MCDONALD CAPITAL INVESTORS INC/CA

RIA/Wealth

MCDONALD CAPITAL INVESTORS INC/CA is a RIA/Wealth based in Orinda, CA led by Andrew J. Mcdonald, reporting $1.9B in AUM as of Q3 2025 with 45% Financial Services concentration and 79% concentrated in top 10 holdings.

PresidentAndrew J. Mcdonald

Portfolio Value: $1.6B
Positions: 21
Top Holding: PGR at 14.01%
Last Reported: Q3 2025

Address4 Orinda Way, Suite 120-d, Orinda, CA, 94563, United States

Top Holdings

Largest long holdings in MCDONALD CAPITAL INVESTORS INC/CA's portfolio (78.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Progressive PGR	Insurance - Property & Casualty Financial Services	$225.4M	14.01%	-$4.0M Sold	0.16% 912.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$160.6M	9.98%	-$3.7M Sold	0.01% 319.4K shares	Q4 2019 Held for 5y 11m
3 Netflix NFLX	Entertainment Communication Services	$133.1M	8.28%	-$3.1M Sold	0.03% 111.1K shares	Q2 2022 Held for 3y 5m
4 Brookfield BN	Asset Management Financial Services	$128.9M	8.01%	-$4.2M Sold	0.13% 1.9M shares	Q4 2022 Held for 2y 11m
5 Regeneron Pharmaceuticals REGN	Biotechnology Healthcare	$119.9M	7.46%	-$2.7M Sold	0.20% 213.3K shares	Q2 2018 Held for 7y 5m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$116.6M	7.25%	-$3.1M Sold	0.00% 531.3K shares	Q1 2023 Held for 2y 8m
7 Paychex PAYX	Staffing & Employment Services Industrials	$108.7M	6.76%	-$2.1M Sold	0.24% 857.9K shares	≤ Q2 2013 Held for 12y 5m+
8 Martin Marietta Materials MLM	Construction Materials Basic Materials	$99.3M	6.17%	-$2.5M Sold	0.26% 157.5K shares	Q1 2020 Held for 5y 8m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$89.7M	5.57%	-$1.7M Sold	0.01% 284.3K shares	Q1 2020 Held for 5y 8m
10 Ecolab ECL	Chemicals - Specialty Basic Materials	$84.6M	5.26%	-$2.0M Sold	0.11% 309.0K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MCDONALD CAPITAL INVESTORS INC/CA's latest filing

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Market Value

$1.6B

Prior: $1.6B

Q/Q Change

+0.981%

+$15.6M

Net Flows % of MV

-0.659%

Turnover Ratio

2.09%

New Purchases

1 stocks

$28.3M

Added To

0 stocks

Sold Out Of

0 stocks

Reduced Holdings

17 stocks

-$38.9M

Increased Positions

Position	Shares Δ	Change
1 FactSet Research Systems FDS	New	0 → 98.9K +$28.3M

Decreased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	-32.09%	14.1K → 9.6K −$1.5M
2 Fastenal FAST	-4.61%	958.0K → 913.9K −$2.2M
3 Brookfield BN	-3.15%	1.9M → 1.9M −$4.2M
4 Nike NKE	-3.1%	860.8K → 834.1K −$1.9M
5 Amazon AMZN	-2.58%	545.3K → 531.3K −$3.1M