MCDONALD CAPITAL INVESTORS INC/CA

Q2 2026 13F-HR Holdings

Location
Orinda, CA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$1,369,429
Net value change ($000)
-91,891 (-6.3%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 11,108 15.7%
AMZN 5,417 5.2%
JPM 2,209 2.8%
PGR 1,608 0.9%
UNP 1,209 2.2%
CPRT 323 0.6%
GOOGL 141 23.1%
RSP 15 6.6%
Top Reduces (Value $000, Stocks/ETFs)
REGN -38,697 -24.3%
NFLX -29,650 -28.4%
NKE -12,237 -28.8%
MLM -8,103 -9.2%
BRK-B -4,767 -3.3%
ECL -4,628 -6.0%
BAM -3,702 -24.6%
FAST -3,150 -62.1%
BN -3,132 -2.9%
WFC -2,806 -5.1%
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