Donaldson Capital Management, LLC Sells in Q2 2025

Donaldson Capital Management, LLC

  • $2.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-52.1K
- 20.42%
$133.73 - $168.51 $6.97M - $8.78M
203K $29.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-263K
- 10.74%
$50.48 - $50.71 $13.3M - $13.3M
2.19M $111M
XOM
Exxon Mobil Corp

Energy
-50.8K
- 8.04%
$99.93 - $119.04 $5.08M - $6.05M
582K $62.7M
ABBV
Abb Vie Inc.

Healthcare
-3.15K
- 0.65%
$170.16 - $206.27 $535K - $649K
477K $88.6M
AAPL
Apple Inc.

Technology
-434
- 0.08%
$172.42 - $223.89 $74.8K - $97.2K
562K $115M
MRK
Merck & Co., Inc.

Healthcare
-2.55K
- 0.54%
$73.47 - $87.12 $187K - $222K
473K $37.5M
XLE
Energy Sector Spdr

ETFs
-45.3K
- 70.6%
$76.44 - $94.13 $3.46M - $4.26M
18.9K $1.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-66.9K
- 14.49%
$50.36 - $50.68 $3.37M - $3.39M
395K $20M
NEAR
Blackrock Short Maturity Bond

ETFs
-68.2K
- 11.9%
$50.41 - $51.17 $3.44M - $3.49M
505K $25.8M
UNP
Union Pacific Corp

Industrials
-8.47K
- 60.81%
$208.27 - $238.46 $1.76M - $2.02M
5.46K $1.26M
LII
Lennox International Inc

Industrials
-2.35K
- 43.81%
$508.76 - $605.77 $1.19M - $1.42M
3.01K $1.73M
JNJ
Johnson & Johnson

Healthcare
-4.31K
- 10.31%
$146.36 - $159.82 $631K - $689K
37.5K $5.73M
CPRT
Copart Inc

Consumer Cyclical
-7.89K
- 8.89%
$47.72 - $63.84 $377K - $504K
80.9K $3.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.45K
- 30.44%
$496.48 - $617.85 $1.22M - $1.51M
5.6K $3.46M
BMY
Bristol Myers Squibb CO

Healthcare
-2.81K
- 4.57%
$44.12 - $59.6 $124K - $167K
58.6K $2.71M
AFL
Aflac Inc

Financial Services
-5.16K
- 7.37%
$99.77 - $112.45 $515K - $580K
64.8K $6.84M
VIG
Vanguard Dividend Appreciation

ETFs
-5.08K
- 10.32%
N/A
44.1K $8.04M
KO
Coca Cola CO

Consumer Defensive
-12.2K
- 25.06%
$68.37 - $73.9 $836K - $904K
36.6K $2.59M
NEE
Nextera Energy Inc

Utilities
-9.36K
- 8.12%
$64.11 - $75.0 $600K - $702K
106K $7.35M
NOC
Northrop Grumman Corp

Industrials
-1.37K
- 16.3%
$456.3 - $540.39 $623K - $738K
7.02K $3.51M
ABC
Amerisourcebergen Corp

Healthcare
-4.04K
- 37.81%
N/A
6.65K $1.23M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.88K
- 42.06%
$180.84 - $240.32 $883K - $1.17M
6.72K $1.62M
GS
Goldman Sachs Group Inc

Financial Services
-1.85K
- 47.36%
$462.22 - $707.75 $857K - $1.31M
2.06K $1.46M
NVO
Novo Nordisk A S

Healthcare
-9.41K
- 36.93%
$58.08 - $81.05 $546K - $763K
16.1K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
-3.01K
- 25.04%
$157.66 - $172.39 $474K - $518K
9K $1.43M
ADBE
Adobe Inc.

Technology
-1.55K
- 14.79%
$340.0 - $420.68 $526K - $650K
8.91K $3.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.45K
- 22.0%
$90.85 - $102.31 $495K - $558K
19.3K $1.95M
ADP
Automatic Data Processing Inc

Industrials
-2.15K
- 4.42%
$276.76 - $326.81 $596K - $704K
46.6K $14.4M
V
Visa Inc.

Financial Services
-1.9K
- 4.92%
$308.27 - $373.31 $584K - $708K
36.6K $13M
MSI
Motorola Solutions, Inc.

Technology
-574
- 4.35%
$394.72 - $440.39 $227K - $253K
12.6K $5.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.06K
- 14.91%
$90.56 - $109.49 $549K - $664K
34.6K $3.78M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.15K
- 46.91%
$91.43 - $91.74 $379K - $381K
4.7K $430K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-679
- 5.88%
$419.99 - $501.97 $285K - $341K
10.9K $5.26M
EFX
Equifax Inc

Industrials
-1.63K
- 38.66%
$205.5 - $280.54 $335K - $457K
2.59K $670K
APD
Air Products & Chemicals, Inc.

Basic Materials
-658
- 5.12%
$248.61 - $294.96 $164K - $194K
12.2K $3.44M
DUK
Duke Energy Corp

Utilities
-2.3K
- 12.63%
$112.46 - $124.05 $259K - $286K
15.9K $1.88M
AMGN
Amgen Inc

Healthcare
-199
- 2.28%
$262.28 - $309.85 $52.2K - $61.7K
8.51K $2.38M
CSX
Csx Corp

Industrials
-15.2K
- 29.32%
$26.69 - $32.91 $405K - $499K
36.5K $1.19M
NKE
Nike, Inc.

Consumer Cyclical
-6.12K
- 30.55%
$53.27 - $72.04 $326K - $441K
13.9K $988K
CMI
Cummins Inc

Industrials
-1.45K
- 10.1%
$267.12 - $336.65 $386K - $487K
12.9K $4.22M
CINF
Cincinnati Financial Corp

Financial Services
-2K
- 8.23%
$126.6 - $151.6 $253K - $303K
22.3K $3.32M
IP
International Paper CO

Consumer Cyclical
-1.55K
- 6.23%
$43.89 - $54.46 $67.9K - $84.2K
23.3K $1.09M
CMCSA
Comcast Corp

Communication Services
-4.97K
- 35.23%
$32.84 - $36.72 $163K - $182K
9.14K $326K
MA
Mastercard Inc

Financial Services
-814
- 3.97%
$479.92 - $590.74 $391K - $481K
19.7K $11.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-6.68K
- 26.57%
$24.96 - $25.5 $167K - $170K
18.5K $471K
DIS
Walt Disney CO

Communication Services
-3.49K
- 30.88%
$81.72 - $124.01 $285K - $432K
7.8K $967K
MSCI
Msci Inc.

Financial Services
-421
- 4.22%
$506.56 - $576.74 $213K - $243K
9.57K $5.52M
THFF
First Financial Corp

Financial Services
-3.67K
- 27.88%
$42.72 - $54.21 $157K - $199K
9.51K $515K
ABT
Abbott Laboratories

Healthcare
-1.48K
- 6.37%
$123.95 - $138.08 $184K - $205K
21.8K $2.96M
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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