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
- KRMN - KARMAN HLDGS INC, 9.02%
- AVGO - BROADCOM INC, 4.95%
- 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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