MCDONALD CAPITAL INVESTORS INC/CA Information

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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