Mcdonald Capital Investors as of Sept. 30, 2020
Portfolio Holdings for Mcdonald Capital Investors
Mcdonald Capital Investors holds 21 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 16.0 | $180M | 1.9M | 94.67 | |
| Paychex (PAYX) | 10.4 | $117M | 1.5M | 79.77 | |
| Regeneron Pharmaceuticals (REGN) | 9.0 | $101M | 180k | 559.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.8 | $99M | 464k | 212.94 | |
| Ecolab (ECL) | 7.5 | $84M | 423k | 199.84 | |
| Nike CL B (NKE) | 7.4 | $83M | 662k | 125.54 | |
| Comcast Corp Cl A (CMCSA) | 7.4 | $83M | 1.8M | 46.26 | |
| Fastenal Company (FAST) | 7.1 | $79M | 1.8M | 45.09 | |
| Expeditors International of Washington (EXPD) | 6.4 | $72M | 792k | 90.52 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 5.8 | $65M | 2.0M | 33.06 | |
| Union Pacific Corporation (UNP) | 4.2 | $47M | 238k | 196.87 | |
| Wells Fargo & Company (WFC) | 3.0 | $34M | 1.4M | 23.51 | |
| Martin Marietta Materials (MLM) | 2.8 | $32M | 134k | 235.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $26M | 18k | 1465.62 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $18M | 182k | 96.27 | |
| Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $812k | 53k | 15.36 | |
| Brookfield Ppty Reit Cl A | 0.1 | $733k | 60k | 12.24 | |
| Momenta Pharmaceuticals | 0.1 | $583k | 11k | 52.52 | |
| Schlumberger (SLB) | 0.0 | $560k | 36k | 15.56 | |
| National Gen Hldgs | 0.0 | $371k | 11k | 33.73 | |
| Us Bancorp Del Com New (USB) | 0.0 | $346k | 9.6k | 35.86 |
