Q2 2026 13F · SEC CIK 1033225
Mcdonald Capital Investors Inc/ca
Asset managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 20
- Top holdings a year, 3 yrs
- +14.2%
- Average holding period
- 7.7 yrs
Mcdonald Capital Investors Inc/ca is an asset manager that reported 20 positions worth $1.4B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Progressive Corp. (PGR, 12.9%), Berkshire Hathaway Inc Del (BRK-B, 10.3%), Regeneron Pharmaceuticals (REGN, 8.8%). A portfolio copying its top holdings returned 14.2% a year over the last 3 years, against 20.4% for the S&P 500.
Mcdonald Capital Investors Inc/ca holdings all 20 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PGRProgressive Corp. | 12.9% | -8.4% | $176.2M |
| BRK-BBerkshire Hathaway Inc Del | 10.3% | -7.4% | $140.8M |
| REGNRegeneron Pharmaceuticals | 8.8% | -6.2% | $120.4M |
| AMZNAmazon Com Inc Com | 8.0% | -8.1% | $110.2M |
| BNBrookfield Corp | 7.6% | -7.8% | $103.8M |
| GOOGLAlphabet Inc | 6.0% | -6.9% | $81.9M |
| JPMJpmorgan Chase & Co | 5.9% | -7.6% | $81.1M |
| MLMMartin Marietta Matls Inc | 5.9% | -7.3% | $80.1M |
| PAYXPaychex Inc | 5.5% | -7.9% | $76.0M |
| NFLXNetflix Inc Total | 5.5% | -3.6% | $74.7M |
| ECLEcolab Inc | 5.3% | -10.2% | $73.1M |
| UNPUnion Pac Corp | 4.2% | -8.9% | $57.1M |
| CPRTCopart Inc | 4.2% | +18.4% | $57.0M |
| WFCWells Fargo Co New | 3.8% | -8.6% | $52.2M |
| FDSFactset Resh Sys Inc | 2.9% | -6.7% | $40.4M |
| NKENike Inc Cl B | 2.2% | -8.4% | $30.2M |
| BAMBrookfield Asset Management | 0.8% | -25.2% | $11.4M |
| FASTFastenal Co | 0.1% | -63.4% | $1.9M |
| GOOGAlphabet Inc | 0.1% | +0.0% | $751K |
| RSPInvesco S&p 500 Equal Weight ETF | 0.0% | -4.2% | $244K |
What Mcdonald Capital Investors Inc/ca bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- CPRT Copart Inc+18.4% shares
Reduced
- FAST Fastenal Co-63.4% shares
- BAM Brookfield Asset Management-25.2% shares
- ECL Ecolab Inc-10.2% shares
- UNP Union Pac Corp-8.9% shares
- WFC Wells Fargo Co New-8.6% shares
- NKE Nike Inc Cl B-8.4% shares
- PGR Progressive Corp.-8.4% shares
- AMZN Amazon Com Inc Com-8.1% shares
Sold out
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.6% /yr
- S&P 500 +20.1%
- 3 years
- +14.2% /yr
- S&P 500 +20.4%
- 5 years
- +9.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 20 |
| Q1 2026 | $1.5B | 21 |
| Q4 2025 | $1.6B | 21 |
| Q3 2025 | $1.6B | 21 |
| Q2 2025 | $1.6B | 20 |
| Q1 2025 | $1.6B | 20 |
| Q4 2024 | $1.6B | 21 |
| Q3 2024 | $1.6B | 21 |
| Q2 2024 | $1.6B | 22 |
| Q1 2024 | $1.6B | 22 |
| Q4 2023 | $1.4B | 22 |
| Q3 2023 | $1.3B | 22 |
Questions about Mcdonald Capital Investors Inc/ca's portfolio
What stocks does Mcdonald Capital Investors Inc/ca own?
Mcdonald Capital Investors Inc/ca's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 20 positions worth $1.4B. The largest are Progressive Corp. (PGR) at 12.9%, Berkshire Hathaway Inc Del (BRK-B) at 10.3%, Regeneron Pharmaceuticals (REGN) at 8.8%, Amazon Com Inc Com (AMZN) at 8.0% and Brookfield Corp (BN) at 7.6%.
What did Mcdonald Capital Investors Inc/ca buy last quarter?
In Q2 2026, Mcdonald Capital Investors Inc/ca added Copart Inc (CPRT) (+18.4% shares), compared with its Q1 2026 filing.
What did Mcdonald Capital Investors Inc/ca sell last quarter?
In Q2 2026, Mcdonald Capital Investors Inc/ca sold all of Expeditors International of Wa (EXPD), Fastenal Co (FAST) (-63.4% shares), Brookfield Asset Management (BAM) (-25.2% shares) and Ecolab Inc (ECL) (-10.2% shares), compared with its Q1 2026 filing.
How has Mcdonald Capital Investors Inc/ca's portfolio performed?
A portfolio copying Mcdonald Capital Investors Inc/ca's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.6% against +20.1%. Over 5 years: +9.3% a year against +11.6%.
When is Mcdonald Capital Investors Inc/ca's next 13F filing due?
13F filings are due 45 days after each quarter ends. Mcdonald Capital Investors Inc/ca's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.