McDonald Capital Investors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), McDonald Capital Investors Inc. reported 20 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, 10.0%) and Netflix (NFLX, 9.5%). Compared with Q1 2025, it added to 4 and reduced 13. The biggest buy was JPMorgan Chase (JPM, shares +22%) and the biggest sale Elevance Health (ELV, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001033225
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001085146-25-004390 ↗ filed Jul 31, 2025
Holdings Value
Holdings 20 stocks · $1.6B
| PGR Progressive Corp. | 15.56% | 929,196 | $248.0M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.96% | 326,738 | $158.7M | Reduce -2.2% |
| NFLX Netflix Inc. | 9.55% | 113,616 | $152.1M | Reduce -5.3% |
| PAYX Paychex Inc. | 7.98% | 874,466 | $127.2M | Reduce -2.8% |
| BN Brookfield Corp. | 7.54% | 1,941,092 | $120.1M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 7.51% | 545,335 | $119.6M | Reduce -4.2% |
| REGN Regeneron Pharmaceuticals | 7.18% | 218,045 | $114.5M | Add +10.8% |
| MLM Martin Marietta Materials | 5.57% | 161,571 | $88.7M | Reduce -3.2% |
| ECL Ecolab Inc. | 5.35% | 316,122 | $85.2M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 5.27% | 289,677 | $84.0M | Add +21.8% |
| NKE Nike Inc. Class B | 3.84% | 860,840 | $61.2M | Reduce -1.5% |
| WFC Wells Fargo & Co. | 3.83% | 761,934 | $61.0M | Reduce -3.4% |
| UNP Union Pacific Corp. | 3.55% | 246,004 | $56.6M | Add +39.9% |
| GOOGL Alphabet Inc. Class A | 3.03% | 273,866 | $48.3M | Add +0.4% |
| FAST Fastenal Co. | 2.53% | 958,004 | $40.2M | Reduce -36.5% |
| BAM Brookfield Asset Mgmt-A | 1.27% | 366,595 | $20.3M | Reduce -3.2% |
| ELV Elevance Health Inc. | 0.35% | 14,149 | $5.5M | Reduce -88.8% |
| EXPD Expeditors Intl Wash Inc. | 0.09% | 12,950 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 2,500 | $443K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 1,195 | $217K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ELV Elevance Health Inc. | Reduce -88.8% | 0.35% | −3.12 |
| PGR Progressive Corp. | Reduce -2.4% | 15.56% | −1.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 9.96% | −1.26 |
| FAST Fastenal Co. | Reduce -36.5% | 2.53% | −1.16 |
| PAYX Paychex Inc. | Reduce -2.8% | 7.98% | −0.77 |
| BAM Brookfield Asset Mgmt-A | Reduce -3.2% | 1.27% | +0.11 |
| ECL Ecolab Inc. | Reduce -2.4% | 5.35% | +0.17 |
| WFC Wells Fargo & Co. | Reduce -3.4% | 3.83% | +0.26 |
| NKE Nike Inc. Class B | Reduce -1.5% | 3.84% | +0.34 |
| MLM Martin Marietta Materials | Reduce -3.2% | 5.57% | +0.54 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 7.51% | +0.68 |
| BN Brookfield Corp. | Reduce -3.1% | 7.54% | +0.92 |
| NFLX Netflix Inc. | Reduce -5.3% | 9.55% | +2.50 |
Portfolio Buys Q1 2025 → Q2 2025
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 |