Mcdonald Capital Investors Inc
Net seller this quarter
$1.37B
19
-$106M
76.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PGR | $176M | 12.87% | 0.14% | -8.4% | Q2 2013 |
 BRK.B | $141M | 10.28% | Not reported | -7.4% | Q2 2019 |
 REGN | $120M | 8.79% | 0.20% | -6.2% | Q2 2018 |
 AMZN | $110M | 8.05% | 0.00% | -8.1% | Q1 2023 |
 BN | $104M | 7.58% | Not reported | -7.8% | Q4 2022 |
 GOOGL | $81.9M | 5.98% | 0.00% | -6.9% | Q1 2020 |
 JPM | $81.1M | 5.92% | 0.01% | -7.6% | Q1 2020 |
 MLM | $80.1M | 5.85% | 0.23% | -7.3% | Q1 2020 |
 PAYX | $76M | 5.55% | 0.22% | -7.9% | Q2 2013 |
 NFLX | $74.7M | 5.46% | 0.03% | -3.6% | Q2 2022 |
 ECL | $73.1M | 5.34% | 0.09% | -10.2% | Q2 2013 |
 UNP | $57.1M | 4.17% | 0.04% | -8.9% | Q2 2015 |
 CPRT | $57M | 4.17% | 0.22% | +18.4% | Q4 2025 |
 WFC | $52.2M | 3.81% | 0.02% | -8.6% | Q2 2013 |
 FDS | $40.4M | 2.95% | 0.49% | -6.7% | Q3 2025 |
 NKE | $30.2M | 2.20% | 0.04% | -8.5% | Q2 2013 |
| BAM | $11.4M | 0.83% | Not reported | -25.2% | Q2 2017 |
 FAST | $1.92M | 0.14% | 0.00% | -63.4% | Q3 2014 |
| GOOG | $751K | 0.05% | Not reported | Not reported | Q2 2022 |
| Q1 2026 | |||||
| PGR | $175M | 11.95% | 0.15% | -0.3% | Q2 2013 |
| REGN | $159M | 10.88% | 0.22% | -1.1% | Q2 2018 |
| BRK.B | $146M | 9.96% | Not reported | -1.4% | Q2 2019 |
| BN | $107M | 7.32% | Not reported | -2.1% | Q4 2022 |
| AMZN | $105M | 7.17% | 0.00% | -1.7% | Q1 2023 |
| NFLX | $104M | 7.14% | 0.03% | -0.1% | Q2 2022 |
| MLM | $88.3M | 6.04% | 0.25% | -1.1% | Q1 2020 |
| JPM | $78.9M | 5.40% | 0.01% | -0.3% | Q1 2020 |
| ECL | $77.7M | 5.32% | 0.10% | -1.5% | Q2 2013 |
| PAYX | $77.3M | 5.29% | 0.23% | -0.4% | Q2 2013 |
| GOOGL | $70.8M | 4.84% | 0.00% | -0.9% | Q1 2020 |
| CPRT | $56.7M | 3.88% | 0.18% | +15.2% | Q4 2025 |
| UNP | $55.9M | 3.82% | 0.04% | -1.1% | Q2 2015 |
| WFC | $55M | 3.76% | 0.02% | -1.3% | Q2 2013 |
| NKE | $42.4M | 2.90% | 0.05% | -1.2% | Q2 2013 |
| FDS | $40.8M | 2.79% | 0.52% | +1.3% | Q3 2025 |
| BAM | $15.1M | 1.03% | Not reported | -1.1% | Q2 2017 |
| FAST | $5.07M | 0.35% | 0.01% | -87.6% | Q3 2014 |
 EXPD | $1.27M | 0.09% | 0.01% | -21.9% | Q2 2013 |
| GOOG | $610K | 0.04% | Not reported | Not reported | Q2 2022 |
| Q4 2025 | |||||
| PGR | $201M | 12.34% | 0.15% | -3.2% | Q2 2013 |
| REGN | $161M | 9.86% | 0.22% | -2.4% | Q2 2018 |
| BRK.B | $155M | 9.50% | Not reported | -3.6% | Q2 2019 |
| BN | $124M | 7.60% | Not reported | -4.3% | Q4 2022 |
| AMZN | $118M | 7.24% | 0.00% | -3.7% | Q1 2023 |
| NFLX | $102M | 6.25% | 0.03% | -2.2% | Q2 2022 |
| PAYX | $94.6M | 5.80% | 0.23% | -1.8% | Q2 2013 |
| MLM | $94.4M | 5.79% | 0.25% | -3.8% | Q1 2020 |
| JPM | $86.7M | 5.32% | 0.01% | -5.4% | Q1 2020 |
| ECL | $77.8M | 4.77% | 0.11% | -4.0% | Q2 2013 |
| GOOGL | $77.7M | 4.77% | 0.00% | -7.0% | Q1 2020 |
| WFC | $65.2M | 4.00% | 0.02% | -5.9% | Q2 2013 |
| CPRT | $58.1M | 3.56% | 0.15% | New | Q4 2025 |
| FDS | $53.9M | 3.31% | 0.50% | +87.9% | Q3 2025 |
| UNP | $53.8M | 3.30% | 0.04% | -4.2% | Q2 2015 |
| NKE | $51.8M | 3.17% | 0.05% | -2.6% | Q2 2013 |
| FAST | $35.4M | 2.17% | 0.08% | -3.6% | Q3 2014 |
| BAM | $18M | 1.10% | Not reported | -4.2% | Q2 2017 |
| EXPD | $1.69M | 0.10% | 0.01% | -12.4% | Q2 2013 |
| GOOG | $667K | 0.04% | Not reported | -15.0% | Q2 2022 |
| Q3 2025 | |||||
| PGR | $225M | 14.01% | 0.16% | -1.8% | Q2 2013 |
| BRK.B | $161M | 9.98% | Not reported | -2.3% | Q2 2019 |
| NFLX | $133M | 8.28% | 0.03% | -2.3% | Q2 2022 |
| BN | $129M | 8.01% | Not reported | -3.2% | Q4 2022 |
| REGN | $120M | 7.46% | 0.23% | -2.2% | Q2 2018 |
| AMZN | $117M | 7.25% | 0.01% | -2.6% | Q1 2023 |
| PAYX | $109M | 6.76% | 0.24% | -1.9% | Q2 2013 |
| MLM | $99.3M | 6.17% | 0.26% | -2.5% | Q1 2020 |
| JPM | $89.7M | 5.57% | 0.01% | -1.8% | Q1 2020 |
| ECL | $84.6M | 5.26% | 0.11% | -2.3% | Q2 2013 |
| GOOGL | $64.9M | 4.04% | 0.00% | -2.5% | Q1 2020 |
| WFC | $62.3M | 3.88% | 0.02% | -2.4% | Q2 2013 |
| NKE | $58.2M | 3.62% | 0.05% | -3.1% | Q2 2013 |
| UNP | $57.4M | 3.57% | 0.04% | -1.3% | Q2 2015 |
| FAST | $44.8M | 2.79% | 0.08% | -4.6% | Q3 2014 |
| FDS | $28.3M | 1.76% | 0.26% | New | Q3 2025 |
| BAM | $20.4M | 1.27% | Not reported | -2.4% | Q2 2017 |
 ELV | $3.1M | 0.19% | 0.00% | -32.1% | Q3 2021 |
| EXPD | $1.59M | 0.10% | 0.01% | Not reported | Q2 2013 |
| GOOG | $609K | 0.04% | Not reported | Not reported | Q2 2022 |