DONALDSON CAPITAL MANAGEMENT, LLC Q1 2024 Filing

Filed April 22, 2024

Portfolio Value

$2403.0T

Holdings

205

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
ICSHISHARES TR
2,295,304$116.1T4.83%
2
MSFTMICROSOFT CORP
275,414$115.9T4.82%
3
AAPLAPPLE INC
550,887$94.5T3.93%
4
AVGOBROADCOM INC
69,361$91.9T3.83%
5
ABBVABBVIE INC
473,424$86.2T3.59%
6
ACNACCENTURE PLC IRELAND
229,458$79.5T3.31%
7
COSTCOSTCO WHSL CORP NEW
106,124$77.7T3.24%
8
ALSALLSTATE CORP
437,894$75.8T3.15%
9
HDHOME DEPOT INC
196,473$75.4T3.14%
10
XOMEXXON MOBIL CORP
605,314$70.4T2.93%
11
JPMJPMORGAN CHASE & CO
343,502$68.8T2.86%
12
MRKMERCK & CO INC
477,373$63.0T2.62%
13
TXNTEXAS INSTRS INC
325,730$56.7T2.36%
14
LMTLOCKHEED MARTIN CORP
123,704$56.3T2.34%
15
SOXXISHARES TR
246,737$55.7T2.32%
16
AFLAFLAC INC
645,146$55.4T2.31%
17
JNJJOHNSON & JOHNSON
338,853$53.6T2.23%
18
UNPUNION PAC CORP
210,016$51.6T2.15%
19
UNHUNITEDHEALTH GROUP INC
104,067$51.5T2.14%
20
PAYXPAYCHEX INC
414,302$50.9T2.12%
21
TROWPRICE T ROWE GROUP INC
385,852$47.0T1.96%
22
UPSUNITED PARCEL SERVICE INC
304,832$45.3T1.89%
23
MRSHMARSH & MCLENNAN COS INC
218,781$45.1T1.88%
24
CMECME GROUP INC
206,917$44.5T1.85%
25
NEENEXTERA ENERGY INC
686,099$43.8T1.82%
26
BLKCHFBLACKROCK INC
51,763$43.2T1.80%
27
XLCSELECT SECTOR SPDR TR
495,699$40.5T1.68%
28
CVXCHEVRON CORP NEW
251,512$39.7T1.65%
29
NOCNORTHROP GRUMMAN CORP
78,277$37.5T1.56%
30
NEARISHARES U S ETF TR
702,234$35.4T1.47%
31
BMYBRISTOL-MYERS SQUIBB CO
639,855$34.7T1.44%
32
CSCOCISCO SYS INC
683,936$34.1T1.42%
33
PEPPEPSICO INC
183,036$32.0T1.33%
34
RTXRTX CORPORATION
303,160$29.6T1.23%
35
LLYELI LILLY & CO
25,630$19.9T0.83%
36
JPSTJ P MORGAN EXCHANGE TRADED F
378,171$19.1T0.79%
37
ADPAUTOMATIC DATA PROCESSING IN
48,187$12.0T0.50%
38
AMZNAMAZON COM INC
63,095$11.4T0.47%
39
GOOGLALPHABET INC
67,772$10.2T0.43%
40
VVISA INC
34,222$9.6T0.40%
41
BRK/BBERKSHIRE HATHAWAY INC DEL
20,647$8.7T0.36%
42
MAMASTERCARD INCORPORATED
16,840$8.1T0.34%
43
VIGVANGUARD SPECIALIZED FUNDS
44,320$8.1T0.34%
44
LQDISHARES TR
70,644$7.7T0.32%
45
INTUINTUIT
11,362$7.4T0.31%
46
ADBEADOBE INC
14,579$7.4T0.31%
47
XLESELECT SECTOR SPDR TR
75,640$7.1T0.30%
48
ORLYOREILLY AUTOMOTIVE INC
6,271$7.1T0.29%
49
VLOVALERO ENERGY CORP
40,537$6.9T0.29%
50
SCHDSCHWAB STRATEGIC TR
81,733$6.6T0.27%
51
ABTABBOTT LABS
54,362$6.2T0.26%
52
MCOMOODYS CORP
15,702$6.2T0.26%
53
ECLECOLAB INC
26,681$6.2T0.26%
54
WMWASTE MGMT INC DEL
27,770$5.9T0.25%
55
CPRTCOPART INC
95,646$5.5T0.23%
56
CSXCSX CORP
141,253$5.2T0.22%
57
APDAIR PRODS & CHEMS INC
20,570$5.0T0.21%
58
KNSLKINSALE CAP GROUP INC
9,484$5.0T0.21%
59
MSCIMSCI INC
8,659$4.9T0.20%
60
VUGVANGUARD INDEX FDS
13,788$4.7T0.20%
61
MCDMCDONALDS CORP
15,906$4.5T0.19%
62
SCHGSCHWAB STRATEGIC TR
47,156$4.4T0.18%
63
CMICUMMINS INC
14,680$4.3T0.18%
64
NOBLPROSHARES TR
41,743$4.2T0.18%
65
NVONOVO-NORDISK A S
32,629$4.2T0.17%
66
NKENIKE INC
44,024$4.1T0.17%
67
HSYHERSHEY CO
20,831$4.1T0.17%
68
SPYSPDR S&P 500 ETF TR
7,435$3.9T0.16%
69
MTDMETTLER TOLEDO INTERNATIONAL
2,891$3.8T0.16%
70
VYMVANGUARD WHITEHALL FDS
31,585$3.8T0.16%
71
CATCATERPILLAR INC
10,340$3.8T0.16%
72
NVDANVIDIA CORPORATION
4,096$3.7T0.15%
73
TMOTHERMO FISHER SCIENTIFIC INC
6,282$3.7T0.15%
74
CINFCINCINNATI FINL CORP
27,129$3.4T0.14%
75
AGGISHARES TR
33,031$3.2T0.13%
76
VRSNVERISIGN INC
16,463$3.1T0.13%
77
KOCOCA COLA CO
49,016$3.0T0.12%
78
ELVELEVANCE HEALTH INC
5,662$2.9T0.12%
79
AMGNAMGEN INC
10,290$2.9T0.12%
80
ELLAUDER ESTEE COS INC
18,971$2.9T0.12%
81
PGRPROGRESSIVE CORP
13,850$2.9T0.12%
82
MTUMISHARES TR
15,044$2.8T0.12%
83
LIILENNOX INTL INC
5,464$2.7T0.11%
84
ERIEERIE INDTY CO
6,535$2.6T0.11%
85
BABINVESCO EXCH TRADED FD TR II
96,909$2.6T0.11%
86
ABGCENCORA INC
10,510$2.6T0.11%
87
XLKSELECT SECTOR SPDR TR
11,945$2.5T0.10%
88
SCHBSCHWAB STRATEGIC TR
37,038$2.3T0.09%
89
METAMETA PLATFORMS INC
4,567$2.2T0.09%
90
PGPROCTER AND GAMBLE CO
13,534$2.2T0.09%
91
RSGREPUBLIC SVCS INC
11,467$2.2T0.09%
92
NFLXNETFLIX INC
3,567$2.2T0.09%
93
SBUXSTARBUCKS CORP
23,240$2.1T0.09%
94
IBMINTERNATIONAL BUSINESS MACHS
10,912$2.1T0.09%
95
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,283$2.1T0.09%
96
PFFISHARES TR
62,269$2.0T0.08%
97
TPDTEMPUR SEALY INTL INC
35,044$2.0T0.08%
98
CRMSALESFORCE INC
6,398$1.9T0.08%
99
NOWSERVICENOW INC
2,452$1.9T0.08%
100
HCAHCA HEALTHCARE INC
5,600$1.9T0.08%
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