MCDONALD CAPITAL INVESTORS INC/CA

Q4 2025 13F-HR Holdings

Location
Orinda, CA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$1,630,572
Net value change ($000)
+21,679 (1.3%)
New positions
1
Sold out positions
1
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CPRT 58,091 NEW
REGN 40,785 34.0%
FDS 25,581 90.3%
GOOGL 12,795 19.7%
WFC 2,861 4.6%
AMZN 1,465 1.3%
EXPD 103 6.5%
GOOGL 58 9.5%
RSP 2 0.9%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -31,311 -23.5%
PGR -24,194 -10.7%
PAYX -14,195 -13.1%
FAST -9,443 -21.1%
ECL -6,770 -8.0%
NKE -6,405 -11.0%
BRK-B -5,743 -3.6%
BN -5,062 -3.9%
MLM -4,874 -4.9%
UNP -3,570 -6.2%
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