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Home > Institutional Investor > Donaldson Capital Management, Llc > Profile

Instuitional Investor - Donaldson Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Donaldson Capital Management, Llc
Portfolio Value $2,646,826,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 562,224 $124,886,824 4.72%
2.
Ishares Tr - ULTRA SHORT-TERM
 2,449,581 $124,193,734 4.69%
3.
Microsoft Corp
 MSFT 279,631 $104,970,763 3.97%
4.
Abbvie Inc.
 ABBV 480,632 $100,702,110 3.8%
5.
Sector Spdr Trust
 XLB 1,002,317 $96,673,474 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)