Portfolio (Quarterly)
Guide ↗
MCDONALD CAPITAL INVESTORS INC/CA
· CIK 0001033225| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,195.0 | $227K | 0.01% | NEW | — | $189.70 | +8.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.5%
Industrials
14.9%
Communication Services
13.9%
Basic Materials
12.9%
Consumer Cyclical
12.2%
Healthcare
8.6%