Mcdonald Capital Investors portfolio
Concentrated managerInvestment firmPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 27, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Mcdonald Capital Investors reported a $1.2 bn portfolio of 19 companies (20 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are PGR, REGN, BRK/B.
Sections with a free account
What changed this quarter
18 positions with a change (1 added to, 17 trimmed). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Berkshire Hathaway−12%fewer sharesReduced10.3% → 10.2%
- Progressive−9.8%fewer sharesReduced12.9% → 12.4%
- Regeneron Pharmaceuticals−11%fewer sharesReduced8.8% → 10.7%
- Amazon.com−12%fewer sharesReduced8.0% → 8.3%
- Brookfield−12%fewer sharesReduced7.6% → 6.5%
- JPMorgan Chase−12%fewer sharesReduced5.9% → 5.9%
- Alphabet−12%fewer sharesReduced6.0% → 5.7%
- Netflix−11%fewer sharesReduced5.5% → 5.3%
- Ecolab−11%fewer sharesReduced5.3% → 5.3%
- Martin Marietta Materials+12%more sharesIncreased5.9% → 6.1%
- Paychex−9.8%fewer sharesReduced5.5% → 5.6%
- Wells Fargo−15%fewer sharesReduced3.8% → 3.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- ProgressivePGR12.4%
- Regeneron PharmaceuticalsREGN10.7%
- Berkshire HathawayBRK/B10.2%
- Amazon.comAMZN8.3%
- BrookfieldBN6.5%
- Martin Marietta MaterialsMLM6.1%
- JPMorgan ChaseJPM5.9%
- AlphabetGOOGL · GOOG5.8%
- PaychexPAYX5.6%
- NetflixNFLX5.3%
- EcolabECL5.3%
- Union PacificUNP4.1%
- CopartCPRT4.0%
- Wells FargoWFC3.5%
- Factset Research SystemsFDS3.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 43%
- ● Industrials 14%
- ● Materials 11%
- ● Communication Services 11%
- ● Health Care 11%
- ● Consumer Discretionary 10%
How its portfolio changed (8 quarters)
Q3 2026: 20
Q3 2026: 77%
Q3 2026: 5.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 30, 2026 (medium confidence).
The data, as reported: MCDONALD CAPITAL INVESTORS INC (CRD 105562): 5.D assets by client type: high net worth 61%, pooled vehicles 18%, charities 12%, pension plans 9% (of $1.9 bn); 5.F 90 accounts, 0% non-discretionary; 5.D 90 clients, 79 individuals; no financial planning, adviser selection or non-discretionary assets: discretionary accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
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Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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