Donaldson Capital Management, LLC Sells in Q4 2025

Donaldson Capital Management, LLC

  • $2.81 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-316K
- 93.73%
N/A
21.2K $4.12M
WM
Waste Management Inc

Industrials
-242K
- 97.2%
$196.77 - $219.98 $47.6M - $53.2M
6.96K $1.46M
UNH
Unitedhealth Group Inc

Healthcare
-140K
- 90.92%
$320.52 - $369.92 $44.8M - $51.7M
14K $4.48M
ETN
Eaton Corp PLC

Industrials
-80.8K
- 53.05%
$352.39 - $387.75 $28.5M - $31.3M
71.5K $25.2M
PEP
Pepsico Inc

Consumer Defensive
-182K
- 89.96%
$138.84 - $153.71 $25.3M - $28M
20.3K $3M
FAST
Fastenal CO

Industrials
-87.1K
- 5.89%
$40.45 - $48.17 $3.52M - $4.2M
1.39M $56.4M
WSO
Watsco Inc

Industrials
-14.9K
- 11.91%
$343.12 - $414.9 $5.1M - $6.16M
110K $37.7M
HD
Home Depot, Inc.

Consumer Cyclical
-4.31K
- 2.19%
$358.03 - $397.02 $1.54M - $1.71M
193K $69M
XLC
Select Sector Spdr Tr Communic

ETFs
-12.3K
- 1.07%
$111.33 - $117.16 $1.37M - $1.45M
1.14M $127M
PAYX
Paychex Inc

Industrials
-16.1K
- 3.8%
$111.08 - $128.59 $1.78M - $2.07M
407K $45.6M
MSFT
Microsoft Corp

Technology
-2.42K
- 0.87%
$496.82 - $542.07 $1.2M - $1.31M
275K $139M
AVGO
Broadcom Inc.

Technology
-30.7K
- 6.05%
$324.63 - $385.98 $9.97M - $11.9M
477K $163M
COST
Costco Wholesale Corp

Consumer Defensive
-3.02K
- 3.47%
$910.94 - $954.99 $2.75M - $2.88M
83.9K $76.6M
ADP
Automatic Data Processing Inc

Industrials
-5.91K
- 13.73%
$250.9 - $292.94 $1.48M - $1.73M
37.1K $9.31M
WEC
Wec Energy Group, Inc.

Utilities
-10.1K
- 2.25%
$110.61 - $117.5 $1.11M - $1.18M
437K $48.5M
ACN
Accenture PLC

Technology
-8.31K
- 15.76%
$234.02 - $253.35 $1.94M - $2.1M
44.4K $10.7M
C
Citigroup Inc

Financial Services
-1.13K
- 0.19%
$93.93 - $102.87 $106K - $116K
580K $57M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-12.4K
- 14.67%
$91.7 - $105.68 $1.14M - $1.31M
72.2K $7.13M
MSI
Motorola Solutions, Inc.

Technology
-2.55K
- 24.29%
$379.98 - $462.26 $968K - $1.18M
7.94K $3.02M
CTAS
Cintas Corp

Industrials
-5.55K
- 25.24%
$182.04 - $203.64 $1.01M - $1.13M
16.4K $3.07M
CDNS
Cadence Design Systems Inc

Technology
-2.91K
- 23.77%
$314.93 - $353.36 $916K - $1.03M
9.32K $2.94M
ECL
Ecolab Inc.

Basic Materials
-3.69K
- 15.02%
$253.06 - $281.35 $933K - $1.04M
20.9K $5.4M
AZO
Autozone Inc

Consumer Cyclical
-247
- 30.46%
$3576.14 - $4253.71 $883K - $1.05M
564 $2.18M
NEAR
Blackrock Short Maturity Bond

ETFs
-22.7K
- 5.05%
$51.08 - $51.37 $1.16M - $1.17M
426K $21.8M
CME
Cme Group Inc.

Financial Services
-4.9K
- 18.64%
$261.53 - $285.04 $1.28M - $1.4M
21.4K $5.96M
INTU
Intuit Inc

Technology
-1.19K
- 13.84%
$641.79 - $683.39 $764K - $814K
7.41K $4.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4.11K
- 39.95%
$176.58 - $207.02 $726K - $851K
6.18K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.56K
- 1.66%
$293.81 - $310.11 $1.05M - $1.1M
211K $64.4M
ALL
Allstate Corp

Financial Services
-3.93K
- 9.79%
$190.0 - $214.3 $747K - $843K
36.3K $7.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.87K
- 11.37%
$475.68 - $513.11 $891K - $962K
14.6K $7.44M
CVX
Chevron Corp

Energy
-4.53K
- 2.28%
$148.9 - $157.72 $674K - $714K
194K $30.1M
TROW
Price T Rowe Group Inc

Financial Services
-4.14K
- 1.02%
$101.07 - $106.13 $418K - $439K
400K $40.7M
LMT
Lockheed Martin Corp

Industrials
-552
- 3.04%
$452.1 - $514.24 $250K - $284K
17.6K $8.29M
APH
Amphenol Corp

Technology
-8.49K
- 21.92%
$121.7 - $143.85 $1.03M - $1.22M
30.2K $4.04M
EXR
Extra Space Storage Inc.

Real Estate
-3.3K
- 24.67%
$130.5 - $152.09 $431K - $503K
10.1K $1.34M
MS
Morgan Stanley

Financial Services
-4.74K
- 1.01%
$151.86 - $169.92 $719K - $805K
463K $73.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-898
- 27.84%
$401.99 - $468.37 $361K - $421K
2.33K $951K
NOC
Northrop Grumman Corp

Industrials
-105
- 1.59%
$558.0 - $637.95 $58.6K - $67K
6.5K $3.66M
CPRT
Copart Inc

Consumer Cyclical
-6.36K
- 39.84%
$39.98 - $45.76 $254K - $291K
9.61K $394K
WMT
Walmart Inc.

Consumer Defensive
-3.09K
- 18.41%
$101.18 - $109.03 $312K - $336K
13.7K $1.41M
APD
Air Products & Chemicals, Inc.

Basic Materials
-421
- 3.63%
$237.56 - $271.47 $100K - $114K
11.2K $2.9M
XLE
Energy Sector Spdr

ETFs
-3.3K
- 20.37%
$85.22 - $92.02 $282K - $304K
12.9K $1.19M
UNP
Union Pacific Corp

Industrials
-746
- 15.24%
$216.37 - $237.41 $161K - $177K
4.15K $916K
RSG
Republic Services, Inc.

Industrials
-147
- 1.47%
$204.12 - $227.29 $30K - $33.4K
9.83K $2.06M
ABT
Abbott Laboratories

Healthcare
-1.07K
- 5.11%
$123.62 - $134.59 $133K - $145K
19.9K $2.59M
ORCL
Oracle Corp

Technology
-376
- 16.67%
$217.57 - $313.0 $81.8K - $118K
1.88K $413K
NKE
Nike, Inc.

Consumer Cyclical
-1.75K
- 13.32%
$60.8 - $74.57 $106K - $130K
11.4K $714K
MSCI
Msci Inc.

Financial Services
-325
- 14.78%
$533.34 - $593.76 $173K - $193K
1.87K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
-2.2K
- 16.45%
$78.46 - $87.26 $172K - $192K
11.2K $945K
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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