Donaldson Capital Management
$3.1B Assets Reported
244 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | 3,501,433 | $280M | 9.1% |
| AVGO | BROADCOM INC | 496,766 | $154M | 5.0% |
| AAPL | APPLE INC | 565,829 | $144M | 4.7% |
| XLC | SELECT SECTOR SPDR TR | 1,142,583 | $127M | 4.1% |
| ABBV | ABBVIE INC | 482,055 | $105M | 3.4% |
| MSFT | MICROSOFT CORP | 277,341 | $103M | 3.3% |
| JPM | JPMORGAN CHASE & CO | 342,320 | $101M | 3.3% |
| SOXX | ISHARES TR | 301,410 | $99M | 3.2% |
| ICSH | ISHARES TR | 1,925,899 | $97M | 3.2% |
| MRK | MERCK & CO INC | 785,160 | $94M | 3.1% |
Track Donaldson Capital Management's 13F portfolio: $3.1B in reported holdings, 244 positions. Top holdings, AUM, and quarterly changes on SentiSense.