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

TickerCompanySharesValueWeight
SOXXISHARES TR304,880$195M5.6%
KRMNKARMAN HLDGS INC3,501,433$175M5.0%
AAPLAPPLE INC592,203$171M4.9%
AVGOBROADCOM INC440,150$166M4.8%
ABBVABBVIE INC485,608$122M3.5%
MSFTMICROSOFT CORP286,452$107M3.1%
LLYELI LILLY & CO88,678$106M3.0%
MRKMERCK & CO INC798,673$103M2.9%
JPMJPMORGAN CHASE & CO300,144$98M2.8%
ICSHISHARES TR1,708,669$86M2.5%

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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