Donaldson Capital Management, LLC - Q22026 Holdings

Donaldson Capital Management, LLC holds 309 stocks with a total portfolio value of $ 3.5B as of Q22026. In Q22026, Donaldson Capital Management, LLC added 87 new positions, increased stakes in 141 stocks, reduced 59 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (SOXX), representing 5.58% of the total portfolio.