DONALDSON CAPITAL MANAGEMENT, LLC

Institutional manager (13F) · CIK 1487438

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B

#	Issuer	Value	Shares
1	KARMAN HLDGS INC	$280M	3,501,433
2	BROADCOM INC	$154M	496,766
3	APPLE INC	$144M	565,829
4	SELECT SECTOR SPDR TR	$127M	1,142,583
5	ABBVIE INC	$105M	482,055
6	MICROSOFT CORP	$103M	277,341
7	JPMORGAN CHASE & CO	$101M	342,320
8	ISHARES TR	$99M	301,410
9	ISHARES TR	$97M	1,925,899
10	MERCK & CO INC	$94M	785,160
11	COSTCO WHOLESALE CORPORATION	$83M	83,273
12	MORGAN STANLEY	$76M	463,707
13	RTX CORPORATION	$74M	384,999
14	ELI LILLY & CO	$68M	73,963
15	CITIGROUP INC	$67M	587,965
16	MCDONALDS CORP	$66M	211,239
17	FASTENAL CO	$65M	1,401,992
18	GOLDMAN SACHS GROUP INC	$64M	75,080
19	HOME DEPOT INC	$63M	192,335
20	WATSCO INC	$59M	162,639
21	PACCAR INC	$56M	485,342
22	GENERAL DYNAMICS CORP	$54M	156,114
23	PAYCHEX INC	$51M	555,849
24	WEC ENERGY GROUP INC	$51M	442,053
25	CENCORA INC	$43M	138,088
26	CHEVRON CORPORATION	$40M	194,602
27	XCEL ENERGY INC	$38M	483,726
28	INTERNATIONAL BUSINESS MACHS	$38M	157,859
29	PRICE T ROWE GROUP INC	$36M	400,523
30	CINTAS CORP	$33M	197,348
31	EATON CORP PLC	$25M	71,252
32	SCHWAB STRATEGIC TR	$25M	848,721
33	J P MORGAN EXCHANGE TRADED F	$21M	424,174
34	ISHARES U S ETF TR	$21M	412,128
35	ALPHABET INC	$19M	65,136
36	AMAZON COM INC	$17M	83,636
37	EXXON MOBIL CORP	$17M	100,255
38	NVIDIA CORPORATION	$15M	87,599
39	ISHARES TR	$15M	147,842
40	VISA INC	$14M	46,326
41	ISHARES TR	$13M	120,112
42	MOODYS CORP	$13M	29,786
43	MASTERCARD INCORPORATED	$12M	24,915
44	VANGUARD INDEX FDS	$11M	18,796
45	LOCKHEED MARTIN CORP	$10M	17,016
46	VANGUARD SPECIALIZED FUNDS	$10M	47,733
47	TAIWAN SEMICONDUCTOR MANUFAC	$9M	26,320
48	UBER TECHNOLOGIES INC	$9M	123,522
49	MERCADOLIBRE INC	$9M	5,090
50	META PLATFORMS INC	$9M	15,261

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.