Donaldson Capital Management, LLC Incresed Positions in Q4 2024

Donaldson Capital Management, LLC

  • $2.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
400K
+ 2382.42%
$104.42 - $134.99 $41.8M - $54M
417K $52.4M
XLC
Select Sector Spdr Tr Communic

ETFs
298K
+ 55.7%
$89.66 - $102.16 $26.7M - $30.5M
833K $80.7M
JPM
Jpmorgan Chase & CO

Financial Services
2.54K
+ 0.75%
$205.18 - $250.29 $522K - $636K
342K $82M
AAPL
Apple Inc.

Technology
1.41K
+ 0.25%
$221.69 - $259.02 $312K - $365K
557K $139M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
198K
+ 131.57%
$50.37 - $50.6 $9.99M - $10M
349K $17.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
407K
+ 712.85%
$25.93 - $105.3 $10.6M - $42.9M
465K $12.9M
CME
Cme Group Inc.

Financial Services
7.72K
+ 3.57%
$221.17 - $246.02 $1.71M - $1.9M
224K $52M
UPS
United Parcel Service Inc

Industrials
51.1K
+ 23.05%
$122.65 - $138.35 $6.27M - $7.07M
273K $34.4M
TSLA
Tesla, Inc.

Consumer Cyclical
9.19K
+ 1030.72%
$213.65 - $479.86 $1.96M - $4.41M
10.1K $4.07M
COST
Costco Wholesale Corp

Consumer Defensive
1.09K
+ 1.26%
$873.59 - $994.69 $948K - $1.08M
87.2K $79.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.86K
+ 558.48%
$481.22 - $538.17 $2.82M - $3.16M
6.91K $3.53M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 2.5%
$180.88 - $232.93 $314K - $404K
71.2K $15.6M
TROW
Price T Rowe Group Inc

Financial Services
8.64K
+ 2.22%
$106.48 - $124.69 $920K - $1.08M
398K $45M
NVDA
Nvidia Corp

Technology
14K
+ 25.63%
$117.0 - $148.88 $1.64M - $2.09M
68.8K $9.23M
GOOGL
Alphabet Inc.

Communication Services
3.16K
+ 4.69%
$161.86 - $196.66 $511K - $621K
70.4K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.62K
+ 36.29%
$567.81 - $607.81 $1.49M - $1.59M
9.84K $5.77M
BMY
Bristol Myers Squibb CO

Healthcare
22.7K
+ 61.65%
$51.92 - $59.94 $1.18M - $1.36M
59.4K $3.36M
ICSH
Blackrock Ultra Short Term Bon

ETFs
37.5K
+ 1.7%
$50.35 - $50.69 $1.89M - $1.9M
2.24M $113M
MEAR
Blackrock Short Maturity Munic

ETFs
22.5K
+ 56.29%
$49.94 - $50.28 $1.12M - $1.13M
62.5K $3.12M
ALL
Allstate Corp

Financial Services
343
+ 0.11%
$181.25 - $208.2 $62.2K - $71.4K
313K $60.4M
ADP
Automatic Data Processing Inc

Industrials
457
+ 0.93%
$280.08 - $307.97 $128K - $141K
49.8K $14.6M
MA
Mastercard Inc

Financial Services
240
+ 1.24%
$491.3 - $536.15 $118K - $129K
19.7K $10.4M
MSI
Motorola Solutions, Inc.

Technology
1.05K
+ 9.01%
$449.08 - $504.6 $470K - $528K
12.7K $5.85M
RLI
Rli Corp

Financial Services
1.98K
+ 8.84%
$151.91 - $180.89 $300K - $358K
24.4K $4.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.47K
+ 16.63%
$96.64 - $101.23 $722K - $756K
52.4K $5.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
454
+ 2.67%
$172.07 - $207.36 $78.1K - $94.1K
17.4K $3.44M
CDNS
Cadence Design Systems Inc

Technology
218
+ 1.57%
$249.1 - $324.54 $54.3K - $70.7K
14.1K $4.24M
CPRT
Copart Inc

Consumer Cyclical
472
+ 0.53%
$51.36 - $63.8 $24.2K - $30.1K
89.7K $5.15M
XLF
Financial Sector Spdr

ETFs
9.42K
+ 202.36%
$44.89 - $51.34 $423K - $483K
14.1K $679K
VIG
Vanguard Dividend Appreciation

ETFs
2.52K
+ 5.56%
N/A
47.9K $8.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
167
+ 2.55%
$1146.59 - $1270.6 $191K - $212K
6.72K $7.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
675
+ 19.88%
$521.84 - $558.82 $352K - $377K
4.07K $2.19M
ACN
Accenture PLC

Technology
2.3K
+ 0.93%
$343.9 - $376.86 $791K - $867K
250K $87.9M
VUG
Vanguard Growth ETF

ETFs
81
+ 0.61%
$378.79 - $428.11 $30.7K - $34.7K
13.3K $5.44M
MSCI
Msci Inc.

Financial Services
302
+ 3.19%
$569.09 - $635.99 $172K - $192K
9.76K $5.86M
MCO
Moodys Corp

Financial Services
713
+ 3.19%
$454.04 - $500.88 $324K - $357K
23K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 4.64%
$442.29 - $483.08 $450K - $492K
23K $10.4M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.13%
$486.1 - $608.57 $2.43K - $3.04K
3.92K $2.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
95.6K
+ 224.51%
$22.01 - $66.82 $2.1M - $6.39M
138K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.81K
+ 16.15%
$61.68 - $67.87 $296K - $326K
34.6K $2.15M
KNSL
Kinsale Capital Group, Inc.

Financial Services
625
+ 5.9%
$424.05 - $524.22 $265K - $328K
11.2K $5.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.61K
+ 20.07%
$113.92 - $127.38 $297K - $332K
15.6K $1.8M
XLK
Technology Sector Spdr

ETFs
649
+ 5.68%
$220.26 - $241.44 $143K - $157K
12.1K $2.81M
META
Meta Platforms, Inc.

Communication Services
209
+ 3.63%
$554.08 - $632.68 $116K - $132K
5.97K $3.52M
INTU
Intuit Inc

Technology
169
+ 1.59%
$602.01 - $706.25 $102K - $119K
10.8K $6.77M
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 53.69%
$280.04 - $302.45 $159K - $171K
1.62K $470K
IVV
Ishares Core S&P 500 ETF

ETFs
262
+ 21.23%
$570.51 - $610.59 $149K - $160K
1.5K $880K
WM
Waste Management Inc

Industrials
1.63K
+ 5.74%
$201.79 - $228.46 $330K - $373K
30.1K $6.07M
TXN
Texas Instruments Inc

Technology
752
+ 0.23%
N/A
325K $63.2M
Activity Summary
Buys All Purchases 125 New Holdings 12 Increased Positions 113 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Donaldson Capital Management, LLC Portfolio

Follow Donaldson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Donaldson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Donaldson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email