Donaldson Capital Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.57 Billion distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $139M, Broadcom Inc. with a value of $135M, Microsoft Corp with a value of $116M, Blackrock Ultra Short Term Bon with a value of $113M, and Accenture PLC with a value of $87.9M.
Examining the 13F form we can see an decrease of $26.2M in the current position value, from $2.59B to 2.57B.
Donaldson Capital Management, LLC is based out at Evansville, IN
Below you can find more details about Donaldson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.57 Billion
Technology: $591 Million
Financial Services: $438 Million
ETFs: $427 Million
Industrials: $341 Million
Healthcare: $230 Million
Consumer Cyclical: $181 Million
Consumer Defensive: $113 Million
Energy: $109 Million
Other: $136 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
