Donaldson Capital Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.59 Billion distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $129M, Broadcom Inc. with a value of $118M, Microsoft Corp with a value of $118M, Blackrock Ultra Short Term Bon with a value of $112M, and Abb Vie Inc. with a value of $92.5M.
Examining the 13F form we can see an increase of $210M in the current position value, from $2.38B to 2.59B.
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
$2.59 Billion
Technology: $558 Million
Financial Services: $454 Million
ETFs: $369 Million
Industrials: $335 Million
Healthcare: $313 Million
Consumer Cyclical: $180 Million
Consumer Defensive: $119 Million
Energy: $115 Million
Other: $149 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
