Donaldson Capital Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.38 Billion distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $121M, Apple Inc. with a value of $116M, Broadcom Inc. with a value of $109M, Blackrock Ultra Short Term Bon with a value of $101M, and Costco Wholesale Corp with a value of $89.2M.
Examining the 13F form we can see an decrease of $19.7M in the current position value, from $2.4B to 2.38B.
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
$2.38 Billion
Technology: $548 Million
Financial Services: $427 Million
ETFs: $338 Million
Industrials: $299 Million
Healthcare: $298 Million
Consumer Defensive: $130 Million
Energy: $116 Million
Consumer Cyclical: $109 Million
Other: $115 Million
Stock Holdings Table Market Cap. of $200 Billions or more