DONALDSON CAPITAL MANAGEMENT, LLC - Portfolio overview

DONALDSON CAPITAL MANAGEMENT, LLC has 256 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

  1. KRMN - KARMAN HLDGS INC, 9.02%
  2. AVGO - BROADCOM INC, 4.95%
  3. AAPL - APPLE INC, 4.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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