MCDONALD CAPITAL INVESTORS INC/CA Information

4 ORINDA WAY, ORINDA, California, 94563, (925) 258-5401

Report Date: 03/31/2014

Position Statistics

Total Positions 18
New Positions 0
Increased Positions 8
Decreased Positions 5
Positions with Activity 13
Sold Out Positions 0
Total Mkt Value (in $ millions) 782

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 15.13%
Consumer/Non-Cyclical 11.97%
Energy 0.03%
Financial 21.71%
Healthcare 6.04%
Services 25.88%
Technology 5.89%
Transportation 13.37%
Utilities

18 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
WATERS CORP COM 16,524 -9,215 (35.8) 162,766
MICROSOFT CORP COM 29,518 -10,997 (27.14) 660,495
WELLS FARGO & CO NEW COM 93,101 -3,160 (3.28) 1,815,542
CARDINAL HEALTH INC COM 47,035 -1,079 (2.24) 661,905
COMCAST CORP NEW CL A 59,825 -115 (0.19) 1,096,905
EXXON MOBIL CORP COM 226 New 2,196
NEKTAR THERAPEUTICS COM 192 New 17,300
RYDEX ETF TRUST GUG S&P500 EQ WT 295 New 3,850
US BANCORP DEL COM NEW 407 New 9,649
WELLS FARGO & CO NEW WT EXP 102818 1,237 New 60,000
UNITED PARCEL SERVICE INC CL B 25,238 298 1.19 243,095
BED BATH & BEYOND INC COM 57,561 817 1.44 933,667
PAYCHEX INC COM 85,059 1,243 1.48 2,019,930
PROGRESSIVE CORP OHIO COM 73,913 1,965 2.73 3,059,314
NIKE INC CL B 118,321 4,037 3.53 1,526,329
ECOLAB INC COM 93,649 3,523 3.91 848,036
EXPEDITORS INTL WASH INC COM 79,324 4,568 6.11 1,774,200
PROSHARES TR PSHS ULTSH 20YRS 845 68 8.76 14,275