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Home > Institutional Investor > Donaldson Capital Management, Llc > 13F Holdings

Instuitional Investor - Donaldson Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 304,880 $195,354,608 5.58%
2.
Karman Holdings Inc.
 KRMN 3,501,433 $174,791,535 4.99%
3.
Apple Inc.
 AAPL 592,203 $171,359,771 4.89%
4.
Broadcom Inc.
 AVGO 440,150 $166,266,545 4.75%
5.
Abbvie Inc.
 ABBV 485,608 $122,198,377 3.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.