DONALDSON CAPITAL MANAGEMENT, LLC Q1 2021 Filing

Filed May 5, 2021

Portfolio Value

$1.8T

Holdings

241

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (241 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
687,860$84.0B4.62%
2
MSFTMICROSOFT CORP
327,392$77.2B4.24%
3
ABBVABBVIE INC
529,744$57.3B3.15%
4
CMICUMMINS INC
219,805$57.0B3.13%
5
ACNACCENTURE PLC IRELAND
204,644$56.5B3.11%
6
TXNTEXAS INSTRS INC
292,769$55.3B3.04%
7
JPMJPMORGAN CHASE & CO
357,014$54.3B2.99%
8
BLKCHFBLACKROCK INC
72,045$54.3B2.99%
9
AVGOBROADCOM INC
116,022$53.8B2.96%
10
HDHOME DEPOT INC
173,231$52.9B2.91%
11
NEENEXTERA ENERGY INC
682,922$51.6B2.84%
12
PAYXPAYCHEX INC
522,686$51.2B2.82%
13
JNJJOHNSON & JOHNSON
306,781$50.4B2.77%
14
CSCOCISCO SYS INC
954,845$49.4B2.71%
15
SBUXSTARBUCKS CORP
423,714$46.3B2.54%
16
MDTMEDTRONIC PLC
383,763$45.3B2.49%
17
USBUS BANCORP DEL
804,070$44.5B2.44%
18
PFEPFIZER INC
1,126,915$40.8B2.24%
19
MCDMCDONALDS CORP
181,434$40.7B2.23%
20
APDAIR PRODS & CHEMS INC
143,429$40.4B2.22%
21
MMM3M CO
198,538$38.3B2.10%
22
BABINVESCO EXCH TRADED FD TR II
1,149,382$36.8B2.02%
23
JPSTJ P MORGAN EXCHANGE-TRADED F
675,358$34.3B1.88%
24
NEARISHARES U S ETF TR
573,840$28.8B1.58%
25
TROWPRICE T ROWE GROUP INC
155,575$26.7B1.47%
26
MRKMERCK & CO. INC
343,524$26.5B1.46%
27
LMTLOCKHEED MARTIN CORP
66,911$24.7B1.36%
28
RYROYAL BK CDA
251,574$23.2B1.27%
29
VLOVALERO ENERGY CORP
283,579$20.3B1.12%
30
XOMEXXON MOBIL CORP
355,805$19.9B1.09%
31
NOCNORTHROP GRUMMAN CORP
57,310$18.5B1.02%
32
RTXRAYTHEON TECHNOLOGIES CORP
239,370$18.5B1.02%
33
TAT&T INC
602,837$18.2B1.00%
34
CVXCHEVRON CORP NEW
162,987$17.1B0.94%
35
OKEONEOK INC NEW
327,367$16.6B0.91%
36
MTUMISHARES TR
95,028$15.3B0.84%
37
KMIKINDER MORGAN INC DEL
785,258$13.1B0.72%
38
NOBLPROSHARES TR
149,877$12.9B0.71%
39
ICSHISHARES TR
241,906$12.2B0.67%
40
CINFCINCINNATI FINL CORP
107,391$11.1B0.61%
41
AMZNAMAZON COM INC
3,558$11.0B0.60%
42
ABTABBOTT LABS
88,762$10.6B0.58%
43
LLYLILLY ELI & CO
48,797$9.1B0.50%
44
UPSUNITED PARCEL SERVICE INC
51,392$8.7B0.48%
45
NKENIKE INC
64,786$8.6B0.47%
46
DISDISNEY WALT CO
44,094$8.1B0.45%
47
GOOGLALPHABET INC
3,849$7.9B0.44%
48
INTUINTUIT
20,261$7.8B0.43%
49
VIGVANGUARD SPECIALIZED FUNDS
51,952$7.6B0.42%
50
SOXXISHARES TR
17,394$7.4B0.41%
51
CMCSACOMCAST CORP NEW
134,620$7.3B0.40%
52
ADPAUTOMATIC DATA PROCESSING IN
38,035$7.2B0.39%
53
LQDISHARES TR
54,377$7.1B0.39%
54
VVISA INC
32,046$6.8B0.37%
55
ECLECOLAB INC
30,087$6.4B0.35%
56
CSXCSX CORP
58,304$5.6B0.31%
57
MCOMOODYS CORP
18,127$5.4B0.30%
58
PEPPEPSICO INC
34,893$4.9B0.27%
59
AMGNAMGEN INC
19,445$4.8B0.27%
60
ELLAUDER ESTEE COS INC
16,567$4.8B0.26%
61
CMECME GROUP INC
23,203$4.7B0.26%
62
OSKOSHKOSH CORP
37,285$4.4B0.24%
63
BAHBOOZ ALLEN HAMILTON HLDG COR
53,852$4.3B0.24%
64
XYLXYLEM INC
41,041$4.3B0.24%
65
VUGVANGUARD INDEX FDS
15,521$4.0B0.22%
66
VRSKVERISK ANALYTICS INC
22,045$3.9B0.21%
67
MSCIMSCI INC
9,077$3.8B0.21%
68
XLESELECT SECTOR SPDR TR
75,556$3.7B0.20%
69
WECWEC ENERGY GROUP INC
36,380$3.4B0.19%
70
SPYSPDR S&P 500 ETF TR
11,246$3.4B0.19%Put
71
BMYBRISTOL-MYERS SQUIBB CO
52,121$3.3B0.18%
72
BACVERIZON COMMUNICATIONS INC
52,883$3.1B0.17%
73
PFFISHARES TR
78,977$3.0B0.17%
74
DWDMORGAN STANLEY
36,391$2.8B0.16%
75
LIILENNOX INTL INC
9,069$2.8B0.16%
76
CRMSALESFORCE COM INC
13,238$2.8B0.15%
77
UNHUNITEDHEALTH GROUP INC
6,720$2.5B0.14%
78
AGGISHARES TR
21,606$2.5B0.14%
79
CATCATERPILLAR INC
10,315$2.4B0.13%
80
RSGREPUBLIC SVCS INC
23,161$2.3B0.13%
81
XLKSELECT SECTOR SPDR TR
16,680$2.2B0.12%
82
ERIEERIE INDTY CO
9,589$2.1B0.12%
83
AQLTISHARES TR
79,891$2.1B0.11%
84
CLXCLOROX CO DEL
10,436$2.0B0.11%
85
GABCGERMAN AMERN BANCORP INC
43,301$2.0B0.11%
86
SOSOUTHERN CO
31,582$2.0B0.11%
87
PGPROCTER AND GAMBLE CO
13,991$1.9B0.10%
88
VYMVANGUARD WHITEHALL FDS
17,248$1.7B0.10%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
6,501$1.7B0.09%
90
NVONOVO-NORDISK A S
24,485$1.7B0.09%
91
INTCINTEL CORP
25,458$1.6B0.09%
92
GOOGALPHABET INC
764$1.6B0.09%
93
GSGOLDMAN SACHS GROUP INC
4,544$1.5B0.08%
94
ABGAMERISOURCEBERGEN CORP
12,489$1.5B0.08%
95
ISHARES TR
54,489$1.4B0.08%
96
KOCOCA COLA CO
27,051$1.4B0.08%
97
WMWASTE MGMT INC DEL
10,180$1.3B0.07%
98
BABOEING CO
5,046$1.3B0.07%
99
IBMINTERNATIONAL BUSINESS MACHS
9,385$1.3B0.07%
100
DUKDUKE ENERGY CORP NEW
12,943$1.2B0.07%
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