Mcdonald Capital Investors Inc Portfolio Holdings

Mcdonald Capital Investors Inc

  • $1.5 Billion
  • Q3 2024

Mcdonald Capital Investors Inc has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $265M, Berkshire Hathaway Inc Class B with a value of $159M, Netflix Inc with a value of $152M, Regeneron Pharmaceuticals, Inc. with a value of $143M, and Paychex Inc with a value of $124M.

Examining the 13F form we can see an increase of $4.26M in the current position value, from $1.5B to 1.5B.

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

Portfolio value $1.5 Billion
Financial Services: $526 Million
Industrials: $245 Million
Healthcare: $210 Million
Communication Services: $198 Million
Consumer Cyclical: $185 Million
Basic Materials: $139 Million
ETFs: $214,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$590B
$159 Million 10.56% of portfolio
344,736
Q3 2024 Reduced 3.26%
$405B
$152 Million 10.09% of portfolio
213,685
Q3 2024 Reduced 2.26%
$2.29T
$107 Million 7.13% of portfolio
574,906
Q3 2024 Reduced 2.32%
$697B
$50.9 Million 3.39% of portfolio
241,505
Q3 2024 Reduced 2.09%
$267B
$50.8 Million 3.38% of portfolio
900,311
Q3 2024 Reduced 6.35%
$1.14T
$45.8 Million 3.05% of portfolio
275,855
Q3 2024 Reduced 2.25%
$1.17T
$417,000 0.03% of portfolio
2,500
Q2 2024 Reduced 9.91%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $1.5 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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