MCDONALD CAPITAL INVESTORS INC/CA — 13F holdings

MCDONALD CAPITAL INVESTORS INC/CA reported 20 holdings worth $1.37B in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. PGR PROGRESSIVE CORP — $176M (12.9%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $141M (10.3%)
3. REGN REGENERON PHARMACEUTICALS — $120M (8.8%)
4. AMZN AMAZON COM INC — $110M (8.0%)
5. BN Brookfield Corp — $104M (7.6%)
6. GOOGL ALPHABET INC — $81.9M (6.0%)
7. JPM JPMorgan Chase & Co. — $81.1M (5.9%)
8. MLM MARTIN MARIETTA MATLS INC — $80.1M (5.9%)
9. PAYX PAYCHEX INC — $76.0M (5.5%)
10. NFLX NETFLIX INC — $74.7M (5.5%)