Donaldson Capital Management
Latest statistics and disclosures from Donaldson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, ICSH, MSFT, ABBV, XLC, and represent 20.83% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: WM (+$49M), XLC (+$16M), ICSH (+$11M), JPST (+$5.7M), MS (+$5.3M), WEC, FAST, IJH, GE, UBER.
- Started 20 new stock positions in UBER, APP, VTV, VO, KMB, WFC, QUAL, MMKT, AXP, MCK. VEA, ITOT, C, BKNG, CGDV, BP, IVE, VLUE, CNP, FLTR.
- Reduced shares in these 10 stocks: UNP (-$47M), AFL, AVGO, NOC, JNJ, NEE, , SPOT, QQQ, NU.
- Sold out of its positions in BAH, EVER, FDX, GEV, SHY, SCHV, XLY, NOW, VBR, AON. NU, SPOT.
- Donaldson Capital Management was a net buyer of stock by $69M.
- Donaldson Capital Management has $2.6B in assets under management (AUM), dropping by 1.02%.
- Central Index Key (CIK): 0001487438
Tip: Access up to 7 years of quarterly data
Positions held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Donaldson Capital Management
Donaldson Capital Management holds 221 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $125M | 562k | 222.13 |
|
|
| Ishares Tr Ultra Short-term (ICSH) | 4.7 | $124M | +9% | 2.4M | 50.70 |
|
| Microsoft Corporation (MSFT) | 4.0 | $105M | 280k | 375.39 |
|
|
| Abbvie (ABBV) | 3.8 | $101M | +2% | 481k | 209.52 |
|
| Select Sector Spdr Tr Communication (XLC) | 3.7 | $97M | +20% | 1.0M | 96.45 |
|
| Broadcom (AVGO) | 3.5 | $93M | -4% | 557k | 167.43 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $85M | 345k | 245.30 |
|
|
| Costco Wholesale Corporation (COST) | 3.1 | $83M | 88k | 945.78 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.0 | $79M | 253k | 312.04 |
|
|
| Exxon Mobil Corporation (XOM) | 2.8 | $75M | 632k | 118.93 |
|
|
| Home Depot (HD) | 2.7 | $72M | 196k | 366.49 |
|
|
| Paychex (PAYX) | 2.5 | $66M | 428k | 154.28 |
|
|
| McDonald's Corporation (MCD) | 2.5 | $66M | +3% | 211k | 312.37 |
|
| Allstate Corporation (ALL) | 2.5 | $66M | 318k | 207.07 |
|
|
| Marsh & McLennan Companies (MMC) | 2.3 | $62M | +2% | 252k | 244.03 |
|
| Cme (CME) | 2.3 | $61M | +2% | 230k | 265.29 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 2.3 | $60M | +2% | 319k | 188.17 |
|
| Texas Instruments Incorporated (TXN) | 2.2 | $59M | 327k | 179.70 |
|
|
| UnitedHealth (UNH) | 2.2 | $58M | 110k | 523.75 |
|
|
| Lockheed Martin Corporation (LMT) | 2.2 | $57M | 129k | 446.71 |
|
|
| Waste Management (WM) | 2.1 | $56M | +707% | 243k | 231.51 |
|
| Morgan Stanley Com New (MS) | 2.0 | $54M | +10% | 462k | 116.67 |
|
| Fastenal Company (FAST) | 2.0 | $52M | +7% | 671k | 77.55 |
|
| Blackrock (BLK) | 1.9 | $50M | 52k | 946.48 |
|
|
| Wec Energy Group (WEC) | 1.8 | $47M | +10% | 429k | 108.98 |
|
| Extra Space Storage (EXR) | 1.7 | $44M | +3% | 297k | 148.49 |
|
| Raytheon Technologies Corp (RTX) | 1.6 | $44M | +3% | 329k | 132.46 |
|
| Merck & Co (MRK) | 1.6 | $43M | 476k | 89.76 |
|
|
| Chevron Corporation (CVX) | 1.6 | $43M | 255k | 167.29 |
|
|
| T. Rowe Price (TROW) | 1.4 | $37M | 402k | 91.87 |
|
|
| United Parcel Service CL B (UPS) | 1.2 | $31M | +3% | 283k | 109.99 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 1.1 | $29M | -5% | 573k | 50.87 |
|
| Pepsi (PEP) | 1.1 | $28M | +7% | 188k | 149.94 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $23M | +32% | 462k | 50.63 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $20M | 24k | 825.92 |
|
|
| Automatic Data Processing (ADP) | 0.6 | $15M | -2% | 49k | 305.53 |
|
| Amazon (AMZN) | 0.5 | $14M | +2% | 73k | 190.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | +10% | 25k | 532.58 |
|
| Visa Com Cl A (V) | 0.5 | $14M | 39k | 350.46 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $12M | +4% | 485k | 25.04 |
|
| Moody's Corporation (MCO) | 0.4 | $11M | +5% | 24k | 465.69 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $11M | +4% | 21k | 548.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $11M | +2% | 73k | 154.64 |
|
| O'reilly Automotive (ORLY) | 0.4 | $9.8M | +2% | 6.9k | 1432.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $9.5M | +2% | 49k | 193.99 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $9.1M | 83k | 108.69 |
|
|
| Nextera Energy (NEE) | 0.3 | $8.2M | -27% | 115k | 70.89 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $8.0M | +7% | 74k | 108.38 |
|
| AFLAC Incorporated (AFL) | 0.3 | $7.8M | -36% | 70k | 111.19 |
|
| Ecolab (ECL) | 0.3 | $7.4M | +2% | 29k | 253.52 |
|
| Johnson & Johnson (JNJ) | 0.3 | $6.9M | -30% | 42k | 165.84 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $6.7M | -6% | 241k | 27.96 |
|
| Intuit (INTU) | 0.2 | $6.6M | 11k | 613.99 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.1M | +16% | 61k | 98.92 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $6.0M | 64k | 93.45 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $5.8M | +4% | 13k | 437.82 |
|
| Msci (MSCI) | 0.2 | $5.6M | +2% | 10k | 565.48 |
|
| Kinsale Cap Group (KNSL) | 0.2 | $5.6M | +3% | 12k | 486.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.6M | +176% | 95k | 58.35 |
|
| Cintas Corporation (CTAS) | 0.2 | $5.3M | +4% | 26k | 205.53 |
|
| Cisco Systems (CSCO) | 0.2 | $5.1M | 83k | 61.71 |
|
|
| Copart (CPRT) | 0.2 | $5.0M | 89k | 56.59 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.0M | 13k | 370.81 |
|
|
| Progressive Corporation (PGR) | 0.2 | $4.5M | +7% | 16k | 283.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.5M | -18% | 8.0k | 559.39 |
|
| Cummins (CMI) | 0.2 | $4.5M | +14% | 14k | 313.44 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $4.3M | -43% | 8.4k | 511.99 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $4.3M | +160% | 41k | 104.57 |
|
| Rli (RLI) | 0.2 | $4.2M | +114% | 52k | 80.33 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.0M | +2% | 11k | 383.51 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.9M | -2% | 31k | 128.96 |
|
| W.W. Grainger (GWW) | 0.1 | $3.9M | +5% | 4.0k | 987.87 |
|
| Air Products & Chemicals (APD) | 0.1 | $3.8M | -9% | 13k | 294.91 |
|
| Cadence Design Systems (CDNS) | 0.1 | $3.8M | +5% | 15k | 254.33 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.7M | +3% | 61k | 60.99 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $3.7M | +17% | 73k | 50.24 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.7M | +909% | 18k | 200.15 |
|
| Netflix (NFLX) | 0.1 | $3.6M | 3.9k | 932.53 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $3.6M | -7% | 24k | 147.72 |
|
| Meta Platforms Cl A (META) | 0.1 | $3.5M | +3% | 6.2k | 576.32 |
|
| Coca-Cola Company (KO) | 0.1 | $3.5M | 49k | 71.62 |
|
|
| Tempur-Pedic International (SGI) | 0.1 | $3.3M | +8% | 56k | 59.88 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.3M | -93% | 14k | 236.24 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.2M | +8% | 150k | 21.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.2M | +11% | 19k | 166.00 |
|
| MercadoLibre (MELI) | 0.1 | $3.1M | +8% | 1.6k | 1950.87 |
|
| Uber Technologies (UBER) | 0.1 | $3.1M | NEW | 43k | 72.86 |
|
| Badger Meter (BMI) | 0.1 | $3.1M | +12% | 16k | 190.24 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.1M | -6% | 23k | 132.65 |
|
| Lennox International (LII) | 0.1 | $3.0M | 5.4k | 560.79 |
|
|
| AmerisourceBergen (COR) | 0.1 | $3.0M | +2% | 11k | 278.08 |
|
| Booking Holdings (BKNG) | 0.1 | $2.8M | NEW | 602.00 | 4607.09 |
|
| Amgen (AMGN) | 0.1 | $2.7M | -7% | 8.7k | 311.56 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.5M | -21% | 25k | 102.18 |
|
| Valero Energy Corporation (VLO) | 0.1 | $2.4M | -10% | 19k | 132.07 |
|
| International Business Machines (IBM) | 0.1 | $2.4M | +3% | 9.8k | 248.65 |
|
| Republic Services (RSG) | 0.1 | $2.4M | -2% | 10k | 242.16 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.4M | -3% | 12k | 206.48 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.3M | +6% | 12k | 202.12 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $2.3M | 5.5k | 419.05 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.2M | +31% | 18k | 121.97 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.2M | NEW | 8.2k | 264.97 |
|
| Goldman Sachs (GS) | 0.1 | $2.1M | 3.9k | 546.29 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.0M | 12k | 170.42 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.9M | -9% | 3.7k | 513.91 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.9M | 61k | 30.73 |
|
|
| Southern Company (SO) | 0.1 | $1.8M | -2% | 20k | 91.95 |
|
| Oneok (OKE) | 0.1 | $1.8M | +4% | 18k | 99.22 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.8M | 26k | 69.44 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.7M | -14% | 33k | 51.05 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.7M | -3% | 23k | 73.69 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.7M | -9% | 17k | 98.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | 10k | 156.22 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.6M | +88% | 2.8k | 561.90 |
|
| Caterpillar (CAT) | 0.1 | $1.5M | 4.6k | 329.80 |
|
|
| CSX Corporation (CSX) | 0.1 | $1.5M | 52k | 29.43 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.5M | 17k | 87.79 |
|
|
| Gilead Sciences (GILD) | 0.1 | $1.4M | +6% | 13k | 112.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | -18% | 3.9k | 361.09 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.4M | 10k | 135.69 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.4M | +45% | 31k | 45.36 |
|
| Prudential Financial (PRU) | 0.1 | $1.4M | +4% | 12k | 111.68 |
|
| Enbridge (ENB) | 0.1 | $1.3M | +5% | 30k | 44.31 |
|
| International Paper Company (IP) | 0.1 | $1.3M | +27% | 25k | 53.35 |
|
| PNC Financial Services (PNC) | 0.0 | $1.3M | -5% | 7.4k | 175.77 |
|
| Nike CL B (NKE) | 0.0 | $1.3M | -9% | 20k | 63.48 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $1.2M | 14k | 88.88 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $1.2M | -52% | 44k | 26.68 |
|
| Walt Disney Company (DIS) | 0.0 | $1.1M | -6% | 11k | 98.70 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $1.1M | 42k | 25.37 |
|
|
| Rbc Cad (RY) | 0.0 | $1.0M | -9% | 9.2k | 112.72 |
|
| Equifax (EFX) | 0.0 | $1.0M | 4.2k | 243.56 |
|
|
| Dominion Resources (D) | 0.0 | $1.0M | +8% | 18k | 56.07 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.0M | 51k | 19.78 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $993k | 12k | 82.78 |
|
|
| Pfizer (PFE) | 0.0 | $983k | +8% | 39k | 25.34 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $959k | +5% | 64k | 15.01 |
|
| At&t (T) | 0.0 | $901k | +94% | 32k | 28.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $883k | +3% | 38k | 23.43 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $868k | +14% | 15k | 59.94 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $856k | +19% | 32k | 27.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $853k | NEW | 17k | 50.83 |
|
| CNO Financial (CNO) | 0.0 | $834k | 20k | 41.65 |
|
|
| Stryker Corporation (SYK) | 0.0 | $817k | -7% | 2.2k | 372.22 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $811k | +6% | 8.8k | 91.73 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $798k | 1.00 | 798442.00 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $763k | +8% | 15k | 49.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $759k | -76% | 1.6k | 468.92 |
|
| Watsco, Incorporated (WSO) | 0.0 | $758k | +6% | 1.5k | 508.30 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $752k | -18% | 7.1k | 105.44 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $736k | 19k | 38.45 |
|
|
| Best Buy (BBY) | 0.0 | $735k | +7% | 10k | 73.61 |
|
| Whirlpool Corporation (WHR) | 0.0 | $673k | +18% | 7.5k | 90.13 |
|
| American Electric Power Company (AEP) | 0.0 | $667k | +10% | 6.1k | 109.27 |
|
| First Financial Corporation (THFF) | 0.0 | $646k | 13k | 48.98 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $643k | NEW | 25k | 25.55 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $642k | 6.1k | 106.02 |
|
|
| Honeywell International (HON) | 0.0 | $641k | -7% | 3.0k | 211.75 |
|
| TJX Companies (TJX) | 0.0 | $639k | +2% | 5.2k | 121.79 |
|
| Anthem (ELV) | 0.0 | $627k | -28% | 1.4k | 435.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $626k | 3.1k | 199.49 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $600k | 5.7k | 105.60 |
|
|
| Tesla Motors (TSLA) | 0.0 | $586k | -77% | 2.3k | 259.16 |
|
| Emerson Electric (EMR) | 0.0 | $577k | 5.3k | 109.64 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $573k | NEW | 3.0k | 190.59 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $535k | -5% | 4.1k | 131.06 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $527k | NEW | 3.1k | 170.89 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $521k | 14k | 36.90 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $515k | -44% | 436.00 | 1180.91 |
|
| Travelers Companies (TRV) | 0.0 | $480k | 1.8k | 264.45 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $478k | 2.8k | 173.23 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $442k | -22% | 3.0k | 146.00 |
|
| Carrier Global Corporation (CARR) | 0.0 | $433k | 6.8k | 63.40 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $431k | 2.8k | 153.18 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $431k | 5.3k | 81.73 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $390k | NEW | 11k | 36.23 |
|
| Genuine Parts Company (GPC) | 0.0 | $383k | 3.2k | 119.13 |
|
|
| Texas Cap Tex Equity Index E Govt Money Mkt (MMKT) | 0.0 | $375k | NEW | 3.7k | 100.22 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $370k | NEW | 3.5k | 106.65 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $366k | -39% | 3.6k | 100.67 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $357k | 5.3k | 67.75 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $355k | NEW | 2.5k | 142.20 |
|
| Deere & Company (DE) | 0.0 | $332k | +14% | 707.00 | 469.36 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $331k | -28% | 4.1k | 80.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $331k | NEW | 1.3k | 258.62 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $331k | -13% | 4.4k | 75.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $330k | NEW | 1.9k | 172.74 |
|
| L3harris Technologies (LHX) | 0.0 | $330k | 1.6k | 209.31 |
|
|
| First Internet Bancorp (INBK) | 0.0 | $328k | 12k | 26.78 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $312k | -4% | 3.3k | 93.70 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $311k | 3.9k | 78.85 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $301k | 4.4k | 68.01 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $300k | NEW | 8.9k | 33.79 |
|
| Wells Fargo & Company (WFC) | 0.0 | $281k | NEW | 3.9k | 71.79 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $274k | -7% | 12k | 22.99 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $267k | -2% | 2.6k | 103.19 |
|
| Penske Automotive (PAG) | 0.0 | $265k | 1.8k | 144.01 |
|
|
| Linde SHS (LIN) | 0.0 | $265k | -29% | 570.00 | 465.59 |
|
| Advanced Micro Devices (AMD) | 0.0 | $262k | -4% | 2.5k | 102.74 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $260k | NEW | 2.1k | 122.01 |
|
| McKesson Corporation (MCK) | 0.0 | $258k | NEW | 383.00 | 672.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $255k | -9% | 1.4k | 188.16 |
|
| Bank of America Corporation (BAC) | 0.0 | $248k | 5.9k | 41.73 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $247k | -29% | 1.8k | 139.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $247k | -44% | 897.00 | 274.84 |
|
| Analog Devices (ADI) | 0.0 | $243k | -19% | 1.2k | 201.67 |
|
| Synopsys (SNPS) | 0.0 | $242k | -21% | 564.00 | 428.85 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $242k | -4% | 576.00 | 419.61 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $240k | -65% | 9.2k | 26.20 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $238k | -23% | 680.00 | 349.42 |
|
| American Express Company (AXP) | 0.0 | $228k | NEW | 847.00 | 269.16 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $221k | -38% | 443.00 | 497.84 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $218k | NEW | 6.1k | 35.64 |
|
| Boeing Company (BA) | 0.0 | $217k | 1.3k | 170.55 |
|
|
| Danaher Corporation (DHR) | 0.0 | $217k | -16% | 1.1k | 205.08 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $217k | 4.2k | 51.07 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $206k | -2% | 1.5k | 141.32 |
|
| Citigroup Com New (C) | 0.0 | $204k | NEW | 2.9k | 70.99 |
|
| Roper Industries (ROP) | 0.0 | $202k | -23% | 343.00 | 589.58 |
|
| Illinois Tool Works (ITW) | 0.0 | $201k | -22% | 810.00 | 248.01 |
|
| Ford Motor Company (F) | 0.0 | $177k | +23% | 18k | 10.03 |
|
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- 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
- Donaldson Capital Management 2021 Q3 filed Nov. 4, 2021
- Donaldson Capital Management 2021 Q2 filed July 28, 2021