account_balance
Investment manager · 13F filer · SEC CIK 1487438
Donaldson Capital Management, LLC
Reported value$3.42Bas of Sep 30, 2026
Positions319 30 new, 20 sold out
Top 10 weight38.0%AAPL alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.0%Added +5%
SOXXiShares Tr
5.0%
MSFTMicrosoft Corp
4.2%
ABBVAbbVie Inc.
3.7%
MRKMerck & Co., Inc.
3.4%
AVGOBroadcom Inc.
3.4%Trimmed −24%
KRMNKarman Holdings Inc.
3.3%
LLYELI Lilly & Co
3.1%Added +4%
JPMJPMorgan Chase & Co
2.9%
ICSHiShares Tr
2.7%Added +8%
COSTCostco Wholesale Corp
2.2%
KMBKimberly Clark Corp
2.2%+43%
AAPLApple Inc.
6.0%Added +5%
SOXXiShares Tr
5.0%
MSFTMicrosoft Corp
4.2%
ABBVAbbVie Inc.
3.7%
MRKMerck & Co., Inc.
3.4%
AVGOBroadcom Inc.
3.4%
KRMNKarman Holdings Inc.
3.3%
LLYELI Lilly & Co
3.1%
JPMJPMorgan Chase & Co
2.9%
ICSH2.7%
COSTKMB2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.0% Added +5%
SOXX iShares Tr 5.0% Held
MSFT Microsoft Corp 4.2% HeldABBV AbbVie Inc. 3.7% HeldMRK Merck & Co., Inc. 3.4% HeldAVGO Broadcom Inc. 3.4% Trimmed −24%KRMN Karman Holdings Inc. 3.3% HeldLLY ELI Lilly & Co 3.1% Added +4%JPM JPMorgan Chase & Co 2.9% HeldICSH iShares Tr 2.7% Added +8%
COST Costco Wholesale Corp 2.2% HeldKMB Kimberly Clark Corp 2.2% Added +43%What changed
Biggest moves since Jun 30, 2026
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