MCDONALD CAPITAL INVESTORS INC/CA

Registered adviser

CIK

1033225

Location

ORINDA, CA

Portfolio Value

Mid $1,369,429,387

Diversification

Diversified

Filing Date

Global Rank

#1,981 / 8,807 ▼ 369

Top Industry

Insurance - Property & Casualty 12.9%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105562

Roster of Oct 1, 2026

Regulatory AUM

$1,857,431,822

Main clients

Individuals and high net worth (61% of AUM)

Private funds

0 funds

$0 gross assets

LEI

254900SPTGEHVAXV4174

Private funds on Schedule D 7.B.(1)

As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,857,431,822	Individuals and high net worth (61%)
Apr 2025 to Mar 2026	$1,866,490,863	Individuals and high net worth (58%)
Apr 2024 to Mar 2025	$1,617,535,770	Individuals and high net worth (57%)
May 2023 to Mar 2024	$1,401,878,428	Individuals and high net worth (55%)
Apr 2023	$1,401,878,428	Individuals and high net worth (55%)
Apr 2022 to Mar 2023	$1,607,680,871	Individuals and high net worth (53%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.4% of the book (60%+)

Turnover

Low turnover

7.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.0 quarters (12+), a floor since 70.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 85.9%; sector active share 47.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

20 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	44.2%	$605,871,124	7
Communication Services	11.5%	$157,333,829	3
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	5.5%	$75,963,464	1
Unclassified	0.0%	$243,621	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

18 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.	−16,991	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
RSP	Victory Portfolios II	−50	1,145	$243,621
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

20 tracked positions · $1,369,429,387 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	Held (qtrs)	Est. cost/share	% of Portfolio
PGR	Progressive Corp/Oh/ Financial Services	Reduced	806,728	-74,135	$176,229,731	+0.9%	26+	—	12.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	281,317	-22,388	$140,768,213	−3.3%	26+	—	10.28%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	193,038	-12,833	$120,366,914	−24.3%	26+	—	8.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	462,374	-40,746	$110,202,219	+5.2%	14	—	8.05%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	2,437,749	-205,087	$103,823,729	−2.9%	15	—	7.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	229,111	-16,991	$81,877,398	+15.7%	26+	—	5.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	247,821	-20,435	$81,119,247	+2.8%	26+	—	5.92%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	138,976	-10,936	$80,147,459	−9.2%	26+	—	5.85%
PAYX	Paychex Inc Technology	Reduced	772,536	-66,669	$75,963,464	−1.7%	26+	—	5.55%
NFLX	Netflix Inc Communication Services	Reduced	1,046,297	-39,049	$74,705,605	−28.4%	17	—	5.46%
ECL	Ecolab Inc. Basic Materials	Reduced	262,305	-29,811	$73,080,796	−6.0%	26+	—	5.34%
UNP	Union Pacific Corp Industrials	Reduced	209,822	-20,427	$57,071,584	+2.2%	26+	—	4.17%
CPRT	Copart Inc Industrials	Added	2,023,689	+315,115	$57,047,792	+0.6%	3	—	4.17%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	631,343	-59,271	$52,174,185	−5.1%	26+	—	3.81%
FDS	Factset Research Systems Inc Financial Services	Reduced	175,541	-12,600	$40,388,473	−1.1%	4	—	2.95%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	735,186	-67,835	$30,179,385	−28.8%	26+	—	2.20%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	253,457	-85,578	$11,367,546	−24.6%	15	—	0.83%
FAST	Fastenal Co Industrials	Reduced	40,000	-69,280	$1,921,200	−62.1%	26+	—	0.14%
GOOG	Alphabet Inc. Communication Services	Held	2,125	0	$750,826	+23.2%	17	—	0.05%
RSP	Victory Portfolios II	Reduced	1,145	-50	$243,621	+6.2%	8	—	0.02%

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.