Mcdonald Capital Investors Inc/ca
MCDONALD CAPITAL INVESTORS INC is an SEC-registered investment adviser and financial planning firm headquartered in Orinda, California. Founded in 1982, the firm manages assets for a client base including high-net-worth individuals, institutions, pension plans, and charitable organizations. With a staff of 5 professionals, MCDONALD CAPITAL INVESTORS provides portfolio management, securities advisory, and retirement planning services. The company is structured as a corporation and operates as a boutique firm serving fewer than 100 clients, distinguished by personalized investment strategies and long-term relationships.
Investment Strategy
MCDONALD CAPITAL INVESTORS INC employs a disciplined, research-driven investment process with a focus on long-term capital appreciation. The firm manages concentrated equity portfolios, focusing on high-quality companies with strong fundamentals, sustainable competitive advantages, and attractive valuations. Their investment philosophy emphasizes thorough due diligence, downside risk management, and a long investment horizon, most often resulting in low portfolio turnover. The client base comprises high-net-worth individuals, charitable organizations, and pension/profit sharing plans, for whom the firm designs tailored investment strategies aligned with their objectives.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PGR | PROGRESSIVE CORP | 15.56% | $248.0M | 929,196 | $21.86 | $266.86 | -$21.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.96% | $158.7M | 326,738 | $195.99 | $485.77 | -$19.2M |
N NFLX | NETFLIX INC | 9.55% | $152.1M | 113,616 | $174.87 | $1339.13 | +$40.3M |
P PAYX | PAYCHEX INC | 7.98% | $127.2M | 874,466 | $30.65 | $145.46 | -$11.6M |
B BN | BROOKFIELD CORP | 7.54% | $120.1M | 1,941,092 | $31.56 | $61.85 | +$15.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Financial Analyst | Orinda, CA , United States |