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, XLC, MSFT, and represent 26.78% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GD (+$48M), LLY (+$46M), COR (+$44M), XEL (+$34M), PCAR (+$25M), NU (+$8.4M), XLK, SCHG, ICSH, GS.
- Started 12 new stock positions in PCAR, OMC, TM, ASML, XEL, ROL, NU, GD, ROST, XLY. GLD, FDX.
- Reduced shares in these 10 stocks: TXN (-$55M), WM (-$53M), UNH (-$46M), PEP (-$26M), ETN (-$26M), AVGO (-$11M), WSO (-$5.0M), KNSL, FAST, GWW.
- Sold out of its positions in AstraZeneca, CMCSA, GWW, ITW, IPG, EMXC, SGOV, KMB, KNSL, PYLD. VXUS, BND, LIN.
- Donaldson Capital Management was a net seller of stock by $-18M.
- Donaldson Capital Management has $3.1B in assets under management (AUM), dropping by -0.44%.
- Central Index Key (CIK): 0001487438
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Portfolio Holdings for Donaldson Capital Management
Donaldson Capital Management holds 231 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Karman Hldgs Common Stock (KRMN) | 8.1 | $256M | 3.5M | 73.17 |
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| Broadcom (AVGO) | 5.2 | $165M | -6% | 477k | 346.10 |
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| Apple (AAPL) | 4.9 | $154M | 565k | 271.86 |
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| Select Sector Spdr Tr State Street Com (XLC) | 4.3 | $134M | 1.1M | 117.72 |
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| Microsoft Corporation (MSFT) | 4.2 | $133M | 275k | 483.62 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $111M | 346k | 322.22 |
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| Abbvie (ABBV) | 3.5 | $109M | 479k | 228.49 |
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| Ishares Tr Ultra Short Dur (ICSH) | 3.5 | $109M | +3% | 2.2M | 50.58 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.9 | $90M | 298k | 301.15 |
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| Morgan Stanley Com New (MS) | 2.6 | $82M | 463k | 177.53 |
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| Merck & Co (MRK) | 2.6 | $82M | 778k | 105.26 |
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| Eli Lilly & Co. (LLY) | 2.3 | $73M | +167% | 68k | 1074.68 |
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| Costco Wholesale Corporation (COST) | 2.3 | $72M | -3% | 84k | 862.34 |
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| Raytheon Technologies Corp (RTX) | 2.2 | $70M | 380k | 183.40 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $70M | 578k | 120.34 |
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| Citigroup Com New (C) | 2.2 | $68M | 580k | 116.69 |
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| Home Depot (HD) | 2.1 | $66M | -2% | 193k | 344.10 |
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| McDonald's Corporation (MCD) | 2.1 | $65M | 211k | 305.63 |
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| Goldman Sachs (GS) | 2.1 | $65M | +4% | 73k | 879.00 |
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| Fastenal Company (FAST) | 1.8 | $56M | -5% | 1.4M | 40.13 |
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| Southern Company (SO) | 1.6 | $50M | 570k | 87.20 |
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| General Dynamics Corporation (GD) | 1.5 | $48M | NEW | 143k | 336.66 |
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| International Business Machines (IBM) | 1.5 | $48M | 162k | 296.21 |
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| AmerisourceBergen (COR) | 1.5 | $46M | +1955% | 137k | 337.75 |
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| Wec Energy Group (WEC) | 1.5 | $46M | -2% | 437k | 105.46 |
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| Paychex (PAYX) | 1.5 | $46M | -3% | 407k | 112.18 |
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| T. Rowe Price (TROW) | 1.3 | $41M | 400k | 102.38 |
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| Watsco, Incorporated (WSO) | 1.2 | $37M | -11% | 110k | 336.95 |
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| Xcel Energy (XEL) | 1.1 | $34M | NEW | 460k | 73.86 |
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| Chevron Corporation (CVX) | 0.9 | $30M | -2% | 194k | 152.41 |
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| Paccar (PCAR) | 0.8 | $25M | NEW | 232k | 109.51 |
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| Eaton Corp SHS (ETN) | 0.7 | $23M | -53% | 72k | 318.51 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $23M | +17% | 695k | 32.62 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $22M | +12% | 436k | 50.59 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.7 | $22M | -5% | 426k | 51.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $21M | -11% | 66k | 313.00 |
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| Amazon (AMZN) | 0.6 | $19M | +2% | 81k | 230.82 |
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| NVIDIA Corporation (NVDA) | 0.5 | $17M | +5% | 90k | 186.50 |
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| Visa Com Cl A (V) | 0.5 | $16M | +6% | 45k | 350.71 |
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| Moody's Corporation (MCO) | 0.5 | $15M | +7% | 29k | 510.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $15M | +16% | 146k | 99.88 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $14M | +6% | 24k | 570.89 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $13M | +8% | 120k | 110.19 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $12M | -15% | 44k | 268.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | 18k | 627.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $10M | +5% | 47k | 219.78 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $10M | +69% | 71k | 143.97 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $9.9M | +4% | 15k | 673.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $9.6M | +8% | 32k | 303.89 |
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| Automatic Data Processing (ADP) | 0.3 | $9.5M | -13% | 37k | 257.23 |
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| Ge Aerospace Com New (GE) | 0.3 | $9.3M | +19% | 30k | 308.03 |
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| Meta Platforms Cl A (META) | 0.3 | $9.1M | +40% | 14k | 660.09 |
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| Progressive Corporation (PGR) | 0.3 | $8.8M | +30% | 39k | 227.72 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $8.5M | -3% | 18k | 483.66 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $8.5M | +29% | 231k | 36.54 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $8.4M | NEW | 504k | 16.74 |
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| Booking Holdings (BKNG) | 0.3 | $8.4M | +39% | 1.6k | 5355.67 |
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| Tempur-Pedic International (SGI) | 0.3 | $8.3M | +16% | 93k | 89.28 |
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| Blackrock (BLK) | 0.3 | $8.3M | -4% | 7.7k | 1070.27 |
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| Uber Technologies (UBER) | 0.3 | $8.1M | +43% | 99k | 81.71 |
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| MercadoLibre (MELI) | 0.3 | $7.9M | +45% | 3.9k | 2014.26 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $7.8M | +9% | 118k | 66.00 |
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| Allstate Corporation (ALL) | 0.2 | $7.5M | -9% | 36k | 208.15 |
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| Nextera Energy (NEE) | 0.2 | $7.5M | -2% | 94k | 80.28 |
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| Johnson & Johnson (JNJ) | 0.2 | $7.4M | -2% | 36k | 206.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $7.3M | -11% | 15k | 502.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.9M | 250k | 27.43 |
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| O'reilly Automotive (ORLY) | 0.2 | $6.6M | -14% | 72k | 91.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.4M | -2% | 13k | 487.85 |
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| AFLAC Incorporated (AFL) | 0.2 | $6.3M | -3% | 57k | 110.27 |
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| Cummins (CMI) | 0.2 | $6.0M | -3% | 12k | 510.46 |
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| Cisco Systems (CSCO) | 0.2 | $5.8M | 76k | 77.03 |
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| Cme (CME) | 0.2 | $5.8M | -18% | 21k | 273.08 |
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| Ecolab (ECL) | 0.2 | $5.5M | -15% | 21k | 262.51 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $5.1M | +14% | 193k | 26.23 |
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| Intuit (INTU) | 0.2 | $4.9M | -13% | 7.4k | 662.39 |
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| UnitedHealth (UNH) | 0.1 | $4.6M | -90% | 14k | 330.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.2M | 35k | 120.18 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.2M | -2% | 29k | 143.52 |
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| Amphenol Corp Cl A (APH) | 0.1 | $4.1M | -21% | 30k | 135.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $3.8M | -2% | 5.6k | 681.92 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $3.7M | 74k | 50.32 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $3.7M | 6.5k | 570.23 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.7M | +6% | 5.4k | 684.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.7M | -93% | 21k | 173.49 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $3.6M | 22k | 163.32 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.3M | +3% | 61k | 53.94 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $3.2M | +15% | 119k | 27.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.2M | -8% | 10k | 313.81 |
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| Cintas Corporation (CTAS) | 0.1 | $3.1M | -25% | 16k | 188.07 |
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| Motorola Solutions Com New (MSI) | 0.1 | $3.0M | -24% | 7.9k | 383.30 |
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| Pepsi (PEP) | 0.1 | $2.9M | -89% | 20k | 143.52 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.9M | -23% | 9.3k | 312.58 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.8M | 17k | 162.79 |
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| Air Products & Chemicals (APD) | 0.1 | $2.8M | -3% | 11k | 247.03 |
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| Amgen (AMGN) | 0.1 | $2.8M | 8.4k | 327.32 |
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| Coca-Cola Company (KO) | 0.1 | $2.5M | 36k | 69.91 |
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| Abbott Laboratories (ABT) | 0.1 | $2.5M | -5% | 20k | 125.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.5M | 23k | 107.11 |
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| Caterpillar (CAT) | 0.1 | $2.4M | 4.1k | 572.86 |
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| Rollins (ROL) | 0.1 | $2.1M | NEW | 35k | 60.02 |
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| Republic Services (RSG) | 0.1 | $2.1M | 9.8k | 211.93 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.0M | 17k | 117.21 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $2.0M | +100% | 28k | 70.41 |
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| AutoZone (AZO) | 0.1 | $1.9M | -30% | 564.00 | 3391.50 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.9M | -5% | 79k | 24.04 |
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| Gilead Sciences (GILD) | 0.1 | $1.9M | +3% | 15k | 122.74 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | 3.9k | 473.30 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $1.8M | 72k | 25.76 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | +15% | 45k | 40.73 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.8M | -5% | 20k | 90.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.8M | -4% | 17k | 104.07 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.7M | 33k | 50.86 |
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| PNC Financial Services (PNC) | 0.1 | $1.7M | +3% | 8.1k | 208.73 |
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| Enbridge (ENB) | 0.1 | $1.7M | +4% | 35k | 47.83 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.7M | -5% | 54k | 30.96 |
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| Rbc Cad (RY) | 0.1 | $1.6M | +3% | 9.5k | 170.50 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.6M | +3% | 17k | 94.20 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.6M | +2% | 16k | 99.19 |
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| Erie Indty Cl A (ERIE) | 0.0 | $1.6M | 5.5k | 286.65 |
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| Oneok (OKE) | 0.0 | $1.6M | 21k | 73.50 |
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| Waste Management (WM) | 0.0 | $1.5M | -97% | 7.0k | 219.71 |
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| Wal-Mart Stores (WMT) | 0.0 | $1.5M | -18% | 14k | 111.41 |
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| Prudential Financial (PRU) | 0.0 | $1.5M | 13k | 112.88 |
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| Lennox International (LII) | 0.0 | $1.4M | 2.9k | 485.57 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.4M | -3% | 5.7k | 250.31 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $1.4M | 10k | 139.15 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $1.4M | +100% | 24k | 57.92 |
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| Extra Space Storage (EXR) | 0.0 | $1.3M | -24% | 10k | 130.22 |
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| Dominion Resources (D) | 0.0 | $1.3M | +7% | 22k | 58.59 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.3M | +2% | 74k | 17.35 |
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| CSX Corporation (CSX) | 0.0 | $1.2M | -6% | 33k | 36.25 |
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| Marsh & McLennan Companies | 0.0 | $1.1M | -39% | 6.2k | 185.52 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $1.1M | +22% | 20k | 54.77 |
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| Omni (OMC) | 0.0 | $1.1M | NEW | 13k | 80.75 |
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| Msci (MSCI) | 0.0 | $1.1M | -14% | 1.9k | 573.67 |
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| Procter & Gamble Company (PG) | 0.0 | $1.1M | -3% | 7.3k | 143.31 |
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| Tesla Motors (TSLA) | 0.0 | $1.0M | -27% | 2.3k | 449.79 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.0M | -9% | 37k | 28.48 |
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| Pfizer (PFE) | 0.0 | $1.0M | 42k | 24.90 |
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| International Paper Company (IP) | 0.0 | $1.0M | +2% | 26k | 39.39 |
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| Union Pacific Corporation (UNP) | 0.0 | $960k | -15% | 4.1k | 231.31 |
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| TJX Companies (TJX) | 0.0 | $956k | +10% | 6.2k | 153.60 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $941k | 12k | 80.22 |
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| Starbucks Corporation (SBUX) | 0.0 | $939k | -16% | 11k | 84.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $939k | 3.2k | 290.22 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $930k | +46% | 6.0k | 155.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $915k | -8% | 1.5k | 614.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $894k | 10k | 89.46 |
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| At&t (T) | 0.0 | $863k | 35k | 24.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $860k | 4.1k | 212.05 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $836k | 21k | 39.59 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $804k | 16k | 50.88 |
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| CNO Financial (CNO) | 0.0 | $794k | 19k | 42.47 |
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| Best Buy (BBY) | 0.0 | $766k | +2% | 11k | 66.93 |
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| Walt Disney Company (DIS) | 0.0 | $758k | -12% | 6.7k | 113.78 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $749k | 19k | 39.11 |
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| Nike CL B (NKE) | 0.0 | $724k | -13% | 11k | 63.71 |
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| American Electric Power Company (AEP) | 0.0 | $694k | 6.0k | 115.31 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $686k | 5.2k | 132.37 |
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| Stryker Corporation (SYK) | 0.0 | $684k | -11% | 1.9k | 351.47 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $612k | 3.1k | 198.62 |
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| Honeywell International (HON) | 0.0 | $606k | 3.1k | 195.11 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $578k | -20% | 13k | 44.71 |
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| First Financial Corporation (THFF) | 0.0 | $574k | 9.5k | 60.42 |
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| Whirlpool Corporation (WHR) | 0.0 | $574k | -8% | 8.0k | 72.14 |
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| Equifax (EFX) | 0.0 | $567k | 2.6k | 216.98 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $565k | 5.3k | 106.70 |
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| Emerson Electric (EMR) | 0.0 | $543k | -16% | 4.1k | 132.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $539k | -21% | 2.2k | 246.16 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $526k | 4.9k | 106.70 |
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| Crane Company Common Stock (CR) | 0.0 | $519k | 2.8k | 184.43 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $518k | -2% | 17k | 30.07 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $508k | +122% | 6.9k | 73.56 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $492k | 5.1k | 96.03 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $487k | +204% | 11k | 42.69 |
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| Travelers Companies (TRV) | 0.0 | $483k | -9% | 1.7k | 290.04 |
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| L3harris Technologies (LHX) | 0.0 | $479k | +3% | 1.6k | 293.57 |
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| Nasdaq Omx (NDAQ) | 0.0 | $473k | +18% | 4.9k | 97.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $469k | +69% | 1.4k | 335.27 |
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| Wells Fargo & Company (WFC) | 0.0 | $447k | +78% | 4.8k | 93.20 |
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| Advanced Micro Devices (AMD) | 0.0 | $442k | -3% | 2.1k | 214.16 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $442k | +5% | 2.9k | 154.79 |
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| Anthem (ELV) | 0.0 | $433k | -3% | 1.2k | 350.45 |
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| Netflix (NFLX) | 0.0 | $427k | -20% | 4.6k | 93.76 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $419k | -26% | 9.4k | 44.41 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $410k | -23% | 6.6k | 62.47 |
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| Genuine Parts Company (GPC) | 0.0 | $395k | 3.2k | 122.95 |
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| McKesson Corporation (MCK) | 0.0 | $385k | 469.00 | 820.92 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $379k | 4.2k | 91.38 |
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| Copart (CPRT) | 0.0 | $376k | -39% | 9.6k | 39.15 |
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| Ge Vernova (GEV) | 0.0 | $369k | 565.00 | 653.57 |
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| Oracle Corporation (ORCL) | 0.0 | $366k | -16% | 1.9k | 194.94 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $365k | 4.4k | 82.50 |
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| CVS Caremark Corporation (CVS) | 0.0 | $363k | -13% | 4.6k | 79.36 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $353k | -2% | 3.7k | 96.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $353k | NEW | 891.00 | 396.31 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $351k | +5% | 1.5k | 227.51 |
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| Analog Devices (ADI) | 0.0 | $337k | +2% | 1.2k | 271.20 |
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| BP Sponsored Adr (BP) | 0.0 | $308k | 8.9k | 34.73 |
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| Deere & Company (DE) | 0.0 | $304k | +4% | 652.00 | 465.58 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $302k | 5.9k | 51.12 |
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| First Internet Bancorp (INBK) | 0.0 | $297k | +16% | 14k | 20.87 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $294k | 612.00 | 480.19 |
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| Penske Automotive (PAG) | 0.0 | $292k | 1.8k | 158.32 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $287k | 3.1k | 94.16 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.0 | $286k | 5.8k | 49.70 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $285k | 1.4k | 210.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $276k | 1.4k | 191.56 |
|
|
| Ross Stores (ROST) | 0.0 | $272k | NEW | 1.5k | 180.14 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $269k | 3.4k | 79.02 |
|
|
| Danaher Corporation (DHR) | 0.0 | $267k | 1.2k | 228.94 |
|
|
| FedEx Corporation (FDX) | 0.0 | $265k | NEW | 916.00 | 288.88 |
|
| Qualcomm (QCOM) | 0.0 | $265k | 1.5k | 171.04 |
|
|
| Boeing Company (BA) | 0.0 | $263k | +12% | 1.2k | 217.12 |
|
| Carrier Global Corporation (CARR) | 0.0 | $257k | 4.9k | 52.83 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $248k | 3.7k | 67.22 |
|
|
| American Express Company (AXP) | 0.0 | $247k | +3% | 668.00 | 370.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $242k | -9% | 1.4k | 177.75 |
|
| MasTec (MTZ) | 0.0 | $239k | 1.1k | 217.37 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $237k | 4.2k | 56.81 |
|
|
| Synopsys (SNPS) | 0.0 | $236k | -12% | 502.00 | 469.72 |
|
| Bank of America Corporation (BAC) | 0.0 | $224k | -25% | 4.1k | 55.00 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $222k | 2.8k | 79.73 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $219k | 4.4k | 50.29 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $215k | NEW | 1.0k | 214.06 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $212k | 656.00 | 323.81 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $209k | NEW | 1.7k | 119.42 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $207k | NEW | 193.00 | 1069.86 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $202k | 2.3k | 87.35 |
|
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- Donaldson Capital Management 2025 Q4 filed Jan. 14, 2026
- 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