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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 $2,723,895,264
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 559,536 $154,236,091 5.66%
2.
Microsoft Corp
 MSFT 275,091 $136,833,175 5.02%
3.
Apple Inc.
 AAPL 561,790 $115,262,547 4.23%
4.
Sector Spdr Trust
 XLB 1,049,818 $113,936,769 4.18%
5.
Ishares Tr - ULTRA SHORT DUR
 2,186,562 $110,880,566 4.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)