DONALDSON CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$3.1B
Holdings
231
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (231 positions)
| Stock | Value |
|---|---|
KRMNKARMAN HLDGS INC | $256.2M |
AVGOBROADCOM INC | $165.1M |
AAPLAPPLE INC | $153.7M |
XLCSELECT SECTOR SPDR TR | $134.2M |
MSFTMICROSOFT CORP | $132.9M |
JPMJPMORGAN CHASE & CO. | $111.4M |
ABBVABBVIE INC | $109.4M |
ICSHISHARES TR | $108.8M |
SOXXISHARES TR | $89.8M |
DWDMORGAN STANLEY | $82.1M |
MRKMERCK & CO INC | $81.9M |
LLYELI LILLY & CO | $73.0M |
COSTCOSTCO WHSL CORP NEW | $72.4M |
RTXRTX CORPORATION | $69.6M |
XOMEXXON MOBIL CORP | $69.5M |
TRVCCITIGROUP INC | $67.7M |
HDHOME DEPOT INC | $66.3M |
MCDMCDONALDS CORP | $64.5M |
GSGOLDMAN SACHS GROUP INC | $64.5M |
FASTFASTENAL CO | $55.9M |
SOSOUTHERN CO | $49.7M |
GDGENERAL DYNAMICS CORP | $48.3M |
IBMINTERNATIONAL BUSINESS MACHS | $47.8M |
ABGCENCORA INC | $46.3M |
WECWEC ENERGY GROUP INC | $46.1M |
PAYXPAYCHEX INC | $45.7M |
TROWPRICE T ROWE GROUP INC | $41.0M |
WSOWATSCO INC | $37.0M |
XELXCEL ENERGY INC | $34.0M |
CVXCHEVRON CORP NEW | $29.6M |
PCARPACCAR INC | $25.4M |
ETNEATON CORP PLC | $22.8M |
SCHGSCHWAB STRATEGIC TR | $22.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $22.1M |
NEARISHARES U S ETF TR | $21.8M |
GOOGLALPHABET INC | $20.5M |
AMZNAMAZON COM INC | $18.7M |
NVDANVIDIA CORPORATION | $16.7M |
VVISA INC | $15.8M |
MCOMOODYS CORP | $14.8M |
AGGISHARES TR | $14.6M |
MAMASTERCARD INCORPORATED | $13.5M |
LQDISHARES TR | $13.2M |
ACNACCENTURE PLC IRELAND | $11.9M |
VOOVANGUARD INDEX FDS | $11.3M |
VIGVANGUARD SPECIALIZED FUNDS | $10.2M |
XLKSELECT SECTOR SPDR TR | $10.2M |
APPAPPLOVIN CORP | $9.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $9.6M |
ADPAUTOMATIC DATA PROCESSING IN | $9.5M |
GEGE AEROSPACE | $9.3M |
METAMETA PLATFORMS INC | $9.1M |
PGRPROGRESSIVE CORP | $8.8M |
LMTLOCKHEED MARTIN CORP | $8.5M |
HDBHDFC BANK LTD | $8.4M |
NUNU HLDGS LTD | $8.4M |
BKNGBOOKING HOLDINGS INC | $8.4M |
TPDSOMNIGROUP INTERNATIONAL INC | $8.3M |
BLKBLACKROCK INC | $8.3M |
UBERUBER TECHNOLOGIES INC | $8.1M |
MLB1MERCADOLIBRE INC | $7.9M |
IJHISHARES TR | $7.8M |
ALSALLSTATE CORP | $7.5M |
NEENEXTERA ENERGY INC | $7.5M |
JNJJOHNSON & JOHNSON | $7.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.3M |
SCHDSCHWAB STRATEGIC TR | $6.9M |
ORLYOREILLY AUTOMOTIVE INC | $6.6M |
VUGVANGUARD INDEX FDS | $6.4M |
AFLAFLAC INC | $6.3M |
CMICUMMINS INC | $6.0M |
CSCOCISCO SYS INC | $5.8M |
CMECME GROUP INC | $5.8M |
ECLECOLAB INC | $5.5M |
SCHBSCHWAB STRATEGIC TR | $5.1M |
INTUINTUIT | $4.9M |
UNHUNITEDHEALTH GROUP INC | $4.6M |
IJRISHARES TR | $4.2M |
VYMVANGUARD WHITEHALL FDS | $4.2M |
APHAMPHENOL CORP NEW | $4.1M |
SPYSPDR S&P 500 ETF TR | $3.8M |
MEARISHARES U S ETF TR | $3.7M |
NOCNORTHROP GRUMMAN CORP | $3.7M |
IVVISHARES TR | $3.7M |
TXNTEXAS INSTRS INC | $3.7M |
CINFCINCINNATI FINL CORP | $3.6M |
BMYBRISTOL-MYERS SQUIBB CO | $3.3M |
BABINVESCO EXCH TRADED FD TR II | $3.2M |
GOOGALPHABET INC | $3.2M |
CITCINTAS CORP | $3.1M |
MSIMOTOROLA SOLUTIONS INC | $3.0M |
PEPPEPSICO INC | $2.9M |
CDNSCADENCE DESIGN SYSTEM INC | $2.9M |
VLOVALERO ENERGY CORP | $2.8M |
APDAIR PRODS & CHEMS INC | $2.8M |
AMGNAMGEN INC | $2.8M |
KOCOCA COLA CO | $2.5M |
ABTABBOTT LABS | $2.5M |
MUBISHARES TR | $2.5M |
CATCATERPILLAR INC | $2.4M |
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