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Donaldson Capital Management, LLC

CIK:0001487438
Investment Adviser
$3B AUM
212 holdings
Evansville, IN, United States
Founded:1994
65 employees
Latest filing:Jun 30, 2025

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.

Top Buys
A
AVGOBROADCOM INC
+$61.0M
W
WSOWATSCO INC
+$36.5M
M
MSFTMICROSOFT CORP
+$31.9M
X
XLCSELECT SECTOR SPDR TR
+$17.3M
J
JPMJPMORGAN CHASE & CO.
+$15.6M
Top Sells
B
BLKBLACKROCK INC
-$40.1M
C
CVXCHEVRON CORP NEW
-$13.6M
I
ICSHISHARES TR
-$13.3M
X
XOMEXXON MOBIL CORP
-$12.5M
A
ABBVABBVIE INC
-$12.1M

Top Holdings

A
AVGOBROADCOM INC
+5.7%$154.2M
M
MSFTMICROSOFT CORP
+5.0%$136.8M
A
AAPLAPPLE INC
+4.2%$115.3M
X
XLCSELECT SECTOR SPDR TR
+4.2%$113.9M
I
ICSHISHARES TR
+4.1%$110.9M

Equity Positions (210)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVGO
BROADCOM INC5.66%$154.2M559,536$35.67$275.65+$61.0M
M
MSFT
MICROSOFT CORP5.02%$136.8M275,091$73.73$497.41+$31.9M
A
AAPL
APPLE INC4.23%$115.3M561,790$44.81$205.17-$9.6M
X
XLC
SELECT SECTOR SPDR TR4.18%$113.9M1,049,818$90.11$108.53+$17.3M
I
ICSH
ISHARES TR4.07%$110.9M2,186,562$50.40$50.71-$13.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.9%
PHARMACEUTICAL PREPARATIONS
+5.8%
SERVICES-PREPACKAGED SOFTWARE
+5.6%
ELECTRONIC COMPUTERS
+4.2%
SERVICES-BUSINESS SERVICES, NEC
+4.2%