Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DONALDSON CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DONALDSON CAPITAL MANAGEMENT, LLC (CIK 1487438) reported $3.09B across 231 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KRMN ($280.3M, 9.07%), AVGO ($153.8M, 4.98%), AAPL ($143.6M, 4.65%), XLC ($126.7M, 4.10%), ABBV ($104.8M, 3.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1KRMNKARMAN HLDGS INC$280.3M9.07%3.5MHold
2AVGOBROADCOM INC$153.8M4.98%496,766Added
3AAPLAPPLE INC$143.6M4.65%565,829Added
4XLCSELECT SECTOR SPDR TR$126.7M4.10%1.1MAdded
5ABBVABBVIE INC$104.8M3.39%482,055Added
6MSFTMICROSOFT CORP$102.7M3.32%277,341Added
7JPMJPMORGAN CHASE & CO$100.7M3.26%342,320Trimmed
8SOXXISHARES TR$99.1M3.21%301,410Added
9ICSHISHARES TR$97.5M3.16%1.9MTrimmed
10MRKMERCK & CO INC$94.4M3.06%785,160Added
11COSTCOSTCO WHOLESALE CORPORATION$83.0M2.69%83,273Trimmed
12MSMORGAN STANLEY$76.3M2.47%463,707Added
13RTXRTX CORPORATION$74.3M2.40%384,999Added
14LLYELI LILLY & CO$68.0M2.20%73,963Added
15CCITIGROUP INC$66.7M2.16%587,965Added
16MCDMCDONALDS CORP$65.7M2.12%211,239Added
17FASTFASTENAL CO$65.1M2.11%1.4MAdded
18GSGOLDMAN SACHS GROUP INC$63.5M2.06%75,080Added
19HDHOME DEPOT INC$63.3M2.05%192,335Trimmed
20WSOWATSCO INC$59.2M1.91%162,639Added
21PCARPACCAR INC$56.1M1.81%485,342Added
22GDGENERAL DYNAMICS CORP$53.6M1.73%156,114Added
23PAYXPAYCHEX INC$51.2M1.66%555,849Added
24WECWEC ENERGY GROUP INC$51.2M1.66%442,053Added
25ABCCENCORA INC$43.4M1.40%138,088Added

Source: SEC Form 13F filings · as of 2026-03-31