Andrew J. McDonald
Mcdonald Capital Investors Inc Ca
Assets Managed
$1.461B
Holdings
21
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-10.37%(2Q avg: -4.51%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mcdonald Capital Investors Inc Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.
Assets under management
The assets under management (AUM) of Mcdonald Capital Investors Inc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.461B in assets, with a quarterly growth rate of -10.37% and a 2-quarter average growth rate of -4.51%. The portfolio is managed by Andrew J. McDonald, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PGR Progressive Corp
| 11.95% | $174.622M 880,863 shares@ $198.24 avg price | Decreased -0.32% |
REGN Regeneron Pharmaceuticals
| 10.89% | $159.064M 205,871 shares@ $772.64 avg price | Decreased -1.13% |
BRK.B Berkshire Hathaway Inc-cl B
| 9.96% | $145.535M 303,705 shares@ $479.2 avg price | Decreased -1.4% |
BN Brookfield Corp
| 7.32% | $106.956M 2.643M shares@ $40.48 avg price | Decreased -2.08% |
AMZN Amazon.com Inc
| 7.18% | $104.785M 503,120 shares@ $208.27 avg price | Decreased -1.68% |
NFLX Netflix Inc
| 7.15% | $104.356M 1.085M shares@ $96.16 avg price | Decreased -0.06% |
MLM Martin Marietta Materials
| 6.04% | $88.25M 149,912 shares@ $588.68 avg price | Decreased -1.13% |
JPM Jpmorgan Chase & Co
| 5.4% | $78.91M 268,256 shares@ $294.17 avg price | Decreased -0.3% |
ECL Ecolab Inc
| 5.32% | $77.709M 292,116 shares@ $266.02 avg price | Decreased -1.48% |
PAYX Paychex Inc
| 5.3% | $77.308M 839,205 shares@ $92.13 avg price | Decreased -0.43% |
1-10 of 21