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Previous: ROWECOM INC, 10-Q, EX-27, 2000-08-14 |
Next: SUN LIFE OF CANADA U S VARIABLE ACCOUNT I, 497, 2000-08-14 |
<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: 6/30/00
-------------
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
-----------
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: Craig Long
Title: AVP Compliance Officer
Phone: 216 443-2300
Signature, Place, and Date of Signing:
Craig Long Cleveland, Ohio 8/14/00
------------------ --------------------- -----------
[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.
------------ --------------------------
[Repeat as necessary.]
<PAGE> 2
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
----------------
Form 13F Information Table Entry Total: 183
----------------
Form 13F Information Table Value Total: $142,302,304
----------------
(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 Craig Long
--------------- -----------------
[Repeat as necessary.]
<PAGE> 3
<TABLE>
<CAPTION>
MCD13F SEC 13F REPORT REPORT DATE: 07/03/00
MCDONALD INVESTMENTS INC PAGE: 0001
CUSIP SECURITY SHARES MKT VALUE
--------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
001957208 AT&T CORP LIBERTY MEDIA CORP 24,052.00 605,064.13
00949P108 AIRTRAN HOLDINGS INC 12,500.00 50,393.75
020002101 THE ALLSTATE CORPORATION 10,000.00 231,250.00
02146C104 ALTERRA HEALTHCARE CORPORATION 34,900.00 66,536.85
02364J104 AMERICA ONLINE INC DEL 9,920.00 516,152.48
025816109 AMERICAN EXPRESS CO 6,000.00 309,564.00
026351106 AMERICAN GENERAL CORPORATION 4,050.00 252,240.07
026874107 AMERICAN INTERNATIONAL 13,020.00 1,553,045.10
031162100 AMGEN INC 7,800.00 534,545.70
055622104 BP AMOCO PLC 8,122.00 463,717.46
055921100 BMC SOFTWARE 8,000.00 291,752.00
064057102 BANK OF NEW YORK COMPANY INC 6,800.00 321,514.20
06423A103 BANK ONE CORPORATION 61,887.00 1,682,583.75
06652B103 BANK UNITED FINANCIAL CORP 40,200.00 285,178.80
090324104 BINDLEY WESTERN INDUSTRIES INC 11,554.00 302,570.37
096231105 BLUEGREEN CORPORATION 165,600.00 439,916.40
109473108 BRIGHTPOINT INC 19,300.00 170,081.25
110122108 BRISTOL MYERS SQUIBB CO 7,500.00 428,437.50
111620100 BROADWING INCORPORATED 16,200.00 411,585.30
122014103 BURLINGTON RESOURCES INC 14,000.00 542,507.00
125609990 CJF HOLDINGS INC 93,284.00 .00
12686C109 CABLEVISION SYSTEMS CORP 4,000.00 273,252.00
132618109 CAMCO FINANCIAL CORP 23,716.00 217,155.55
137587101 CANISCO RESOURCES 29,178.00 23,883.50
150925105 CELLSTAR CORP 15,000.00 41,715.00
15745J205 CHAI NA TA NEW 102,636.00 38,488.50
160903100 CHARTER ONE FINANCIAL INC 24,153.00 567,595.50
161133103 CHARMING SHOPPES INC 51,300.00 255,107.50
171605207 CHYRON CORP NEW 200,000.00 581,300.00
172062101 CINCINNATI FINANCIAL CORP 15,000.00 487,267.50
172474108 CINERGY CORP 9,050.00 236,150.70
17275R102 CISCO SYSTEMS INC 37,001.00 2,290,602.40
184502102 CLEAR CHANNEL COMMUNICATIONS 6,000.00 437,250.00
193290103 COLE NATIONAL CORPORATION 29,200.00 203,494.80
200300101 COMCAST CORP CLASS A 14,700.00 562,275.00
200693109 COMMERCE ONE INC 6,000.00 262,314.00
207374992 CONLEY CANITANO & ASSOCIATES 27,010.00 .00
208464107 CONSECO INC 105,000.00 971,250.00
210149100 CONSOLIDATED STORES CORP 12,000.00 152,250.00
21247M993 CONVERGENT CAPITAL MANAGEMENT 300,000.00 .00
212485106 CONVERGYS CORPORATION 16,200.00 825,187.50
216831107 COOPER TIRE AND RUBBER CO 23,500.00 278,334.00
219350105 CORNING INC 3,234.00 851,956.87
231910100 CYBER GUARD CORP 16,000.00 87,008.00
236365102 DANSKIN INC 16,000.00 6,640.00
254687106 WALT DISNEY COMPANY 6,000.00 231,564.00
262504103 DSET CORPORATION 30,950.00 921,737.42
264411505 DUKE-WEEKS REALTY CORP 14,400.00 325,353.60
26841Y103 E DIGITAL CORPORATION 13,225.00 85,347.53
269803102 EAGLE PICHER INDUSTRIES INC 20,071.00 .00
277461109 EASTMAN KODAK CO 3,400.00 207,082.10
</TABLE>
<PAGE> 4
<TABLE>
<CAPTION>
MCD13F SEC 13F REPORT REPORT DATE: 07/03/00
MCDONALD INVESTMENTS INC PAGE: 0002
CUSIP SECURITY SHARES MKT VALUE
--------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
278762109 ECHOSTAR COMMUNICATIONS 24,000.00 803,256.00
291525103 EMMIS COMMUNICATIONS CORP 17,600.00 708,400.00
293561106 ENRON CORP 6,400.00 429,200.00
294821400 LM ERICSSON TELEPHONE CO 15,200.00 300,678.80
30049R100 EVOLVING SYSTEMS INCORPORATED 12,500.00 76,562.50
30231G102 EXXON MOBIL CORP 2,720.00 215,731.36
304231301 FAIRFIELD COMMUNITY INC 38,700.00 312,018.75
307668103 FARM FISH INC 26,626.00 16,641.25
313400301 FEDERAL HOME LOAN MORTGAGE 5,000.00 202,657.50
316773100 FIFTH THIRD BANCORP OHIO 266,246.00 16,867,548.71
317922300 FINET.COM INC 15,000.00 11,017.50
317923100 FINISH LINE CLASS A 40,000.00 330,939.99
319979100 FIRST FEDERAL BANCORPORATION 11,423.00 87,814.31
320545999 FIRST INTERNET BANK OF INDIANA 30,000.00 .00
32054R108 FIRST INDIANA CORP 162,752.00 3,183,835.98
32090F100 FIRST DEPOSIT BANCSHARES INC 18,360.00 216,537.84
33582U100 FIRST NIAGARA FINANCIAL GROUP 15,900.00 146,582.10
337915102 FIRSTMERIT CORP 46,885.00 1,003,643.75
337930101 FLAGSTAR BANCORP 25,674.00 221,309.88
337932107 FIRST ENERGY CORP 535,200.00 12,945,150.00
353515109 FRANKLIN ELECTRONICS 34,000.00 303,875.00
36318D102 GALAXY ONLINE INC 80,405.00 106,134.60
369604103 GENERAL ELECTRIC CO 18,750.00 956,840.62
37184G104 GENESIS WORLDWIDE INC 13,000.00 10,159.50
37929C103 GLIATECH INC 10,810.00 214,848.75
379317100 GLOBAL CONNECTIONS INC 20,000.00 3,600.00
39115R100 GREAT PEE DEE BANCORP 14,826.00 147,333.37
396900102 GREENWELL RESOURCES CORP 20,000.00 .00
401698105 GUIDANT CORPORATION 10,600.00 509,467.80
40413N106 HCB BANCSHARES INC 19,692.00 123,075.00
406369108 HALSEY DRUG INC 90,000.00 104,085.00
412822108 HARLEY-DAVIDSON INC 17,600.00 680,908.80
414549105 HARRIS INTERACTIVE INC 138,500.00 660,021.75
420200107 HAWKINS CHEMICAL 10,500.00 82,687.50
421924101 HEALTHSOUTH CORP 12,900.00 97,562.70
436939995 HOMELOAN.COM INC 30,150.00 50,049.00
449246107 ICG COMMUNICATIONS INC 15,000.00 315,937.50
449520303 IFLOW CORP 16,000.00 47,000.00
45031T104 ITC DELTACOM INC 15,000.00 328,597.50
45768F103 INNES STREET FINANCIAL CORP 17,954.00 233,402.00
458140100 INTEL CORP 33,000.00 4,351,875.00
459200101 INTERNATIONAL BUSINESS 5,735.00 636,048.77
460993207 INTL TECHNEGROUP INCORPORATED 10,780.00 40,000.26
478160104 JOHNSON & JOHNSON 6,079.00 602,772.35
493267108 KEYCORP 60,097.00 1,100,526.31
501044101 KROGER CO 28,000.00 597,632.00
50181P100 LCNB CORPORATION 6,212.00 248,480.00
502161102 LSI LOGIC CORP 4,000.00 219,752.00
505893107 LAFAYETTE BANCORPORATION 78,531.00 1,173,056.80
50730K503 LAIDLAW INC NEW 16,000.00 5,752.00
532457108 LILLY ELI & CO 40,025.00 3,967,478.12
</TABLE>
<PAGE> 5
<TABLE>
<CAPTION>
MCD13F SEC 13F REPORT REPORT DATE: 07/03/00
MCDONALD INVESTMENTS INC PAGE: 0003
CUSIP SECURITY SHARES MKT VALUE
--------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
532879103 LINCOLN BANCORP IND 175,200.00 1,752,087.60
539553107 LOCAL FINANCIAL CORPORATION 20,000.00 168,130.00
540424108 LOEWS CORP 3,500.00 213,718.75
549463107 LUCENT TECHNOLOGIES INC 4,650.00 269,118.75
556466100 MADE-TO-MANAGE SYSTEMS INC 46,500.00 264,468.75
561240201 MALLON RESOURCES CORP NEW 51,000.00 452,650.50
568459101 MARINER POST ACCUTE NETWORK 85,805.00 10,768.52
571783208 MARSH SUPERMARKETS INC 16,871.00 168,710.00
585055106 MEDTRONIC INC 282,834.00 13,814,743.89
589331107 MERCK & COMPANY INC 5,750.00 430,890.62
591097100 METAL MANAGEMENT INC 37,709.00 .00
599902103 MILLENNIUM PHARMACEUTICALS INC 2,000.00 226,938.00
600544100 MILLER HERMAN INC 27,542.00 738,401.02
608554101 MOLEX INC 10,000.00 481,565.00
61844A109 MORRISON KNUDSEN NEW 31,000.00 222,828.00
628778102 NBT BANCORP INC 12,188.00 123,025.67
635405103 NATIONAL CITY CORP 56,499.00 978,138.93
638612101 NATIONWIDE FINANCIAL SERVICES 7,500.00 249,375.00
65332V103 NEXTEL COMMUNICATIONS INC 4,000.00 234,750.00
65333H707 NEXTLINK COMMUNICATIONS 6,000.00 224,250.00
65473P105 NISOURCE INC 86,960.00 1,649,544.24
654902204 NOKIA CORP ADR 15,100.00 760,194.40
656568102 NORTEL NETWORK 8,000.00 556,000.00
679833103 OLD KENT FINANCIAL CORP 105,790.00 2,892,721.74
680033107 OLD NATIONAL BANCORP 30,146.00 879,886.37
680223104 OLD REPUBLIC INTERNATIONAL 15,000.00 256,410.00
681977104 1-800 CONTACTS INC 5,000.00 233,282.50
68389X105 ORACLE CORPORATION 3,150.00 259,087.50
693475105 PNC BANK CORP 39,500.00 1,888,593.75
712289107 PEOPLES SAVINGS BANK TROY OHIO 13,604.00 52,715.50
71376K102 PERFORMANCE TECHNOLOGY INC 28,750.00 241,686.87
717081103 PFIZER INC 25,500.00 1,195,312.50
719153108 PHOENIX TECHNOLOGIES LTD 17,916.00 292,254.75
723454104 PINNACLE DATA SYSTEMS INC 30,000.00 211,875.00
740474309 PREMIER CONCEPTS INC CL A 14,117.00 81,172.75
74264N105 PRISON REALTY TRUST INC 59,000.00 191,779.50
74264T201 PRIORITY HEALTHCARE CLASS A 5,823.00 381,406.50
742718109 PROCTER & GAMBLE CO 10,656.00 680,244.00
743315103 PROGRESSIVE CORP OHIO 3,400.00 254,257.10
743866105 PROVIDENT FINANCIAL GROUP INC 62,128.00 1,593,987.02
74437C101 PSINET INC 10,000.00 246,250.00
747525103 QUALCOMM INC 8,000.00 480,500.00
74756P105 QUALITY DINING INC 49,200.00 168,362.40
750917106 RAMBUS INC 6,400.00 675,200.00
75281A109 RANGE RESOURCES CORP 166,000.00 513,604.00
75952U103 RELIASTAR FINANCIAL CORP 3,900.00 204,872.85
760282103 REPUBLIC BANCORP INCORPORATED 11,000.00 94,875.00
80218K105 SANTA FE SNYDER CORPORATION 12,000.00 140,250.00
803111103 SARA LEE CORP 199,637.00 3,799,391.55
806605101 SCHERING PLOUGH CORPORATION 9,346.00 462,921.39
806857108 SCHLUMBERGER LIMITED 5,600.00 412,476.40
</TABLE>
<PAGE> 6
<TABLE>
<CAPTION>
MCD13F SEC 13F REPORT REPORT DATE: 07/03/00
MCDONALD INVESTMENTS INC PAGE: 0004
CUSIP SECURITY SHARES MKT VALUE
--------- ------------------------------------------ --------------- -----------------------
<S> <C> <C> <C>
808655104 SCIENTIFIC ATLANTA INC 2,960.00 219,688.24
826170102 SIEBEL SYSTEMS INC 1,500.00 237,703.50
828806109 SIMON PROPERTY GROUP INC 18,600.00 439,434.30
83427E993 SOLOMON SOFTWARE INC 13,565.00 382,939.95
844730101 SOUTHTRUST CORP 14,289.00 343,793.34
852061100 SPRINT CORP (FON GROUP) 6,000.00 321,000.00
855244109 STARBUCKS CORPORATION 16,000.00 614,632.00
858119100 STEEL DYNAMICS INC 16,000.00 145,000.00
86787D109 SUNTERRA CORP 50,000.00 12,400.00
879433100 TELEPHONE & DATA SYSTEMS INC 99,579.00 10,225,518.54
885218107 THORNBURG MORTGAGE ASSET 13,000.00 96,284.50
887315109 TIME WARNER INC 32,099.00 2,409,431.18
88823T106 TIREX CORPORATION 30,000.00 8,550.00
89151P104 2THEMART.COM 12,000.00 9,750.00
896926102 TRIPLE S PLASTICS INC 10,000.00 236,565.00
899729107 TUNDRA GOLD MINES LIMITED 20,400.00 .00
902973106 US BANCORP NEW 16,200.00 .00
90331S109 US LEC CORPORATION CLASS A 87,923.00 1,453,499.07
904743101 UNIFY CORP 18,261.00 163,801.17
904832102 UNION ACCEPTANCE CORP A 25,100.00 115,309.40
913146106 UNITED VENTURES GROUP INC 20,000.00 1,750.00
923351100 VERAMARK TECHNOLOGIES INC 33,900.00 131,379.45
925464109 VESTAUR SECURITIES INC 26,000.00 311,194.00
925524100 VIACOM INC CLASS A COMMON 46,964.00 3,256,671.61
92857T107 VODAFONE AIRTOUCH PLC 10,000.00 407,190.00
969457100 THE WILLIAMS COMPANIES 6,000.00 245,250.00
976446104 WINTON FINANCIAL CORPORATION 32,000.00 294,000.00
98157D106 WORLDCOM INC 10,477.00 470,155.37
G24836101 ARRIVA PLC ORD 21,500.00 67,553.00
Q8846V104 TAP OIL NL FOREIGN AUD 20,000.00 7,500.00
</TABLE>
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