Mcdonald Capital Investors Inc Portfolio Holdings

Mcdonald Capital Investors Inc

  • $1.45 Billion
  • Q4 2024

Mcdonald Capital Investors Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $248M, Berkshire Hathaway Inc Class B with a value of $153M, Netflix Inc with a value of $151M, Paychex Inc with a value of $128M, and Amazon Com Inc with a value of $125M.

Examining the 13F form we can see an decrease of $47.3M in the current position value, from $1.5B to 1.45B.

Below you can find more details about Mcdonald Capital Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
Financial Services: $517 Million
Industrials: $245 Million
Communication Services: $204 Million
Consumer Cyclical: $192 Million
Healthcare: $168 Million
Basic Materials: $129 Million
ETFs: $209,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$209,000 0.01% of portfolio
1,195
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $1.45 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Mcdonald Capital Investors Inc Portfolio

Follow Mcdonald Capital Investors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Capital Investors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Capital Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email