Filed: 7/31/2025ACC: 0001085146-25-004390
📋 What this filing means
MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$1.59B
Total AUM (reported)
9.21M
Total Shares
Allocation by class
COM$1.18B74.3%
CL B NEW$158.72M10.0%
CL A LTD VT SH$120.06M7.5%
CL B$61.15M3.8%
CAP STK CL A$48.26M3.0%
CL A LMT VTG SHS$20.27M1.3%
CAP STK CL C$443.5K0.0%
Portfolio Concentration
Top 3$558.83M35.1%
4–10$739.22M46.4%
11–25$295.21M18.5%
Top 3 weight
35.1%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 9.21M
Sole
Full voting authority
9.21M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
PROGRESSIVE CORP
SOLEShares929.20K
TypeSH
Market value$247.97M
15.56%
Sole
929.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares326.74K
TypeSH
Market value$158.72M
9.96%
Sole
326.74K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares113.62K
TypeSH
Market value$152.15M
9.55%
Sole
113.62K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares874.47K
TypeSH
Market value$127.20M
7.98%
Sole
874.47K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares1.94M
TypeSH
Market value$120.06M
7.54%
Sole
1.94M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares545.34K
TypeSH
Market value$119.64M
7.51%
Sole
545.34K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares218.04K
TypeSH
Market value$114.47M
7.18%
Sole
218.04K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares161.57K
TypeSH
Market value$88.70M
5.57%
Sole
161.57K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares316.12K
TypeSH
Market value$85.18M
5.35%
Sole
316.12K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares289.68K
TypeSH
Market value$83.98M
5.27%
Sole
289.68K
Shared
0.00
None
0.00
NIKE INC
SOLEShares860.84K
TypeSH
Market value$61.15M
3.84%
Sole
860.84K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares761.93K
TypeSH
Market value$61.05M
3.83%
Sole
761.93K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares246K
TypeSH
Market value$56.60M
3.55%
Sole
246K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares273.87K
TypeSH
Market value$48.26M
3.03%
Sole
273.87K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares958K
TypeSH
Market value$40.24M
2.53%
Sole
958K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares366.60K
TypeSH
Market value$20.27M
1.27%
Sole
366.60K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares14.15K
TypeSH
Market value$5.50M
0.35%
Sole
14.15K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares12.95K
TypeSH
Market value$1.48M
0.09%
Sole
12.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.50K
TypeSH
Market value$443.5K
0.03%
Sole
2.50K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares1.20K
TypeSH
Market value$217.2K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 929.20K | SH | $247.97M 15.56% | 929.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 326.74K | SH | $158.72M 9.96% | 326.74K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 113.62K | SH | $152.15M 9.55% | 113.62K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 874.47K | SH | $127.20M 7.98% | 874.47K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 1.94M | SH | $120.06M 7.54% | 1.94M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 545.34K | SH | $119.64M 7.51% | 545.34K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 218.04K | SH | $114.47M 7.18% | 218.04K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 161.57K | SH | $88.70M 5.57% | 161.57K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 316.12K | SH | $85.18M 5.35% | 316.12K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 289.68K | SH | $83.98M 5.27% | 289.68K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 860.84K | SH | $61.15M 3.84% | 860.84K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 761.93K | SH | $61.05M 3.83% | 761.93K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 246K | SH | $56.60M 3.55% | 246K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 273.87K | SH | $48.26M 3.03% | 273.87K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 958K | SH | $40.24M 2.53% | 958K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 366.60K | SH | $20.27M 1.27% | 366.60K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 14.15K | SH | $5.50M 0.35% | 14.15K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 12.95K | SH | $1.48M 0.09% | 12.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.50K | SH | $443.5K 0.03% | 2.50K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.20K | SH | $217.2K 0.01% | 1.20K | 0.00 | 0.00 |