Donaldson Capital Management, LLC Portfolio Holdings
Donaldson Capital Management, LLC
- $2.38 Billion
- Q2 2024
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.