McDonald Capital Investors Inc 13F Holdings · Q2 2026
McDonald Capital Investors Inc reported 20 securities worth $1.37B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PGR (12.87%), BRKB (10.28%), REGN (8.79%). Among its top 25 positions this quarter: 1 added, 18 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $176.2M | 12.87% | 806,728 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $140.8M | 10.28% | 281,317 | Trimmed |
| 3 | REGN | REGENERON PHARMACEUTICALS | $120.4M | 8.79% | 193,038 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $110.2M | 8.05% | 462,374 | Trimmed |
| 5 | BN | BROOKFIELD CORP | $103.8M | 7.58% | 2.4M | Trimmed |
| 6 | GOOGL | ALPHABET INC | $81.9M | 5.98% | 229,111 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $81.1M | 5.92% | 247,821 | Trimmed |
| 8 | MLM | MARTIN MARIETTA MATLS INC | $80.1M | 5.85% | 138,976 | Trimmed |
| 9 | PAYX | PAYCHEX INC | $76.0M | 5.55% | 772,536 | Trimmed |
| 10 | NFLX | NETFLIX INC. | $74.7M | 5.46% | 1.0M | Trimmed |
| 11 | ECL | ECOLAB INC | $73.1M | 5.34% | 262,305 | Trimmed |
| 12 | CPRT | COPART INC | $57.0M | 4.17% | 2.0M | Added |
| 13 | UNP | UNION PAC CORP | $57.1M | 4.17% | 209,822 | Trimmed |
| 14 | WFC | WELLS FARGO & CO | $52.2M | 3.81% | 631,343 | Trimmed |
| 15 | FDS | FACTSET RESH SYS INC | $40.4M | 2.95% | 175,541 | Trimmed |
| 16 | NKE | NIKE INC | $30.2M | 2.20% | 735,186 | Trimmed |
| 17 | BAM | BROOKFIELD ASSET MANAGMT LTD | $11.4M | 0.83% | 253,457 | Trimmed |
| 18 | FAST | FASTENAL CO | $1.9M | 0.14% | 40,000 | Trimmed |
| 19 | GOOG | ALPHABET INC | $750,826 | 0.05% | 2,125 | Hold |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $243,622 | 0.02% | 1,145 | Trimmed |
| 21 | EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR