Donaldson Capital Management
Latest statistics and disclosures from Donaldson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, ABBV, AVGO, ACN, and represent 21.32% of Donaldson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ALL (+$31M), PG (+$17M), LMT (+$13M), NEE (+$9.4M), RTX (+$8.9M), NOC (+$7.2M), VLO (+$7.0M), COST (+$5.6M), ADP, ORLY.
- Started 14 new stock positions in F, TFC, GDDY, AJRD, COP, ZBRA, NOW, ALGN, PSX, OGS. FTNT, ORLY, NFG, AXP.
- Reduced shares in these 10 stocks: SBUX (-$36M), USB (-$36M), PFE (-$17M), LSTR, BAH, JPST, DPZ, MCD, CINF, INTU.
- Sold out of its positions in AWK, BDX, BR, CMS, CMG, CHD, DG, JKHY, SPHQ, IJT. QUAL, LSTR, LOW, NSC, PAG, SE, XLC, SQ, Xilinx, YUM, Ihs Markit.
- Donaldson Capital Management was a net buyer of stock by $15M.
- Donaldson Capital Management has $2.2B in assets under management (AUM), dropping by -3.48%.
- Central Index Key (CIK): 0001487438
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Portfolio Holdings for Donaldson Capital Management
Companies in the Donaldson Capital Management portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $124M | 711k | 174.61 | ||
| Microsoft Corporation (MSFT) | 4.7 | $103M | 333k | 308.31 | ||
| Abbvie (ABBV) | 4.1 | $90M | 557k | 162.11 | ||
| Broadcom (AVGO) | 3.6 | $80M | 127k | 629.68 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 3.2 | $71M | 210k | 337.23 | ||
| Costco Wholesale Corporation (COST) | 3.1 | $68M | +8% | 118k | 575.85 | |
| Paychex (PAYX) | 3.1 | $68M | 495k | 136.47 | ||
| Nextera Energy (NEE) | 3.1 | $67M | +16% | 792k | 84.71 | |
| Johnson & Johnson (JNJ) | 2.6 | $57M | 324k | 177.23 | ||
| AFLAC Incorporated (AFL) | 2.6 | $57M | 890k | 64.39 | ||
| BlackRock (BLK) | 2.6 | $56M | 74k | 764.16 | ||
| Cisco Systems (CSCO) | 2.5 | $56M | 1.0M | 55.76 | ||
| Home Depot (HD) | 2.5 | $55M | 185k | 299.33 | ||
| Merck & Co (MRK) | 2.4 | $54M | +2% | 655k | 82.05 | |
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| Union Pacific Corporation (UNP) | 2.4 | $52M | +2% | 190k | 273.21 | |
| Air Products & Chemicals (APD) | 2.2 | $49M | 197k | 249.91 | ||
| Pfizer (PFE) | 2.2 | $48M | -26% | 934k | 51.77 | |
| Medtronic SHS (MDT) | 2.1 | $46M | 415k | 110.95 | ||
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 2.1 | $46M | +5% | 928k | 49.57 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $45M | 244k | 183.48 | ||
| Lockheed Martin Corporation (LMT) | 2.0 | $45M | +42% | 101k | 441.40 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $42M | 308k | 136.32 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 1.8 | $40M | +5% | 1.3M | 29.67 | |
| Cummins (CMI) | 1.8 | $39M | 190k | 205.11 | ||
| Valero Energy Corporation (VLO) | 1.7 | $37M | +23% | 364k | 101.54 | |
| Northrop Grumman Corporation (NOC) | 1.7 | $37M | +24% | 82k | 447.22 | |
| Raytheon Technologies Corp (RTX) | 1.6 | $36M | +32% | 365k | 99.07 | |
| T. Rowe Price (TROW) | 1.6 | $35M | 228k | 151.19 | ||
| Exxon Mobil Corporation (XOM) | 1.5 | $32M | +2% | 390k | 82.59 | |
| Allstate Corporation (ALL) | 1.4 | $31M | +4753% | 226k | 138.51 | |
| Chevron Corporation (CVX) | 1.4 | $31M | +3% | 188k | 162.83 | |
| Rbc Cad (RY) | 1.2 | $27M | 248k | 110.27 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 1.0 | $22M | 429k | 50.15 | ||
| Procter & Gamble Company (PG) | 0.9 | $19M | +743% | 126k | 152.80 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $17M | +2% | 100k | 168.27 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $16M | +2% | 169k | 94.91 | |
| At&t (T) | 0.7 | $15M | +8% | 649k | 23.63 | |
| Amazon (AMZN) | 0.6 | $13M | +7% | 3.9k | 3259.65 | |
| Eli Lilly & Co. (LLY) | 0.5 | $12M | 42k | 286.37 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $11M | -8% | 3.8k | 2781.36 | |
| Automatic Data Processing (ADP) | 0.5 | $11M | +31% | 47k | 227.54 | |
| Abbott Laboratories (ABT) | 0.5 | $10M | 84k | 118.36 | ||
| Cincinnati Financial Corporation (CINF) | 0.4 | $9.4M | -13% | 69k | 135.96 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $8.9M | 19k | 473.26 | ||
| United Parcel Service CL B (UPS) | 0.4 | $8.7M | -9% | 41k | 214.45 | |
| Visa Com Cl A (V) | 0.4 | $8.7M | +3% | 39k | 221.78 | |
| UnitedHealth (UNH) | 0.4 | $8.7M | +31% | 17k | 509.98 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $8.7M | 72k | 120.93 | ||
| CSX Corporation (CSX) | 0.3 | $7.6M | 204k | 37.45 | ||
| Intuit (INTU) | 0.3 | $7.3M | -14% | 15k | 480.85 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $7.3M | 45k | 162.16 | ||
| Nike CL B (NKE) | 0.3 | $6.7M | 50k | 134.57 | ||
| McDonald's Corporation (MCD) | 0.3 | $6.7M | -21% | 27k | 247.29 | |
| Moody's Corporation (MCO) | 0.3 | $6.5M | -9% | 19k | 337.43 | |
| Walt Disney Company (DIS) | 0.3 | $6.3M | +9% | 46k | 137.17 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $6.1M | +9% | 80k | 76.44 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $5.7M | 21k | 272.32 | ||
| Ecolab (ECL) | 0.3 | $5.6M | +2% | 32k | 176.57 | |
| Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) | 0.3 | $5.5M | +3% | 30k | 184.68 | |
| Starbucks Corporation (SBUX) | 0.2 | $5.1M | -87% | 56k | 90.96 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $4.4M | +4% | 29k | 153.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.3M | +3% | 9.6k | 451.68 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.3M | -13% | 15k | 287.60 | |
| Morgan Stanley Com New (MS) | 0.2 | $4.3M | +8% | 49k | 87.40 | |
| Msci (MSCI) | 0.2 | $4.3M | -11% | 8.5k | 502.89 | |
| Amgen (AMGN) | 0.2 | $4.1M | -2% | 17k | 241.79 | |
| Pepsi (PEP) | 0.2 | $4.1M | -11% | 25k | 167.39 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.2 | $3.9M | -36% | 77k | 50.27 | |
| Bristol Myers Squibb (BMY) | 0.2 | $3.7M | 50k | 73.04 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.6M | +10% | 10k | 352.90 | |
| Republic Services (RSG) | 0.2 | $3.4M | -3% | 26k | 132.50 | |
| Lam Research Corporation (LRCX) | 0.1 | $3.1M | +32% | 5.7k | 537.62 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.7M | -2% | 75k | 36.41 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.5M | +21% | 9.2k | 272.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.5M | 893.00 | 2792.83 | ||
| O'reilly Automotive (ORLY) | 0.1 | $2.5M | NEW | 3.6k | 684.82 | |
| Tesla Motors (TSLA) | 0.1 | $2.5M | +31% | 2.3k | 1077.63 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.4M | -13% | 23k | 107.11 | |
| Caterpillar (CAT) | 0.1 | $2.2M | +7% | 10k | 222.83 | |
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | -94% | 42k | 53.15 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.2M | -8% | 20k | 111.06 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.1M | -2% | 13k | 158.94 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.1M | -29% | 45k | 46.81 | |
| Verizon Communications (VZ) | 0.1 | $2.1M | +16% | 41k | 50.94 | |
| Lennox International (LII) | 0.1 | $2.1M | 8.1k | 257.87 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | +18% | 5.8k | 357.46 | |
| AmerisourceBergen (ABC) | 0.1 | $1.9M | +4% | 13k | 154.74 | |
| Wec Energy Group (WEC) | 0.1 | $1.9M | -6% | 19k | 99.82 | |
| Meta Platforms Cl A (FB) | 0.1 | $1.9M | +52% | 8.7k | 222.40 | |
| 3M Company (MMM) | 0.1 | $1.9M | -15% | 13k | 148.89 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.9M | +7% | 75k | 24.91 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.8M | +170% | 3.3k | 547.14 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.8M | NEW | 32k | 56.70 | |
| Netflix (NFLX) | 0.1 | $1.8M | +44% | 4.7k | 374.58 | |
| Coca-Cola Company (KO) | 0.1 | $1.8M | +4% | 28k | 61.99 | |
| Erie Indty Cl A (ERIE) | 0.1 | $1.7M | 9.5k | 176.17 | ||
| Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | +16% | 15k | 111.65 | |
| Waste Management (WM) | 0.1 | $1.6M | 10k | 158.53 | ||
| German American Ban (GABC) | 0.1 | $1.6M | 43k | 38.00 | ||
| Goldman Sachs (GS) | 0.1 | $1.5M | -4% | 4.7k | 330.14 | |
| Southern Company (SO) | 0.1 | $1.5M | -6% | 21k | 72.52 | |
| salesforce (CRM) | 0.1 | $1.5M | +61% | 7.0k | 212.38 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.5M | +23% | 12k | 128.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | -3% | 5.2k | 277.69 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $1.4M | 55k | 25.91 | ||
| Oneok (OKE) | 0.1 | $1.4M | -3% | 20k | 70.63 | |
| Oshkosh Corporation (OSK) | 0.1 | $1.4M | -30% | 14k | 100.67 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.4M | -3% | 12k | 112.23 | |
| Enbridge (ENB) | 0.1 | $1.3M | +34% | 28k | 46.09 | |
| Qualcomm (QCOM) | 0.1 | $1.3M | +248% | 8.5k | 152.79 | |
| MercadoLibre (MELI) | 0.1 | $1.3M | +34% | 1.1k | 1189.14 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.2M | +12% | 15k | 79.44 | |
| Anthem (ANTM) | 0.1 | $1.2M | 2.5k | 491.04 | ||
| International Business Machines (IBM) | 0.1 | $1.2M | +11% | 8.9k | 130.01 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | -7% | 3.2k | 362.46 | |
| Micron Technology (MU) | 0.1 | $1.2M | +17% | 15k | 77.90 | |
| Intel Corporation (INTC) | 0.1 | $1.1M | +15% | 23k | 49.55 | |
| Equifax (EFX) | 0.1 | $1.1M | -14% | 4.8k | 237.17 | |
| Builders FirstSource (BLDR) | 0.1 | $1.1M | +14% | 17k | 64.52 | |
| Godaddy Cl A (GDDY) | 0.0 | $1.1M | NEW | 13k | 83.68 | |
| Prudential Financial (PRU) | 0.0 | $1.1M | 9.1k | 118.19 | ||
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $1.0M | +8% | 21k | 49.77 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.0M | +23% | 6.9k | 148.87 | |
| Old National Ban (ONB) | 0.0 | $1.0M | +295% | 63k | 16.38 | |
| Carvana Cl A (CVNA) | 0.0 | $1.0M | +152% | 8.6k | 119.27 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.0M | -5% | 5.5k | 185.08 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $1.0M | 14k | 71.91 | ||
| Xylem (XYL) | 0.0 | $1.0M | -41% | 12k | 85.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $981k | +16% | 4.3k | 227.61 | |
| Servicenow (NOW) | 0.0 | $976k | NEW | 1.8k | 556.76 | |
| Bank of America Corporation (BAC) | 0.0 | $959k | +8% | 23k | 41.23 | |
| Cintas Corporation (CTAS) | 0.0 | $948k | +23% | 2.2k | 425.11 | |
| Verisk Analytics (VRSK) | 0.0 | $929k | -7% | 4.3k | 214.60 | |
| Dominion Resources (D) | 0.0 | $911k | +47% | 11k | 84.96 | |
| CVS Caremark Corporation (CVS) | 0.0 | $902k | 8.9k | 101.23 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $897k | -11% | 2.0k | 455.56 | |
| American Electric Power Company (AEP) | 0.0 | $877k | +5% | 8.8k | 99.73 | |
| PNC Financial Services (PNC) | 0.0 | $865k | 4.7k | 184.55 | ||
| Boeing Company (BA) | 0.0 | $823k | +8% | 4.3k | 191.40 | |
| S&p Global (SPGI) | 0.0 | $808k | +39% | 2.0k | 410.15 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $787k | +100% | 12k | 65.58 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $779k | -43% | 4.6k | 170.42 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $773k | 5.6k | 137.06 | ||
| Advanced Micro Devices (AMD) | 0.0 | $766k | +99% | 7.0k | 109.27 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $759k | 8.3k | 91.45 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $759k | -5% | 3.7k | 205.41 | |
| Honeywell International (HON) | 0.0 | $753k | +27% | 3.9k | 194.67 | |
| First Financial Corporation (THFF) | 0.0 | $750k | 17k | 43.26 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $749k | -3% | 6.9k | 107.91 | |
| Emerson Electric (EMR) | 0.0 | $739k | 7.5k | 98.11 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $699k | +9% | 1.7k | 415.08 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $689k | -6% | 6.7k | 102.93 | |
| Public Storage (PSA) | 0.0 | $684k | -5% | 1.8k | 389.97 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $675k | -8% | 1.1k | 590.55 | |
| Interpublic Group of Companies (IPG) | 0.0 | $669k | +13% | 19k | 35.47 | |
| Linde SHS (LIN) | 0.0 | $651k | 2.0k | 319.43 | ||
| CNO Financial (CNO) | 0.0 | $643k | 26k | 25.09 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $626k | 4.0k | 157.76 | ||
| Watsco, Incorporated (WSO) | 0.0 | $612k | +5% | 2.0k | 304.63 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $602k | -5% | 1.3k | 453.31 | |
| Illinois Tool Works (ITW) | 0.0 | $595k | -11% | 2.8k | 209.36 | |
| Progressive Corporation (PGR) | 0.0 | $581k | -6% | 5.1k | 114.03 | |
| Stryker Corporation (SYK) | 0.0 | $581k | 2.2k | 267.13 | ||
| Edwards Lifesciences (EW) | 0.0 | $565k | -24% | 4.8k | 117.81 | |
| Target Corporation (TGT) | 0.0 | $558k | 2.6k | 212.33 | ||
| Nasdaq Omx (NDAQ) | 0.0 | $553k | -37% | 3.1k | 178.16 | |
| Activision Blizzard (ATVI) | 0.0 | $550k | +31% | 6.9k | 80.13 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $546k | -2% | 3.7k | 149.55 | |
| Hershey Company (HSY) | 0.0 | $542k | 2.5k | 216.80 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $536k | 7.3k | 73.55 | ||
| First Internet Bancorp (INBK) | 0.0 | $535k | 12k | 43.04 | ||
| Carrier Global Corporation (CARR) | 0.0 | $529k | -19% | 12k | 45.91 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $529k | 1.00 | 529000.00 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $516k | -2% | 6.2k | 83.43 | |
| Deere & Company (DE) | 0.0 | $515k | -2% | 1.2k | 415.32 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $504k | +22% | 35k | 14.62 | |
| Welltower Inc Com reit (WELL) | 0.0 | $497k | +11% | 5.2k | 96.22 | |
| Teleflex Incorporated (TFX) | 0.0 | $491k | +27% | 1.4k | 355.03 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $490k | +41% | 12k | 41.78 | |
| Wells Fargo & Company (WFC) | 0.0 | $486k | -18% | 10k | 48.46 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $479k | 3.7k | 128.25 | ||
| ResMed (RMD) | 0.0 | $461k | -22% | 1.9k | 242.38 | |
| Travelers Companies (TRV) | 0.0 | $457k | -2% | 2.5k | 182.58 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $456k | -60% | 6.9k | 66.22 | |
| International Paper Company (IP) | 0.0 | $452k | +6% | 9.8k | 46.17 | |
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RYE) | 0.0 | $452k | +8% | 6.7k | 67.36 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $442k | +6% | 1.3k | 346.67 | |
| National Fuel Gas (NFG) | 0.0 | $440k | NEW | 6.4k | 68.75 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $437k | +97% | 5.8k | 74.80 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $436k | 8.6k | 50.56 | ||
| Electronic Arts (EA) | 0.0 | $431k | +12% | 3.4k | 126.54 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $428k | 5.5k | 77.99 | ||
| Cadence Design Systems (CDNS) | 0.0 | $420k | -8% | 2.6k | 164.25 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $419k | 11k | 38.28 | ||
| Clorox Company (CLX) | 0.0 | $416k | -45% | 3.0k | 139.08 | |
| Avery Dennison Corporation (AVY) | 0.0 | $406k | -41% | 2.3k | 173.95 | |
| Synopsys (SNPS) | 0.0 | $405k | -7% | 1.2k | 333.61 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $405k | -2% | 7.8k | 51.60 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $404k | 5.3k | 76.86 | ||
| Intercontinental Exchange (ICE) | 0.0 | $399k | -8% | 3.0k | 132.08 | |
| MarketAxess Holdings (MKTX) | 0.0 | $398k | +72% | 1.2k | 340.17 | |
| American Express Company (AXP) | 0.0 | $397k | NEW | 2.1k | 187.09 | |
| Crane (CR) | 0.0 | $394k | 3.6k | 108.18 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $391k | 8.0k | 49.09 | ||
| NVR (NVR) | 0.0 | $389k | -15% | 87.00 | 4471.26 | |
| Ross Stores (ROST) | 0.0 | $378k | +23% | 4.2k | 90.37 | |
| Verisign (VRSN) | 0.0 | $377k | 1.7k | 222.68 | ||
| Fortinet (FTNT) | 0.0 | $376k | NEW | 1.1k | 341.51 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $358k | 4.6k | 78.18 | ||
| Paypal Holdings (PYPL) | 0.0 | $358k | +5% | 3.1k | 115.67 | |
| Danaher Corporation (DHR) | 0.0 | $355k | -29% | 1.2k | 293.39 | |
| Copart (CPRT) | 0.0 | $351k | -8% | 2.8k | 125.58 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $349k | -20% | 712.00 | 490.17 | |
| Gilead Sciences (GILD) | 0.0 | $343k | +12% | 5.8k | 59.52 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $331k | -2% | 3.2k | 101.88 | |
| Domino's Pizza (DPZ) | 0.0 | $326k | -86% | 800.00 | 407.50 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $322k | -11% | 2.6k | 123.04 | |
| Fifth Third Ban (FITB) | 0.0 | $316k | +2% | 7.3k | 43.06 | |
| Pool Corporation (POOL) | 0.0 | $313k | -16% | 741.00 | 422.40 | |
| Kinder Morgan (KMI) | 0.0 | $304k | -25% | 16k | 18.94 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $299k | 2.9k | 103.10 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $288k | -4% | 1.1k | 268.41 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $281k | 2.5k | 112.18 | ||
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $280k | -94% | 3.2k | 87.80 | |
| A. O. Smith Corporation (AOS) | 0.0 | $279k | 4.4k | 63.92 | ||
| Mettler-Toledo International (MTD) | 0.0 | $276k | -17% | 201.00 | 1373.13 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $271k | +6% | 1.8k | 147.93 | |
| Roper Industries (ROP) | 0.0 | $266k | -7% | 564.00 | 471.63 | |
| Aerojet Rocketdy (AJRD) | 0.0 | $262k | NEW | 6.7k | 39.32 | |
| Align Technology (ALGN) | 0.0 | $261k | NEW | 599.00 | 435.73 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $258k | NEW | 623.00 | 414.13 | |
| Shopify Cl A (SHOP) | 0.0 | $251k | +5% | 371.00 | 676.55 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $249k | 1.2k | 212.28 | ||
| FedEx Corporation (FDX) | 0.0 | $240k | 1.0k | 231.21 | ||
| Xcel Energy (XEL) | 0.0 | $239k | 3.3k | 72.23 | ||
| TJX Companies (TJX) | 0.0 | $235k | +5% | 3.9k | 60.54 | |
| Phillips 66 (PSX) | 0.0 | $235k | NEW | 2.7k | 86.24 | |
| Sensient Technologies Corporation (SXT) | 0.0 | $233k | 2.8k | 83.96 | ||
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $225k | 8.8k | 25.50 | ||
| Analog Devices (ADI) | 0.0 | $224k | 1.4k | 165.07 | ||
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $218k | 4.2k | 51.79 | ||
| Humana (HUM) | 0.0 | $218k | 500.00 | 436.00 | ||
| ConocoPhillips (COP) | 0.0 | $218k | NEW | 2.2k | 100.18 | |
| One Gas (OGS) | 0.0 | $218k | NEW | 2.5k | 88.05 | |
| DNP Select Income Fund (DNP) | 0.0 | $211k | 18k | 11.80 | ||
| Sherwin-Williams Company (SHW) | 0.0 | $209k | 837.00 | 249.70 | ||
| Toyota Motor Corp Ads (TM) | 0.0 | $208k | 1.2k | 180.40 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $208k | -46% | 689.00 | 301.89 | |
| Zimmer Holdings (ZBH) | 0.0 | $203k | -4% | 1.6k | 128.00 | |
| Ford Motor Company (F) | 0.0 | $199k | NEW | 12k | 16.88 | |
| Banco Santander Adr (SAN) | 0.0 | $74k | 22k | 3.40 | ||
| Leap Therapeutics (LPTX) | 0.0 | $21k | 12k | 1.72 | ||
Past Filings by Donaldson Capital Management
SEC 13F filings are viewable for Donaldson Capital Management going back to 2013
- 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
- Donaldson Capital Management 2021 Q1 filed May 5, 2021
- 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