DONALDSON CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
162 positions ·
$2,543,015,924 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KRMN |
Karman Holdings Inc.
Industrials
|
3,501,433 | $280,289,711 | 11.02% |
| AVGO |
Broadcom Inc.
Technology
|
496,766 | $153,754,044 | 6.05% |
| AAPL |
Apple Inc.
Technology
|
565,829 | $143,601,741 | 5.65% |
| ABBV |
AbbVie Inc.
Healthcare
|
482,055 | $104,842,141 | 4.12% |
| MSFT |
Microsoft Corp
Technology
|
277,341 | $102,663,317 | 4.04% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
342,320 | $100,696,851 | 3.96% |
| MRK |
Merck & Co., Inc.
Healthcare
|
785,160 | $94,446,896 | 3.71% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
83,273 | $82,975,715 | 3.26% |
| MS |
Morgan Stanley
Financial Services
|
463,707 | $76,312,260 | 3.00% |
| RTX |
RTX Corp
Industrials
|
384,999 | $74,266,307 | 2.92% |
Portfolio Trend
Holdings in FAST
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,052,428 | 1,401,992 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $55,904,420 | 1,393,083 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $72,589,253 | 1,480,205 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $58,395,204 | 1,390,362 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,027,214 | 671,237 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,418,050 | 623,503 | Shares | Sole | 2025-02-07 | |
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