MCDONALD CAPITAL INVESTORS INC/CA
Top Portfolio Positions
18 positions ·
$1,314,946,020 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PGR |
Progressive Corp/Oh/
Financial Services
|
880,863 | $174,622,281 | 13.28% |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
205,871 | $159,064,169 | 12.10% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
2,642,836 | $106,955,572 | 8.13% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
503,120 | $104,784,802 | 7.97% |
| NFLX |
Netflix Inc
Communication Services
|
1,085,346 | $104,356,017 | 7.94% |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
149,912 | $88,250,196 | 6.71% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
268,256 | $78,910,184 | 6.00% |
| ECL |
Ecolab Inc.
Basic Materials
|
292,116 | $77,708,698 | 5.91% |
| PAYX |
Paychex Inc
Technology
|
839,205 | $77,307,564 | 5.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
246,102 | $70,769,091 | 5.38% |
Holdings in ECL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,708,698 | 292,116 | Shares | Sole | 2026-05-04 | |
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