☆MCDONALD CAPITAL INVESTORS INC/CA
Quality Q
0.891
AUM ($M)
1,369
Positions
20
Turnover
0.05
Top-10 wt
76%
Herfindahl
0.073
History (qtrs)
6
Excess Return
-49.5%
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Holdings · 21 positions · portfolio value $1,369M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 12.9% | +0.9% | 176.2 | 806,728 | -74,135 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 10.3% | +0.3% | 140.8 | 281,317 | -22,388 | 5 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | TRIM | — | 8.8% | -2.1% | 120.4 | 193,038 | -12,833 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 8.0% | +0.9% | 110.2 | 462,374 | -40,746 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | TRIM | — | 7.6% | +0.3% | 103.8 | 2,437,749 | -205,087 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.0% | +1.1% | 81.9 | 229,111 | -16,991 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 5.9% | +0.5% | 81.1 | 247,821 | -20,435 | 5 | — |
| ☆MLM funds › | MARTIN MARIETTA MATLS INC | TRIM | — | 5.9% | -0.2% | 80.1 | 138,976 | -10,936 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 5.5% | +0.3% | 76.0 | 772,536 | -66,669 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 5.5% | -1.7% | 74.7 | 1,046,297 | -39,049 | 5 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 5.3% | +0.0% | 73.1 | 262,305 | -29,811 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 4.2% | +0.3% | 57.1 | 209,822 | -20,427 | 5 | — |
| ☆CPRT funds › | COPART INC | ADD | — | 4.2% | +0.3% | 57.0 | 2,023,689 | +315,115 | 3 | -54.9% |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 3.8% | +0.0% | 52.2 | 631,343 | -59,271 | 5 | — |
| ☆FDS funds › | FACTSET RESH SYS INC | TRIM | — | 2.9% | +0.2% | 40.4 | 175,541 | -12,600 | 4 | -44.1% |
| ☆NKE funds › | NIKE INC | TRIM | — | 2.2% | -0.7% | 30.2 | 735,186 | -67,835 | 5 | — |
| ☆BAM funds › | BROOKFIELD ASSET MANAGMT LTD | TRIM | — | 0.8% | -0.2% | 11.4 | 253,457 | -85,578 | 5 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 0.1% | -0.2% | 1.9 | 40,000 | -69,280 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.1% | +0.0% | 0.8 | 2,125 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.0% | +0.0% | 0.2 | 1,145 | -50 | 5 | — |
| ☆EXPD funds › | EXPEDITORS INTL WASH INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,860 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,369 | 20 | 0.05 | 76% | 0.073 | 0.889 | — | in |
| 2026Q1 | 1,461 | 21 | 0.04 | 76% | 0.072 | 0.905 | — | in |
| 2025Q4 | 1,631 | 21 | 0.08 | 74% | 0.070 | 0.845 | — | in |
| 2025Q3 | 1,609 | 21 | 0.05 | 79% | 0.075 | 0.900 | — | in |
| 2025Q2 | 1,593 | 20 | 0.08 | 81% | 0.081 | 0.898 | — | entered |
| 2025Q1 | 1,586 | 20 | 0.00 | 79% | 0.082 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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