DONALDSON CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
163 positions ·
$2,549,353,344 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KRMN |
Karman Holdings Inc.
Industrials
|
3,501,433 | $280,289,711 | 10.99% | |
| AVGO |
Broadcom Inc.
Technology
|
496,766 | $153,754,044 | 6.03% | |
| AAPL |
Apple Inc.
Technology
|
565,829 | $143,601,741 | 5.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
482,055 | $104,842,141 | 4.11% | |
| MSFT |
Microsoft Corp
Technology
|
277,341 | $102,663,317 | 4.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
342,320 | $100,696,851 | 3.95% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
785,160 | $94,446,896 | 3.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
83,273 | $82,975,715 | 3.25% | |
| MS |
Morgan Stanley
Financial Services
|
463,707 | $76,312,260 | 2.99% | |
| RTX |
RTX Corp
Industrials
|
384,999 | $74,266,307 | 2.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCAR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,057,001 | 485,342 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,370,181 | 231,670 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||