Donaldson Capital Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.6 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $125M, Blackrock Ultra Short Term Bon with a value of $124M, Microsoft Corp with a value of $105M, Abb Vie Inc. with a value of $101M, and Select Sector Spdr Tr Communic with a value of $96M.
Examining the 13F form we can see an increase of $30.8M in the current position value, from $2.57B to 2.6B.
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
$2.6 Billion
Technology: $514 Million
Financial Services: $459 Million
ETFs: $450 Million
Industrials: $360 Million
Healthcare: $246 Million
Consumer Cyclical: $183 Million
Energy: $124 Million
Consumer Defensive: $119 Million
Other: $141 Million
Stock Holdings Table Market Cap. of $200 Billions or more
