MCDONALD CAPITAL INVESTORS INC/CA
4 ORINDA WAY, ORINDA, California, 94563, (925) 258-5401
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 20 |
| New Positions | 2 |
| Increased Positions | 11 |
| Decreased Positions | 6 |
| Positions with Activity | 17 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
726 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 14.35% |
| Consumer/Non-Cyclical | 10.35% |
| Energy | |
| Financial | 21.18% |
| Healthcare | 4.65% |
| Services | 26.23% |
| Technology | 12.52% |
| Transportation | 10.72% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
20 Positions as of 03/31/2013
Company |
Class | Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BED BATH & BEYOND INC | COM | 65,218 | 3,954 | 6.45 | 943,622 |
| CARDINAL HEALTH INC | COM | 33,568 | 2,266 | 7.24 | 702,415 |
| CLOROX CO DEL | COM | -10,807 | Sold Out | 0 | |
| COMCAST CORP NEW | CL A | 45,449 | 1,430 | 3.25 | 1,065,888 |
| ECOLAB INC | COM | 74,212 | 1,279 | 1.75 | 832,999 |
| EXPEDITORS INTL WASH INC | COM | 57,294 | 6,626 | 13.08 | 1,486,999 |
| HEINZ H J CO | COM | 970 | 970 | New | 13,400 |
| MICROSOFT CORP | COM | 67,453 | 2,788 | 4.31 | 1,934,405 |
| NEKTAR THERAPEUTICS | COM | 199 | New | 20,300 | |
| NIKE INC | CL B | 104,215 | 1,861 | 1.82 | 1,595,449 |
| PAYCHEX INC | COM | 79,781 | 4,789 | 6.39 | 2,071,147 |
| PROGRESSIVE CORP OHIO | COM | 75,861 | -116 | (0.15) | 2,896,547 |
| PROSHARES TR | PSHS ULTSH 20YRS | 709 | 709 | New | 10,850 |
| PROSHARES TR | SHRT 20+YR TRE | 221 | -578 | (72.39) | 7,400 |
| RYDEX ETF TRUST | GUG S&P500 EQ WT | 246 | -42 | (14.44) | 3,850 |
| UNITED PARCEL SERVICE INC | CL B | 20,579 | -78 | (0.38) | 232,012 |
| US BANCORP DEL | COM NEW | 335 | New | 9,649 | |
| WATERS CORP | COM | 23,451 | -98 | (0.42) | 239,295 |
| WELLS FARGO & CO NEW | WT EXP 102818 | 813 | New | 60,000 | |
| WELLS FARGO & CO NEW | COM | 75,605 | 3,982 | 5.56 | 1,895,822 |
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