$703 Million is the total value of DONALDSON CAPITAL MANAGEMENT, LLC's 152 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | Buy | ABBVIE INC COM | $28,133,000 | +18.3% | 418,706 | +3.1% | 4.00% | +19.5% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $26,711,000 | -2.7% | 274,075 | +0.4% | 3.80% | -1.7% |
| MSFT | Buy | MICROSOFT CORP | $25,011,000 | +15.1% | 566,507 | +6.0% | 3.56% | +16.3% |
| ABT | Buy | ABBOTT LABS COM | $23,607,000 | +8.7% | 480,997 | +2.6% | 3.36% | +9.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $23,132,000 | +17.0% | 341,382 | +4.6% | 3.29% | +18.2% |
| WFC | Buy | WELLS FARGO & CO NEW COM | $22,867,000 | +5.9% | 406,600 | +2.5% | 3.25% | +7.0% |
| BLK | Buy | BLACKROCK INC COM | $22,347,000 | -5.1% | 64,590 | +0.3% | 3.18% | -4.2% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $21,560,000 | -4.9% | 194,355 | +0.4% | 3.07% | -3.9% |
| KMI | Buy | KINDER MORGAN INC | $21,564,000 | -6.1% | 561,707 | +2.9% | 3.07% | -5.1% |
| DIS | Buy | DISNEY WALT CO | $21,483,000 | +320.0% | 188,216 | +286.0% | 3.06% | +324.4% |
| CSCO | Buy | CISCO SYSTEMS INC | $21,277,000 | +5.6% | 774,846 | +5.9% | 3.03% | +6.7% |
| WMB | Buy | WILLIAMS COS INC DEL COM | $20,531,000 | +16.8% | 357,741 | +2.9% | 2.92% | +18.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $20,469,000 | -6.0% | 255,134 | +0.4% | 2.91% | -5.0% |
| D | Buy | DOMINION RES INC VA NEW COM | $20,238,000 | -5.2% | 302,652 | +0.5% | 2.88% | -4.2% |
| O | Buy | REALTY INCOME CORP COM | $19,536,000 | -13.4% | 440,094 | +0.6% | 2.78% | -12.5% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLAS | $19,323,000 | +7.3% | 199,658 | +3.9% | 2.75% | +8.4% |
| APD | Buy | AIR PRODUCTS & CHEMICALS | $19,251,000 | -9.3% | 140,693 | +0.3% | 2.74% | -8.3% |
| HCN | Buy | HEALTH CARE REIT INC COM | $19,126,000 | -14.3% | 291,426 | +1.0% | 2.72% | -13.4% |
| CMI | Buy | CUMMINS INC | $18,932,000 | -3.2% | 144,309 | +2.3% | 2.69% | -2.2% |
| XLK | Buy | TECHNOLOGY S&P SECTOR | $18,923,000 | +17.7% | 457,068 | +17.8% | 2.69% | +18.9% |
| NEE | Buy | NEXTERA ENERGY INC COM | $18,500,000 | -5.2% | 188,720 | +0.7% | 2.63% | -4.2% |
| PG | Buy | PROCTER & GAMBLE CO COM | $17,025,000 | -4.4% | 217,597 | +0.1% | 2.42% | -3.4% |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC COM | $16,732,000 | +21.0% | 321,086 | +19.6% | 2.38% | +22.3% |
| CMCSA | New | COMCAST CORP NEW CL A | $16,224,000 | – | 269,766 | +100.0% | 2.31% | – |
| USB | Buy | US BANCORP NEW | $15,692,000 | +1.9% | 361,566 | +2.5% | 2.23% | +3.0% |
| UPS | New | UNITED PARCEL SERVICE | $14,854,000 | – | 153,275 | +100.0% | 2.11% | – |
| OKE | Sell | ONEOK INC CM | $13,124,000 | -21.3% | 332,433 | -3.8% | 1.87% | -20.5% |
| XOM | Buy | EXXON MOBIL CORP COM | $12,890,000 | +127.3% | 154,927 | +132.2% | 1.83% | +129.7% |
| AMGN | New | AMGEN INC | $12,624,000 | – | 82,233 | +100.0% | 1.80% | – |
| TRV | Buy | TRAVELERS GROUP | $9,563,000 | +6.6% | 98,936 | +19.2% | 1.36% | +7.7% |
| AAPL | Buy | APPLE COMPUTER | $5,313,000 | +6.6% | 42,358 | +5.8% | 0.76% | +7.8% |
| ABC | Buy | AMERISOURCEBERGEN CORP COM | $4,901,000 | -5.9% | 46,087 | +0.5% | 0.70% | -4.9% |
| IJT | Buy | ISHARES TR S&P SMALLCAP 600 GT | $4,470,000 | +5.6% | 34,125 | +4.9% | 0.64% | +6.7% |
| NKE | Buy | NIKE | $4,448,000 | +13.1% | 41,180 | +5.0% | 0.63% | +14.3% |
| TJX | Buy | TJX COMPANIES INC | $3,750,000 | -3.2% | 56,670 | +2.5% | 0.53% | -2.2% |
| ECL | Buy | ECOLAB INC | $3,679,000 | +0.2% | 32,536 | +1.4% | 0.52% | +1.2% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOL D | $3,598,000 | -1.5% | 45,792 | +0.9% | 0.51% | -0.4% |
| NVO | Buy | NOVO-NORDISK ASPONS ADR | $3,547,000 | +4.8% | 64,766 | +2.2% | 0.50% | +5.9% |
| ETN | Sell | EATON CORP | $3,421,000 | -77.8% | 50,693 | -77.6% | 0.49% | -77.5% |
| OMC | Sell | OMNICOM GROUP INC COM | $3,011,000 | -86.0% | 43,330 | -84.2% | 0.43% | -85.8% |
| CDK | Sell | CDK GLOBAL, INC. | $2,849,000 | +8.5% | 52,780 | -6.0% | 0.40% | +9.5% |
| PX | Sell | PRAXAIR INC | $2,773,000 | -2.5% | 23,194 | -1.5% | 0.39% | -1.5% |
| CAH | Buy | CARDINAL HEALTH | $2,567,000 | -4.4% | 30,682 | +3.2% | 0.36% | -3.4% |
| CVS | Sell | CVS CORP | $2,507,000 | -0.1% | 23,903 | -1.7% | 0.36% | +1.1% |
| UNH | New | UNITEDHEALTH GROUP INC | $2,460,000 | – | 20,167 | +100.0% | 0.35% | – |
| SBUX | Buy | STARBUCKS | $2,423,000 | +14.9% | 45,199 | +102.9% | 0.34% | +16.2% |
| GIS | Sell | GENERAL MILLS INC | $2,410,000 | -86.5% | 43,251 | -86.3% | 0.34% | -86.4% |
| ROP | Buy | ROPER INDS | $2,216,000 | +6.3% | 12,851 | +6.1% | 0.32% | +7.5% |
| OGS | Sell | ONE GAS INC COM | $2,154,000 | -8.1% | 50,616 | -6.6% | 0.31% | -7.3% |
| MAR | New | MARRIOTT INTERNATIONAL INC CL | $1,977,000 | – | 26,580 | +100.0% | 0.28% | – |
| VVC | Sell | VECTREN CORP | $1,916,000 | -18.8% | 49,781 | -6.9% | 0.27% | -17.8% |
| AOS | Buy | SMITH A O CORP CL B | $1,828,000 | +26.9% | 25,395 | +15.8% | 0.26% | +28.1% |
| AXP | Sell | AMERICAN EXPRESS COMPANY | $1,728,000 | -3.2% | 22,228 | -2.8% | 0.25% | -2.0% |
| UNP | Buy | UNION PACIFIC CORP | $1,685,000 | -7.7% | 17,668 | +4.8% | 0.24% | -6.6% |
| LII | Buy | LENNOX INTL INC COM | $1,586,000 | +17.8% | 14,730 | +22.2% | 0.23% | +19.6% |
| GE | Sell | GENERAL ELECTRIC CO COM | $1,583,000 | -30.3% | 59,562 | -35.0% | 0.22% | -29.7% |
| NTRS | New | NORTHERN TRUST CORP | $1,555,000 | – | 20,340 | +100.0% | 0.22% | – |
| CVX | Sell | CHEVRON CORP | $1,557,000 | -36.7% | 16,144 | -31.1% | 0.22% | -36.1% |
| XLI | Sell | INDUSTRIAL S&P SECTOR | $1,536,000 | -32.7% | 28,420 | -30.5% | 0.22% | -32.1% |
| DVY | Sell | ISHARES DJ SELECT DIVIDEND | $1,359,000 | -4.8% | 18,085 | -1.2% | 0.19% | -4.0% |
| Sell | FIDELITY CONTRAFUNDmufu | $1,310,000 | -5.0% | 12,846 | -5.9% | 0.19% | -4.1% | |
| CSX | Sell | CSX CORP | $1,272,000 | -94.6% | 38,948 | -94.5% | 0.18% | -94.6% |
| GS | GOLDMAN SACHS GRP | $1,111,000 | +11.1% | 5,319 | 0.0% | 0.16% | +12.1% | |
| INTC | Sell | INTEL CORP | $1,018,000 | -13.1% | 33,484 | -10.7% | 0.14% | -12.1% |
| VZ | Buy | VERIZON COMMUNICATIONS | $982,000 | -3.5% | 21,062 | +0.6% | 0.14% | -2.1% |
| ONB | OLD NATIONAL BANCORP-IND | $972,000 | +1.9% | 67,219 | 0.0% | 0.14% | +3.0% | |
| IJR | Buy | ISHARES TRUST S&P SMALLCAP 600 | $928,000 | +11.1% | 7,876 | +11.3% | 0.13% | +11.9% |
| EFX | Buy | EQUIFAX | $920,000 | +4.4% | 9,477 | +0.0% | 0.13% | +5.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS C | $884,000 | +0.8% | 5,437 | -0.5% | 0.13% | +2.4% |
| BMY | BRISTOL MYERS SQUIBB CO | $887,000 | +3.3% | 13,323 | 0.0% | 0.13% | +4.1% | |
| XLF | Buy | FINANCIAL S&P SECTOR | $847,000 | +9.3% | 34,726 | +8.1% | 0.12% | +10.1% |
| LLY | Sell | ELI LILLY & CO | $799,000 | -6.5% | 9,564 | -18.7% | 0.11% | -5.0% |
| THFF | Sell | FIRST FINANCIAL CORP-IND | $803,000 | -4.6% | 22,462 | -4.2% | 0.11% | -4.2% |
| XLV | Sell | SELECT SECTOR SPDR TR SBI HEAL | $802,000 | -0.9% | 10,781 | -3.4% | 0.11% | 0.0% |
| BAC | BANK OF AMER CORP | $790,000 | +10.6% | 46,387 | 0.0% | 0.11% | +10.9% | |
| TM | Sell | TOYOTA MOTOR CORP SP ADR REP2C | $784,000 | -11.8% | 5,858 | -7.9% | 0.11% | -10.4% |
| MMM | Sell | 3M COMPANY | $772,000 | -7.3% | 5,003 | -1.0% | 0.11% | -6.0% |
| MCD | Sell | MCDONALDS CORP COM | $759,000 | -12.9% | 7,983 | -10.7% | 0.11% | -12.2% |
| PFE | Buy | PFIZER INC | $750,000 | +4.3% | 22,366 | +8.3% | 0.11% | +5.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC CL B | $735,000 | -3.0% | 5,401 | +2.9% | 0.10% | -1.9% |
| XLY | Buy | CONSUMER CYCLICALS S&P SECTORS | $729,000 | +21.7% | 9,538 | +20.0% | 0.10% | +23.8% |
| IAT | Sell | ISHARES TR DJ REGIONAL BK | $730,000 | +3.7% | 19,927 | -1.2% | 0.10% | +5.1% |
| Buy | VANGAURD 500 INDEX FUND-ADMmufu | $680,000 | +22.5% | 3,574 | +22.9% | 0.10% | +24.4% | |
| VOE | Buy | VANGAURD MID CAP VALUE INDEX | $659,000 | +19.4% | 7,278 | +21.2% | 0.09% | +20.5% |
| KO | Sell | COCA COLA CO | $650,000 | -8.1% | 16,576 | -4.9% | 0.09% | -8.0% |
| SDY | Sell | S&P DIVIDEND ARISTOCRATS | $619,000 | -5.2% | 8,122 | -2.7% | 0.09% | -4.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUST | $603,000 | -6.8% | 2,207 | -5.4% | 0.09% | -5.5% |
| EFA | Sell | ISHARES TRUST MSCI EAFE INDEX | $599,000 | -5.4% | 9,440 | -4.2% | 0.08% | -4.5% |
| DIA | Sell | SPDR DOW JONES INDL AVE ETF - | $565,000 | -2.2% | 3,216 | -1.2% | 0.08% | -1.2% |
| GNMK | New | GENMARK DIAGNOSTICS INC COM | $557,000 | – | 61,450 | +100.0% | 0.08% | – |
| CINF | Sell | CINCINNATI FINL CORP COM | $546,000 | -8.4% | 10,886 | -2.7% | 0.08% | -7.1% |
| SO | Buy | SOUTHERN CO COM | $522,000 | +0.8% | 12,455 | +6.5% | 0.07% | +1.4% |
| PEP | Sell | PEPSICO INC | $502,000 | -2.7% | 5,376 | -0.4% | 0.07% | -2.7% |
| VYM | Sell | VANGUARD WHITEHALL FDS INC | $487,000 | -12.4% | 7,235 | -11.1% | 0.07% | -11.5% |
| VFC | Sell | V F CORP COM | $476,000 | -12.7% | 6,832 | -5.7% | 0.07% | -11.7% |
| VANGUARD TX-MANAGED CAPITAL APmufu | $467,000 | +0.4% | 4,394 | 0.0% | 0.07% | +1.5% | ||
| Buy | ROYCE FD PREMIER SERmufu | $453,000 | +12.4% | 22,578 | +13.3% | 0.06% | +12.3% | |
| Buy | SOUND SHORE FD INCmufu | $433,000 | -0.7% | 8,862 | +0.2% | 0.06% | +1.6% | |
| VEU | Buy | VANGAURD FTSE ALL WORLD EX-U | $420,000 | +6.6% | 8,659 | +7.2% | 0.06% | +9.1% |
| PRU | Sell | PRUDENTIAL FINANCIAL INC | $402,000 | -31.4% | 4,593 | -37.0% | 0.06% | -30.5% |
| FAST | Sell | FASTENAL CO | $401,000 | -95.8% | 9,500 | -95.9% | 0.06% | -95.8% |
| DUK | Sell | DUKE ENERGY CORP (HOLDING COMP | $404,000 | -11.4% | 5,723 | -3.6% | 0.06% | -10.9% |
| CL | COLGATE PALMOLIVE CO COM | $394,000 | -5.7% | 6,030 | 0.0% | 0.06% | -5.1% | |
| NBL | Buy | NOBLE ENERGY INC | $387,000 | -2.0% | 9,075 | +12.4% | 0.06% | -1.8% |
| TROW | PRICE T ROWE GROUP INC | $383,000 | -4.0% | 4,927 | 0.0% | 0.05% | -3.6% | |
| XLP | Sell | CONSUMER STAPLES S&P SECTOR | $369,000 | -16.1% | 7,752 | -14.1% | 0.05% | -16.1% |
| XLE | Sell | ENERGY S&P SECTOR | $359,000 | -38.2% | 4,777 | -36.2% | 0.05% | -37.8% |
| BA | Sell | BOEING | $361,000 | -30.3% | 2,602 | -24.6% | 0.05% | -30.1% |
| Sell | COLUMBIA FDS SER TR II MASS DImufu | $352,000 | -4.6% | 38,011 | -3.6% | 0.05% | -3.8% | |
| Buy | MFS SER TR II EMERG GRW Imufu | $345,000 | +17.3% | 4,665 | +17.4% | 0.05% | +19.5% | |
| Buy | AMERICAN WASHINGTON MUTUAL INVmufu | $346,000 | +12.0% | 8,606 | +13.9% | 0.05% | +14.0% | |
| MRK | Sell | MERCK & CO INC | $328,000 | -17.6% | 5,768 | -16.6% | 0.05% | -16.1% |
| BLL | Sell | BALL CORP | $333,000 | -86.0% | 4,742 | -85.9% | 0.05% | -85.9% |
| KMB | Buy | KIMBERLY-CLARK | $321,000 | +0.3% | 3,032 | +1.4% | 0.05% | +2.2% |
| SYK | Sell | STRYKER CORP | $317,000 | -7.0% | 3,315 | -10.2% | 0.04% | -6.2% |
| AMER BALANCED FD INCmufu | $317,000 | -0.6% | 12,897 | 0.0% | 0.04% | 0.0% | ||
| COP | Buy | CONOCOPHILLIPS | $300,000 | +26.6% | 4,888 | +28.4% | 0.04% | +30.3% |
| IJS | Sell | ISHARES TRUST S&P SMALLCAP 600 | $292,000 | -5.5% | 2,481 | -4.6% | 0.04% | -2.3% |
| NATI | NATIONAL INSTRUMENT CORP | $283,000 | -8.1% | 9,618 | 0.0% | 0.04% | -7.0% | |
| HD | HOME DEPOT INC | $279,000 | -2.1% | 2,508 | 0.0% | 0.04% | 0.0% | |
| Sell | HARBOR CAPITAL APPRECIATION FUmufu | $281,000 | -0.7% | 4,419 | -3.7% | 0.04% | 0.0% | |
| New | HARBOR INTERNATIONAL FD-INSmufu | $262,000 | – | 3,758 | +100.0% | 0.04% | – | |
| NVS | NOVARTIS AG ADS | $256,000 | -0.4% | 2,604 | 0.0% | 0.04% | 0.0% | |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH | $255,000 | -32.5% | 2,573 | -32.7% | 0.04% | -32.1% |
| QQQ | Sell | POWERSHARES QQQ | $255,000 | -4.1% | 2,384 | -5.4% | 0.04% | -2.7% |
| PM | Buy | PHILIP MORRIS INTL | $254,000 | +11.9% | 3,166 | +5.0% | 0.04% | +12.5% |
| USMV | New | ISHARES TR USA MIN VOL ETF | $242,000 | – | 5,995 | +100.0% | 0.03% | – |
| Sell | AMG YACKTMAN FUND SERVICE CLASmufu | $238,000 | -2.9% | 9,966 | -1.3% | 0.03% | 0.0% | |
| LONGLEAF PARTNERS FUNDmufu | $233,000 | -2.9% | 7,757 | 0.0% | 0.03% | -2.9% | ||
| IJJ | Sell | ISHARES TRUST S&P MIDCAP 400/B | $229,000 | -1.7% | 1,775 | -0.4% | 0.03% | 0.0% |
| Buy | FIDELITY DIVERSIFIED INTERNATImufu | $231,000 | +14.9% | 6,170 | +12.5% | 0.03% | +17.9% | |
| T ROWE PRICE MID-CAP GROWTH FUmufu | $224,000 | +1.4% | 2,748 | 0.0% | 0.03% | +3.2% | ||
| MERIDIAN GTH FUNDmufu | $215,000 | +1.4% | 5,695 | 0.0% | 0.03% | +3.3% | ||
| MO | Buy | ALTRIA GROUP INC | $218,000 | +2.8% | 4,451 | +5.1% | 0.03% | +3.3% |
| NYCB | NEW YORK COMMUNITY BANCORP INC | $211,000 | +9.9% | 11,463 | 0.0% | 0.03% | +11.1% | |
| IBB | New | ISHARES NASDAQ BIOTECHNOLOGY I | $209,000 | – | 566 | +100.0% | 0.03% | – |
| BP | Buy | ***BP P L C SPONSORED ADR (FRM | $213,000 | +6.5% | 5,336 | +4.3% | 0.03% | +7.1% |
| CELG | CELGENE CORP | $213,000 | +0.5% | 1,839 | 0.0% | 0.03% | 0.0% | |
| TGT | New | TARGET CORP COM | $209,000 | – | 2,557 | +100.0% | 0.03% | – |
| BRKA | BERKSHIRE HATHAWAY INC CL A | $205,000 | -5.5% | 1 | 0.0% | 0.03% | -6.5% | |
| New | HINES REAL ESTATE INVEST TRUST | $92,000 | – | 14,224 | +100.0% | 0.01% | – | |
| New | LORD ABBETT INVT TR SH DURA INmufu | $90,000 | – | 20,243 | +100.0% | 0.01% | – | |
| Sell | FRANKLIN CUSTODIAN FDS INCOMEmufu | $82,000 | -41.0% | 35,139 | -39.7% | 0.01% | -40.0% | |
| CPTCQ | COMPOSITE TECH | $0 | – | 51,400 | 0.0% | 0.00% | – | |
| SLGLF | SILVERADO GOLD MINES LTD COM N | $0 | – | 109,000 | 0.0% | 0.00% | – | |
| GRPR | GRID PETE CORP COM | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| ROWC | THE ROWE COMPANIES, INC | $0 | – | 24,489 | 0.0% | 0.00% | – | |
| 3107PS | HEMP INC. | $0 | -100.0% | 28,500 | 0.0% | 0.00% | – | |
| HYSR | New | HYPERSOLAR INC | $1,000 | – | 20,000 | +100.0% | 0.00% | – |
| MREO | MIRENCO INC | $0 | – | 30,000 | 0.0% | 0.00% | – | |
| AEHI | ALTERNATE ENERGY HLDGS INC COM | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| ADXDF | ADEX MINING INC COM | $0 | – | 14,000 | 0.0% | 0.00% | – | |
| IWB | Exit | ISHARES RUSSELL 1000 GROWTH | $0 | – | -1,760 | -100.0% | -0.03% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -2,749 | -100.0% | -0.03% | – |
| Exit | PERMANENT PORTFOLIOmufu | $0 | – | -5,622 | -100.0% | -0.03% | – | |
| TD | Exit | TORONTO-DOMINION BANK | $0 | – | -5,424 | -100.0% | -0.03% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -2,776 | -100.0% | -0.03% | – |
| EPD | Exit | ENTERPRISE PRODUCTS PARTNERS L | $0 | – | -7,308 | -100.0% | -0.03% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,225 | -100.0% | -0.04% | – |
| QCOM | Exit | QUALCOM | $0 | – | -3,826 | -100.0% | -0.04% | – |
| Exit | PARNASSUS INCOME TRUST EQUITYmufu | $0 | – | -7,200 | -100.0% | -0.04% | – | |
| ATR | Exit | APTARGROUP INC | $0 | – | -19,585 | -100.0% | -0.18% | – |
| ACE | Exit | ACE LIMITED | $0 | – | -19,096 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON COM | 55 | Q3 2023 | 5.6% |
| MICROSOFT CORP COM | 55 | Q3 2023 | 5.2% |
| NEXTERA ENERGY INC COM | 55 | Q3 2023 | 4.4% |
| MCDONALDS CORP COM | 55 | Q3 2023 | 4.6% |
| PROCTER & GAMBLE CO COM | 55 | Q3 2023 | 4.4% |
| DOMINION RES INC VA NEW COM | 55 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP COM | 55 | Q3 2023 | 4.2% |
| INTERNATIONAL BUSINESS MACHS C | 55 | Q3 2023 | 3.8% |
| SOUTHERN COMPANY | 55 | Q3 2023 | 3.6% |
| CVS HEALTH CORP | 55 | Q3 2023 | 3.4% |
View DONALDSON CAPITAL MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-21 |
View DONALDSON CAPITAL MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.