DONALDSON CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$2.7T
Holdings
212
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (212 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $154.2B |
MSFTMICROSOFT CORP | $136.8B |
AAPLAPPLE INC | $115.3B |
XLCSELECT SECTOR SPDR TR | $113.9B |
ICSHISHARES TR | $110.9B |
JPMJPMORGAN CHASE & CO. | $100.2B |
ABBVABBVIE INC | $88.6B |
COSTCOSTCO WHSL CORP NEW | $86.6B |
ACNACCENTURE PLC IRELAND | $75.7B |
HDHOME DEPOT INC | $72.0B |
SOXXISHARES TR | $70.2B |
TXNTEXAS INSTRS INC | $69.0B |
DWDMORGAN STANLEY | $64.5B |
ALSALLSTATE CORP | $64.1B |
CMECME GROUP INC | $63.9B |
XOMEXXON MOBIL CORP | $62.7B |
PAYXPAYCHEX INC | $62.5B |
MCDMCDONALDS CORP | $62.4B |
LMTLOCKHEED MARTIN CORP | $59.5B |
FASTFASTENAL CO | $58.4B |
WMWASTE MGMT INC DEL | $57.3B |
MRSHMARSH & MCLENNAN COS INC | $55.4B |
RTXRTX CORPORATION | $49.6B |
WECWEC ENERGY GROUP INC | $46.7B |
UNHUNITEDHEALTH GROUP INC | $45.6B |
EXREXTRA SPACE STORAGE INC | $44.6B |
TROWPRICE T ROWE GROUP INC | $38.2B |
MRKMERCK & CO INC | $37.5B |
WSOWATSCO INC | $37.3B |
CVXCHEVRON CORP NEW | $29.1B |
UPSUNITED PARCEL SERVICE INC | $28.8B |
PEPPEPSICO INC | $26.2B |
NEARISHARES U S ETF TR | $25.8B |
JPSTJ P MORGAN EXCHANGE TRADED F | $20.0B |
LLYELI LILLY & CO | $17.7B |
SCHGSCHWAB STRATEGIC TR | $16.9B |
AMZNAMAZON COM INC | $16.0B |
ADPAUTOMATIC DATA PROCESSING IN | $14.4B |
VVISA INC | $13.0B |
NVDANVIDIA CORPORATION | $12.6B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.4B |
GOOGLALPHABET INC | $12.3B |
MCOMOODYS CORP | $12.0B |
MAMASTERCARD INCORPORATED | $11.1B |
BLKBLACKROCK INC | $9.4B |
LQDISHARES TR | $9.2B |
VIGVANGUARD SPECIALIZED FUNDS | $9.0B |
ORLYOREILLY AUTOMOTIVE INC | $8.4B |
INTUINTUIT | $7.5B |
NEENEXTERA ENERGY INC | $7.4B |
ECLECOLAB INC | $7.3B |
AFLAFLAC INC | $6.8B |
AGGISHARES TR | $6.8B |
SCHDSCHWAB STRATEGIC TR | $6.6B |
IJHISHARES TR | $6.3B |
VUGVANGUARD INDEX FDS | $6.1B |
CITCINTAS CORP | $5.7B |
JNJJOHNSON & JOHNSON | $5.7B |
MSCIMSCI INC | $5.5B |
MSIMOTOROLA SOLUTIONS INC | $5.3B |
CSCOCISCO SYS INC | $5.3B |
KNSLKINSALE CAP GROUP INC | $5.3B |
METAMETA PLATFORMS INC | $5.0B |
NFLXNETFLIX INC | $5.0B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.8B |
MEARISHARES U S ETF TR | $4.8B |
GEGE AEROSPACE | $4.7B |
PGRPROGRESSIVE CORP | $4.7B |
CDNSCADENCE DESIGN SYSTEM INC | $4.5B |
UBERUBER TECHNOLOGIES INC | $4.3B |
MLB1MERCADOLIBRE INC | $4.2B |
TPDSOMNIGROUP INTERNATIONAL INC | $4.2B |
CMICUMMINS INC | $4.2B |
BKNGBOOKING HOLDINGS INC | $4.1B |
RLIRLI CORP | $4.1B |
BMIBADGER METER INC | $4.0B |
VYMVANGUARD WHITEHALL FDS | $4.0B |
CPRTCOPART INC | $4.0B |
SCHBSCHWAB STRATEGIC TR | $3.9B |
GWWGRAINGER W W INC | $3.8B |
IJRISHARES TR | $3.8B |
APPAPPLOVIN CORP | $3.8B |
XLKSELECT SECTOR SPDR TR | $3.6B |
NOCNORTHROP GRUMMAN CORP | $3.5B |
SPYSPDR S&P 500 ETF TR | $3.5B |
ADBEADOBE INC | $3.4B |
APDAIR PRODS & CHEMS INC | $3.4B |
CINFCINCINNATI FINL CORP | $3.3B |
AZOAUTOZONE INC | $3.2B |
ABTABBOTT LABS | $3.0B |
IBMINTERNATIONAL BUSINESS MACHS | $2.9B |
BMYBRISTOL-MYERS SQUIBB CO | $2.7B |
MUSAMURPHY USA INC | $2.7B |
KOCOCA COLA CO | $2.6B |
RSGREPUBLIC SVCS INC | $2.5B |
AMGNAMGEN INC | $2.4B |
VLOVALERO ENERGY CORP | $2.4B |
ABGCENCORA INC | $2.0B |
VOOVANGUARD INDEX FDS | $1.9B |
NOBLPROSHARES TR | $1.9B |
Page 1 of 3Next