Donaldson Capital Management
$3.5B 13F equity value
320 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Donaldson Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SOXX | ISHARES TR | 304,880 | $195M | 5.6% |
| KRMN | KARMAN HLDGS INC | 3,501,433 | $175M | 5.0% |
| AAPL | APPLE INC | 592,203 | $171M | 4.9% |
| AVGO | BROADCOM INC | 440,150 | $166M | 4.8% |
| ABBV | ABBVIE INC | 485,608 | $122M | 3.5% |
| MSFT | MICROSOFT CORP | 286,452 | $107M | 3.1% |
| LLY | ELI LILLY & CO | 88,678 | $106M | 3.0% |
| MRK | MERCK & CO INC | 798,673 | $103M | 2.9% |
| JPM | JPMORGAN CHASE & CO | 300,144 | $98M | 2.8% |
| ICSH | ISHARES TR | 1,708,669 | $86M | 2.5% |
Track Donaldson Capital Management's 13F portfolio: $3.5B in reported holdings, 320 positions. Top holdings and quarterly changes on SentiSense.
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