$727 Million is the total value of MCDONALD CAPITAL INVESTORS INC/CA's 20 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NKE | New | NIKE INCcl b | $102,035,000 | – | 1,602,304 | +100.0% | 14.03% | – |
WFC | New | WELLS FARGO & CO NEW | $77,772,000 | – | 1,884,472 | +100.0% | 10.70% | – |
PGR | New | PROGRESSIVE CORP OHIO | $75,511,000 | – | 2,970,532 | +100.0% | 10.39% | – |
PAYX | New | PAYCHEX INC | $75,174,000 | – | 2,058,997 | +100.0% | 10.34% | – |
ECL | New | ECOLAB INC | $70,597,000 | – | 828,699 | +100.0% | 9.71% | – |
BBBY | New | BED BATH & BEYOND INC | $66,324,000 | – | 934,798 | +100.0% | 9.12% | – |
MSFT | New | MICROSOFT CORP | $65,874,000 | – | 1,906,900 | +100.0% | 9.06% | – |
EXPD | New | EXPEDITORS INTL WASH INC | $64,161,000 | – | 1,686,672 | +100.0% | 8.82% | – |
CMCSA | New | COMCAST CORP NEWcl a | $46,467,000 | – | 1,112,981 | +100.0% | 6.39% | – |
CAH | New | CARDINAL HEALTH INC | $32,612,000 | – | 690,935 | +100.0% | 4.49% | – |
WAT | New | WATERS CORP | $25,217,000 | – | 252,045 | +100.0% | 3.47% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $20,623,000 | – | 238,467 | +100.0% | 2.84% | – |
LUFK | New | LUFKIN INDS INC | $1,449,000 | – | 16,375 | +100.0% | 0.20% | – |
TBT | New | PROSHARES TR | $931,000 | – | 12,850 | +100.0% | 0.13% | – |
WFCWS | New | WELLS FARGO & CO NEW*w exp 10/28/201 | $820,000 | – | 60,000 | +100.0% | 0.11% | – |
DELL | New | DELL INC | $428,000 | – | 32,150 | +100.0% | 0.06% | – |
USB | New | US BANCORP DEL | $349,000 | – | 9,649 | +100.0% | 0.05% | – |
ET | New | EXACTTARGET INC | $239,000 | – | 7,100 | +100.0% | 0.03% | – |
RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $236,000 | – | 3,850 | +100.0% | 0.03% | – |
NKTR | New | NEKTAR THERAPEUTICS | $234,000 | – | 20,300 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PROGRESSIVE CORP OHIO | 42 | Q3 2023 | 16.5% |
PAYCHEX INC. | 42 | Q3 2023 | 12.8% |
ECOLAB INC. | 42 | Q3 2023 | 12.1% |
NIKE INC. CLASS B | 42 | Q3 2023 | 15.9% |
WELLS FARGO INC. | 42 | Q3 2023 | 12.3% |
EXPEDITORS INTL WASH INC | 42 | Q3 2023 | 10.4% |
COMCAST CORP NEW | 42 | Q3 2023 | 7.9% |
US BANCORP DEL | 42 | Q3 2023 | 0.1% |
FASTENAL CO. | 37 | Q3 2023 | 10.7% |
UNION PACIFIC CORP | 34 | Q3 2023 | 7.5% |
View MCDONALD CAPITAL INVESTORS INC/CA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-30 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-11 |
13F-HR | 2023-07-11 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-03 |
13F-HR | 2021-11-03 |
View MCDONALD CAPITAL INVESTORS INC/CA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.