Donaldson Capital Management, LLC - Q42025 Holdings

Donaldson Capital Management, LLC holds 231 stocks with a total portfolio value of $ 3.14B as of Q42025. In Q42025, Donaldson Capital Management, LLC added 12 new positions, increased stakes in 79 stocks, reduced 115 holdings, and fully exited 13 positions. The largest holding is Karman Hldgs Inc (KRMN), representing 8.15% of the total portfolio.