Donaldson Capital Management
Latest statistics and disclosures from Donaldson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KRMN, AVGO, AAPL, MSFT, XLC, and represent 26.76% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: KRMN (+$253M), C (+$59M), ETN (+$57M), GS (+$54M), SO (+$52M), IBM (+$43M), MRK (+$26M), WSO (+$16M), XLC (+$12M), VOO (+$9.2M).
- Started 25 new stock positions in EMXC, VXUS, EMB, IEMG, VCSH, PLTR, PYLD, VTEB, ITW, KRMN.
- Reduced shares in these 10 stocks: ALL (-$60M), CME (-$56M), LMT (-$55M), ACN (-$50M), MMC (-$49M), EXR (-$41M), UPS (-$23M), AVGO (-$17M), ICSH (-$5.0M), BRK.B.
- Sold out of its positions in ADBE, BMI, MUSA, RLI, FLTR.
- Donaldson Capital Management was a net buyer of stock by $281M.
- Donaldson Capital Management has $3.2B in assets under management (AUM), dropping by 15.96%.
- Central Index Key (CIK): 0001487438
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Portfolio Holdings for Donaldson Capital Management
Donaldson Capital Management holds 232 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Karman Hldgs Common Stock (KRMN) | 8.0 | $253M | NEW | 3.5M | 72.20 |
|
| Broadcom (AVGO) | 5.3 | $168M | -9% | 508k | 329.91 |
|
| Apple (AAPL) | 4.6 | $145M | 569k | 254.63 |
|
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| Microsoft Corporation (MSFT) | 4.5 | $144M | 277k | 517.95 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 4.3 | $136M | +9% | 1.2M | 118.37 |
|
| Abbvie (ABBV) | 3.5 | $112M | 482k | 231.54 |
|
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| JPMorgan Chase & Co. (JPM) | 3.4 | $108M | 344k | 315.43 |
|
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| Ishares Tr Ultra Short Dur (ICSH) | 3.4 | $106M | -4% | 2.1M | 50.75 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 2.6 | $81M | 300k | 271.12 |
|
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| Costco Wholesale Corporation (COST) | 2.5 | $81M | 87k | 925.63 |
|
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| Home Depot (HD) | 2.5 | $80M | 197k | 405.19 |
|
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| Morgan Stanley Com New (MS) | 2.4 | $74M | 467k | 158.96 |
|
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| Fastenal Company (FAST) | 2.3 | $73M | +6% | 1.5M | 49.04 |
|
| Merck & Co (MRK) | 2.1 | $66M | +66% | 787k | 83.93 |
|
| Exxon Mobil Corporation (XOM) | 2.1 | $65M | 579k | 112.75 |
|
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| McDonald's Corporation (MCD) | 2.1 | $65M | 215k | 303.89 |
|
|
| Raytheon Technologies Corp (RTX) | 2.0 | $64M | +12% | 381k | 167.33 |
|
| Texas Instruments Incorporated (TXN) | 2.0 | $62M | 338k | 183.73 |
|
|
| Citigroup Com New (C) | 1.9 | $59M | NEW | 581k | 101.50 |
|
| Eaton Corp SHS (ETN) | 1.8 | $57M | NEW | 152k | 374.25 |
|
| Goldman Sachs (GS) | 1.8 | $56M | +3306% | 70k | 796.35 |
|
| Waste Management (WM) | 1.7 | $55M | 249k | 220.83 |
|
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| Paychex (PAYX) | 1.7 | $54M | 423k | 126.76 |
|
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| Southern Company (SO) | 1.7 | $53M | +2785% | 563k | 94.77 |
|
| UnitedHealth (UNH) | 1.7 | $53M | +5% | 154k | 345.30 |
|
| Wec Energy Group (WEC) | 1.6 | $51M | 448k | 114.59 |
|
|
| Watsco, Incorporated (WSO) | 1.6 | $51M | +47% | 125k | 404.30 |
|
| International Business Machines (IBM) | 1.4 | $45M | +1510% | 161k | 282.16 |
|
| T. Rowe Price (TROW) | 1.3 | $42M | +2% | 404k | 102.64 |
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| Chevron Corporation (CVX) | 1.0 | $31M | -2% | 199k | 155.29 |
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| Pepsi (PEP) | 0.9 | $28M | 202k | 140.44 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.7 | $23M | -11% | 449k | 51.28 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $20M | 388k | 50.73 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $19M | +11% | 25k | 763.01 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $19M | +2% | 590k | 31.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $18M | +6% | 74k | 243.10 |
|
| Amazon (AMZN) | 0.5 | $17M | +8% | 79k | 219.57 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $16M | +6% | 85k | 186.58 |
|
| Visa Com Cl A (V) | 0.5 | $14M | +14% | 42k | 341.38 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $13M | -79% | 53k | 246.60 |
|
| Moody's Corporation (MCO) | 0.4 | $13M | +12% | 27k | 476.48 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $13M | +13% | 22k | 568.80 |
|
| Automatic Data Processing (ADP) | 0.4 | $13M | -7% | 43k | 293.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $13M | +82% | 125k | 100.25 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $12M | +31% | 111k | 111.47 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $12M | +197% | 42k | 281.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | +436% | 18k | 612.39 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $10M | +30% | 14k | 718.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.5M | 44k | 215.79 |
|
|
| Blackrock (BLK) | 0.3 | $9.4M | -9% | 8.1k | 1165.84 |
|
| O'reilly Automotive (ORLY) | 0.3 | $9.1M | -8% | 85k | 107.81 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $9.1M | -85% | 18k | 499.22 |
|
| Allstate Corporation (ALL) | 0.3 | $8.6M | -87% | 40k | 214.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $8.3M | -35% | 17k | 502.74 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $8.1M | +35% | 29k | 279.29 |
|
| Ge Aerospace Com New (GE) | 0.2 | $7.6M | +37% | 25k | 300.82 |
|
| Progressive Corporation (PGR) | 0.2 | $7.3M | +68% | 30k | 246.95 |
|
| Nextera Energy (NEE) | 0.2 | $7.3M | -9% | 96k | 75.49 |
|
| Meta Platforms Cl A (META) | 0.2 | $7.2M | +43% | 9.8k | 734.39 |
|
| Cme (CME) | 0.2 | $7.1M | -88% | 26k | 270.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $7.0M | +5% | 107k | 65.26 |
|
| Netflix (NFLX) | 0.2 | $6.9M | +52% | 5.7k | 1198.92 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.8M | 250k | 27.30 |
|
|
| Uber Technologies (UBER) | 0.2 | $6.8M | +51% | 69k | 97.97 |
|
| Johnson & Johnson (JNJ) | 0.2 | $6.8M | -2% | 36k | 185.42 |
|
| Tempur-Pedic International (SGI) | 0.2 | $6.7M | +28% | 80k | 84.33 |
|
| Ecolab (ECL) | 0.2 | $6.7M | -9% | 25k | 273.86 |
|
| AFLAC Incorporated (AFL) | 0.2 | $6.6M | -8% | 59k | 111.70 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.4M | -3% | 13k | 479.63 |
|
| MercadoLibre (MELI) | 0.2 | $6.3M | +65% | 2.7k | 2336.94 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $6.1M | NEW | 179k | 34.16 |
|
| Booking Holdings (BKNG) | 0.2 | $6.0M | +59% | 1.1k | 5399.63 |
|
| Intuit (INTU) | 0.2 | $5.9M | -10% | 8.6k | 682.94 |
|
| Cisco Systems (CSCO) | 0.2 | $5.3M | 77k | 68.42 |
|
|
| Cummins (CMI) | 0.2 | $5.2M | -5% | 12k | 422.36 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $4.8M | -16% | 11k | 457.30 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $4.8M | NEW | 39k | 123.75 |
|
| Cintas Corporation (CTAS) | 0.1 | $4.5M | -14% | 22k | 205.26 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $4.3M | +3% | 169k | 25.71 |
|
| Cadence Design Systems (CDNS) | 0.1 | $4.3M | -16% | 12k | 351.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.2M | 30k | 140.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.1M | 35k | 118.83 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.0M | -5% | 6.6k | 609.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $3.8M | +2% | 5.7k | 666.19 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $3.8M | -17% | 9.0k | 425.27 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $3.7M | -22% | 74k | 50.51 |
|
| AutoZone (AZO) | 0.1 | $3.5M | -5% | 811.00 | 4290.24 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $3.5M | 22k | 158.10 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.4M | +83% | 5.1k | 669.30 |
|
| Air Products & Chemicals (APD) | 0.1 | $3.2M | -4% | 12k | 272.73 |
|
| Valero Energy Corporation (VLO) | 0.1 | $2.9M | -3% | 17k | 170.26 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.8M | -3% | 21k | 133.94 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $2.8M | +134% | 103k | 27.29 |
|
| W.W. Grainger (GWW) | 0.1 | $2.8M | -20% | 2.9k | 952.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.8M | +11% | 11k | 243.55 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.7M | 59k | 45.10 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.5M | +224% | 23k | 106.49 |
|
| Amgen (AMGN) | 0.1 | $2.4M | 8.5k | 282.20 |
|
|
| Coca-Cola Company (KO) | 0.1 | $2.4M | -2% | 36k | 66.32 |
|
| Republic Services (RSG) | 0.1 | $2.3M | 10k | 229.48 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.1M | +8% | 17k | 123.75 |
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| AmerisourceBergen (COR) | 0.1 | $2.1M | 6.7k | 312.52 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.1M | -95% | 10k | 201.53 |
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| Caterpillar (CAT) | 0.1 | $2.0M | -8% | 4.1k | 477.14 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.0M | +22% | 84k | 23.28 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $1.9M | 14k | 137.20 |
|
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| Extra Space Storage (EXR) | 0.1 | $1.9M | -95% | 13k | 140.94 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.9M | -7% | 18k | 103.07 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $1.8M | +71% | 72k | 25.61 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | 3.9k | 468.41 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.8M | -7% | 58k | 31.62 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.8M | -2% | 21k | 84.68 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $1.7M | 5.5k | 318.16 |
|
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| Verizon Communications (VZ) | 0.1 | $1.7M | +9% | 39k | 43.95 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | 17k | 103.06 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.7M | 33k | 51.09 |
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| Enbridge (ENB) | 0.1 | $1.7M | +10% | 34k | 50.46 |
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| Gilead Sciences (GILD) | 0.1 | $1.6M | +11% | 15k | 111.00 |
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| PNC Financial Services (PNC) | 0.0 | $1.6M | +10% | 7.9k | 200.94 |
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| Lennox International (LII) | 0.0 | $1.6M | -2% | 2.9k | 529.35 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.5M | -11% | 5.9k | 256.47 |
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| Oneok (OKE) | 0.0 | $1.5M | +9% | 21k | 72.97 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.4M | -13% | 16k | 89.34 |
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| Tesla Motors (TSLA) | 0.0 | $1.4M | +23% | 3.2k | 444.77 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $1.4M | 10k | 140.05 |
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| Prudential Financial (PRU) | 0.0 | $1.4M | +8% | 13k | 103.74 |
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| Rbc Cad (RY) | 0.0 | $1.4M | 9.2k | 147.33 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $1.3M | 12k | 112.13 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $1.3M | +9% | 16k | 79.95 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.3M | -94% | 16k | 83.53 |
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| Dominion Resources (D) | 0.0 | $1.2M | +7% | 20k | 61.17 |
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| Msci (MSCI) | 0.0 | $1.2M | -77% | 2.2k | 567.37 |
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| CSX Corporation (CSX) | 0.0 | $1.2M | -4% | 35k | 35.51 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.2M | +9% | 72k | 17.27 |
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| Procter & Gamble Company (PG) | 0.0 | $1.2M | -15% | 7.6k | 153.65 |
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| International Paper Company (IP) | 0.0 | $1.2M | +7% | 25k | 46.40 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.2M | -10% | 4.9k | 236.39 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.1M | 41k | 27.90 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.1M | -20% | 13k | 84.60 |
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| Pfizer (PFE) | 0.0 | $1.1M | 42k | 25.48 |
|
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| Interpublic Group of Companies (IPG) | 0.0 | $1.0M | +9% | 36k | 27.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $980k | 1.6k | 600.37 |
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| At&t (T) | 0.0 | $968k | 34k | 28.24 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $954k | +163% | 3.2k | 293.74 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $919k | NEW | 12k | 78.34 |
|
| Nike CL B (NKE) | 0.0 | $914k | -5% | 13k | 69.73 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $887k | 16k | 55.49 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $884k | +7% | 16k | 53.87 |
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| Walt Disney Company (DIS) | 0.0 | $877k | 7.7k | 114.50 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $874k | NEW | 10k | 87.31 |
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| Best Buy (BBY) | 0.0 | $841k | +7% | 11k | 75.62 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $841k | +7% | 4.1k | 206.50 |
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| TJX Companies (TJX) | 0.0 | $811k | +6% | 5.6k | 144.53 |
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| Stryker Corporation (SYK) | 0.0 | $810k | 2.2k | 369.70 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $799k | NEW | 21k | 38.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $746k | 19k | 38.97 |
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| CNO Financial (CNO) | 0.0 | $739k | 19k | 39.55 |
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| Copart (CPRT) | 0.0 | $718k | -80% | 16k | 44.97 |
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| Whirlpool Corporation (WHR) | 0.0 | $681k | +9% | 8.7k | 78.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $678k | 2.8k | 241.96 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $675k | NEW | 5.2k | 130.28 |
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| American Electric Power Company (AEP) | 0.0 | $672k | +4% | 6.0k | 112.50 |
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| Equifax (EFX) | 0.0 | $663k | 2.6k | 256.53 |
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| Honeywell International (HON) | 0.0 | $659k | 3.1k | 210.47 |
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| Emerson Electric (EMR) | 0.0 | $646k | -6% | 4.9k | 131.18 |
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| Oracle Corporation (ORCL) | 0.0 | $634k | +27% | 2.3k | 281.20 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $632k | 4.1k | 154.25 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $600k | 3.1k | 194.50 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $566k | 5.3k | 106.78 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $550k | NEW | 13k | 42.79 |
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| First Financial Corporation (THFF) | 0.0 | $537k | 9.5k | 56.44 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $522k | +84% | 18k | 29.64 |
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| Crane Company Common Stock (CR) | 0.0 | $518k | 2.8k | 184.14 |
|
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $516k | +17% | 4.9k | 104.51 |
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| Travelers Companies (TRV) | 0.0 | $516k | 1.8k | 279.16 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $512k | -41% | 8.6k | 59.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $488k | 5.2k | 93.37 |
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| L3harris Technologies (LHX) | 0.0 | $481k | 1.6k | 305.41 |
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| Genuine Parts Company (GPC) | 0.0 | $445k | 3.2k | 138.59 |
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| Anthem (ELV) | 0.0 | $412k | -11% | 1.3k | 323.01 |
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| CVS Caremark Corporation (CVS) | 0.0 | $400k | +2% | 5.3k | 75.39 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $399k | NEW | 5.4k | 73.46 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $381k | -11% | 4.2k | 91.75 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $378k | NEW | 14k | 26.84 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $374k | +2% | 2.7k | 139.15 |
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| Nasdaq Omx (NDAQ) | 0.0 | $364k | 4.1k | 88.45 |
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| McKesson Corporation (MCK) | 0.0 | $362k | -2% | 469.00 | 772.71 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $359k | NEW | 3.8k | 95.19 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $357k | 4.4k | 80.65 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $356k | -2% | 3.5k | 100.70 |
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| Advanced Micro Devices (AMD) | 0.0 | $346k | -5% | 2.1k | 161.79 |
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| Ge Vernova (GEV) | 0.0 | $346k | 562.00 | 614.90 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $326k | 3.7k | 87.21 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $322k | 1.5k | 219.53 |
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| Penske Automotive (PAG) | 0.0 | $321k | 1.8k | 173.94 |
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| BP Sponsored Adr (BP) | 0.0 | $306k | 8.9k | 34.46 |
|
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $300k | NEW | 5.9k | 50.90 |
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| Analog Devices (ADI) | 0.0 | $298k | 1.2k | 245.70 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $290k | 3.0k | 95.14 |
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| Carrier Global Corporation (CARR) | 0.0 | $290k | -3% | 4.8k | 59.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $287k | 618.00 | 463.57 |
|
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.0 | $286k | NEW | 5.8k | 49.66 |
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| Synopsys (SNPS) | 0.0 | $284k | +2% | 576.00 | 493.39 |
|
| Deere & Company (DE) | 0.0 | $284k | +2% | 621.00 | 457.27 |
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| Bank of America Corporation (BAC) | 0.0 | $281k | +5% | 5.5k | 51.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $276k | NEW | 1.5k | 182.42 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $276k | NEW | 3.7k | 74.37 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $276k | 1.4k | 203.59 |
|
|
| First Internet Bancorp (INBK) | 0.0 | $275k | 12k | 22.43 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $274k | +3% | 3.4k | 79.94 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $273k | -58% | 1.4k | 189.70 |
|
| Linde SHS (LIN) | 0.0 | $272k | 572.00 | 474.80 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $271k | -6% | 826.00 | 328.22 |
|
| Qualcomm (QCOM) | 0.0 | $256k | +9% | 1.5k | 166.39 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $244k | NEW | 3.7k | 65.92 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $244k | 2.0k | 124.31 |
|
|
| MasTec (MTZ) | 0.0 | $234k | NEW | 1.1k | 212.81 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $232k | 4.2k | 55.33 |
|
|
| Boeing Company (BA) | 0.0 | $232k | 1.1k | 215.83 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $231k | 668.00 | 346.01 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $230k | -19% | 7.3k | 31.42 |
|
| Danaher Corporation (DHR) | 0.0 | $228k | +10% | 1.1k | 198.20 |
|
| Wells Fargo & Company (WFC) | 0.0 | $226k | NEW | 2.7k | 83.82 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $223k | NEW | 2.8k | 79.92 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $222k | NEW | 3.3k | 67.51 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $221k | 3.1k | 71.37 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $220k | NEW | 4.4k | 50.07 |
|
| American Express Company (AXP) | 0.0 | $214k | -2% | 643.00 | 332.21 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $211k | -3% | 2.3k | 91.43 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $210k | NEW | 2.7k | 76.72 |
|
| Illinois Tool Works (ITW) | 0.0 | $202k | NEW | 775.00 | 260.76 |
|
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- Donaldson Capital Management 2025 Q3 filed Nov. 4, 2025
- Donaldson Capital Management 2025 Q2 filed Aug. 7, 2025
- Donaldson Capital Management 2025 Q1 filed April 15, 2025
- Donaldson Capital Management 2024 Q4 filed Feb. 7, 2025
- Donaldson Capital Management 2024 Q3 filed Oct. 29, 2024
- Donaldson Capital Management 2024 Q2 filed July 31, 2024
- Donaldson Capital Management 2024 Q1 filed April 22, 2024
- Donaldson Capital Management 2023 Q4 filed Jan. 30, 2024
- Donaldson Capital Management 2023 Q3 filed Oct. 11, 2023
- Donaldson Capital Management 2023 Q2 filed July 17, 2023
- Donaldson Capital Management 2023 Q1 filed April 13, 2023
- Donaldson Capital Management 2022 Q4 filed Feb. 8, 2023
- Donaldson Capital Management 2022 Q3 filed Oct. 13, 2022
- Donaldson Capital Management 2022 Q2 filed Aug. 11, 2022
- Donaldson Capital Management 2022 Q1 filed May 13, 2022
- Donaldson Capital Management 2021 Q4 filed Jan. 21, 2022