Holdings
Donaldson Capital Management, LLC
As of Jun 30, 2026, Donaldson Capital Management, LLC reported 204 positions worth US$2.74B. Largest: Karman Holdings Inc., Apple Inc and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Karman Holdings Inc. | 3.5M | US$175M | no change | Jun 30, 2026 |
| Apple Inc | 592K | US$171M | +26,374 | Jun 30, 2026 |
| Broadcom Inc. | 440K | US$166M | −56,616 | Jun 30, 2026 |
| Abbvie Inc. | 486K | US$122M | +3,553 | Jun 30, 2026 |
| Microsoft Corp. | 286K | US$107M | +9,111 | Jun 30, 2026 |
| Eli Lilly And Company | 88,678 | US$106M | +14,715 | Jun 30, 2026 |
| Merck & Company, Inc. | 799K | US$103M | +13,513 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 300K | US$98.2M | −42,176 | Jun 30, 2026 |
| Costco Wholesale Corporation | 83,221 | US$77.9M | −52 | Jun 30, 2026 |
| Morgan Stanley | 362K | US$75.7M | −101K | Jun 30, 2026 |