Filed: 11/10/2025ACC: 0001033225-25-000003
📋 What this filing means
MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.61B
Total AUM (reported)
9.06M
Total Shares
Allocation by class
COM$1.18B73.0%
CL B NEW$160.57M10.0%
CL A LTD VT SH$128.93M8.0%
CAP STK CL A$64.93M4.0%
CL B$58.16M3.6%
CL A LMT VTG SHS$20.36M1.3%
CAP STK CL C$608.9K0.0%
Portfolio Concentration
Top 3$519.15M32.3%
4–10$747.87M46.5%
11–25$341.88M21.2%
Top 3 weight
32.3%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 9.06M
Sole
Full voting authority
9.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
PROGRESSIVE CORP
SOLEShares912.86K
TypeSH
Market value$225.43M
14.01%
Sole
912.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares319.40K
TypeSH
Market value$160.57M
9.98%
Sole
319.40K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares111.05K
TypeSH
Market value$133.14M
8.28%
Sole
111.05K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares1.88M
TypeSH
Market value$128.93M
8.01%
Sole
1.88M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares213.33K
TypeSH
Market value$119.95M
7.46%
Sole
213.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares531.26K
TypeSH
Market value$116.65M
7.25%
Sole
531.26K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares857.90K
TypeSH
Market value$108.75M
6.76%
Sole
857.90K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares157.54K
TypeSH
Market value$99.29M
6.17%
Sole
157.54K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares284.35K
TypeSH
Market value$89.69M
5.57%
Sole
284.35K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares308.96K
TypeSH
Market value$84.61M
5.26%
Sole
308.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares267.09K
TypeSH
Market value$64.93M
4.04%
Sole
267.09K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares743.84K
TypeSH
Market value$62.35M
3.88%
Sole
743.84K
Shared
0.00
None
0.00
NIKE INC
SOLEShares834.11K
TypeSH
Market value$58.16M
3.62%
Sole
834.11K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares242.88K
TypeSH
Market value$57.41M
3.57%
Sole
242.88K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares913.85K
TypeSH
Market value$44.82M
2.79%
Sole
913.85K
Shared
0.00
None
0.00
FACTSET RESH SYS INC
SOLEShares98.85K
TypeSH
Market value$28.32M
1.76%
Sole
98.85K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares357.65K
TypeSH
Market value$20.36M
1.27%
Sole
357.65K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares9.61K
TypeSH
Market value$3.10M
0.19%
Sole
9.61K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares12.95K
TypeSH
Market value$1.59M
0.10%
Sole
12.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.50K
TypeSH
Market value$608.9K
0.04%
Sole
2.50K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares1.20K
TypeSH
Market value$226.7K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 912.86K | SH | $225.43M 14.01% | 912.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 319.40K | SH | $160.57M 9.98% | 319.40K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 111.05K | SH | $133.14M 8.28% | 111.05K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 1.88M | SH | $128.93M 8.01% | 1.88M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 213.33K | SH | $119.95M 7.46% | 213.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 531.26K | SH | $116.65M 7.25% | 531.26K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 857.90K | SH | $108.75M 6.76% | 857.90K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 157.54K | SH | $99.29M 6.17% | 157.54K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 284.35K | SH | $89.69M 5.57% | 284.35K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 308.96K | SH | $84.61M 5.26% | 308.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 267.09K | SH | $64.93M 4.04% | 267.09K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 743.84K | SH | $62.35M 3.88% | 743.84K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 834.11K | SH | $58.16M 3.62% | 834.11K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 242.88K | SH | $57.41M 3.57% | 242.88K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 913.85K | SH | $44.82M 2.79% | 913.85K | 0.00 | 0.00 |
FACTSET RESH SYS INCSOLE | COM | 98.85K | SH | $28.32M 1.76% | 98.85K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 357.65K | SH | $20.36M 1.27% | 357.65K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 9.61K | SH | $3.10M 0.19% | 9.61K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 12.95K | SH | $1.59M 0.10% | 12.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.50K | SH | $608.9K 0.04% | 2.50K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.20K | SH | $226.7K 0.01% | 1.20K | 0.00 | 0.00 |