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, ABBV, and represent 26.19% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CTAS (+$31M), PCAR (+$29M), WSO (+$19M), PAYX (+$14M), LPLA (+$8.5M), IBKR (+$8.4M), MKL (+$8.1M), MU (+$7.3M), AVGO (+$6.1M), LLY (+$5.6M).
- Started 13 new stock positions in SCHX, IBKR, MKL, IBIT, TGT, MU, ISRG, PSX, ITA, KLAC. LIN, LPLA, IAU.
- Reduced shares in these 10 stocks: XOM (-$81M), SO (-$53M), ICSH (-$11M), NU (-$8.4M), BKNG (-$8.4M), GE (-$8.0M), PGR (-$7.0M), ACN, UNH, INTU.
- Sold out of its positions in BAC, BA, BKNG, OTIS, PLTR, QCOM, XLY, SHW, SNPS, VCSH. NU.
- Donaldson Capital Management was a net seller of stock by $-26M.
- Donaldson Capital Management has $3.1B in assets under management (AUM), dropping by -1.75%.
- Central Index Key (CIK): 0001487438
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Portfolio Holdings for Donaldson Capital Management
Donaldson Capital Management holds 233 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Karman Hldgs Common Stock (KRMN) | 9.1 | $280M | 3.5M | 80.05 |
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| Broadcom (AVGO) | 5.0 | $154M | +4% | 497k | 309.51 |
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| Apple (AAPL) | 4.6 | $144M | 566k | 253.79 |
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| Select Sector Spdr Tr State Street Com (XLC) | 4.1 | $127M | 1.1M | 110.86 |
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| Abbvie (ABBV) | 3.4 | $105M | 482k | 217.49 |
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| Microsoft Corporation (MSFT) | 3.3 | $103M | 277k | 370.17 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $101M | 342k | 294.16 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 3.2 | $99M | 301k | 328.66 |
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| Ishares Tr Ultra Short Dur (ICSH) | 3.2 | $98M | -10% | 1.9M | 50.62 |
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| Merck & Co (MRK) | 3.1 | $94M | 785k | 120.29 |
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| Costco Wholesale Corporation (COST) | 2.7 | $83M | 83k | 996.43 |
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| Morgan Stanley Com New (MS) | 2.5 | $76M | 464k | 164.57 |
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| Raytheon Technologies Corp (RTX) | 2.4 | $74M | 385k | 192.90 |
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| Eli Lilly & Co. (LLY) | 2.2 | $68M | +8% | 74k | 919.76 |
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| Citigroup Com New (C) | 2.2 | $67M | 588k | 113.41 |
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| McDonald's Corporation (MCD) | 2.1 | $66M | 211k | 310.79 |
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| Fastenal Company (FAST) | 2.1 | $65M | 1.4M | 46.40 |
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| Goldman Sachs (GS) | 2.1 | $64M | +2% | 75k | 845.99 |
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| Home Depot (HD) | 2.0 | $63M | 192k | 328.89 |
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| Watsco, Incorporated (WSO) | 1.9 | $59M | +47% | 163k | 363.79 |
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| Paccar (PCAR) | 1.8 | $56M | +109% | 485k | 115.50 |
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| General Dynamics Corporation (GD) | 1.7 | $54M | +8% | 156k | 343.22 |
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| Paychex (PAYX) | 1.7 | $51M | +36% | 556k | 92.12 |
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| Wec Energy Group (WEC) | 1.7 | $51M | 442k | 115.77 |
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| AmerisourceBergen (COR) | 1.4 | $43M | 138k | 314.14 |
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| Chevron Corporation (CVX) | 1.3 | $40M | 195k | 206.90 |
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| Xcel Energy (XEL) | 1.2 | $38M | +5% | 484k | 79.44 |
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| International Business Machines (IBM) | 1.2 | $38M | -2% | 158k | 242.39 |
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| T. Rowe Price (TROW) | 1.2 | $36M | 401k | 90.14 |
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| Cintas Corporation (CTAS) | 1.1 | $33M | +1101% | 197k | 169.14 |
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| Eaton Corp SHS (ETN) | 0.8 | $26M | 71k | 357.67 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $25M | +22% | 849k | 29.13 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $22M | -2% | 424k | 50.61 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.7 | $21M | -3% | 412k | 50.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $19M | 65k | 287.56 |
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| Amazon (AMZN) | 0.6 | $17M | +3% | 84k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $17M | -82% | 100k | 169.66 |
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| NVIDIA Corporation (NVDA) | 0.5 | $15M | -2% | 88k | 174.40 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $15M | 148k | 99.27 |
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| Visa Com Cl A (V) | 0.5 | $14M | +3% | 46k | 302.24 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $13M | 120k | 108.99 |
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| Moody's Corporation (MCO) | 0.4 | $13M | +2% | 30k | 436.24 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $12M | +5% | 25k | 499.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | +3% | 19k | 597.56 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $10M | -3% | 17k | 604.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $10M | +2% | 48k | 215.06 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $8.9M | -16% | 26k | 337.95 |
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| Uber Technologies (UBER) | 0.3 | $8.9M | +24% | 124k | 71.93 |
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| MercadoLibre (MELI) | 0.3 | $8.8M | +30% | 5.1k | 1729.02 |
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| Meta Platforms Cl A (META) | 0.3 | $8.7M | +10% | 15k | 572.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $8.6M | +8% | 128k | 67.53 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $8.6M | +12% | 281k | 30.68 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $8.5M | NEW | 28k | 300.83 |
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| Nextera Energy (NEE) | 0.3 | $8.4M | -3% | 91k | 92.88 |
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| Johnson & Johnson (JNJ) | 0.3 | $8.4M | -3% | 34k | 244.44 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $8.4M | NEW | 125k | 67.07 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $8.3M | +42% | 21k | 398.00 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $8.3M | -12% | 62k | 132.90 |
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| Markel Corporation (MKL) | 0.3 | $8.1M | NEW | 4.2k | 1914.07 |
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| Tempur-Pedic International (SGI) | 0.3 | $7.9M | +15% | 108k | 73.92 |
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| Micron Technology (MU) | 0.2 | $7.3M | NEW | 22k | 337.84 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $7.3M | +26% | 292k | 24.88 |
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| Blackrock (BLK) | 0.2 | $7.1M | -5% | 7.3k | 961.69 |
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| Allstate Corporation (ALL) | 0.2 | $6.9M | -8% | 33k | 207.34 |
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| Automatic Data Processing (ADP) | 0.2 | $6.8M | -9% | 34k | 203.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.3M | -9% | 13k | 479.20 |
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| Cummins (CMI) | 0.2 | $6.3M | 12k | 538.04 |
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| Cisco Systems (CSCO) | 0.2 | $6.1M | +3% | 79k | 77.59 |
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| AFLAC Incorporated (AFL) | 0.2 | $5.8M | -7% | 53k | 109.71 |
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| O'reilly Automotive (ORLY) | 0.2 | $5.7M | -14% | 62k | 92.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.7M | 13k | 436.78 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $5.5M | +14% | 221k | 25.10 |
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| Cme (CME) | 0.2 | $5.3M | -15% | 18k | 295.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.1M | -41% | 26k | 198.29 |
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| Ecolab (ECL) | 0.2 | $4.9M | -11% | 19k | 266.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.9M | +13% | 33k | 148.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.5M | +3% | 36k | 124.31 |
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| Valero Energy Corporation (VLO) | 0.1 | $4.4M | +4% | 18k | 247.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.3M | +405% | 7.5k | 577.18 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $4.2M | -5% | 6.1k | 682.19 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $4.0M | +8% | 80k | 50.34 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.9M | +6% | 65k | 60.65 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $3.5M | -3% | 5.4k | 650.34 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $3.4M | 22k | 157.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.4M | -3% | 5.2k | 653.21 |
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| Amphenol Corp Cl A (APH) | 0.1 | $3.3M | -12% | 27k | 126.35 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $3.3M | 121k | 26.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.1M | +5% | 11k | 286.87 |
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| Air Products & Chemicals (APD) | 0.1 | $3.0M | -6% | 11k | 290.50 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.0M | -27% | 15k | 194.14 |
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| Amgen (AMGN) | 0.1 | $2.9M | 8.3k | 351.86 |
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| Caterpillar (CAT) | 0.1 | $2.9M | 4.1k | 708.45 |
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| Coca-Cola Company (KO) | 0.1 | $2.7M | 36k | 76.05 |
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| Motorola Solutions Com New (MSI) | 0.1 | $2.6M | -23% | 6.1k | 433.98 |
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| Pepsi (PEP) | 0.1 | $2.6M | -16% | 17k | 155.29 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.5M | +11% | 19k | 130.94 |
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| Southern Company (SO) | 0.1 | $2.5M | -95% | 26k | 96.52 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.5M | 23k | 106.15 |
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| Verizon Communications (VZ) | 0.1 | $2.4M | +7% | 49k | 50.20 |
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| Gilead Sciences (GILD) | 0.1 | $2.4M | +13% | 17k | 139.37 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.2M | +12% | 90k | 24.75 |
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| Oneok (OKE) | 0.1 | $2.1M | +11% | 24k | 90.39 |
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| Enbridge (ENB) | 0.1 | $2.1M | +10% | 39k | 54.14 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $2.1M | +11% | 22k | 94.24 |
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| Republic Services (RSG) | 0.1 | $2.0M | -5% | 9.3k | 219.02 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.0M | -21% | 7.3k | 277.87 |
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| Ishares Tr Rus 1000 Grw Etf Put Option (IWF) | 0.1 | $2.0M | +16% | 4.6k | 426.40 |
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| PNC Financial Services (PNC) | 0.1 | $1.9M | +12% | 9.1k | 208.09 |
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| Abbott Laboratories (ABT) | 0.1 | $1.9M | -8% | 18k | 102.67 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $1.8M | 72k | 25.48 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.8M | +12% | 19k | 93.31 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.8M | +3% | 14k | 124.28 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.8M | +12% | 18k | 98.38 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $1.7M | 28k | 61.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.7M | -6% | 16k | 106.01 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.6M | -4% | 32k | 50.95 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.6M | 54k | 30.32 |
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| Dominion Resources (D) | 0.0 | $1.5M | +13% | 25k | 61.82 |
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| Rbc Cad (RY) | 0.0 | $1.5M | 9.3k | 161.79 |
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| Rollins (ROL) | 0.0 | $1.5M | -19% | 28k | 53.41 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $1.5M | 10k | 145.94 |
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| AutoZone (AZO) | 0.0 | $1.4M | -25% | 423.00 | 3377.78 |
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| Prudential Financial (PRU) | 0.0 | $1.4M | +8% | 14k | 97.69 |
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| Extra Space Storage (EXR) | 0.0 | $1.4M | +6% | 11k | 131.13 |
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| Pfizer (PFE) | 0.0 | $1.4M | +18% | 49k | 28.08 |
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| Erie Indty Cl A (ERIE) | 0.0 | $1.4M | 5.5k | 251.31 |
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| Lennox International (LII) | 0.0 | $1.4M | 2.9k | 464.12 |
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| Target Corporation (TGT) | 0.0 | $1.4M | NEW | 11k | 121.20 |
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| Waste Management (WM) | 0.0 | $1.3M | -17% | 5.7k | 229.79 |
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| CSX Corporation (CSX) | 0.0 | $1.3M | -2% | 32k | 41.05 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.3M | +12% | 83k | 15.65 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.3M | -5% | 5.4k | 239.98 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $1.2M | 24k | 51.88 |
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| At&t (T) | 0.0 | $1.1M | +12% | 39k | 28.99 |
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| Omni (OMC) | 0.0 | $1.1M | +11% | 15k | 75.31 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.1M | +3% | 38k | 29.08 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $1.1M | +10% | 6.6k | 161.74 |
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| Procter & Gamble Company (PG) | 0.0 | $1.0M | 7.2k | 144.44 |
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| International Paper Company (IP) | 0.0 | $1.0M | +10% | 29k | 35.70 |
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| TJX Companies (TJX) | 0.0 | $992k | 6.2k | 159.71 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $990k | -7% | 5.7k | 173.45 |
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| Starbucks Corporation (SBUX) | 0.0 | $972k | -2% | 11k | 89.59 |
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| Tesla Motors (TSLA) | 0.0 | $916k | +5% | 2.5k | 371.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $905k | 10k | 90.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $900k | -10% | 3.7k | 242.64 |
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| Msci (MSCI) | 0.0 | $885k | -12% | 1.6k | 539.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $873k | -6% | 3.0k | 287.18 |
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| UnitedHealth (UNH) | 0.0 | $837k | -77% | 3.1k | 270.56 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $825k | -17% | 17k | 49.37 |
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| Best Buy (BBY) | 0.0 | $823k | +11% | 13k | 64.20 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $780k | 13k | 61.26 |
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| CNO Financial (CNO) | 0.0 | $768k | 19k | 41.06 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $757k | -15% | 9.9k | 76.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $753k | +67% | 2.3k | 320.83 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $741k | 19k | 38.74 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $704k | -17% | 3.3k | 211.13 |
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| Honeywell International (HON) | 0.0 | $703k | 3.1k | 226.02 |
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| American Electric Power Company (AEP) | 0.0 | $692k | -12% | 5.3k | 131.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $671k | +25% | 22k | 30.96 |
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| Progressive Corporation (PGR) | 0.0 | $664k | -91% | 3.4k | 198.25 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $649k | 5.2k | 125.13 |
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| Stryker Corporation (SYK) | 0.0 | $630k | 1.9k | 328.59 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $621k | +19% | 8.3k | 75.10 |
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| First Financial Corporation (THFF) | 0.0 | $601k | 9.5k | 63.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $591k | 3.1k | 191.81 |
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| Intuit (INTU) | 0.0 | $590k | -81% | 1.4k | 432.38 |
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| Ge Aerospace Com New (GE) | 0.0 | $584k | -93% | 2.1k | 283.81 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $567k | -2% | 15k | 36.75 |
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| L3harris Technologies (LHX) | 0.0 | $563k | 1.6k | 345.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $542k | 2.2k | 248.00 |
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| Emerson Electric (EMR) | 0.0 | $536k | 4.1k | 131.02 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $534k | -34% | 14k | 38.86 |
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| Nike CL B (NKE) | 0.0 | $508k | -15% | 9.6k | 52.82 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $504k | -3% | 11k | 45.89 |
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| Ge Vernova (GEV) | 0.0 | $493k | 565.00 | 872.90 |
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| Crane Company Common Stock (CR) | 0.0 | $481k | 2.8k | 171.00 |
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| Travelers Companies (TRV) | 0.0 | $475k | -2% | 1.6k | 291.72 |
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| Walt Disney Company (DIS) | 0.0 | $474k | -26% | 4.9k | 96.38 |
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| Equifax (EFX) | 0.0 | $468k | 2.6k | 180.07 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $464k | -17% | 4.4k | 106.50 |
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| Whirlpool Corporation (WHR) | 0.0 | $464k | +8% | 8.6k | 53.92 |
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| McKesson Corporation (MCK) | 0.0 | $424k | +4% | 490.00 | 864.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $420k | 6.6k | 64.08 |
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| BP Sponsored Adr (BP) | 0.0 | $413k | 8.8k | 47.00 |
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| Nasdaq Omx (NDAQ) | 0.0 | $404k | -2% | 4.8k | 84.89 |
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| Advanced Micro Devices (AMD) | 0.0 | $398k | -5% | 2.0k | 203.43 |
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| Analog Devices (ADI) | 0.0 | $397k | 1.2k | 318.14 |
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| Netflix (NFLX) | 0.0 | $397k | -9% | 4.1k | 96.15 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $396k | -17% | 4.0k | 97.91 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $389k | -6% | 2.7k | 146.63 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $387k | -22% | 4.0k | 97.13 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $382k | -11% | 8.4k | 45.65 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $380k | 4.2k | 91.64 |
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| Deere & Company (DE) | 0.0 | $365k | 648.00 | 563.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $362k | NEW | 14k | 25.64 |
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| Anthem (ELV) | 0.0 | $361k | 1.2k | 292.68 |
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| MasTec (MTZ) | 0.0 | $354k | 1.1k | 321.74 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $353k | +2% | 3.8k | 93.93 |
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| Genuine Parts Company (GPC) | 0.0 | $340k | 3.2k | 105.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $331k | 4.6k | 71.82 |
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| Ross Stores (ROST) | 0.0 | $330k | 1.5k | 216.63 |
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| FedEx Corporation (FDX) | 0.0 | $326k | 916.00 | 356.29 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $319k | +12% | 688.00 | 463.38 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $318k | -9% | 4.0k | 79.06 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $317k | +12% | 3.4k | 92.74 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $310k | NEW | 1.4k | 218.75 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $306k | -4% | 1.5k | 209.02 |
|
| Wells Fargo & Company (WFC) | 0.0 | $306k | -19% | 3.8k | 79.61 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $297k | +15% | 4.3k | 69.75 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $296k | 5.9k | 50.14 |
|
|
| First Internet Bancorp (INBK) | 0.0 | $290k | 14k | 20.38 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $283k | NEW | 7.4k | 38.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $276k | 1.4k | 191.92 |
|
|
| Penske Automotive (PAG) | 0.0 | $276k | 1.8k | 149.55 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $274k | -28% | 636.00 | 430.29 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $273k | -5% | 3.2k | 85.23 |
|
| Carrier Global Corporation (CARR) | 0.0 | $267k | -2% | 4.7k | 56.30 |
|
| Phillips 66 (PSX) | 0.0 | $263k | NEW | 1.4k | 182.18 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $255k | 193.00 | 1320.83 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $253k | NEW | 549.00 | 460.99 |
|
| Copart (CPRT) | 0.0 | $253k | -20% | 7.6k | 33.20 |
|
| Oracle Corporation (ORCL) | 0.0 | $252k | -8% | 1.7k | 147.09 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $249k | -13% | 1.2k | 213.67 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $234k | 4.1k | 56.58 |
|
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.0 | $226k | -20% | 4.6k | 49.60 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $217k | 4.4k | 49.89 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $208k | NEW | 141.00 | 1472.41 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $206k | 1.0k | 206.09 |
|
|
| American Express Company (AXP) | 0.0 | $206k | 680.00 | 302.34 |
|
|
| Linde SHS (LIN) | 0.0 | $203k | NEW | 410.00 | 495.76 |
|
| Danaher Corporation (DHR) | 0.0 | $203k | -8% | 1.1k | 189.53 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $202k | NEW | 2.3k | 88.16 |
|
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- Donaldson Capital Management 2026 Q1 filed April 30, 2026
- 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