McDonald Capital Management is an SEC-registered investment adviser based in Lubbock, TX that reports managing 1 hedge fund on Form ADV. It reports $357.7 million in regulatory assets under management. Its private funds, of all types, hold $7.0 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +7.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +23.7% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $357.7 millionForm ADV Item 5.F
- Gross assets of private funds
- $7.0 millionAll private fund types, Form ADV
- Hedge funds managed
- 12 private funds in total
- Employees
- 2Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 114531
- Latest Form ADV
- 07/17/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +5.5% | +14.8% |
| Q1 2026 | +1.8% | -4.6% |
| Q4 2025 | +1.7% | +2.4% |
| Q3 2025 | +5.3% | +7.8% |
| Q2 2025 | +4.3% | +10.4% |
| Q1 2025 | -0.7% | -4.5% |
| Q4 2024 | -1.5% | +2.1% |
| Q3 2024 | +5.4% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- SPDR Ser TR SPDR Bloomberg$15.7 million
- Schwab US Dividend Equity ETF$15.2 million
- Angel Oak Ultrashort Income$11.1 million
- American Centy ETF TR$10.2 million
- Pimco Investment Grade Corpora$8.3 million
- Invesco Sp500 Equal Weighted T$7.6 million
- Freedom 100 Emerging Markets$6.2 million
- Schwab US Broad Market ETF$5.5 million
- Apple Inc Com$5.3 million
- Schwab Short-term US Treasury ETF$5.3 million
As of 2026-06-30, from 13F filing by Islay Capital Management, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures