DONALDSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KRMN | 3.50M | $256.20M |
 | FAST | 1.39M | $55.90M |
 | MRK | 778K | $81.89M |
 | C | 580K | $67.69M |
 | XOM | 578K | $69.52M |
 | SO | 570K | $49.73M |
 | AAPL | 565K | $153.70M |
 | NU | 504K | $8.43M |
 | ABBV | 479K | $109.36M |
 | AVGO | 477K | $165.07M |
 | MS | 463K | $82.11M |
 | XEL | 460K | $33.99M |
 | WEC | 437K | $46.13M |
 | PAYX | 407K | $45.67M |
 | TROW | 400K | $40.95M |
 | RTX | 380K | $69.60M |
 | JPM | 346K | $111.36M |
 | MSFT | 275K | $132.92M |
 | PCAR | 232K | $25.37M |
 | HDB | 231K | $8.45M |
Karman Holdings Inc.
KRMN
Shares Held
3.50M
Value
$256.20M
Fastenal Company
FAST
Shares Held
1.39M
Value
$55.90M
Merck & Co., Inc.
MRK
Shares Held
778K
Value
$81.89M
Citigroup Inc.
C
Shares Held
580K
Value
$67.69M
Exxon Mobil Corporation
XOM
Shares Held
578K
Value
$69.52M
The Southern Company
SO
Shares Held
570K
Value
$49.73M
Apple Inc.
AAPL
Shares Held
565K
Value
$153.70M
Nu Holdings Ltd.
NU
Shares Held
504K
Value
$8.43M
AbbVie Inc.
ABBV
Shares Held
479K
Value
$109.36M
Broadcom Inc.
AVGO
Shares Held
477K
Value
$165.07M
Morgan Stanley
MS
Shares Held
463K
Value
$82.11M
Xcel Energy Inc.
XEL
Shares Held
460K
Value
$33.99M
WEC Energy Group, Inc.
WEC
Shares Held
437K
Value
$46.13M
Paychex, Inc.
PAYX
Shares Held
407K
Value
$45.67M
T. Rowe Price Group, Inc.
TROW
Shares Held
400K
Value
$40.95M
RTX Corporation
RTX
Shares Held
380K
Value
$69.60M
JPMorgan Chase & Co.
JPM
Shares Held
346K
Value
$111.36M
Microsoft Corporation
MSFT
Shares Held
275K
Value
$132.92M
PACCAR Inc
PCAR
Shares Held
232K
Value
$25.37M
HDFC Bank Limited
HDB
Shares Held
231K
Value
$8.45M