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
$614B
$159 Million 10.56% of portfolio
344,736
Q3 2024 Reduced 3.26%
$399B
$152 Million 10.09% of portfolio
213,685
Q3 2024 Reduced 2.26%
$2.02T
$107 Million 7.13% of portfolio
574,906
Q3 2024 Reduced 2.32%
$718B
$50.9 Million 3.39% of portfolio
241,505
Q3 2024 Reduced 2.09%
$284B
$50.8 Million 3.38% of portfolio
900,311
Q3 2024 Reduced 6.35%
$1T
$45.8 Million 3.05% of portfolio
275,855
Q3 2024 Reduced 2.25%
$1.03T
$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
Track This Portfolio

Track Mcdonald Capital Investors Inc Portfolio

Follow Mcdonald Capital Investors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Capital Investors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Capital Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email