Donaldson Capital Management, LLC Purchases in Q1 2025

Donaldson Capital Management, LLC

  • $2.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
213K
+ 707.87%
$200.54 - $233.78 $42.7M - $49.8M
243K $56.3M
ABBV
Abb Vie Inc.

Healthcare
10.9K
+ 2.32%
$169.2 - $216.66 $1.84M - $2.36M
481K $101M
XLC
Select Sector Spdr Tr Communic

ETFs
169K
+ 20.27%
$94.84 - $105.31 $16M - $17.8M
1M $96M
ICSH
Blackrock Ultra Short Term Bon

ETFs
210K
+ 9.4%
$50.44 - $50.7 $10.6M - $10.7M
2.45M $124M
WEC
Wec Energy Group, Inc.

Utilities
42.2K
+ 10.88%
$92.12 - $108.98 $3.88M - $4.59M
429K $46.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6.31K
+ 2.57%
$208.48 - $244.03 $1.32M - $1.54M
252K $61.5M
CME
Cme Group Inc.

Financial Services
6.25K
+ 2.79%
$225.82 - $266.54 $1.41M - $1.67M
230K $61M
XOM
Exxon Mobil Corp

Energy
11.9K
+ 1.92%
$105.44 - $118.93 $1.26M - $1.42M
632K $75.2M
FAST
Fastenal CO

Industrials
47.7K
+ 7.66%
$71.11 - $79.98 $3.39M - $3.82M
671K $52.1M
PAYX
Paychex Inc

Industrials
5.23K
+ 1.24%
$136.06 - $154.52 $712K - $808K
428K $66M
MCD
Mcdonalds Corp

Consumer Cyclical
6.74K
+ 3.3%
$279.74 - $321.29 $1.89M - $2.17M
211K $66M
CVX
Chevron Corp

Energy
4.17K
+ 1.66%
$146.71 - $167.97 $612K - $701K
255K $42.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
112K
+ 32.23%
$50.39 - $50.66 $5.67M - $5.7M
461K $23.4M
ALL
Allstate Corp

Financial Services
4.81K
+ 1.53%
$180.99 - $210.18 $870K - $1.01M
318K $65.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
60.8K
+ 176.04%
$57.21 - $65.8 $3.48M - $4M
95.4K $5.55M
GE
General Electric CO

Industrials
16.6K
+ 909.17%
$168.59 - $212.13 $2.79M - $3.51M
18.4K $3.68M
COST
Costco Wholesale Corp

Consumer Defensive
800
+ 0.92%
$890.62 - $1076.86 $712K - $861K
88K $83.2M
UBER
Uber Technologies, Inc

Technology
42.9K
New
$63.17 - $81.49 $2.71M - $3.5M
42.9K $3.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.4K
+ 10.46%
$442.66 - $534.52 $1.06M - $1.28M
25.4K $13.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
602
New
$4295.4 - $5141.88 $2.59M - $3.1M
602 $2.77M
JPM
Jpmorgan Chase & CO

Financial Services
2.58K
+ 0.75%
$225.19 - $279.95 $581K - $722K
345K $84.5M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
+ 1.05%
$461.52 - $548.18 $526K - $624K
110K $57.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
+ 160.85%
$102.49 - $119.96 $2.57M - $3.01M
40.6K $4.23M
APP
App Lovin Corp

Technology
8.23K
New
$238.08 - $510.13 $1.96M - $4.2M
8.23K $2.18M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
143
+ 2.13%
$1187.71 - $1432.58 $170K - $205K
6.86K $9.82M
PEP
Pepsico Inc

Consumer Defensive
13.1K
+ 7.46%
$142.64 - $156.42 $1.86M - $2.04M
188K $28.2M
LLY
Eli Lilly & CO

Healthcare
326
+ 1.4%
$725.72 - $929.72 $237K - $303K
23.6K $19.5M
V
Visa Inc.

Financial Services
610
+ 1.61%
$306.92 - $362.71 $187K - $221K
38.5K $13.5M
MS
Morgan Stanley

Financial Services
45.1K
+ 10.81%
$111.68 - $141.08 $5.04M - $6.36M
462K $53.9M
EXR
Extra Space Storage Inc.

Real Estate
9.22K
+ 3.2%
$143.8 - $161.28 $1.33M - $1.49M
297K $44.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.86K
+ 16.93%
$95.85 - $99.25 $850K - $880K
61.2K $6.04M
PGR
Progressive Corp

Financial Services
1.14K
+ 7.65%
$235.61 - $291.22 $269K - $332K
16K $4.54M
MA
Mastercard Inc

Financial Services
850
+ 4.32%
$504.67 - $576.31 $429K - $490K
20.5K $11.2M
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
New
$47.4 - $52.99 $795K - $889K
16.8K $859K
CTAS
Cintas Corp

Industrials
1.08K
+ 4.33%
$182.09 - $208.14 $196K - $224K
26K $5.34M
ECL
Ecolab Inc.

Basic Materials
728
+ 2.56%
$229.72 - $269.82 $167K - $196K
29.1K $7.38M
DUK
Duke Energy Corp

Utilities
4.33K
+ 31.12%
$105.87 - $121.97 $458K - $528K
18.2K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 88.64%
$554.06 - $615.85 $735K - $817K
2.82K $1.58M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
25.2K
New
$25.44 - $25.58 $640K - $644K
25.2K $642K
MELI
Mercadolibre Inc

Consumer Cyclical
128
+ 8.66%
$1739.0 - $2260.0 $223K - $289K
1.61K $3.13M
IVE
Ishares S&P 500 Value ETF

ETFs
3K
New
$185.78 - $198.58 $558K - $597K
3K $566K
MEAR
Blackrock Short Maturity Munic

ETFs
10.8K
+ 17.2%
$49.97 - $50.36 $537K - $542K
73.3K $3.68M
VZ
Verizon Communications Inc

Communication Services
9.58K
+ 45.38%
$37.81 - $46.49 $362K - $446K
30.7K $1.39M
T
At&T Inc.

Communication Services
15.4K
+ 94.06%
$21.56 - $28.28 $333K - $437K
31.9K $901K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.08K
New
$168.16 - $186.21 $518K - $574K
3.08K $522K
TXN
Texas Instruments Inc

Technology
2.61K
+ 0.8%
N/A
327K $63.7M
KO
Coca Cola CO

Consumer Defensive
135
+ 0.28%
$60.81 - $72.32 $8.21K - $9.76K
48.8K $3.5M
MCO
Moodys Corp

Financial Services
1.29K
+ 5.61%
$437.8 - $527.48 $565K - $681K
24.3K $11.3M
KNSL
Kinsale Capital Group, Inc.

Financial Services
339
+ 3.02%
$416.48 - $494.72 $141K - $168K
11.6K $5.62M
Activity Summary
Buys All Purchases 123 New Holdings 20 Increased Positions 103 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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