Donaldson Capital Management, LLC Incresed Positions in Q4 2025

Donaldson Capital Management, LLC

  • $2.81 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
42.5K
+ 167.63%
$799.57 - $1025.28 $34M - $43.6M
67.9K $69.4M
ABC
Amerisourcebergen Corp

Healthcare
130K
+ 1955.77%
N/A
137K $25.4M
XLK
Technology Sector Spdr

ETFs
28.9K
+ 69.37%
$278.39 - $304.13 $8.06M - $8.8M
70.7K $20.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106K
+ 17.97%
$31.41 - $33.69 $3.33M - $3.57M
695K $22.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
62.8K
+ 3.01%
$50.56 - $50.76 $3.17M - $3.19M
2.15M $109M
IBM
International Business Machines Corp

Technology
677
+ 0.42%
$275.97 - $314.98 $187K - $213K
161K $48M
HDB
Hdfc Bank LTD

Financial Services
52.6K
+ 29.43%
$33.8 - $37.18 $1.78M - $1.96M
231K $8.52M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
48.4K
+ 12.48%
$50.57 - $50.77 $2.45M - $2.46M
436K $22.1M
UBER
Uber Technologies, Inc

Technology
30.3K
+ 43.78%
$91.62 - $100.1 $2.77M - $3.03M
99.4K $9.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.1K
+ 16.84%
$99.87 - $101.27 $2.11M - $2.14M
146K $14.6M
MELI
Mercadolibre Inc

Consumer Cyclical
1.23K
+ 45.89%
$2024.98 - $2360.76 $2.49M - $2.9M
3.91K $8.01M
AMZN
Amazon Com Inc

Consumer Cyclical
2.04K
+ 2.58%
$213.04 - $254.0 $434K - $518K
81.1K $19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
446
+ 39.86%
$4804.01 - $5424.55 $2.14M - $2.42M
1.57K $7.52M
GE
General Electric CO

Industrials
4.94K
+ 19.51%
$291.49 - $314.28 $1.44M - $1.55M
30.3K $9.08M
PGR
Progressive Corp

Financial Services
9.15K
+ 30.94%
$203.7 - $246.46 $1.86M - $2.26M
38.7K $8.73M
SSO
Proshares Ultra S&P 500

ETFs
12.1K
+ 100.67%
$107.49 - $118.65 $1.3M - $1.43M
24.1K $2.72M
META
Meta Platforms, Inc.

Communication Services
4K
+ 40.9%
$609.01 - $751.67 $2.43M - $3M
13.8K $8.39M
MCO
Moodys Corp

Financial Services
2.1K
+ 7.81%
$468.56 - $495.08 $985K - $1.04M
29K $13.9M
GS
Goldman Sachs Group Inc

Financial Services
3.18K
+ 4.53%
$744.6 - $838.97 $2.37M - $2.67M
73.4K $56.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.31K
+ 8.43%
$110.25 - $112.92 $1.03M - $1.05M
120K $13.2M
NVDA
Nvidia Corp

Technology
4.66K
+ 5.48%
$179.83 - $207.04 $839K - $965K
89.8K $16.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.51K
+ 8.67%
$280.66 - $305.09 $704K - $766K
31.5K $8.88M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
13.4K
+ 16.78%
N/A
93.4K $5.38M
XLU
Utilities Sector Spdr

ETFs
7.66K
+ 204.92%
$87.89 - $92.9 $674K - $712K
11.4K $1.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.1K
+ 14.3%
$25.2 - $26.46 $608K - $638K
193K $4.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.5K
+ 9.75%
$63.25 - $66.24 $662K - $694K
118K $7.56M
VIG
Vanguard Dividend Appreciation

ETFs
2.51K
+ 5.71%
N/A
46.5K $8.47M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
16.3K
+ 15.87%
$27.16 - $27.68 $444K - $452K
119K $3.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.8K
+ 122.53%
$70.2 - $73.89 $267K - $281K
6.9K $504K
XLI
Industrial Sector Spdr

ETFs
1.9K
+ 46.29%
$149.9 - $155.79 $284K - $296K
6K $911K
V
Visa Inc.

Financial Services
2.8K
+ 6.65%
$325.75 - $352.42 $913K - $987K
44.9K $14.6M
GILD
Gilead Sciences, Inc.

Healthcare
485
+ 3.3%
$110.56 - $125.2 $53.6K - $60.7K
15.2K $1.88M
IVV
Ishares Core S&P 500 ETF

ETFs
325
+ 6.41%
$656.2 - $690.71 $213K - $224K
5.4K $3.65M
UPS
United Parcel Service Inc

Industrials
379
+ 2.42%
$82.87 - $97.4 $31.4K - $36.9K
16K $1.51M
VLO
Valero Energy Corp

Energy
6
+ 0.04%
$156.39 - $181.76 $938 - $1.09K
17.1K $3.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.9K
+ 3.21%
$42.6 - $49.08 $80.9K - $93.3K
61.1K $2.86M
VTI
Vanguard Total Stock Market Et

ETFs
574
+ 69.49%
$321.8 - $337.95 $185K - $194K
1.4K $461K
KO
Coca Cola CO

Consumer Defensive
329
+ 0.92%
$66.1 - $71.61 $21.7K - $23.6K
35.9K $2.54M
WFC
Wells Fargo & Company

Financial Services
2.11K
+ 78.11%
$77.62 - $87.3 $163K - $184K
4.8K $400K
XLF
Financial Sector Spdr

ETFs
3.74K
+ 22.81%
$51.76 - $53.77 $194K - $201K
20.2K $1.06M
VZ
Verizon Communications Inc

Communication Services
6.06K
+ 15.43%
$38.4 - $43.83 $233K - $266K
45.4K $1.86M
TJX
Tjx Companies Inc

Consumer Cyclical
609
+ 10.85%
$138.56 - $147.63 $84.4K - $89.9K
6.22K $908K
D
Dominion Energy, Inc

Utilities
1.55K
+ 7.6%
$58.49 - $61.69 $90.8K - $95.7K
22K $1.33M
TD
Toronto Dominion Bank

Financial Services
513
+ 3.13%
$78.32 - $82.74 $40.2K - $42.4K
16.9K $1.38M
XLV
Select Sector Spdr Fund Health

ETFs
161
+ 5.98%
$141.95 - $152.82 $22.9K - $24.6K
2.85K $433K
NDAQ
Nasdaq, Inc.

Financial Services
750
+ 18.21%
$85.42 - $91.4 $64.1K - $68.6K
4.87K $423K
AEP
American Electric Power CO Inc

Utilities
47
+ 0.79%
$112.75 - $122.73 $5.3K - $5.77K
6.02K $730K
RY
Royal Bank Of Canada

Financial Services
300
+ 3.27%
$143.64 - $149.05 $43.1K - $44.7K
9.49K $1.4M
DHR
Danaher Corp

Healthcare
20
+ 1.74%
$202.46 - $223.01 $4.05K - $4.46K
1.17K $257K
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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