<PAGE> 1
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 1999
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Check here if Amendment [ ]; Amendment Number:_______
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings
entries.
Institutional Investment Manager Filing this Report:
Name: McDonald Investments Inc.
Address: 800 Superior Avenue
Cleveland, Ohio 44122
Form 13F File Number: 28-04569
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The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing the Report on Behalf of Reporting Manager:
Name: Ken Fox
Title: VP Compliance Officer
Phone: 216 443-2300
Signature, Place, and Date of Signing:
Ken Fox Cleveland, Ohio 7/30/99
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[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-04569 McDonald Investments, Inc.
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[Repeat as necessary.]
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 177
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Form 13F Information Table Value Total: $213,466,598
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(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
_______ 28-04569 Ken Fox
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[Repeat as necessary.]
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MCD13F SEC 13F REPORT REPORT DATE: 07/01/99
MCDONALD INVESTMENTS INC PAGE: 0001
<TABLE>
<CAPTION>
CUSIP SECURITY SHARES MKT VALUE
- --------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
001957109 A T & T CORP 14,922.00 832,841.58
001957208 AT&T CORP LIBERTY MEDIA CORP 7,526.00 276,580.50
00255P106 ABACUS MINERALS CORP 20,000.00 2,040.00
00279K208 ABBEY NATIONAL PLC 7.25% 16,725.00 393,037.50
00949P108 AIRTRAN HOLDINGS INC 12,500.00 71,875.00
02146C104 ALTERRA HEALTHCARE CORPORATION 81,000.00 1,113,750.00
02364J104 AMERICA ONLINE INC DEL 4,960.00 545,600.00
024456105 AMERICAN BANKERS 13,600.00 740,356.80
025816109 AMERICAN EXPRESS CO 2,000.00 260,250.00
02583Y205 AMERICAN EXPRESS CO. 7.00% 10,900.00 267,050.00
026874107 AMERICAN INTERNATIONAL 11,250.00 1,319,062.50
030954101 AMERITECH CORPORATION 4,000.00 294,000.00
039917109 ARCHITEL SYSTEMS CORPORATION 15,000.00 142,500.00
055622104 BP AMOCO PLC 5,250.00 569,625.00
064057102 BANK OF NEW YORK COMPANY INC 6,800.00 249,478.40
06423A103 BANK ONE CORPORATION 45,286.00 2,697,370.01
06605R106 BANKBOSTON CORPORATION 4,000.00 204,500.00
06652B103 BANK UNITED FINANCIAL CORP 113,600.00 1,093,400.00
079860102 BELLSOUTH CORP 135,756.00 6,261,745.49
090324104 BINDLEY WESTERN INDUSTRIES INC 33,891.00 781,628.12
096231105 BLUEGREEN CORPORATION 100,000.00 543,800.00
10553F106 BRASS EAGLE INC 22,738.00 423,381.56
109473108 BRIGHTPOINT INC 25,000.00 151,575.00
110122108 BRISTOL MYERS SQUIBB CO 3,800.00 267,664.40
</TABLE>
<PAGE> 4
<TABLE>
<S> <C> <C> <C>
124927104 CFSB BANCORP 46,356.00 1,141,516.50
125609990 CJF HOLDINGS INC 93,284.00 .00
12686C109 CABLEVISION SYSTEMS CORP 4,000.00 280,000.00
132618109 CAMCO FINANCIAL CORP 22,587.00 297,877.35
137587101 CANISCO RESOURCES 16,000.00 50,000.00
150925105 CELLSTAR CORP 20,000.00 157,500.00
156490104 CENTURY BUSINESS SERVICES INC 10,955.00 135,568.12
15745J205 CHAI NA TA NEW 24,149.00 15,093.12
160903100 CHARTER ONE FINANCIAL INC 31,907.00 889,740.89
161133103 CHARMING SHOPPES INC 30,000.00 182,820.00
171605207 CHYRON CORP NEW 12,000.00 20,256.00
171870108 CINCINNATI BELL INC 16,200.00 403,995.60
172062101 CINCINNATI FINANCIAL CORP 25,223.00 946,807.50
172474108 CINERGY CORP 11,046.00 353,472.00
17275R102 CISCO SYSTEMS INC 16,200.00 1,043,895.60
184502102 CLEAR CHANNEL COMMUNICATIONS 10,000.00 689,380.00
186202107 CLEVELAND INDIANS BASEBALL 497,257.00 7,956,112.00
192422103 COGNEX CORPORATION 7,164.00 225,666.00
20338K106 COMMUNICATIONS INTELLIGENCE 20,000.00 28,760.00
207374992 CONLEY CANITANO & ASSOCIATES 27,010.00 .00
208464107 CONSECO INC 45,330.00 1,379,754.54
21247M993 CONVERGENT CAPITAL MANAGEMENT 300,000.00 .00
212485106 CONVERGYS CORPORATION 16,200.00 313,875.00
216831107 COOPER TIRE AND RUBBER CO 11,000.00 259,875.00
247025109 DELL COMPUTER CORPORATION 7,400.00 273,800.00
258715101 DOUGHTIES FOODS INC 14,785.00 195,901.25
264411505 DUKE REALTY INVESTMENT INC 14,400.00 324,907.20
</TABLE>
MCD13F SEC 13F REPORT REPORT DATE: 07/01/99
<PAGE> 5
MCDONALD INVESTMENTS INC PAGE: 0002
<TABLE>
<CAPTION>
CUSIP SECURITY SHARES MKT VALUE
- --------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
269145108 ESSEF CORPORATION 13,677.00 276,959.25
269153102 E SPIRE COMMUNICATIONS 27,000.00 285,201.00
269803102 EAGLE PICHER INDUSTRIES INC 20,071.00 .00
277461109 EASTMAN KODAK CO 3,400.00 230,350.00
278762109 ECHOSTAR COMMUNICATIONS 4,000.00 613,752.00
284470101 ELDER-BEERMAN STORES CORP NEW 14,594.00 98,509.50
290927102 EMERALD FINANCIAL CORP 43,200.00 850,521.60
291525103 EMMIS COMMUNICATIONS CORP 9,000.00 444,375.00
291575207 EMONS TRANSPORTATION GROUP INC 12,528.00 32,886.00
29274A105 ENERGY WEST INC 10,600.00 91,425.00
299211102 EVANS SYSTEMS INC 140,300.00 534,543.00
30049R100 EVOLVING SYSTEMS INCORPORATED 70,300.00 336,104.30
302290101 EXXON CORP 4,000.00 308,500.00
304231301 FAIRFIELD COMMUNITY INC 63,000.00 1,015,875.00
30887A102 THE FARMERS BANCORP 5,300.00 247,775.00
313400301 FEDERAL HOME LOAN MORTGAGE 8,400.00 487,200.00
313586109 FEDERAL NATIONAL MORTGAGE 3,000.00 204,750.00
31614P107 FIDELITY FINANCIAL OF 54,574.00 654,888.00
316773100 FIFTH THIRD BANCORP OHIO 141,892.00 9,444,757.16
31787P108 FINISHMASTER INC 14,000.00 84,882.00
317922300 FINET.COM INC 15,000.00 83,445.00
317923100 FINISH LINE CLASS A 20,000.00 225,000.00
318900107 FIRST AMERICAN CORP 10,000.00 415,630.00
31946M103 FIRST CITIZENS 5,550.00 448,162.50
320218100 FIRST FINANCIAL CORP 7,875.00 297,777.37
</TABLE>
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<TABLE>
<S> <C> <C> <C>
320545999 FIRST INTERNET BANK OF INDIANA 30,000.00 300,000.00
32054R108 FIRST INDIANA CORP 167,177.00 3,573,408.35
33763V109 FIRSTAR CORP WISCONSIN NEW 10,000.00 280,000.00
337915102 FIRSTMERIT CORP 75,539.00 2,119,850.94
337930101 FLAGSTAR BANCORP 9,770.00 245,471.25
337932107 FIRST ENERGY CORP 535,200.00 16,591,200.00
364760108 GAP INC 4,050.00 204,018.75
369604103 GENERAL ELECTRIC CO 11,000.00 1,243,000.00
374827103 GIBSON GREETINGS INC 31,362.00 198,835.08
37929C103 GLIATECH INC 10,810.00 275,655.00
379317100 GLOBAL CONNECTIONS INC 20,000.00 77,500.00
396900102 GREENWELL RESOURCES CORP 20,000.00 .00
397624206 GREIF BROTHERS CORP CLASS B 6,835.00 200,778.12
410783104 HANOVER DIRECT INC 11,540.00 33,177.50
412822108 HARLEY-DAVIDSON INC 6,000.00 326,250.00
420200107 HAWKINS CHEMICAL 10,500.00 85,312.50
446150104 HUNTINGTON BANCSHARES INC 10,084.00 352,940.00
449246107 ICG COMMUNICATIONS INC 60,200.00 1,286,775.00
452906100 IMATRON INC 17,500.00 25,165.00
455882100 INDUSTRIAL BANCORP INC 13,000.00 263,250.00
457662104 INSITUFORM EAST INC 33,684.00 42,105.00
458140100 INTEL CORP 7,600.00 452,200.00
458729209 INTERLEAF INC 88,000.00 517,000.00
459200101 INTERNATIONAL BUSINESS 2,400.00 310,200.00
460993207 INTL TECHNEGROUP INCORPORATED 10,780.00 40,000.26
478160104 JOHNSON & JOHNSON 4,000.00 392,000.00
</TABLE>
MCD13F SEC 13F REPORT REPORT DATE: 07/01/99
MCDONALD INVESTMENTS INC PAGE: 0003
<PAGE> 7
<TABLE>
<CAPTION>
CUSIP SECURITY SHARES MKT VALUE
- --------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
493267108 KEYCORP NEW 50,097.00 1,609,366.12
505893107 LAFAYETTE BANCORPORATION 75,918.00 2,998,761.00
532457108 LILLY ELI & CO 46,095.00 3,301,554.37
532879103 LINCOLN BANCORP IND 155,200.00 1,920,600.00
536619109 LITCHFIELD FINANCIAL CORP 27,275.00 461,983.95
549463107 LUCENT TECHNOLOGIES INC 7,650.00 515,900.70
55268B106 MCI WORLDCOM INC 7,335.00 631,272.10
568459101 MARINER POST ACCUTE NETWORK 101,805.00 57,316.21
571783208 MARSH SUPERMARKETS INC 31,871.00 374,484.25
585055106 MEDTRONIC INC 152,267.00 11,857,792.62
589331107 MERCK & COMPANY INC 8,000.00 589,000.00
59064R109 MESA LABORATORIES INC 11,000.00 55,000.00
591097100 METAL MANAGEMENT INC 37,709.00 .00
594918104 MICROSOFT CORP 8,220.00 741,345.36
600544100 MILLER HERMAN INC 47,113.00 989,373.00
607059102 MOBIL CORP 6,029.00 595,363.75
628778102 NBT BANCORP INC 11,608.00 237,964.00
635405103 NATIONAL CITY CORP 20,519.00 1,343,994.50
652495102 NEWSOUTH BANCORP, INC 20,815.00 369,466.25
652914102 NIAGARA BANCORP INCORPORATED 41,800.00 444,125.00
65473P105 NISOURCE INC 93,814.00 2,421,620.78
654902204 NOKIA CORP ADR 2,400.00 219,751.20
677240103 OHIO CASUALTY CORP 6,120.00 220,320.00
679833103 OLD KENT FINANCIAL CORP 85,296.00 3,571,769.98
680033107 OLD NATIONAL BANCORP 28,711.00 863,138.79
682419106 ONE VALLEY BANCORP OF 11,250.00 421,875.00
</TABLE>
<PAGE> 8
<TABLE>
<S> <C> <C> <C>
693475105 PNC BANK CORP 39,500.00 2,276,187.50
710313107 PEOPLES BANK CORPORATION OF 21,300.00 846,675.00
713448108 PEPSICO INC 8,900.00 383,812.50
71376K102 PERFORMANCE TECHNOLOGY INC 23,100.00 464,887.50
716768106 PETSMART INC 10,500.00 107,625.00
717081103 PFIZER INC 17,250.00 626,520.00
719153108 PHOENIX TECHNOLOGIES LTD 20,000.00 357,500.00
74264T201 PRIORITY HEALTHCARE CLASS A 12,561.00 459,267.83
742718109 PROCTER & GAMBLE CO 16,156.00 1,441,923.00
743315103 PROGRESSIVE CORP OHIO 3,400.00 493,000.00
743866105 PROVIDENT FINANCIAL GROUP INC 25,575.00 1,118,906.25
747525103 QUALCOMM INC 3,000.00 430,500.00
74756P105 QUALITY DINING INC 14,200.00 39,050.00
75281A109 RANGE RESOURCES CORP 45,000.00 275,625.00
760174102 RENTRAK CORPORATION 42,000.00 210,000.00
78462F103 STANDARD & POORS DEPOSITORY 4,000.00 548,000.00
792848103 ST PAUL BANCORP INC 17,573.00 448,111.50
80218K105 SANTA FE SNYDER CORPORATION 12,000.00 96,000.00
803111103 SARA LEE CORP 163,155.00 3,701,660.64
806605101 SCHERING PLOUGH CORPORATION 13,046.00 684,915.00
813767100 SECURITY BANC CORP 15,073.00 516,250.25
815677109 SEDONA CORPORATION PA 20,000.00 33,760.00
817268105 SENTEX SENSING TECHNOLOGY INC 24,141.00 313.83
828806109 SIMON PROPERTY GROUP INC 44,150.00 1,120,306.25
842400780 SOUTHERN CALIFORNIA ED 6.45% 4,000.00 416,000.00
</TABLE>
MCD13F SEC 13F REPORT REPORT DATE: 07/01/99
MCDONALD INVESTMENTS INC PAGE: 0004
<TABLE>
CUSIP SECURITY SHARES MKT VALUE
<S> <C> <C> <C>
</TABLE>
<PAGE> 9
<TABLE>
- --------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
855156105 STAR MULTI CARE SERVICE INC 30,893.00 30,893.00
855244109 STARBUCKS CORPORATION 16,000.00 601,008.00
858119100 STEEL DYNAMICS INC 16,000.00 247,504.00
86787D109 SUNTERRA CORP 50,000.00 696,900.00
879433100 TELEPHONE & DATA SYSTEMS INC 180,650.00 13,210,031.24
879700102 TELXON CORP 12,500.00 99,225.00
885218107 THORNBURG MORTGAGE ASSET 13,000.00 130,000.00
887315109 TIME WARNER INC 52,823.00 3,836,270.37
89151P104 2THEMART.COM 12,000.00 163,500.00
896106101 TRICO MARINE SERVICES INC 18,000.00 118,134.00
902956309 U S FRANCHISE SYSTEMS INC NEW 9,500.00 220,286.00
90331S109 US LEC CORPORATION CLASS A 66,600.00 1,498,500.00
904832102 UNION ACCEPTANCE CORP A 13,100.00 91,700.00
923351100 VERAMARK TECHNOLOGIES INC 202,500.00 1,569,375.00
925464109 VESTAUR SECURITIES INC 26,000.00 342,888.00
925524100 VIACOM INC CLASS A COMMON 30,200.00 1,332,575.00
928467307 VITAFORT INTERNATIONAL CORP 60,000.00 21,300.00
929566107 WABASH NATIONAL CORP 15,000.00 290,625.00
934488107 WARNER LAMBERT CO 3,000.00 207,375.00
944027101 WAVO CORPORATION 14,250.00 90,843.75
976446104 WINTON FINANCIAL CORPORATION 32,000.00 408,000.00
984121103 XEROX CORP 3,600.00 212,626.80
G24836101 ARRIVA PLC ORD 21,500.00 126,076.00
Q8846V104 TAP OIL NL FOREIGN AUD 20,000.00 .00
</TABLE>
