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MCDONALD CAPITAL INVESTORS INC/CA Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MCDONALD CAPITAL INVESTORS INC/CA with $1.6B in long positions as of Q3 2025, 45% allocated to Financial Services, and 79% concentrated in top 10 positions.

Portfolio Value
$1.6B
Top 10 Concentration
79%
Top Sector
Financial Services (45%)
US Exposure
91%
Market Cap Focus
Large Cap
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 44.50%Financial ServicesIndustrials: 13.20%IndustrialsCommunication Services: 12.30%Communication ServicesBasic Materials: 11.40%Basic MaterialsConsumer Cyclical: 10.90%Consumer CyclicalHealthcare: 7.60%
Financial Services
44.50%
Industrials
13.20%
Communication Services
12.30%
Basic Materials
11.40%
Consumer Cyclical
10.90%
Healthcare
7.60%

Industry Breakdown

18 industries across all sectors

Insurance - Property & Casualty: 14.01%Insurance - Property & CasualtyInsurance - Diversified: 9.98%Insurance - DiversifiedBanks - Diversified: 9.45%Banks - DiversifiedAsset Management: 9.28%Asset ManagementEntertainment: 8.28%EntertainmentBiotechnology: 7.46%Specialty Retail: 7.25%Staffing & Employment Services: 6.76%Construction Materials: 6.17%Chemicals - Specialty: 5.26%8 more: 16.11%8 more
Insurance - Property & Casualty
Financial Services
14.01%
Insurance - Diversified
Financial Services
9.98%
Banks - Diversified
Financial Services
9.45%
Asset Management
Financial Services
9.28%
Entertainment
Communication Services
8.28%
Biotechnology
Healthcare
7.46%
Specialty Retail
Consumer Cyclical
7.25%
Staffing & Employment Services
Industrials
6.76%
Construction Materials
Basic Materials
6.17%
Chemicals - Specialty
Basic Materials
5.26%
Internet Content & Information
Communication Services
4.07%
Apparel - Footwear & Accessories
Consumer Cyclical
3.62%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 39.03%Mega Cap (> $200B)Large Cap ($10B - $200B): 60.96%Large Cap ($10B - $200B)N/A (ETF or Unknown): 0.01%
Mega Cap (> $200B)
39.03%
Large Cap ($10B - $200B)
60.96%
N/A (ETF or Unknown)
0.01%

Portfolio Concentration

Top 10 Holdings %
78.75%
Top 20 Holdings %
99.99%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
90.72%
International
9.28%
Countries
2
Largest Int'l Market
Canada - 9.28%
United States of America
90.72% ($1.5B)
19 holdings
Canada
9.28% ($149.3M)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
27.7 quarters
Avg. Top 20
28.6 quarters
Avg. All Positions
27.5 quarters
Median Holding Period
22 quarters
Persistence Rate
95.24%
Persistent Holdings Weight
98.24%
Persistent Positions
20
Longest Held
Paychex Inc logo
Paychex IncPAYX - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
1.76%
Avg. Position Weight
4.76%
Largest Position
Progressive Corporation logo
Progressive CorporationPGR - 14.01%
Largest Ownership Stake
Factset Research Systems logo
Factset Research SystemsFDS - 0.26%
Avg. Ownership Stake
0.10%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
3.42%
Avg. Ownership Stake
0.24%
Largest Position
Progressive Corporation logo
Progressive CorporationPGR - 18.80% (Q2 2022)
Largest Ownership Stake
Expeditors International of Washington, Inc. logo
Expeditors International of Washington, Inc.EXPD - 1.15% (Q3 2016)

Portfolio Turnover

Current Quarter

Turnover Ratio
2.1%
Value Traded
$33.62M
Positions Added
1
Positions Exited
0

Historical (Since Q2 2013)

Avg. Turnover Ratio
3.8%
Avg. Positions Added
2
Avg. Positions Exited
2
Highest Turnover
9.3%
Q3 2018
Lowest Turnover
0.3%
Q2 2014

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