DONALDSON CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 14874382026Q2
| Positions | 309 |
|---|---|
| Reported value | $3.5bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SOXX ISHARES TR | 304,880 | $195.4m | 5.6% |
| KARMAN HLDGS INC | 3,501,433 | $174.8m | 5.0% |
| AAPL APPLE INC | 592,203 | $171.4m | 4.9% |
| AVGO BROADCOM INC | 440,150 | $166.3m | 4.7% |
| ABBV ABBVIE INC | 485,608 | $122.2m | 3.5% |
| MSFT MICROSOFT CORP | 286,452 | $106.9m | 3.1% |
| LLY ELI LILLY & CO | 88,678 | $106.4m | 3.0% |
| MRK MERCK & CO INC | 798,673 | $102.6m | 2.9% |
| JPM JPMORGAN CHASE & CO | 300,144 | $98.2m | 2.8% |
| ICSH ISHARES TR | 1,708,669 | $86.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1487438")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.