MCDONALD CAPITAL INVESTORS INC/CA

CIK

1033225

Location

ORINDA, CA

Portfolio Value

Mid $1,368,434,940

Diversification

Diversified

Filing Date

Global Rank

#1,634 / 8,651 ▼ 176

Top Industry

Insurance - Property & Casualty 12.9%

3Y Alpha vs SPY

+16.0%

Period ended 57 days ago

Filed Jul 29, 2026 · 28d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+152.1%

SPY

+74.1%

Annualised alpha

+15.8%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.9%

+0.9 pts

Top 5

47.6%

+0.3 pts

Top 10

76.4%

−0.1 pts

HHI

729

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	44.3%	$605,871,124	7
Communication Services	11.4%	$156,583,003	2
Basic Materials	11.2%	$153,228,255	2
Consumer Cyclical	10.3%	$140,381,604	2
Healthcare	8.8%	$120,366,914	1
Industrials	8.5%	$116,040,576	3
Technology	5.6%	$75,963,464	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
CPRT	Copart Inc	+315,115	2,023,689	$57,047,792
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BN	BROOKFIELD Corp /ON/	−205,087	2,437,749	$103,823,729
BAM	Brookfield Asset Management Ltd.	−85,578	253,457	$11,367,546
PGR	Progressive Corp/Oh/	−74,135	806,728	$176,229,731
FAST	Fastenal Co	−69,280	40,000	$1,921,200
NKE	NIKE, Inc.	−67,835	735,186	$30,179,385
PAYX	Paychex Inc	−66,669	772,536	$75,963,464
WFC	Wells Fargo & Company/Mn	−59,271	631,343	$52,174,185
AMZN	Amazon Com Inc	−40,746	462,374	$110,202,219
NFLX	Netflix Inc	−39,049	1,046,297	$74,705,605
ECL	Ecolab Inc.	−29,811	262,305	$73,080,796
BRK-B	Berkshire Hathaway Inc	−22,388	281,317	$140,768,213
JPM	Jpmorgan Chase & Co	−20,435	247,821	$81,119,247
UNP	Union Pacific Corp	−20,427	209,822	$57,071,584
GOOGL	Alphabet Inc.	−19,116	229,111	$81,877,398
REGN	Regeneron Pharmaceuticals, Inc.	−12,833	193,038	$120,366,914
FDS	Factset Research Systems Inc	−12,600	175,541	$40,388,473
MLM	Martin Marietta Materials Inc	−10,936	138,976	$80,147,459
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EXPD	Expeditors International Of Washington Inc	8,860	$1,269,017
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $1,368,434,940 total · filing declares 20 positions · $1,369,429,397 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PGR	Progressive Corp/Oh/ Financial Services	Reduced	806,728	-74,135	$176,229,731	+0.9%	12.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	281,317	-22,388	$140,768,213	−3.3%	10.29%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	193,038	-12,833	$120,366,914	−24.3%	8.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	462,374	-40,746	$110,202,219	+5.2%	8.05%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	2,437,749	-205,087	$103,823,729	−2.9%	7.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	229,111	-19,116	$81,877,398	+14.7%	5.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	247,821	-20,435	$81,119,247	+2.8%	5.93%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	138,976	-10,936	$80,147,459	−9.2%	5.86%
PAYX	Paychex Inc Technology	Reduced	772,536	-66,669	$75,963,464	−1.7%	5.55%
NFLX	Netflix Inc Communication Services	Reduced	1,046,297	-39,049	$74,705,605	−28.4%	5.46%
ECL	Ecolab Inc. Basic Materials	Reduced	262,305	-29,811	$73,080,796	−6.0%	5.34%
UNP	Union Pacific Corp Industrials	Reduced	209,822	-20,427	$57,071,584	+2.2%	4.17%
CPRT	Copart Inc Industrials	Added	2,023,689	+315,115	$57,047,792	+0.6%	4.17%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	631,343	-59,271	$52,174,185	−5.1%	3.81%
FDS	Factset Research Systems Inc Financial Services	Reduced	175,541	-12,600	$40,388,473	−1.1%	2.95%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	735,186	-67,835	$30,179,385	−28.8%	2.21%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	253,457	-85,578	$11,367,546	−24.6%	0.83%
FAST	Fastenal Co Industrials	Reduced	40,000	-69,280	$1,921,200	−62.1%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.