McDonald Capital Investors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), McDonald Capital Investors Inc. reported 22 stock positions worth $1.6 billion. Its top holding was Progressive (PGR) at 15.4% of the portfolio, followed by Netflix (NFLX, 9.2%) and Regeneron Pharmaceuticals (REGN, 9.1%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 17. The biggest buy was Nike Class B (NKE, shares +110%) and the biggest sale Progressive (PGR, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001033225
- Portfolio Value
- $1.6B (Q2 2024)
- SEC Filing
- 0001085146-24-003419 ↗ filed Aug 1, 2024
Holdings Value
Holdings 22 stocks · $1.6B
| PGR Progressive Corp. | 15.38% | 1,185,336 | $246.2M | Reduce -7.3% |
| NFLX Netflix Inc. | 9.22% | 218,618 | $147.5M | Reduce -0.9% |
| REGN Regeneron Pharmaceuticals | 9.14% | 139,199 | $146.3M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.06% | 356,343 | $145.0M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 7.11% | 588,560 | $113.7M | Reduce -1.3% |
| PAYX Paychex Inc. | 6.97% | 940,839 | $111.5M | Reduce -1.0% |
| BN Brookfield Corp. | 5.45% | 2,100,395 | $87.3M | Reduce -0.6% |
| ECL Ecolab Inc. | 5.05% | 339,961 | $80.9M | Reduce -1.2% |
| ELV Elevance Health Inc. | 4.42% | 130,658 | $70.8M | Reduce -2.8% |
| NKE Nike Inc. Class B | 4.18% | 887,743 | $66.9M | Add +110.3% |
| FAST Fastenal Co. | 4.16% | 1,059,838 | $66.6M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 3.57% | 961,330 | $57.1M | Reduce -1.9% |
| MLM Martin Marietta Materials | 3.49% | 103,037 | $55.8M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.21% | 282,217 | $51.4M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 3.12% | 246,672 | $49.9M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 2.67% | 1,090,864 | $42.7M | Reduce -1.3% |
| UNP Union Pacific Corp. | 2.65% | 187,262 | $42.4M | Add +1.1% |
| BAM Brookfield Asset Mgmt-A | 0.97% | 407,036 | $15.5M | Reduce -1.8% |
| EXPD Expeditors Intl Wash Inc. | 0.12% | 15,230 | $1.9M | Reduce -5.0% |
| GOOG Alphabet Inc. Class C | 0.03% | 2,500 | $459K | Reduce -9.9% |
| USB US Bancorp | 0.02% | 9,649 | $383K | No change |
| EVBG Everbridge Inc. | 0.02% | 8,500 | $297K | New |
Portfolio Sells Q1 2024 → Q2 2024
| PGR Progressive Corp. | Reduce -7.3% | 15.38% | −1.18 |
| FAST Fastenal Co. | Reduce -0.9% | 4.16% | −1.01 |
| MLM Martin Marietta Materials | Reduce -0.4% | 3.49% | −0.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 9.06% | −0.44 |
| PAYX Paychex Inc. | Reduce -1.0% | 6.97% | −0.33 |
| CMCSA Comcast Corp. Class A | Reduce -1.3% | 2.67% | −0.33 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.8% | 0.97% | −0.12 |
| BN Brookfield Corp. | Reduce -0.6% | 5.45% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -5.0% | 0.12% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -9.9% | 0.03% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -1.9% | 3.57% | +0.01 |
| ELV Elevance Health Inc. | Reduce -2.8% | 4.42% | +0.06 |
| ECL Ecolab Inc. | Reduce -1.2% | 5.05% | +0.08 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 7.11% | +0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 3.21% | +0.48 |
| REGN Regeneron Pharmaceuticals | Reduce -1.3% | 9.14% | +0.64 |
| NFLX Netflix Inc. | Reduce -0.9% | 9.22% | +0.83 |
Portfolio Buys Q1 2024 → Q2 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 |