DONALDSON CAPITAL MANAGEMENT, LLC Q2 2020 Filing

Filed July 27, 2020

Portfolio Value

$1.4T

Holdings

199

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
349,885$71.2B5.17%
2
AAPLAPPLE INC
180,567$65.9B4.78%
3
ABBVABBVIE INC
534,316$52.5B3.81%
4
HDHOME DEPOT INC
202,778$50.8B3.69%
5
CSCOCISCO SYS INC
988,727$46.1B3.35%
6
ACNACCENTURE PLC IRELAND
207,344$44.5B3.23%
7
NEENEXTERA ENERGY INC
178,482$42.9B3.11%
8
LMTLOCKHEED MARTIN CORP
116,056$42.4B3.07%
9
AVGOBROADCOM INC
122,331$38.6B2.80%
10
JNJJOHNSON & JOHNSON
271,666$38.2B2.77%
11
WECWEC ENERGY GROUP INC
431,121$37.8B2.74%
12
BLKCHFBLACKROCK INC
68,959$37.5B2.72%
13
PAYXPAYCHEX INC
487,885$37.0B2.68%
14
BABINVESCO EXCHANGE-TRADED FD T
1,121,880$36.9B2.68%
15
CLXCLOROX CO DEL
167,870$36.8B2.67%
16
CMICUMMINS INC
207,568$36.0B2.61%
17
PEPPEPSICO INC
269,850$35.7B2.59%
18
MCDMCDONALDS CORP
193,416$35.7B2.59%
19
NEARISHARES U S ETF TR
662,941$33.2B2.41%
20
JPMJPMORGAN CHASE & CO
330,265$31.1B2.26%
21
CINFCINCINNATI FINL CORP
478,244$30.6B2.22%
22
PFEPFIZER INC
930,795$30.4B2.21%
23
UPSUNITED PARCEL SERVICE INC
269,361$29.9B2.17%
24
MDTMEDTRONIC PLC
307,198$28.2B2.04%
25
SOSOUTHERN CO
410,033$21.3B1.54%
26
WBAWALGREENS BOOTS ALLIANCE INC
490,900$20.8B1.51%
27
EDCONSOLIDATED EDISON INC
258,837$18.6B1.35%
28
RYROYAL BK CDA
261,562$17.7B1.29%
29
TAT&T INC
573,709$17.3B1.26%
30
ENBENBRIDGE INC
520,005$15.8B1.15%
31
KMIKINDER MORGAN INC DEL
885,956$13.4B0.98%
32
OKEONEOK INC NEW
362,425$12.0B0.87%
33
AQLTISHARES TR
415,693$11.6B0.84%
34
MTUMISHARES TR
85,697$11.2B0.81%
35
NOBLPROSHARES TR
131,870$8.9B0.64%
36
AMZNAMAZON COM INC
3,063$8.4B0.61%
37
ADPAUTOMATIC DATA PROCESSING IN
55,730$8.3B0.60%
38
LLYLILLY ELI & CO
49,480$8.1B0.59%
39
ABTABBOTT LABS
84,817$7.8B0.56%
40
APDAIR PRODS & CHEMS INC
31,912$7.7B0.56%
41
NKENIKE INC
64,688$6.3B0.46%
42
ECLECOLAB INC
31,602$6.3B0.46%
43
LQDISHARES TR
45,583$6.1B0.45%
44
VIGVANGUARD SPECIALIZED FUNDS
52,172$6.1B0.44%
45
VVISA INC
30,896$6.0B0.43%
46
MCOMOODYS CORP
19,905$5.5B0.40%
47
SBUXSTARBUCKS CORP
72,132$5.3B0.39%
48
INTUINTUIT
16,355$4.8B0.35%
49
DISDISNEY WALT CO
42,568$4.7B0.34%
50
INTCINTEL CORP
77,707$4.6B0.34%
51
AMGNAMGEN INC
19,617$4.6B0.34%
52
CMCSACOMCAST CORP NEW
118,592$4.6B0.34%
53
GOOGLALPHABET INC
3,230$4.6B0.33%
54
RSGREPUBLIC SVCS INC
51,461$4.2B0.31%
55
LIILENNOX INTL INC
17,412$4.1B0.29%
56
ELLAUDER ESTEE COS INC
19,274$3.6B0.26%
57
BAHBOOZ ALLEN HAMILTON HLDG COR
42,731$3.3B0.24%
58
VUGVANGUARD INDEX FDS
15,827$3.2B0.23%
59
CSXCSX CORP
44,238$3.1B0.22%
60
BMYBRISTOL-MYERS SQUIBB CO
51,888$3.1B0.22%
61
BACVERIZON COMMUNICATIONS INC
53,427$2.9B0.21%
62
ICSHISHARES TR
57,825$2.9B0.21%
63
PFFISHARES TR
84,364$2.9B0.21%
64
OSKOSHKOSH CORP
36,840$2.6B0.19%
65
AGGISHARES TR
21,982$2.6B0.19%
66
SPYSPDR S&P 500 ETF TR
8,272$2.6B0.19%
67
GSGOLDMAN SACHS GROUP INC
12,575$2.5B0.18%
68
CATCATERPILLAR INC DEL
16,574$2.1B0.15%
69
UNHUNITEDHEALTH GROUP INC
7,033$2.1B0.15%
70
XLKSELECT SECTOR SPDR TR
18,111$1.9B0.14%
71
ERIEERIE INDTY CO
9,589$1.8B0.13%
72
NVONOVO-NORDISK A S
27,800$1.8B0.13%
73
XYLXYLEM INC
27,513$1.8B0.13%
74
MEARISHARES U S ETF TR
33,932$1.7B0.12%
75
PNCPNC FINL SVCS GROUP INC
16,108$1.7B0.12%
76
PGPROCTER AND GAMBLE CO
13,101$1.6B0.11%
77
MMM3M CO
9,250$1.4B0.10%
78
CORAMERISOURCEBERGEN CORP
14,302$1.4B0.10%
79
GABCGERMAN AMERN BANCORP INC
46,250$1.4B0.10%
80
WMWASTE MGMT INC DEL
13,344$1.4B0.10%
81
ON1OLD NATL BANCORP IND
101,739$1.4B0.10%
82
BRK-BBERKSHIRE HATHAWAY INC DEL
6,290$1.4B0.10%
83
RTN1USDRAYTHEON TECHNOLOGIES CORP
20,391$1.3B0.09%
84
VYMVANGUARD WHITEHALL FDS
15,729$1.2B0.09%
85
DDOMINION ENERGY INC
15,220$1.2B0.09%
86
IBMINTERNATIONAL BUSINESS MACHS
10,009$1.2B0.09%
87
EFXEQUIFAX INC
7,025$1.2B0.09%
88
KOCOCA COLA CO
25,868$1.2B0.08%
89
DUKDUKE ENERGY CORP NEW
14,039$1.1B0.08%
90
BILSPDR SER TR
12,100$1.1B0.08%
91
BABOEING CO
6,007$1.1B0.08%
92
IWFISHARES TR
5,588$1.1B0.08%
93
NOCNORTHROP GRUMMAN CORP
3,418$1.1B0.08%
94
MRSHMARSH & MCLENNAN COS INC
9,752$1.0B0.08%
95
XOMEXXON MOBIL CORP
21,310$953.0M0.07%
96
SHYISHARES TR
10,743$930.0M0.07%
97
SDYSPDR SER TR
9,941$907.0M0.07%
98
GOOGALPHABET INC
828$892.0M0.06%Call
99
XLISELECT SECTOR SPDR TR
12,446$855.0M0.06%
100
SYKSTRYKER CORPORATION
4,525$815.0M0.06%
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