Donaldson Capital Management, LLC Incresed Positions in Q2 2025

Donaldson Capital Management, LLC

  • $2.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
2.77K
+ 0.5%
$146.29 - $275.65 $406K - $764K
560K $154M
WSO
Watsco Inc

Industrials
83K
+ 5564.86%
$421.84 - $520.66 $35M - $43.2M
84.5K $37.3M
XLC
Select Sector Spdr Tr Communic

ETFs
47.5K
+ 4.74%
$86.13 - $108.53 $4.09M - $5.16M
1.05M $114M
JPM
Jpmorgan Chase & CO

Financial Services
861
+ 0.25%
$210.28 - $289.91 $181K - $250K
345K $100M
FAST
Fastenal CO

Industrials
719K
+ 107.13%
$40.65 - $83.16 $29.2M - $59.8M
1.39M $58.4M
RTX
Raytheon Technologies Corp

Industrials
10.3K
+ 3.14%
$113.75 - $148.48 $1.18M - $1.54M
340K $49.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
92.7K
+ 19.13%
$22.27 - $29.21 $2.06M - $2.71M
577K $16.9M
NVDA
Nvidia Corp

Technology
5.47K
+ 7.38%
$94.31 - $157.99 $516K - $864K
79.5K $12.6M
CME
Cme Group Inc.

Financial Services
1.89K
+ 0.82%
$252.37 - $290.71 $476K - $549K
232K $63.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.03K
+ 10.45%
$141.37 - $228.57 $286K - $463K
21.4K $4.85M
META
Meta Platforms, Inc.

Communication Services
674
+ 10.96%
$484.66 - $738.09 $327K - $497K
6.83K $5.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 16.45%
$4164.15 - $5789.24 $412K - $573K
701 $4.06M
VUG
Vanguard Growth ETF

ETFs
582
+ 4.35%
$329.49 - $438.4 $192K - $255K
14K $6.12M
XLK
Technology Sector Spdr

ETFs
2.35K
+ 20.08%
$179.73 - $253.23 $422K - $595K
14K $3.56M
UBER
Uber Technologies, Inc

Technology
2.75K
+ 6.41%
$64.62 - $93.3 $178K - $257K
45.7K $4.26M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 1.06%
$1794.73 - $2613.63 $30.5K - $44.4K
1.62K $4.24M
MEAR
Blackrock Short Maturity Munic

ETFs
21.8K
+ 29.8%
$49.74 - $50.27 $1.09M - $1.1M
95.1K $4.78M
GE
General Electric CO

Industrials
31
+ 0.17%
$166.81 - $257.39 $5.17K - $7.98K
18.4K $4.74M
WM
Waste Management Inc

Industrials
7.44K
+ 3.06%
$216.47 - $242.1 $1.61M - $1.8M
251K $57.3M
TXN
Texas Instruments Inc

Technology
4.93K
+ 1.51%
N/A
332K $64.7M
BMI
Badger Meter Inc

Technology
110
+ 0.67%
$170.72 - $254.17 $18.8K - $28K
16.5K $4.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.51K
+ 12.26%
$96.84 - $99.46 $727K - $747K
68.7K $6.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.47K
+ 6.79%
$51.16 - $62.02 $331K - $401K
102K $6.32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.7K
+ 8.47%
$19.1 - $23.83 $242K - $302K
162K $3.87M
IBM
International Business Machines Corp

Technology
220
+ 2.25%
$221.03 - $294.78 $48.6K - $64.9K
9.99K $2.94M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.1K
+ 35.7%
$17.76 - $22.1 $321K - $399K
68.7K $1.52M
EXR
Extra Space Storage Inc.

Real Estate
5.27K
+ 1.77%
$126.61 - $152.99 $667K - $807K
302K $44.6M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
6.16K
+ 11.01%
N/A
62.1K $3.58M
TSLA
Tesla, Inc.

Consumer Cyclical
349
+ 15.44%
$221.86 - $362.89 $77.4K - $127K
2.61K $829K
TD
Toronto Dominion Bank

Financial Services
542
+ 3.74%
$55.71 - $73.45 $30.2K - $39.8K
15K $1.1M
GOOG
Alphabet Inc.

Communication Services
21
+ 0.21%
$146.58 - $180.01 $3.08K - $3.78K
10.2K $1.81M
LQD
Ishares Iboxx $ Investment Gra

ETFs
881
+ 1.06%
$105.23 - $109.61 $92.7K - $96.6K
84.2K $9.23M
IVE
Ishares S&P 500 Value ETF

ETFs
784
+ 26.1%
$168.34 - $195.42 $132K - $153K
3.79K $740K
VZ
Verizon Communications Inc

Communication Services
5.25K
+ 17.11%
$41.67 - $45.62 $219K - $240K
36K $1.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
681
+ 24.69%
$152.93 - $181.74 $104K - $124K
3.44K $625K
QQQ
Invesco Qqq Trust, Series 1

ETFs
23
+ 1.42%
$416.06 - $551.64 $9.57K - $12.7K
1.64K $905K
HBAN
Huntington Bancshares Inc

Financial Services
1.39K
+ 2.18%
$12.49 - $16.76 $17.4K - $23.3K
65.3K $1.09M
PGR
Progressive Corp

Financial Services
1.47K
+ 9.17%
$255.27 - $288.74 $376K - $425K
17.5K $4.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.33K
+ 6.17%
$20.42 - $25.3 $47.5K - $58.8K
40K $1.01M
WHR
Whirlpool Corp

Consumer Cyclical
429
+ 5.75%
$75.71 - $101.42 $32.5K - $43.5K
7.9K $800K
EMR
Emerson Electric CO

Industrials
4
+ 0.08%
$94.15 - $133.33 $377 - $533
5.26K $701K
MCK
Mckesson Corp

Healthcare
100
+ 26.11%
$652.83 - $732.78 $65.3K - $73.3K
483 $353K
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 0.08%
$335.24 - $380.78 $55K - $62.4K
196K $72M
HON
Honeywell International Inc

Industrials
54
+ 1.78%
$182.86 - $232.88 $9.87K - $12.6K
3.08K $717K
T
At&T Inc.

Communication Services
1.95K
+ 6.12%
$26.33 - $28.94 $51.3K - $56.4K
33.8K $978K
SPYG
Spdr Portfolio

ETFs
88
+ 2.13%
$71.83 - $95.32 $6.32K - $8.39K
4.21K $401K
D
Dominion Energy, Inc

Utilities
818
+ 4.5%
$49.66 - $58.0 $40.6K - $47.4K
19K $1.07M
XLF
Financial Sector Spdr

ETFs
15
+ 0.1%
$43.92 - $52.37 $659 - $786
15.3K $802K
ENB
Enbridge Inc

Energy
334
+ 1.11%
$41.09 - $47.16 $13.7K - $15.8K
30.5K $1.38M
Activity Summary
Buys All Purchases 81 New Holdings 6 Increased Positions 75 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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