Mcdonald Capital Investors Inc Portfolio Holdings

Mcdonald Capital Investors Inc

  • $1.46 Billion
  • Q1 2025

Mcdonald Capital Investors Inc has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $269M, Berkshire Hathaway Inc Class B with a value of $178M, Paychex Inc with a value of $139M, Regeneron Pharmaceuticals, Inc. with a value of $125M, and Netflix Inc with a value of $112M.

Examining the 13F form we can see an increase of $7.97M in the current position value, from $1.45B to 1.46B.

Below you can find more details about Mcdonald Capital Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion
Financial Services: $562 Million
Industrials: $240 Million
Healthcare: $180 Million
Consumer Cyclical: $164 Million
Basic Materials: $162 Million
Communication Services: $154 Million
ETFs: $207,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165B
$269 Million 18.42% of portfolio
952,035
Q1 2025 Reduced 7.94%
$694B
$178 Million 12.16% of portfolio
334,121
Q1 2025 Reduced 1.33%
$53B
$139 Million 9.49% of portfolio
899,476
Q1 2025 Reduced 1.33%
$64.2B
$125 Million 8.53% of portfolio
196,773
Q1 2025 Added 15.63%
$504B
$112 Million 7.65% of portfolio
119,970
Q1 2025 Reduced 29.41%
$1.88T
$108 Million 7.4% of portfolio
569,160
Q1 2025 Added 0.06%
$71.7B
$82.1 Million 5.61% of portfolio
323,824
Q1 2025 Reduced 1.55%
$32.7B
$79.8 Million 5.45% of portfolio
166,845
Q1 2025 Added 65.33%
$46.4B
$58.5 Million 4.0% of portfolio
754,442
Q1 2025 Reduced 26.93%
$718B
$58.3 Million 3.99% of portfolio
237,870
Q1 2025 Reduced 0.1%
$270B
$56.6 Million 3.87% of portfolio
789,017
Q1 2025 Reduced 4.1%
$71B
$55.5 Million 3.79% of portfolio
873,722
Q1 2025 Reduced 1.52%
$99.3B
$55 Million 3.76% of portfolio
126,461
Q1 2025 Reduced 0.63%
$957B
$42.2 Million 2.88% of portfolio
272,662
Q1 2025 Reduced 0.38%
$133B
$41.5 Million 2.84% of portfolio
175,819
Q1 2025 Reduced 3.08%
$18B
$1.56 Million 0.11% of portfolio
12,950
Q3 2024 Reduced 14.97%
$0
$207,000 0.01% of portfolio
1,195
Q3 2024 New
Brookfield Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.04%
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.19%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $1.46 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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