MCDONALD CAPITAL INVESTORS INC/CA

Q3 2025 13F-HR Holdings

Location
Orinda, CA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
21
Total value ($000)
$1,608,893
Net value change ($000)
+15,629 (1.0%)
New positions
1
Sold out positions
0
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FDS 28,320 NEW
GOOGL 16,667 34.5%
MLM 10,597 11.9%
BN 8,868 7.4%
JPM 5,712 6.8%
REGN 5,476 4.8%
FAST 4,579 11.4%
BRK-B 1,854 1.2%
WFC 1,303 2.1%
UNP 808 1.4%
Top Reduces (Value $000, Stocks/ETFs)
PGR -22,535 -9.1%
NFLX -19,005 -12.5%
PAYX -18,453 -14.5%
NKE -2,991 -4.9%
AMZN -2,991 -2.5%
ELV -2,398 -43.6%
ECL -563 -0.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type