MCDONALD CAPITAL INVESTORS INC/CA
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NETFLIX INC.(NFLX) | 1,086,085 | 1,085,346 | -739 | 101,831,330 | 104,356,018 | 7.14% | +2,524,688 |
| UNION PAC CORP(UNP) | 232,749 | 230,249 | -2,500 | 53,839,499 | 55,863,012 | 3.82% | +2,023,513 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 1,195 | 1,195 | 0 | 228,914 | 229,344 | 0.02% | +430 |
| ALPHABET INC(GOOG) | 2,125 | 2,125 | 0 | 666,825 | 609,577 | 0.04% | -57,248 |
| ECOLAB INC(ECL) | 296,522 | 292,116 | -4,406 | 77,842,955 | 77,708,698 | 5.32% | -134,257 |
| EXPEDITORS INTL WASH INC(EXPD) | 11,350 | 8,860 | -2,490 | 1,691,263 | 1,269,018 | 0.09% | -422,245 |
| COPART INC(CPRT) | 1,483,799 | 1,708,574 | +224,775 | 58,090,731 | 56,724,657 | 3.88% | -1,366,074 |
| REGENERON PHARMACEUTICALS(REGN) | 208,241 | 205,871 | -2,370 | 160,734,981 | 159,064,169 | 10.88% | -1,670,812 |
| BROOKFIELD ASSET MANAGMT LTD(BAM) | 342,784 | 339,035 | -3,749 | 17,958,454 | 15,070,106 | 1.03% | -2,888,348 |
| MARTIN MARIETTA MATLS INC(MLM) | 151,638 | 149,912 | -1,726 | 94,418,917 | 88,250,196 | 6.04% | -6,168,721 |
| ALPHABET INC(GOOG) | 248,322 | 246,102 | -2,220 | 77,724,786 | 70,769,091 | 4.84% | -6,955,695 |
| JPMORGAN CHASE & CO(JPM) | 269,084 | 268,256 | -828 | 86,704,246 | 78,910,185 | 5.40% | -7,794,061 |
| BERKSHIRE HATHAWAY INC DEL | 308,030 | 303,705 | -4,325 | 154,831,279 | 145,535,436 | 9.96% | -9,295,843 |
| NIKE INC(NKE) | 812,401 | 803,021 | -9,380 | 51,758,068 | 42,415,569 | 2.90% | -9,342,499 |
| WELLS FARGO & CO(WFC) | 699,682 | 690,614 | -9,068 | 65,210,362 | 54,979,781 | 3.76% | -10,230,581 |
| FACTSET RESH SYS INC(FDS) | 185,744 | 188,141 | +2,397 | 53,901,051 | 40,824,716 | 2.79% | -13,076,335 |
| AMAZON COM INC(AMZN) | 511,720 | 503,120 | -8,600 | 118,115,210 | 104,784,802 | 7.17% | -13,330,408 |
| BROOKFIELD CORP(BN) | 2,699,130 | 2,642,836 | -56,294 | 123,863,076 | 106,955,573 | 7.32% | -16,907,503 |
| PAYCHEX INC(PAYX) | 842,861 | 839,205 | -3,656 | 94,552,147 | 77,307,565 | 5.29% | -17,244,582 |
| PROGRESSIVE CORP(PGR) | 883,700 | 880,863 | -2,837 | 201,236,164 | 174,622,281 | 11.95% | -26,613,883 |
| FASTENAL CO(FAST) | 881,440 | 109,280 | -772,160 | 35,372,187 | 5,070,592 | 0.35% | -30,301,595 |