McDonald Capital Investors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), McDonald Capital Investors Inc. reported 21 stock positions worth $1.6 billion. Its top holding was Progressive (PGR) at 15.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.6%) and Netflix (NFLX, 9.5%). Compared with Q3 2024, it added to 2 and reduced 15. The biggest buy was Nike Class B (NKE, shares +1%) and the biggest sale Elevance Health (ELV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001033225
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001085146-25-000902 ↗ filed Feb 7, 2025
Holdings Value
Holdings 21 stocks · $1.6B
| PGR Progressive Corp. | 15.57% | 1,034,182 | $247.8M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.64% | 338,617 | $153.5M | Reduce -1.8% |
| NFLX Netflix Inc. | 9.52% | 169,952 | $151.5M | Reduce -20.5% |
| PAYX Paychex Inc. | 8.03% | 911,646 | $127.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 7.84% | 568,823 | $124.8M | Reduce -1.1% |
| REGN Regeneron Pharmaceuticals | 7.61% | 170,180 | $121.2M | Add +24.7% |
| BN Brookfield Corp. | 7.30% | 2,023,560 | $116.3M | Reduce -1.1% |
| ECL Ecolab Inc. | 4.84% | 328,929 | $77.1M | Reduce -1.2% |
| FAST Fastenal Co. | 4.66% | 1,032,520 | $74.2M | Reduce -0.2% |
| NKE Nike Inc. Class B | 4.22% | 887,191 | $67.1M | Add +1.1% |
| WFC Wells Fargo & Co. | 3.63% | 822,738 | $57.8M | Reduce -8.6% |
| JPM JPMorgan Chase & Co. | 3.59% | 238,100 | $57.1M | Reduce -1.4% |
| MLM Martin Marietta Materials | 3.27% | 100,917 | $52.1M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 3.25% | 273,702 | $51.8M | Reduce -0.8% |
| ELV Elevance Health Inc. | 2.95% | 127,259 | $46.9M | Reduce -0.5% |
| UNP Union Pacific Corp. | 2.60% | 181,400 | $41.4M | Reduce -1.0% |
| BAM Brookfield Asset Mgmt-A | 1.32% | 387,262 | $21.0M | Reduce -1.4% |
| EXPD Expeditors Intl Wash Inc. | 0.09% | 12,950 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 2,500 | $476K | No change |
| USB US Bancorp | 0.03% | 9,649 | $462K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 1,195 | $209K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ELV Elevance Health Inc. | Reduce -0.5% | 2.95% | −1.13 |
| PGR Progressive Corp. | Reduce -0.9% | 15.57% | −0.69 |
| ECL Ecolab Inc. | Reduce -1.2% | 4.84% | −0.38 |
| UNP Union Pacific Corp. | Reduce -1.0% | 2.60% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 9.64% | −0.10 |
| MLM Martin Marietta Materials | Reduce -0.2% | 3.27% | −0.07 |
| FAST Fastenal Co. | Reduce -0.2% | 4.66% | +0.13 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.4% | 1.32% | +0.18 |
| NFLX Netflix Inc. | Reduce -20.5% | 9.52% | +0.21 |
| PAYX Paychex Inc. | Reduce -1.2% | 8.03% | +0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 3.25% | +0.45 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 3.59% | +0.46 |
| WFC Wells Fargo & Co. | Reduce -8.6% | 3.63% | +0.51 |
| BN Brookfield Corp. | Reduce -1.1% | 7.30% | +0.63 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 7.84% | +1.26 |
Portfolio Buys Q3 2024 → Q4 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 |