Donaldson Capital Management, LLC - Q12026 Holdings

Donaldson Capital Management, LLC holds 233 stocks with a total portfolio value of $ 3.09B as of Q12026. In Q12026, Donaldson Capital Management, LLC added 13 new positions, increased stakes in 91 stocks, reduced 101 holdings, and fully exited 11 positions. The largest holding is Karman Hldgs Inc (KRMN), representing 9.07% of the total portfolio.