MCDONALD CAPITAL INVESTORS INC/CA — 13F Holdings & Portfolio
CIK 1033225 · latest 13F-HR filed 2026-07-29
MCDONALD CAPITAL INVESTORS INC/CA manages $1.37B in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PGR (12.87%), BRK.B (10.28%), REGN (8.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 4, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 120-D
ORINDA, CA 94563
$1.37B
Long-equity book
20
Distinct positions
2026-06-30
Filed 2026-07-29
+0 / −1 / ↑4 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$11.1M +15.7%
- AMAZON COM INC$5.4M +5.2%
- ALPHABET INC$141.2K +23.2%
- INVESCO EXCHANGE TRADED FD T$14.3K +6.2%
Top Trims
- REGENERON PHARMACEUTICALS-$38.7M -24.3%
- NETFLIX INC.-$29.7M -28.4%
- NIKE INC-$12.2M -28.8%
- MARTIN MARIETTA MATLS INC-$8.1M -9.2%
- ECOLAB INC-$4.6M -6.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | PGR | 743315103 | $176.2M | 12.87% | 806,728 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $140.8M | 10.28% | 281,317 | SH |
| 3 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $120.4M | 8.79% | 193,038 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $110.2M | 8.05% | 462,374 | SH |
| 5 | BROOKFIELD CORP | BN | 11271J107 | $103.8M | 7.58% | 2,437,749 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $81.9M | 5.98% | 229,111 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $81.1M | 5.92% | 247,821 | SH |
| 8 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $80.1M | 5.85% | 138,976 | SH |
| 9 | PAYCHEX INC | PAYX | 704326107 | $76.0M | 5.55% | 772,536 | SH |
| 10 | NETFLIX INC. | NFLX | 64110L106 | $74.7M | 5.46% | 1,046,297 | SH |
| 11 | ECOLAB INC | ECL | 278865100 | $73.1M | 5.34% | 262,305 | SH |
| 12 | UNION PAC CORP | UNP | 907818108 | $57.1M | 4.17% | 209,822 | SH |
| 13 | COPART INC | CPRT | 217204106 | $57.0M | 4.17% | 2,023,689 | SH |
| 14 | WELLS FARGO & CO | WFC | 949746101 | $52.2M | 3.81% | 631,343 | SH |
| 15 | FACTSET RESH SYS INC | FDS | 303075105 | $40.4M | 2.95% | 175,541 | SH |
| 16 | NIKE INC | NKE | 654106103 | $30.2M | 2.20% | 735,186 | SH |
| 17 | BROOKFIELD ASSET MANAGMT LTD | BAM | 113004105 | $11.4M | 0.83% | 253,457 | SH |
| 18 | FASTENAL CO | FAST | 311900104 | $1.9M | 0.14% | 40,000 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $750.8K | 0.05% | 2,125 | SH |
| 20 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $243.6K | 0.02% | 1,145 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $1.37B | 20 | 0001033225-26-000005 |
| 2026-03-31 | 2026-05-04 | $1.46B | 21 | 0001033225-26-000003 |
| 2025-12-31 | 2026-01-30 | $1.63B | 21 | 0001033225-26-000001 |