MCDONALD CAPITAL INVESTORS INC/CA
SEC Form 13F institutional filer · CIK 0001033225
13F-HR · 19 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.34B
Top-10 concentration
80.7%
MCDONALD CAPITAL INVESTORS INC/CA — $1.34B AUM allocation strategy
MCDONALD CAPITAL INVESTORS INC/CA files SEC Form 13F and reports $1.34B of long US equity value across 19 reported holdings for 2026-03-31.
Its largest sector bet is Financials 37.0%, followed by Industrials 14.7% and Communication Services 13.1%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MCDONALD CAPITAL INVESTORS INC/CA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.34B
total across 19 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$FAST −772K sh · −$30.3M−$NKE −9.38K sh · −$9.34M−$WFC −9.07K sh · −$10.2M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance13.0%—
- Biotechnology11.9%—
- Multi-Sector Holdings10.9%—
- Diversified Banks10.0%—
- Broadline Retail7.8%—
- Movies & Entertainment7.8%—
- Construction Materials6.6%—
- Specialty Chemicals5.8%—
- Other holdings26.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PGR | Progressive Corporation | 881K | $175M | -2.84K | 13.0% |
| $REGN | Regeneron Pharmaceuticals Inc | 206K | $159M | -2.37K | 11.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 304K | $146M | -4.33K | 10.9% |
| $AMZN | Amazon.com Inc | 503K | $105M | -8.6K | 7.8% |
| $NFLX | Netflix Inc | 1.09M | $104M | -739 | 7.8% |
| $MLM | Martin Marietta Materials Inc | 150K | $88.3M | -1.73K | 6.6% |
| $JPM | JP Morgan Chase & Co | 268K | $78.9M | -828 | 5.9% |
| $ECL | Ecolab Inc | 292K | $77.7M | -4.41K | 5.8% |
| $PAYX | Paychex Inc | 839K | $77.3M | -3.66K | 5.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 246K | $70.8M | -2.22K | 5.3% |
…and 9 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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