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) 787

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 15.07%
Consumer/Non-Cyclical 11.91%
Energy 0.03%
Financial 21.65%
Healthcare 6.1%
Services 25.87%
Technology 5.93%
Transportation 13.44%
Utilities

18 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BED BATH & BEYOND INC COM 58,364 828 1.44 933,667
CARDINAL HEALTH INC COM 47,803 -1,096 (2.24) 661,905
COMCAST CORP NEW CL A 59,661 -115 (0.19) 1,096,905
ECOLAB INC COM 93,776 3,528 3.91 848,036
EXPEDITORS INTL WASH INC COM 80,584 4,641 6.11 1,774,200
EXXON MOBIL CORP COM 227 New 2,196
MICROSOFT CORP COM 29,392 -10,950 (27.14) 660,495
NEKTAR THERAPEUTICS COM 190 New 17,300
NIKE INC CL B 118,626 4,047 3.53 1,526,329
PAYCHEX INC COM 85,605 1,251 1.48 2,019,930
PROGRESSIVE CORP OHIO COM 74,005 1,968 2.73 3,059,314
PROSHARES TR PSHS ULTSH 20YRS 829 67 8.76 14,275
RYDEX ETF TRUST GUG S&P500 EQ WT 295 New 3,850
UNITED PARCEL SERVICE INC CL B 25,177 297 1.19 243,095
US BANCORP DEL COM NEW 412 New 9,649
WATERS CORP COM 17,247 -9,618 (35.8) 162,766
WELLS FARGO & CO NEW WT EXP 102818 1,208 New 60,000
WELLS FARGO & CO NEW COM 93,682 -3,180 (3.28) 1,815,542