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Donaldson Capital Management, LLC
Donaldson Capital Management, LLC is an independent, SEC-registered investment adviser headquartered in Evansville, Indiana, with additional offices in Columbus, Indiana, and Atlanta, Georgia. Founded over 30 years ago, the firm specializes in crafting custom financial plans and income-focused investment strategies for individuals, high net worth clients, non-profits, and retirement plans seeking dependable, growing income. The firm employs approximately 61-65 professionals and focuses on fiduciary, transparent investment advice.
Investment Strategy
Donaldson Capital Management focuses on delivering custom investment strategies that emphasize dependable and growing income, tailored to each client’s needs. The firm creates holistic financial plans and actively manages diversified portfolios, with a core philosophy centered on transparency, fiduciary duty, and strategies primarily designed for individuals, families, non-profits, and retirement plans that seek consistent, long-term growth and protection of capital.
Latest 13F Filing Activity
Donaldson Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 210 equity positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Watsco Inc., Microsoft Corp. among other positions. Donaldson Capital Management, LLC reduced exposure to Blackrock Inc., Chevron Corp. New, Ishares TR among others.
Top Holdings
Equity Positions (210)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 5.66% | $154.2M | 559,536 | $35.67 | $275.65 | +$61.0M |
M MSFT | MICROSOFT CORP | 5.02% | $136.8M | 275,091 | $73.73 | $497.41 | +$31.9M |
A AAPL | APPLE INC | 4.23% | $115.3M | 561,790 | $44.81 | $205.17 | -$9.6M |
X XLC | SELECT SECTOR SPDR TR | 4.18% | $113.9M | 1,049,818 | $90.11 | $108.53 | +$17.3M |
I ICSH | ISHARES TR | 4.07% | $110.9M | 2,186,562 | $50.40 | $50.71 | -$13.3M |
Industry Allocation
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