Donaldson Capital Management, LLC New Holdings in Q1 2025

Donaldson Capital Management, LLC

  • $2.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
42.9K
New
$63.17 - $81.49 $2.71M - $3.5M
42.9K $3.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
602
New
$4295.4 - $5141.88 $2.59M - $3.1M
602 $2.77M
APP
App Lovin Corp

Technology
8.23K
New
$238.08 - $510.13 $1.96M - $4.2M
8.23K $2.18M
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
New
$47.4 - $52.99 $795K - $889K
16.8K $859K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
25.2K
New
$25.44 - $25.58 $640K - $644K
25.2K $642K
IVE
Ishares S&P 500 Value ETF

ETFs
3K
New
$185.78 - $198.58 $558K - $597K
3K $566K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.08K
New
$168.16 - $186.21 $518K - $574K
3.08K $522K
CNP
Centerpoint Energy Inc

Utilities
10.8K
New
$30.87 - $36.25 $333K - $391K
10.8K $390K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.47K
New
$104.89 - $113.56 $363K - $393K
3.47K $366K
KMB
Kimberly Clark Corp

Consumer Defensive
2.49K
New
$124.46 - $147.4 $310K - $368K
2.49K $354K
VTV
Vanguard Value ETF

ETFs
1.91K
New
$167.73 - $179.21 $321K - $343K
1.91K $326K
BP
Bp PLC

Energy
8.88K
New
$29.93 - $35.31 $266K - $314K
8.88K $300K
WFC
Wells Fargo & Company

Financial Services
3.92K
New
$66.78 - $81.42 $262K - $319K
3.92K $281K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.13K
New
$120.29 - $134.6 $256K - $287K
2.13K $258K
MCK
Mckesson Corp

Healthcare
383
New
$566.21 - $672.99 $217K - $258K
383 $257K
AXP
American Express CO

Financial Services
847
New
$255.39 - $325.87 $216K - $276K
847 $227K
CGDV
Capital Group Divid Value ETF

ETFs
6.13K
New
$34.95 - $37.36 $214K - $229K
6.13K $217K
C
Citigroup Inc

Financial Services
2.87K
New
$67.23 - $84.63 $193K - $243K
2.87K $204K
Texas Cap Tex Equity Index E
3.74K
New
N/A
3.74K $0
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
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