Donaldson Capital Management

$3.1B Assets Reported
244 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
KRMNKARMAN HLDGS INC3,501,433$280M9.1%
AVGOBROADCOM INC496,766$154M5.0%
AAPLAPPLE INC565,829$144M4.7%
XLCSELECT SECTOR SPDR TR1,142,583$127M4.1%
ABBVABBVIE INC482,055$105M3.4%
MSFTMICROSOFT CORP277,341$103M3.3%
JPMJPMORGAN CHASE & CO342,320$101M3.3%
SOXXISHARES TR301,410$99M3.2%
ICSHISHARES TR1,925,899$97M3.2%
MRKMERCK & CO INC785,160$94M3.1%

Track Donaldson Capital Management's 13F portfolio: $3.1B in reported holdings, 244 positions. Top holdings, AUM, and quarterly changes on SentiSense.