Fund HoldingsMCDONALD CAPITAL INVESTORS INC/CA

Total Portfolio Value
$1.60B
Total Bought
$1.10M
Total Sold
$180.07M
Net Transaction
-$178.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PROGRESSIVE CORP(PGR)1,388,6861,279,116-109,570221,190264,54716.56%+43,357
NETFLIX INC(NFLX)225,388220,618-4,770109,737133,9888.39%+24,251
BERKSHIRE HATHAWAY INC DEL367,458360,613-6,845131,058151,6459.49%+20,587
AMAZON COM INC(AMZN)599,110596,235-2,87591,029107,5496.73%+16,520
MARTIN MARIETTA MATLS INC(MLM)106,847103,472-3,37553,30763,5263.98%+10,219
FASTENAL CO(FAST)1,117,6781,069,848-47,83072,39282,5285.17%+10,136
ECOLAB INC(ECL)350,909344,066-6,84369,60379,4454.97%+9,842
REGENERON PHARMACEUTICALS(REGN)143,529141,013-2,516126,060135,7248.50%+9,664
WELLS FARGO CO NEW(WFC)998,530980,070-18,46049,14856,8053.56%+7,657
JPMORGAN CHASE & CO(JPM)250,392246,417-3,97542,59249,3573.09%+6,766
ELEVANCE HEALTH INC(ELV)136,493134,438-2,05564,36569,7114.36%+5,347
ALPHABET INC(GOOG)290,015289,202-81340,51243,6492.73%+3,137
BROOKFIELD CORP(BN)2,151,8172,113,822-37,99586,33188,5065.54%+2,175
PAYCHEX INC(PAYX)967,229949,934-17,295115,207116,6527.30%+1,445
BROOKFIELD ASSET MANAGMT LTD(BAM)411,187414,389+3,20216,51717,4131.09%+895
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,195+1,19502020.01%+202
ALPHABET INC(GOOG)2,7752,77503914230.03%+31
US BANCORP DEL(USB)9,6499,64904184310.03%+14
MIRATI THERAPEUTICS INC4,2500-4,2502500-250
EXPEDITORS INTL WASH INC(EXPD)18,02516,025-2,0002,2931,9480.12%-345
UNION PAC CORP(UNP)188,062185,262-2,80046,19245,5612.85%-630
COMCAST CORP NEW(CCZ)1,123,9691,104,964-19,00549,28647,9003.00%-1,386
NIKE INC(NKE)423,917422,097-1,82046,02539,6692.48%-6,356
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