Donaldson Capital Management, LLC Incresed Positions in Q3 2025

Donaldson Capital Management, LLC

  • $2.89 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
68.1K
+ 3306.11%
$696.56 - $806.32 $47.5M - $54.9M
70.2K $55.9M
SO
Southern CO

Utilities
544K
+ 2785.84%
$90.83 - $96.0 $49.4M - $52.2M
563K $53.4M
IBM
International Business Machines Corp

Technology
151K
+ 1510.27%
$234.77 - $292.47 $35.4M - $44.1M
161K $45.4M
AAPL
Apple Inc.

Technology
6.76K
+ 1.2%
$202.38 - $256.87 $1.37M - $1.74M
569K $145M
MRK
Merck & Co., Inc.

Healthcare
314K
+ 66.28%
$77.6 - $87.37 $24.3M - $27.4M
787K $66M
ABBV
Abb Vie Inc.

Healthcare
4.74K
+ 0.99%
$184.85 - $231.54 $877K - $1.1M
482K $112M
XLC
Select Sector Spdr Tr Communic

ETFs
103K
+ 9.79%
$105.99 - $119.41 $10.9M - $12.3M
1.15M $136M
RTX
Raytheon Technologies Corp

Industrials
41.7K
+ 12.29%
$144.19 - $167.33 $6.02M - $6.98M
381K $63.8M
FAST
Fastenal CO

Industrials
89.8K
+ 6.46%
$42.47 - $50.39 $3.82M - $4.53M
1.48M $72.6M
WSO
Watsco Inc

Industrials
40.3K
+ 47.74%
$381.94 - $489.97 $15.4M - $19.8M
125K $50.5M
MS
Morgan Stanley

Financial Services
9.06K
+ 1.98%
$139.09 - $161.16 $1.26M - $1.46M
467K $74.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15K
+ 436.86%
$567.77 - $614.76 $8.51M - $9.22M
18.4K $11.3M
XLK
Technology Sector Spdr

ETFs
27.7K
+ 197.1%
$250.97 - $282.66 $6.95M - $7.82M
41.7K $11.8M
HD
Home Depot, Inc.

Consumer Cyclical
591
+ 0.3%
$357.4 - $423.42 $211K - $250K
197K $79.8M
UNH
Unitedhealth Group Inc

Healthcare
7.57K
+ 5.18%
$237.77 - $353.61 $1.8M - $2.68M
154K $53.1M
MSFT
Microsoft Corp

Technology
2.17K
+ 0.79%
$491.09 - $535.64 $1.07M - $1.16M
277K $144M
APP
App Lovin Corp

Technology
3.31K
+ 30.71%
$335.1 - $718.54 $1.11M - $2.38M
14.1K $10.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.6K
+ 82.29%
$97.75 - $100.75 $5.53M - $5.7M
125K $12.6M
GOOGL
Alphabet Inc.

Communication Services
4.48K
+ 6.44%
$174.36 - $254.72 $780K - $1.14M
74K $18M
NVDA
Nvidia Corp

Technology
5.56K
+ 6.99%
$153.3 - $186.58 $853K - $1.04M
85.1K $15.9M
TROW
Price T Rowe Group Inc

Financial Services
8.23K
+ 2.08%
$98.67 - $111.52 $812K - $918K
404K $41.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.56K
+ 35.31%
$224.68 - $282.71 $1.7M - $2.14M
29K $8.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
26.3K
+ 31.27%
$107.66 - $112.36 $2.83M - $2.96M
111K $12.3M
GE
General Electric CO

Industrials
6.91K
+ 37.52%
$244.75 - $305.63 $1.69M - $2.11M
25.3K $7.62M
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 0.52%
$291.67 - $316.99 $324K - $352K
215K $65.2M
PGR
Progressive Corp

Financial Services
12.1K
+ 68.89%
$238.61 - $264.3 $2.88M - $3.19M
29.6K $7.31M
UBER
Uber Technologies, Inc

Technology
23.4K
+ 51.35%
$86.91 - $99.57 $2.04M - $2.33M
69.1K $6.77M
PEP
Pepsico Inc

Consumer Defensive
3.85K
+ 1.94%
$133.81 - $152.16 $515K - $586K
202K $28.4M
META
Meta Platforms, Inc.

Communication Services
2.95K
+ 43.16%
$695.21 - $791.73 $2.05M - $2.33M
9.77K $7.18M
MELI
Mercadolibre Inc

Consumer Cyclical
1.06K
+ 65.0%
$2292.04 - $2514.05 $2.42M - $2.65M
2.68K $6.26M
BKNG
Booking Holdings Inc.

Consumer Cyclical
418
+ 59.63%
$5364.25 - $5815.92 $2.24M - $2.43M
1.12K $6.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 2.12%
$28.92 - $32.19 $354K - $394K
589K $18.8M
NFLX
Netflix Inc

Communication Services
1.99K
+ 53.0%
$1147.87 - $1297.18 $2.28M - $2.58M
5.74K $6.88M
MUB
Ishares National Muni Bond ETF

ETFs
16K
+ 224.73%
$103.24 - $106.68 $1.66M - $1.71M
23.2K $2.47M
IVV
Ishares Core S&P 500 ETF

ETFs
2.31K
+ 83.47%
$620.67 - $670.08 $1.43M - $1.55M
5.07K $3.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
59.1K
+ 134.61%
$26.15 - $27.4 $1.54M - $1.62M
103K $2.81M
LLY
Eli Lilly & CO

Healthcare
2.61K
+ 11.45%
$625.65 - $812.69 $1.63M - $2.12M
25.4K $19.4M
MA
Mastercard Inc

Financial Services
2.56K
+ 13.01%
$550.18 - $598.96 $1.41M - $1.54M
22.3K $12.7M
V
Visa Inc.

Financial Services
5.49K
+ 14.98%
$332.09 - $358.86 $1.82M - $1.97M
42.1K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.16K
+ 8.45%
$211.65 - $238.24 $1.3M - $1.47M
79K $17.4M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
17.9K
+ 28.82%
N/A
80K $4.61M
TXN
Texas Instruments Inc

Technology
5.23K
+ 1.57%
N/A
338K $65.7M
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 11.18%
$175.16 - $255.24 $199K - $290K
11.3K $2.76M
MCO
Moodys Corp

Financial Services
2.9K
+ 12.08%
$472.69 - $521.32 $1.37M - $1.51M
26.9K $12.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.51K
+ 5.41%
$62.09 - $66.51 $342K - $367K
107K $7.01M
VO
Vanguard Mid Cap ETF

ETFs
2.01K
+ 163.08%
$279.83 - $293.74 $564K - $592K
3.25K $954K
TSLA
Tesla, Inc.

Consumer Cyclical
615
+ 23.56%
$293.94 - $444.72 $181K - $274K
3.23K $1.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.38K
+ 3.94%
$23.82 - $25.84 $152K - $165K
169K $4.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.4K
+ 22.41%
$21.69 - $23.34 $334K - $359K
84K $1.96M
Activity Summary
Buys All Purchases 127 New Holdings 25 Increased Positions 102 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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