Donaldson Capital Management, LLC Portfolio Holdings
Donaldson Capital Management, LLC
- $2.6 Billion
- Q1 2025
Donaldson Capital Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.6 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $125M, Blackrock Ultra Short Term Bon with a value of $124M, Microsoft Corp with a value of $105M, Abb Vie Inc. with a value of $101M, and Select Sector Spdr Tr Communic with a value of $96M.
Examining the 13F form we can see an increase of $30.8M in the current position value, from $2.57B to 2.6B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 221
- Current Value $2.6 Billion
- Prior Value $2.57 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks