Arkolith/Funds/McDonald Capital Investors Inc

McDonald Capital Investors Inc

CIK 1033225Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

McDonald Capital Investors Inc holds a focused book of 20 stocks worth $1.4B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened US Bancorp and trimmed Progressive Corp. Their largest long position is Progressive Corp at 13% of the equity book. Cloning the disclosed picks since 2024 would be +7% (+3.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what McDonald Capital Investors Inc owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1033225/holdings"
Ask your agent
Use Arkolith to show MCDONALD CAPITAL INVESTORS INC/CA's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
1
existing
Trimmed
18
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.7%
+3.8%/yr · since Oct '24
Their reported book
-0.4%
held from quarter-end
S&P 500
+32.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
McDonald Capital Investors Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.1 points over this window.

Growth of $10,000 cloning McDonald Capital Investors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
76%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
34%
Materials
13%
Consumer Discretionary
12%
Industrials
10%
Information Technology
9%
Health Care
9%
Real Estate
8%
Communication Services
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as McDonald Capital Investors Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.23 / 20$627.1B
FMR LLC23 / 20$234.4B
MORGAN STANLEY23 / 20$160.9B
JPMORGAN CHASE & CO23 / 20$131.3B
PRICE T ROWE ASSOCIATES INC /MD/23 / 20$99.4B
BANK OF AMERICA CORP /DE/23 / 20$98.5B
NORTHERN TRUST CORP23 / 20$85.2B
GOLDMAN SACHS GROUP INC23 / 20$64.8B

Ranked by how many of McDonald Capital Investors Inc's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1Progressive Corp
COM
$176.2M806.7K
12.9%
−8.4%
Reduced · −74K sh
2Berkshire Hathaway Inc Del
CL B NEW
$140.8M281.3K
10.3%
−7.4%
Reduced · −22K sh
3Regeneron Pharmaceuticals
COM
$120.4M193.0K
8.8%
−6.2%
Reduced · −13K sh
4Amazon Com Inc
COM
$110.2M462.4K
8.0%
−8.1%
Reduced · −41K sh
5Brookfield Corp
CL A LTD VT SH
$103.8M2.44M
7.6%
−7.8%
Reduced · −205K sh
6Alphabet Inc
CAP STK CL A
$81.9M229.1K
6.0%
−6.9%
Reduced · −17K sh
7JPMorgan Chase & Co
COM
$81.1M247.8K
5.9%
−7.6%
Reduced · −20K sh
8Martin Marietta Matls Inc
COM
$80.1M139.0K
5.9%
−7.3%
Reduced · −11K sh
9Paychex Inc
COM
$76.0M772.5K
5.5%
−7.9%
Reduced · −67K sh
10Netflix Inc.
COM
$74.7M1.05M
5.5%
−3.6%
Reduced · −39K sh
11Ecolab Inc
COM
$73.1M262.3K
5.3%
−10%
Reduced · −30K sh
12Union Pac Corp
COM
$57.1M209.8K
4.2%
−8.9%
Reduced · −20K sh
13Copart Inc
COM
$57.0M2.02M
4.2%
+18%
Added · +315K sh
14Wells Fargo & Co
COM
$52.2M631.3K
3.8%
−8.6%
Reduced · −59K sh
15Factset Resh Sys Inc
COM
$40.4M175.5K
2.9%
−6.7%
Reduced · −13K sh
16Nike Inc
CL B
$30.2M735.2K
2.2%
−8.4%
Reduced · −68K sh
17Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$11.4M253.5K
0.8%
−25%
Reduced · −86K sh
18Fastenal Co
COM
$1.9M40.0K
0.1%
−63%
Reduced · −69K sh
19Alphabet Inc
CAP STK CL C
$751K2.1K
0.1%
Held
20Invesco Exchange Traded FD T
S&P500 EQL WGT
$244K1.1K
0.0%
−4.2%
Reduced · −50 sh
Showing all 20 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202620$1.4B13F-HR
Q1 2026Mar 31, 2026May 4, 202621$1.5B13F-HR
Q4 2025Dec 31, 2025Jan 30, 202621$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 10, 202521$1.6B13F-HR
Q2 2025Jun 30, 2025Jul 31, 202520$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 30, 202520$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 7, 202521$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 31, 202421$1.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.