McDonald Capital Investors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), McDonald Capital Investors Inc. reported 22 stock positions worth $1.6 billion. Its top holding was Progressive (PGR) at 16.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.5%) and Regeneron Pharmaceuticals (REGN, 8.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 18. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Paychex (PAYX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001033225
- Portfolio Value
- $1.6B (Q1 2024)
- SEC Filing
- 0001085146-24-002211 ↗ filed May 3, 2024
Holdings Value
Holdings 22 stocks · $1.6B
| PGR Progressive Corp. | 16.56% | 1,279,116 | $264.5M | Reduce -7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.49% | 360,613 | $151.6M | Reduce -1.9% |
| REGN Regeneron Pharmaceuticals | 8.50% | 141,013 | $135.7M | Reduce -1.8% |
| NFLX Netflix Inc. | 8.39% | 220,618 | $134.0M | Reduce -2.1% |
| PAYX Paychex Inc. | 7.30% | 949,934 | $116.7M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 6.73% | 596,235 | $107.5M | Reduce -0.5% |
| BN Brookfield Corp. | 5.54% | 2,113,822 | $88.5M | Reduce -1.8% |
| FAST Fastenal Co. | 5.17% | 1,069,848 | $82.5M | Reduce -4.3% |
| ECL Ecolab Inc. | 4.97% | 344,066 | $79.4M | Reduce -1.9% |
| ELV Elevance Health Inc. | 4.36% | 134,438 | $69.7M | Reduce -1.5% |
| MLM Martin Marietta Materials | 3.98% | 103,472 | $63.5M | Reduce -3.2% |
| WFC Wells Fargo & Co. | 3.56% | 980,070 | $56.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.09% | 246,417 | $49.4M | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 3.00% | 1,104,964 | $47.9M | Reduce -1.7% |
| UNP Union Pacific Corp. | 2.85% | 185,262 | $45.6M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.73% | 289,202 | $43.6M | Reduce -0.3% |
| NKE Nike Inc. Class B | 2.48% | 422,097 | $39.7M | Reduce -0.4% |
| BAM Brookfield Asset Mgmt-A | 1.09% | 414,389 | $17.4M | Add +0.8% |
| EXPD Expeditors Intl Wash Inc. | 0.12% | 16,025 | $1.9M | Reduce -11.1% |
| USB US Bancorp | 0.03% | 9,649 | $431K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 2,775 | $423K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 1,195 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PAYX Paychex Inc. | Reduce -1.8% | 7.30% | −0.73 |
| NKE Nike Inc. Class B | Reduce -0.4% | 2.48% | −0.73 |
| BN Brookfield Corp. | Reduce -1.8% | 5.54% | −0.48 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 3.00% | −0.44 |
| UNP Union Pacific Corp. | Reduce -1.5% | 2.85% | −0.37 |
| REGN Regeneron Pharmaceuticals | Reduce -1.8% | 8.50% | −0.29 |
| ELV Elevance Health Inc. | Reduce -1.5% | 4.36% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.73% | −0.09 |
| EXPD Expeditors Intl Wash Inc. | Reduce -11.1% | 0.12% | −0.04 |
| MRTX Mirati Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| FAST Fastenal Co. | Reduce -4.3% | 5.17% | +0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 3.09% | +0.12 |
| ECL Ecolab Inc. | Reduce -1.9% | 4.97% | +0.12 |
| WFC Wells Fargo & Co. | Reduce -1.9% | 3.56% | +0.13 |
| MLM Martin Marietta Materials | Reduce -3.2% | 3.98% | +0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 9.49% | +0.35 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 6.73% | +0.39 |
| NFLX Netflix Inc. | Reduce -2.1% | 8.39% | +0.74 |
| PGR Progressive Corp. | Reduce -7.9% | 16.56% | +1.14 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $1.4B | PGR, BRK.B, REGN, AMZN, BN |
| Q1 2026 | 21 | $1.5B | PGR, REGN, BRK.B, BN, AMZN |
| Q4 2025 | 21 | $1.6B | PGR, REGN, BRK.B, BN, AMZN |
| Q3 2025 | 21 | $1.6B | PGR, BRK.B, NFLX, BN, REGN |
| Q2 2025 | 20 | $1.6B | PGR, BRK.B, NFLX, PAYX, BN |
| Q1 2025 | 20 | $1.6B | PGR, BRK.B, PAYX, REGN, NFLX |
| Q4 2024 | 21 | $1.6B | PGR, BRK.B, NFLX, PAYX, AMZN |
| Q3 2024 | 21 | $1.6B | PGR, BRK.B, NFLX, REGN, PAYX |
| Q2 2024 | 22 | $1.6B | PGR, NFLX, REGN, BRK.B, AMZN |
| Q1 2024 | 22 | $1.6B | PGR, BRK.B, REGN, NFLX, PAYX |