11.95%), REGN ($159.1M, 10.88%), BRK/B ($145.5M, 9.96%), BN ($107.0M, 7.32%), AMZN ($104.8M, 7.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $174.6M | 11.95% | 880,863 | Trimmed |
| 2 | REGN | REGENERON PHARMACEUTICALS | $159.1M | 10.88% | 205,871 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.5M | 9.96% | 303,705 | Trimmed |
| 4 | BN | BROOKFIELD CORP | $107.0M | 7.32% | 2.6M | Trimmed |
| 5 | AMZN | AMAZON COM INC | $104.8M | 7.17% | 503,120 | Trimmed |
| 6 | NFLX | NETFLIX INC. | $104.4M | 7.14% | 1.1M | Trimmed |
| 7 | MLM | MARTIN MARIETTA MATLS INC | $88.3M | 6.04% | 149,912 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $78.9M | 5.40% | 268,256 | Trimmed |
| 9 | ECL | ECOLAB INC | $77.7M | 5.32% | 292,116 | Trimmed |
| 10 | PAYX | PAYCHEX INC | $77.3M | 5.29% | 839,205 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $70.8M | 4.84% | 246,102 | Trimmed |
| 12 | CPRT | COPART INC | $56.7M | 3.88% | 1.7M | Added |
| 13 | UNP | UNION PAC CORP | $55.9M | 3.82% | 230,249 | Trimmed |
| 14 | WFC | WELLS FARGO & CO | $55.0M | 3.76% | 690,614 | Trimmed |
| 15 | NKE | NIKE INC | $42.4M | 2.90% | 803,021 | Trimmed |
| 16 | FDS | FACTSET RESH SYS INC | $40.8M | 2.79% | 188,141 | Added |
| 17 | BAM | BROOKFIELD ASSET MANAGMT LTD | $15.1M | 1.03% | 339,035 | Trimmed |
| 18 | FAST | FASTENAL CO | $5.1M | 0.35% | 109,280 | Trimmed |
| 19 | EXPD | EXPEDITORS INTL WASH INC | $1.3M | 0.09% | 8,860 | Trimmed |
| 20 | GOOG | ALPHABET INC | $609,577 | 0.04% | 2,125 | Hold |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $229,344 | 0.02% | 1,195 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31