DONALDSON CAPITAL MANAGEMENT, LLC
DONALDSON CAPITAL MANAGEMENT, LLC reported 311 positions worth $3.50B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SOXX (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SOXX | SH | $195.4M | 5.58% | 304,880 | — | — | |
| ▸ 2 | KRMN | SH | $174.8M | 4.99% | 3,501,433 | — | — | |
| ▸ 3 | AAPL | SH | $171.4M | 4.89% | 592,203 | — | — | |
| ▸ 4 | AVGO | SH | $166.3M | 4.75% | 440,150 | — | — | |
| ▸ 5 | ABBV | SH | $122.2M | 3.49% | 485,608 | — | — | |
| ▸ 6 | MSFT | SH | $106.9M | 3.05% | 286,452 | — | — | |
| ▸ 7 | LLY | SH | $106.4M | 3.04% | 88,678 | — | — | |
| ▸ 8 | MRK | SH | $102.6M | 2.93% | 798,673 | — | — | |
| ▸ 9 | JPM | SH | $98.2M | 2.81% | 300,144 | — | — | |
| ▸ 10 | ICSH | SH | $86.4M | 2.47% | 1,708,669 | — | — |
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Frequently Asked Questions
What stocks does DONALDSON CAPITAL MANAGEMENT, LLC hold as of Q2 2026?
DONALDSON CAPITAL MANAGEMENT, LLC reported 311 positions worth $3.50B in its Q2 2026 13F filing. Largest positions: SOXX (5.6%), KRMN (5.0%), AAPL (4.9%), AVGO (4.7%) and ABBV (3.5%).
What did DONALDSON CAPITAL MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DONALDSON CAPITAL MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.