Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Progressive Corp.COM | COM | $176M | 12.9% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $141M | 10.3% |
| Regeneron PharmaceuticalsCOM | COM | $120M | 8.8% |
| Amazon Com Inc.COM | COM | $110M | 8.0% |
| Brookfield Corp.CL A LTD VT SH | CL A LTD VT SH | $104M | 7.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $81.9M | 6.0% |
| JPMORGAN Chase & COCOM | COM | $81.1M | 5.9% |
| Martin Marietta Matls Inc.COM | COM | $80.1M | 5.9% |
| Paychex Inc.COM | COM | $76M | 5.5% |
| Netflix Inc..COM | COM | $74.7M | 5.5% |
| Ecolab Inc.COM | COM | $73.1M | 5.3% |
| Union Pac Corp.COM | COM | $57.1M | 4.2% |
| Copart Inc.COM | COM | $57M | 4.2% |
| Wells Fargo & COCOM | COM | $52.2M | 3.8% |
| Factset Resh Sys Inc.COM | COM | $40.4M | 2.9% |
| Nike Inc.CL B | CL B | $30.2M | 2.2% |
| Brookfield Asset Managmt LtdCL A LMT VTG SHS | CL A LMT VTG SHS | $11.4M | 0.8% |
| Fastenal COCOM | COM | $1.92M | 0.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $751K | 0.1% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $244K | 0.0% |
- Class
- COM
- Share
- 12.9%
- Class
- CL B NEW
- Share
- 10.3%
- Class
- COM
- Share
- 8.8%
- Class
- COM
- Share
- 8.0%
- Class
- CL A LTD VT SH
- Share
- 7.6%
- Class
- CAP STK CL A
- Share
- 6.0%
- Class
- COM
- Share
- 5.9%
- Class
- COM
- Share
- 5.9%
- Class
- COM
- Share
- 5.5%
- Class
- COM
- Share
- 5.5%
- Class
- COM
- Share
- 5.3%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 2.9%
- Class
- CL B
- Share
- 2.2%
- Class
- CL A LMT VTG SHS
- Share
- 0.8%
- Class
- COM
- Share
- 0.1%
- Class
- CAP STK CL C
- Share
- 0.1%
- Class
- S&P500 EQL WGT
- Share
- 0.0%
The share class is shown on a wider screen.
The 20 largest of 20 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1033225
- File number
- 028-06004
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $1.46B at 31 March 2026
- Positions opened
- 0
- Positions closed
- 1
Common questions
What are McDonald Capital Investors’ 13F holdings worth?
$1.37 billion across 20 positions for the quarter ended 30 June 2026.
What is McDonald Capital Investors’ largest 13F holding?
PROGRESSIVE CORP (COM) was the largest position at $176 million, or 12.9% of reported 13F value, as of 30 June 2026.
How concentrated is McDonald Capital Investors’ 13F portfolio?
The ten largest positions accounted for 76.3% of reported value and the twenty-five largest for 100.0%, across 20 positions as of 30 June 2026.
Does Form 13F show everything McDonald Capital Investors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does McDonald Capital Investors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.