Donaldson Capital Management
Latest statistics and disclosures from Donaldson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AVGO, ABBV, NEE, and represent 19.67% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NEE (+$41M), USB (+$28M), MRK (+$24M), SO (+$8.2M), ICSH, MMM, TXN, MDT, CINF, COST.
- Started 20 new stock positions in RSP, CR, CP, VLO, ANSS, BDX, CVX, VTRS, NVR, XLE. IJH, USB, SWKS, SQ, DRI, JKHY, QDEL, XLNX, ATVI, PGR.
- Reduced shares in these 10 stocks: WEC (-$26M), INTC, GOVT, CLX, OKE, KMI, MSFT, CAT, NEAR, ENB.
- Sold out of its positions in ADBE, BABA, BKNG, EXR, HAL, TLT, LH, O.
- Donaldson Capital Management was a net buyer of stock by $103M.
- Donaldson Capital Management has $1.7B in assets under management (AUM), dropping by 14.35%.
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

Portfolio Holdings for Donaldson Capital Management
Companies in the Donaldson Capital Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 5.4 | $92M | 691k | 132.69 | ||
Microsoft Corporation (MSFT) | 4.3 | $73M | 330k | 222.42 | ||
Broadcom (AVGO) | 3.4 | $57M | 130k | 437.85 | ||
Abbvie (ABBV) | 3.3 | $56M | 522k | 107.15 | ||
Nextera Energy (NEE) | 3.2 | $55M | +300% | 711k | 77.15 | |
Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $53M | 202k | 261.21 | ||
BlackRock (BLK) | 3.0 | $51M | 71k | 721.53 | ||
Cummins (CMI) | 2.9 | $49M | 214k | 227.10 | ||
Johnson & Johnson (JNJ) | 2.8 | $48M | +3% | 305k | 157.38 | |
Paychex (PAYX) | 2.8 | $47M | +3% | 506k | 93.18 | |
Texas Instruments Incorporated (TXN) | 2.7 | $46M | +7% | 282k | 164.13 | |
United Parcel Service CL B (UPS) | 2.7 | $46M | 275k | 168.40 | ||
Home Depot (HD) | 2.7 | $45M | 170k | 265.62 | ||
Cincinnati Financial Corporation (CINF) | 2.6 | $44M | +5% | 508k | 87.37 | |
Setup an alertDonaldson Capital Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
Starbucks Corporation (SBUX) | 2.6 | $44M | +3% | 409k | 106.98 | |
Medtronic SHS (MDT) | 2.6 | $44M | +6% | 372k | 117.14 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $42M | +2% | 334k | 127.07 | |
Cisco Systems (CSCO) | 2.5 | $42M | 937k | 44.75 | ||
Pepsi (PEP) | 2.4 | $41M | +2% | 275k | 148.30 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 2.3 | $39M | +3% | 1.2M | 33.50 | |
McDonald's Corporation (MCD) | 2.2 | $38M | 177k | 214.58 | ||
Lockheed Martin Corporation (LMT) | 2.1 | $36M | 101k | 354.99 | ||
Pfizer (PFE) | 2.0 | $34M | 929k | 36.81 | ||
Southern Company (SO) | 2.0 | $33M | +32% | 542k | 61.43 | |
3M Company (MMM) | 1.8 | $31M | +13% | 175k | 174.79 | |
Us Bancorp Del Com New (USB) | 1.7 | $28M | NEW | 610k | 46.59 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 1.6 | $27M | -3% | 533k | 50.17 | |
Merck & Co (MRK) | 1.5 | $25M | +4824% | 301k | 81.80 | |
Rbc Cad (RY) | 1.2 | $21M | 253k | 82.06 | ||
At&t (T) | 1.0 | $17M | +3% | 579k | 28.76 | |
Enbridge (ENB) | 0.9 | $15M | -5% | 478k | 31.99 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.9 | $15M | +7% | 93k | 161.29 | |
Amazon (AMZN) | 0.7 | $12M | +13% | 3.8k | 3256.81 | |
Oneok (OKE) | 0.7 | $12M | -12% | 315k | 38.38 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.6 | $11M | +56% | 211k | 50.52 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $11M | +3% | 133k | 79.88 | |
Kinder Morgan (KMI) | 0.6 | $10M | -12% | 760k | 13.67 | |
Abbott Laboratories (ABT) | 0.6 | $9.8M | 89k | 109.49 | ||
Nike CL B (NKE) | 0.6 | $9.5M | 67k | 141.46 | ||
Eli Lilly & Co. (LLY) | 0.5 | $8.1M | 48k | 168.84 | ||
Walt Disney Company (DIS) | 0.5 | $7.9M | 44k | 181.19 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $7.4M | +4% | 54k | 138.13 | |
Intuit (INTU) | 0.4 | $7.4M | +3% | 19k | 379.85 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $7.3M | 52k | 141.18 | ||
Visa Com Cl A (V) | 0.4 | $7.0M | +3% | 32k | 218.74 | |
Automatic Data Processing (ADP) | 0.4 | $7.0M | 40k | 176.19 | ||
Comcast Corp Cl A (CMCSA) | 0.4 | $6.9M | +11% | 131k | 52.40 | |
Ecolab (ECL) | 0.4 | $6.8M | 32k | 216.35 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.5M | +2% | 3.7k | 1752.76 | |
Air Products & Chemicals (APD) | 0.4 | $6.5M | -8% | 24k | 273.20 | |
Ishares Tr Phlx Semicnd Etf (SOXX) | 0.4 | $6.5M | +9% | 17k | 379.19 | |
Wec Energy Group (WEC) | 0.4 | $6.3M | -80% | 68k | 92.02 | |
Costco Wholesale Corporation (COST) | 0.3 | $5.8M | +52% | 16k | 376.80 | |
Republic Services (RSG) | 0.3 | $5.7M | +17% | 59k | 96.29 | |
Lennox International (LII) | 0.3 | $5.5M | +6% | 20k | 273.95 | |
Moody's Corporation (MCO) | 0.3 | $5.5M | 19k | 290.21 | ||
CSX Corporation (CSX) | 0.3 | $5.2M | +17% | 57k | 90.74 | |
Verisk Analytics (VRSK) | 0.3 | $4.5M | 22k | 207.61 | ||
Lauder Estee Cos Cl A (EL) | 0.3 | $4.5M | 17k | 266.20 | ||
Clorox Company (CLX) | 0.3 | $4.4M | -27% | 22k | 201.92 | |
Amgen (AMGN) | 0.3 | $4.4M | 19k | 229.92 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.2M | +12% | 11k | 373.92 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $4.1M | +2% | 47k | 87.18 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.0M | -2% | 16k | 253.31 | |
Msci (MSCI) | 0.2 | $3.9M | +12% | 8.7k | 446.56 | |
Bristol Myers Squibb (BMY) | 0.2 | $3.2M | 52k | 62.02 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $3.1M | 82k | 38.51 | ||
Xylem (XYL) | 0.2 | $3.1M | +4% | 31k | 101.80 | |
Verizon Communications (VZ) | 0.2 | $3.0M | 52k | 58.75 | ||
Oshkosh Corporation (OSK) | 0.2 | $2.9M | -4% | 34k | 86.08 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $2.9M | -46% | 106k | 27.24 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.7M | +15% | 23k | 118.19 | |
UnitedHealth (UNH) | 0.1 | $2.5M | +12% | 7.2k | 350.73 | |
Erie Indty Cl A (ERIE) | 0.1 | $2.4M | 9.6k | 245.59 | ||
Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.3M | +5% | 18k | 130.03 | |
Procter & Gamble Company (PG) | 0.1 | $2.1M | +17% | 15k | 139.15 | |
Viatris (VTRS) | 0.1 | $2.0M | NEW | 105k | 18.74 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $1.9M | +9% | 28k | 69.86 | |
Caterpillar (CAT) | 0.1 | $1.8M | -39% | 10k | 182.06 | |
Coca-Cola Company (KO) | 0.1 | $1.6M | +9% | 29k | 54.84 | |
German American Ban (GABC) | 0.1 | $1.5M | 46k | 33.08 | ||
Equifax (EFX) | 0.1 | $1.5M | +30% | 7.6k | 192.79 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | +17% | 835.00 | 1752.10 | |
Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $1.4M | +230% | 55k | 26.35 | |
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $1.4M | -5% | 28k | 50.22 | |
AmerisourceBergen (ABC) | 0.1 | $1.4M | +14% | 14k | 97.77 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.4M | -4% | 5.8k | 231.86 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | -6% | 14k | 91.49 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | 14k | 91.55 | ||
Intel Corporation (INTC) | 0.1 | $1.3M | -69% | 26k | 49.83 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | -3% | 5.1k | 241.06 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | +57% | 30k | 41.23 | |
Goldman Sachs (GS) | 0.1 | $1.2M | 4.5k | 263.64 | ||
International Business Machines (IBM) | 0.1 | $1.2M | -3% | 9.5k | 125.88 | |
Old National Ban (ONB) | 0.1 | $1.2M | -25% | 72k | 16.57 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 16k | 71.50 | ||
PNC Financial Services (PNC) | 0.1 | $1.1M | -37% | 7.6k | 148.95 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | -7% | 9.1k | 116.99 | |
Waste Management (WM) | 0.1 | $1.1M | 9.0k | 117.94 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.0M | +25% | 9.9k | 105.95 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | +11% | 1.2k | 818.33 | |
Boeing Company (BA) | 0.1 | $1.0M | 4.7k | 213.98 | ||
Netflix (NFLX) | 0.1 | $997k | +18% | 1.8k | 540.67 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $988k | +30% | 11k | 91.48 | |
Dominion Resources (D) | 0.1 | $950k | -16% | 13k | 75.16 | |
Illinois Tool Works (ITW) | 0.1 | $939k | +4% | 4.6k | 203.95 | |
Ball Corporation (BLL) | 0.1 | $929k | +21% | 10k | 93.19 | |
Nasdaq Omx (NDAQ) | 0.1 | $882k | -6% | 6.6k | 132.69 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $878k | -14% | 2.5k | 356.91 | |
Honeywell International (HON) | 0.0 | $839k | 3.9k | 212.62 | ||
Ameren Corporation (AEE) | 0.0 | $832k | +30% | 11k | 78.01 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $828k | +14% | 9.3k | 88.57 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $806k | 7.0k | 115.14 | ||
Anthem (ANTM) | 0.0 | $781k | 2.4k | 320.87 | ||
American Water Works (AWK) | 0.0 | $752k | -22% | 4.9k | 153.50 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $750k | +33% | 3.8k | 196.13 | |
Xcel Energy (XEL) | 0.0 | $747k | -22% | 11k | 66.64 | |
IDEXX Laboratories (IDXX) | 0.0 | $745k | -5% | 1.5k | 500.00 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $739k | -15% | 8.6k | 86.41 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $732k | -12% | 4.6k | 160.81 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $729k | +30% | 1.9k | 375.19 | |
Qualcomm (QCOM) | 0.0 | $708k | +8% | 4.6k | 152.36 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $690k | -34% | 2.2k | 313.64 | |
First Financial Corporation (THFF) | 0.0 | $674k | 17k | 38.87 | ||
Emerson Electric (EMR) | 0.0 | $673k | 8.4k | 80.34 | ||
Wal-Mart Stores (WMT) | 0.0 | $672k | +33% | 4.7k | 144.05 | |
Avery Dennison Corporation (AVY) | 0.0 | $667k | -2% | 4.3k | 155.04 | |
Thermo Fisher Scientific (TMO) | 0.0 | $665k | -25% | 1.4k | 465.69 | |
Tesla Motors (TSLA) | 0.0 | $663k | +22% | 940.00 | 705.32 | |
Edwards Lifesciences (EW) | 0.0 | $653k | -19% | 7.2k | 91.19 | |
ResMed (RMD) | 0.0 | $644k | -2% | 3.0k | 212.47 | |
Fidelity National Information Services (FIS) | 0.0 | $639k | -7% | 4.5k | 141.40 | |
GenMark Diagnostics (GNMK) | 0.0 | $634k | +334% | 43k | 14.61 | |
Dollar General (DG) | 0.0 | $633k | +8% | 3.0k | 210.30 | |
Paypal Holdings (PYPL) | 0.0 | $630k | 2.7k | 234.20 | ||
Prudential Financial (PRU) | 0.0 | $620k | +4% | 7.9k | 78.11 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $612k | 1.5k | 419.75 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $609k | +69% | 2.0k | 305.72 | |
Bank of America Corporation (BAC) | 0.0 | $608k | +6% | 20k | 30.29 | |
Cintas Corporation (CTAS) | 0.0 | $607k | +20% | 1.7k | 353.52 | |
Teleflex Incorporated (TFX) | 0.0 | $606k | -22% | 1.5k | 411.41 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $594k | +2% | 6.5k | 91.95 | |
CVS Caremark Corporation (CVS) | 0.0 | $586k | +10% | 8.6k | 68.28 | |
Broadridge Financial Solutions (BR) | 0.0 | $586k | -7% | 3.8k | 153.24 | |
Carrier Global Corporation (CARR) | 0.0 | $576k | 15k | 37.75 | ||
CNO Financial (CNO) | 0.0 | $570k | 26k | 22.25 | ||
Fiserv (FISV) | 0.0 | $567k | -4% | 5.0k | 113.88 | |
Roper Industries (ROP) | 0.0 | $565k | +37% | 1.3k | 431.30 | |
Progressive Corporation (PGR) | 0.0 | $551k | NEW | 5.6k | 98.82 | |
Darden Restaurants (DRI) | 0.0 | $548k | NEW | 4.6k | 119.08 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $548k | 6.0k | 91.33 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $539k | -17% | 4.7k | 113.52 | |
Stryker Corporation (SYK) | 0.0 | $536k | 2.2k | 245.08 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $536k | +9% | 7.3k | 72.98 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $534k | 4.0k | 134.92 | ||
American Electric Power Company (AEP) | 0.0 | $530k | +14% | 6.4k | 83.31 | |
S&p Global (SPGI) | 0.0 | $526k | -2% | 1.6k | 328.96 | |
Lam Research Corporation (LRCX) | 0.0 | $517k | +25% | 1.1k | 471.72 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $501k | +124% | 4.4k | 114.17 | |
Otis Worldwide Corp (OTIS) | 0.0 | $495k | 7.3k | 67.55 | ||
Electronic Arts (EA) | 0.0 | $491k | -25% | 3.4k | 143.69 | |
Jack Henry & Associates (JKHY) | 0.0 | $489k | NEW | 3.0k | 161.97 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $488k | -6% | 2.7k | 178.04 | |
Allstate Corporation (ALL) | 0.0 | $486k | +39% | 4.4k | 110.03 | |
Aon Shs Cl A (AON) | 0.0 | $485k | -10% | 2.3k | 211.51 | |
Church & Dwight (CHD) | 0.0 | $485k | -12% | 5.6k | 87.17 | |
Becton, Dickinson and (BDX) | 0.0 | $469k | NEW | 1.9k | 250.40 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $469k | NEW | 3.7k | 127.62 | |
A. O. Smith Corporation (AOS) | 0.0 | $463k | +35% | 8.5k | 54.77 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $460k | NEW | 12k | 37.89 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $460k | 4.2k | 110.18 | ||
Deere & Company (DE) | 0.0 | $459k | 1.7k | 269.21 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $453k | -4% | 8.2k | 55.24 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $448k | +28% | 8.1k | 55.23 | |
MarketAxess Holdings (MKTX) | 0.0 | $445k | +21% | 781.00 | 569.78 | |
CMS Energy Corporation (CMS) | 0.0 | $445k | -13% | 7.3k | 60.96 | |
Public Storage (PSA) | 0.0 | $444k | -4% | 1.9k | 230.77 | |
Activision Blizzard (ATVI) | 0.0 | $443k | NEW | 4.8k | 92.77 | |
International Paper Company (IP) | 0.0 | $438k | +2% | 8.8k | 49.68 | |
Atmos Energy Corporation (ATO) | 0.0 | $437k | -12% | 4.6k | 95.37 | |
Ishares Tr Ibonds Dec2021 (IBMJ) | 0.0 | $431k | 17k | 25.80 | ||
Union Pacific Corporation (UNP) | 0.0 | $422k | 2.0k | 208.19 | ||
Digital Realty Trust (DLR) | 0.0 | $421k | -24% | 3.0k | 139.59 | |
NVR (NVR) | 0.0 | $419k | NEW | 103.00 | 4067.96 | |
Shopify Cl A (SHOP) | 0.0 | $400k | 354.00 | 1129.94 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $398k | -6% | 3.3k | 118.91 | |
Watsco, Incorporated (WSO) | 0.0 | $395k | -30% | 1.7k | 226.75 | |
Sba Communications Corp Cl A (SBAC) | 0.0 | $392k | -13% | 1.4k | 281.81 | |
TJX Companies (TJX) | 0.0 | $379k | 5.5k | 68.36 | ||
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $375k | 2.9k | 128.29 | ||
Ishares Tr Select Divid Etf (DVY) | 0.0 | $374k | 3.9k | 96.19 | ||
First Internet Bancorp (INBK) | 0.0 | $367k | 13k | 28.71 | ||
Chevron Corporation (CVX) | 0.0 | $364k | NEW | 4.3k | 84.40 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $362k | 7.1k | 50.66 | ||
Travelers Companies (TRV) | 0.0 | $362k | 2.6k | 140.42 | ||
Interpublic Group of Companies (IPG) | 0.0 | $362k | +8% | 15k | 23.55 | |
Quidel Corporation (QDEL) | 0.0 | $359k | NEW | 2.0k | 179.50 | |
Northrop Grumman Corporation (NOC) | 0.0 | $359k | -18% | 1.2k | 304.50 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $355k | +30% | 4.3k | 83.31 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $351k | +23% | 1.0k | 343.44 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $348k | 1.00 | 348000.00 | ||
Wells Fargo & Company (WFC) | 0.0 | $346k | -45% | 12k | 30.15 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $338k | 8.0k | 42.44 | ||
Sherwin-Williams Company (SHW) | 0.0 | $331k | -24% | 451.00 | 733.92 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $322k | 5.7k | 56.48 | ||
Huntington Bancshares Incorporated (HBAN) | 0.0 | $320k | +5% | 25k | 12.63 | |
Xilinx (XLNX) | 0.0 | $318k | NEW | 2.2k | 141.59 | |
Facebook Cl A (FB) | 0.0 | $317k | -24% | 1.2k | 273.28 | |
T. Rowe Price (TROW) | 0.0 | $302k | 2.0k | 151.53 | ||
Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $299k | 2.5k | 119.36 | ||
American Express Company (AXP) | 0.0 | $287k | -30% | 2.4k | 120.74 | |
Crane (CR) | 0.0 | $281k | NEW | 3.6k | 77.77 | |
Welltower Inc Com reit (WELL) | 0.0 | $276k | -19% | 4.3k | 64.70 | |
FedEx Corporation (FDX) | 0.0 | $269k | 1.0k | 259.40 | ||
Danaher Corporation (DHR) | 0.0 | $264k | -45% | 1.2k | 222.22 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $263k | 3.9k | 67.57 | ||
Target Corporation (TGT) | 0.0 | $262k | +2% | 1.5k | 176.55 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $262k | -7% | 1.3k | 194.94 | |
Ansys (ANSS) | 0.0 | $262k | NEW | 721.00 | 363.38 | |
Zimmer Holdings (ZBH) | 0.0 | $242k | -70% | 1.6k | 153.85 | |
salesforce (CRM) | 0.0 | $240k | -19% | 1.1k | 222.22 | |
One Gas (OGS) | 0.0 | $225k | -10% | 2.9k | 76.77 | |
Canadian Pacific Railway (CP) | 0.0 | $225k | NEW | 650.00 | 346.15 | |
Chipotle Mexican Grill (CMG) | 0.0 | $222k | -57% | 160.00 | 1387.50 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $219k | NEW | 954.00 | 229.56 | |
Skyworks Solutions (SWKS) | 0.0 | $209k | NEW | 1.4k | 152.55 | |
Square Cl A (SQ) | 0.0 | $205k | NEW | 943.00 | 217.39 | |
Valero Energy Corporation (VLO) | 0.0 | $204k | NEW | 3.6k | 56.51 | |
Humana (HUM) | 0.0 | $204k | 497.00 | 410.46 | ||
General Electric Company (GE) | 0.0 | $192k | -10% | 18k | 10.79 | |
DNP Select Income Fund (DNP) | 0.0 | $167k | +2% | 16k | 10.28 | |
Banco Santander Adr (SAN) | 0.0 | $66k | 22k | 3.03 |
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- Donaldson Capital Management 2020 Q4 filed Jan. 11, 2021
- Donaldson Capital Management 2020 Q3 restated filed Nov. 5, 2020
- Donaldson Capital Management 2020 Q3 filed Nov. 2, 2020
- Donaldson Capital Management 2020 Q2 filed July 27, 2020
- Donaldson Capital Management 2020 Q1 filed April 16, 2020
- Donaldson Capital Management 2019 Q4 filed Jan. 14, 2020
- Donaldson Capital Management 2019 Q3 filed Nov. 4, 2019
- Donaldson Capital Management 2019 Q2 filed Aug. 12, 2019
- Donaldson Capital Management 2019 Q1 filed April 1, 2019
- Donaldson Capital Management 2018 Q4 filed Feb. 8, 2019
- Donaldson Capital Management 2018 Q3 filed Nov. 6, 2018
- Donaldson Capital Management 2018 Q2 filed Aug. 7, 2018
- Donaldson Capital Management 2018 Q1 filed April 30, 2018
- Donaldson Capital Management 2017 Q4 amended filed Jan. 30, 2018
- Donaldson Capital Management 2017 Q4 filed Jan. 26, 2018
- Donaldson Capital Management 2017 Q3 filed Nov. 8, 2017