$773 Million is the total value of MCDONALD CAPITAL INVESTORS INC/CA's 19 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | Buy | PROGRESSIVE CORP OHIO | $81,153,000 | +7.5% | 2,980,292 | +0.3% | 10.50% | +1.1% |
| WFC | Buy | WELLS FARGO & CO NEW | $78,162,000 | +0.5% | 1,891,622 | +0.4% | 10.11% | -5.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $22,264,000 | +8.0% | 243,667 | +2.2% | 2.88% | +1.5% |
| TBT | Buy | PROSHARES TR | $1,073,000 | +15.3% | 14,250 | +10.9% | 0.14% | +8.6% |
| DELL | Buy | DELL INC | $756,000 | +76.6% | 55,000 | +71.1% | 0.10% | +66.1% |
| FIRE | New | SOURCEFIRE INC | $334,000 | – | 4,400 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-31
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 | 2024-05-03 |
| 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 |
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.