Donaldson Capital Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.89 Billion distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $167M, Apple Inc. with a value of $145M, Microsoft Corp with a value of $144M, Select Sector Spdr Tr Communic with a value of $136M, and Abb Vie Inc. with a value of $112M.
Examining the 13F form we can see an increase of $186M in the current position value, from $2.71B to 2.89B.
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.
Portfolio value
$2.89 Billion
Technology: $648 Million
ETFs: $529 Million
Financial Services: $446 Million
Industrials: $412 Million
Healthcare: $272 Million
Consumer Cyclical: $200 Million
Utilities: $116 Million
Consumer Defensive: $115 Million
Other: $154 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
