
DONALDSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KRMN | 3.50M | $280.29M |
![]() | FAST | 1.40M | $65.05M |
![]() | MRK | 785K | $94.45M |
![]() | C | 588K | $66.68M |
![]() | AAPL | 566K | $143.60M |
![]() | PAYX | 556K | $51.20M |
![]() | AVGO | 497K | $153.75M |
![]() | PCAR | 485K | $56.06M |
![]() | XEL | 484K | $38.43M |
![]() | ABBV | 482K | $104.84M |
![]() | MS | 464K | $76.31M |
![]() | WEC | 442K | $51.18M |
![]() | TROW | 401K | $36.10M |
![]() | RTX | 385K | $74.27M |
![]() | JPM | 342K | $100.70M |
![]() | HDB | 292K | $7.27M |
![]() | MSFT | 277K | $102.66M |
![]() | MCD | 211K | $65.65M |
![]() | CTAS | 197K | $33.38M |
![]() | CVX | 195K | $40.26M |

Karman Holdings Inc.
KRMN
Shares Held
3.50M
Value
$280.29M

Fastenal Company
FAST
Shares Held
1.40M
Value
$65.05M

Merck & Co., Inc.
MRK
Shares Held
785K
Value
$94.45M

Citigroup Inc.
C
Shares Held
588K
Value
$66.68M

Apple Inc.
AAPL
Shares Held
566K
Value
$143.60M

Paychex, Inc.
PAYX
Shares Held
556K
Value
$51.20M

Broadcom Inc.
AVGO
Shares Held
497K
Value
$153.75M

PACCAR Inc
PCAR
Shares Held
485K
Value
$56.06M

Xcel Energy Inc.
XEL
Shares Held
484K
Value
$38.43M

AbbVie Inc.
ABBV
Shares Held
482K
Value
$104.84M

Morgan Stanley
MS
Shares Held
464K
Value
$76.31M

WEC Energy Group, Inc.
WEC
Shares Held
442K
Value
$51.18M

T. Rowe Price Group, Inc.
TROW
Shares Held
401K
Value
$36.10M

RTX Corporation
RTX
Shares Held
385K
Value
$74.27M

JPMorgan Chase & Co.
JPM
Shares Held
342K
Value
$100.70M

HDFC Bank Limited
HDB
Shares Held
292K
Value
$7.27M

Microsoft Corporation
MSFT
Shares Held
277K
Value
$102.66M

McDonald's Corporation
MCD
Shares Held
211K
Value
$65.65M

Cintas Corporation
CTAS
Shares Held
197K
Value
$33.38M

Chevron Corporation
CVX
Shares Held
195K
Value
$40.26M
