Donaldson Capital Management, LLC Sells in Q1 2025

Donaldson Capital Management, LLC

  • $2.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-199K
- 93.45%
$225.21 - $254.42 $44.8M - $50.6M
13.9K $3.29M
AVGO
Broadcom Inc.

Technology
-26K
- 4.46%
$167.43 - $244.7 $4.35M - $6.36M
557K $93.2M
AFL
Aflac Inc

Financial Services
-39.9K
- 36.3%
$100.99 - $111.19 $4.03M - $4.44M
70K $7.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.83K
- 77.58%
$222.15 - $428.22 $1.74M - $3.35M
2.26K $585K
NEE
Nextera Energy Inc

Utilities
-43.7K
- 27.51%
$66.96 - $76.16 $2.93M - $3.33M
115K $8.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.3K
- 76.58%
$468.34 - $539.52 $2.48M - $2.86M
1.62K $759K
NOC
Northrop Grumman Corp

Industrials
-6.35K
- 43.09%
$433.45 - $513.82 $2.75M - $3.26M
8.38K $4.29M
JNJ
Johnson & Johnson

Healthcare
-18.7K
- 30.92%
$142.06 - $167.7 $2.66M - $3.14M
41.8K $6.94M
NEAR
Blackrock Short Maturity Bond

ETFs
-33.5K
- 5.52%
$50.4 - $50.89 $1.69M - $1.7M
573K $29.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.8K
- 18.26%
$551.42 - $612.93 $991K - $1.1M
8.05K $4.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-6.72K
- 21.34%
$97.38 - $104.52 $655K - $703K
24.8K $2.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-874
- 18.23%
$360.07 - $417.26 $315K - $365K
3.92K $1.41M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-17.5K
- 65.64%
$25.58 - $29.24 $448K - $512K
9.16K $239K
MTD
Mettler Toledo International Inc

Healthcare
-353
- 44.74%
$1177.09 - $1390.0 $416K - $491K
436 $514K
NVO
Novo Nordisk A S

Healthcare
-9
- 0.04%
$69.3 - $90.95 $624 - $819
25.5K $1.77M
NKE
Nike, Inc.

Consumer Cyclical
-2.01K
- 9.13%
$63.29 - $81.72 $127K - $165K
20K $1.27M
XLK
Technology Sector Spdr

ETFs
-386
- 3.2%
$206.38 - $242.18 $79.7K - $93.5K
11.7K $2.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.5K
- 6.39%
$27.01 - $28.54 $445K - $470K
241K $6.65M
GOOG
Alphabet Inc.

Communication Services
-69
- 0.67%
$156.06 - $207.71 $10.8K - $14.3K
10.2K $1.59M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.29K
- 9.11%
$283.24 - $338.07 $365K - $435K
12.9K $3.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-386
- 9.48%
$507.05 - $563.67 $196K - $218K
3.68K $1.88M
LII
Lennox International Inc

Industrials
-30
- 0.56%
$553.05 - $666.93 $16.6K - $20K
5.36K $3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.46K
- 14.06%
$50.87 - $51.09 $278K - $279K
33.4K $1.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.35K
- 39.23%
$100.34 - $100.68 $236K - $236K
3.64K $366K
DIS
Walt Disney CO

Communication Services
-780
- 6.46%
$96.87 - $114.0 $75.6K - $88.9K
11.3K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
-726
- 44.73%
$271.18 - $303.12 $197K - $220K
897 $245K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-419
- 5.35%
$168.84 - $202.89 $70.7K - $85K
7.42K $1.3M
INTU
Intuit Inc

Technology
-74
- 0.69%
$555.63 - $630.23 $41.1K - $46.6K
10.7K $6.57M
RY
Royal Bank Of Canada

Financial Services
-1.01K
- 9.93%
$108.81 - $123.4 $110K - $125K
9.19K $1.04M
MUB
Ishares National Muni Bond ETF

ETFs
-1.64K
- 18.66%
$104.71 - $107.69 $171K - $176K
7.14K $750K
SPYG
Spdr Portfolio

ETFs
-1.63K
- 28.27%
$80.05 - $92.39 $130K - $150K
4.12K $330K
CSX
Csx Corp

Industrials
-846
- 1.61%
$29.11 - $33.67 $24.6K - $28.5K
51.7K $1.52M
ORCL
Oracle Corp

Technology
-729
- 29.21%
$139.81 - $186.47 $102K - $136K
1.77K $247K
CINF
Cincinnati Financial Corp

Financial Services
-1.84K
- 7.02%
$133.67 - $147.81 $245K - $271K
24.3K $3.59M
CAT
Caterpillar Inc

Industrials
-5
- 0.11%
$326.75 - $407.63 $1.63K - $2.04K
4.64K $1.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-272
- 38.04%
$497.6 - $606.74 $135K - $165K
443 $220K
ELV
Elevance Health, Inc.

Healthcare
-582
- 28.75%
$365.9 - $436.25 $213K - $254K
1.44K $622K
CPRT
Copart Inc

Consumer Cyclical
-894
- 1.0%
$52.3 - $59.83 $46.8K - $53.5K
88.8K $5.02M
SNPS
Synopsys Inc

Technology
-155
- 21.56%
$428.58 - $551.54 $66.4K - $85.5K
564 $241K
XLV
Select Sector Spdr Fund Health

ETFs
-899
- 22.88%
$137.61 - $149.68 $124K - $135K
3.03K $437K
HON
Honeywell International Inc

Industrials
-230
- 7.06%
$202.75 - $226.52 $46.6K - $52.1K
3.03K $640K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-705
- 2.25%
$126.11 - $135.06 $88.9K - $95.2K
30.6K $3.91M
VLO
Valero Energy Corp

Energy
-2.08K
- 10.08%
$121.76 - $142.99 $253K - $297K
18.5K $2.44M
EMR
Emerson Electric CO

Industrials
-29
- 0.55%
$108.64 - $131.17 $3.15K - $3.8K
5.26K $576K
ADI
Analog Devices Inc

Technology
-297
- 19.77%
$201.56 - $243.82 $59.9K - $72.4K
1.21K $243K
DHR
Danaher Corp

Healthcare
-204
- 16.16%
$201.62 - $250.59 $41.1K - $51.1K
1.06K $216K
IWM
Ishares Russell 2000 ETF

ETFs
-36
- 1.13%
$198.1 - $229.79 $7.13K - $8.27K
3.14K $629K
ITW
Illinois Tool Works Inc

Industrials
-234
- 22.41%
$244.9 - $274.48 $57.3K - $64.2K
810 $200K
SHW
Sherwin Williams CO

Basic Materials
-205
- 23.16%
$330.16 - $365.55 $67.7K - $74.9K
680 $237K
Activity Summary
Buys All Purchases 123 New Holdings 20 Increased Positions 103 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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