DONALDSON CAPITAL MANAGEMENT, LLC Q2 2021 Filing

Filed July 28, 2021

Portfolio Value

$2.0T

Holdings

251

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
691,243$94.7B4.84%
2
MSFTMICROSOFT CORP
329,958$89.4B4.57%
3
BLKCHFBLACKROCK INC
72,422$63.4B3.24%
4
ABBVABBVIE INC
541,673$61.0B3.12%
5
ACNACCENTURE PLC IRELAND
204,193$60.2B3.08%
6
JPMJPMORGAN CHASE & CO
373,329$58.1B2.97%
7
PAYXPAYCHEX INC
541,000$58.0B2.97%
8
TXNTEXAS INSTRS INC
300,058$57.7B2.95%
9
AVGOBROADCOM INC
118,197$56.4B2.88%
10
HDHOME DEPOT INC
176,039$56.1B2.87%
11
CMICUMMINS INC
221,804$54.1B2.77%
12
JNJJOHNSON & JOHNSON
313,939$51.7B2.65%
13
CSCOCISCO SYS INC
970,951$51.5B2.63%
14
USBUS BANCORP DEL
874,011$49.8B2.55%
15
MDTMEDTRONIC PLC
400,187$49.7B2.54%
16
SBUXSTARBUCKS CORP
431,624$48.3B2.47%
17
NEENEXTERA ENERGY INC
649,637$47.6B2.44%
18
PFEPFIZER INC
1,197,688$46.9B2.40%
19
APDAIR PRODS & CHEMS INC
149,159$42.9B2.20%
20
MMM3M CO
209,700$41.7B2.13%
21
TROWPRICE T ROWE GROUP INC
196,328$38.9B1.99%
22
BABINVESCO EXCH TRADED FD TR II
1,168,425$38.8B1.98%
23
NEARISHARES U S ETF TR
707,812$35.5B1.82%
24
MRKMERCK & CO INC
383,595$29.8B1.53%
25
AFLAFLAC INC
532,772$28.6B1.46%
26
LMTLOCKHEED MARTIN CORP
67,591$25.6B1.31%
27
RYROYAL BK CDA
244,942$24.8B1.27%
28
VLOVALERO ENERGY CORP
305,443$23.8B1.22%
29
XOMEXXON MOBIL CORP
367,903$23.2B1.19%
30
NOCNORTHROP GRUMMAN CORP
61,404$22.3B1.14%
31
RTXRAYTHEON TECHNOLOGIES CORP
251,920$21.5B1.10%
32
OKEONEOK INC NEW
340,605$19.0B0.97%
33
CVXCHEVRON CORP NEW
173,206$18.1B0.93%
34
TAT&T INC
620,835$17.9B0.91%
35
JPSTJ P MORGAN EXCHANGE-TRADED F
349,534$17.7B0.91%
36
ICSHISHARES TR
344,801$17.4B0.89%
37
MTUMISHARES TR
91,656$15.9B0.81%
38
KMIKINDER MORGAN INC DEL
819,849$14.9B0.76%
39
NOBLPROSHARES TR
153,154$13.9B0.71%
40
AMZNAMAZON COM INC
3,668$12.6B0.65%
41
CINFCINCINNATI FINL CORP
95,033$11.1B0.57%
42
INTUINTUIT
20,691$10.1B0.52%
43
UPSUNITED PARCEL SERVICE INC
47,262$9.8B0.50%
44
ABTABBOTT LABS
84,696$9.8B0.50%
45
LLYLILLY ELI & CO
42,227$9.7B0.50%
46
GOOGLALPHABET INC
3,846$9.4B0.48%
47
MCDMCDONALDS CORP
38,549$8.9B0.46%
48
NKENIKE INC
54,376$8.4B0.43%
49
LQDISHARES TR
61,321$8.2B0.42%
50
SOXXISHARES TR
18,037$8.2B0.42%
51
CMCSACOMCAST CORP NEW
138,938$7.9B0.41%
52
DISDISNEY WALT CO
44,742$7.9B0.40%
53
VIGVANGUARD SPECIALIZED FUNDS
50,172$7.8B0.40%
54
VVISA INC
32,325$7.6B0.39%
55
ADPAUTOMATIC DATA PROCESSING IN
37,783$7.5B0.38%
56
MCOMOODYS CORP
19,500$7.1B0.36%
57
ECLECOLAB INC
31,007$6.4B0.33%
58
CSXCSX CORP
179,875$5.8B0.30%
59
RSPMINVESCO EXCHANGE TRADED FD T
33,923$5.6B0.29%
60
ELLAUDER ESTEE COS INC
16,821$5.3B0.27%
61
XYLXYLEM INC
42,404$5.1B0.26%
62
BAHBOOZ ALLEN HAMILTON HLDG COR
58,806$5.0B0.26%
63
CMECME GROUP INC
23,542$5.0B0.26%
64
MSCIMSCI INC
9,343$5.0B0.25%
65
OSKOSHKOSH CORP
38,736$4.8B0.25%
66
VUGVANGUARD INDEX FDS
15,870$4.6B0.23%
67
AMGNAMGEN INC
18,446$4.5B0.23%
68
XLESELECT SECTOR SPDR TR
82,188$4.4B0.23%
69
PEPPEPSICO INC
29,095$4.3B0.22%
70
SPYSPDR S&P 500 ETF TR
9,238$4.0B0.20%
71
DWDMORGAN STANLEY
42,058$3.9B0.20%
72
BMYBRISTOL-MYERS SQUIBB CO
51,894$3.5B0.18%
73
LIILENNOX INTL INC
8,872$3.1B0.16%
74
PFFISHARES TR
78,203$3.1B0.16%
75
BACVERIZON COMMUNICATIONS INC
49,011$2.7B0.14%
76
WECWEC ENERGY GROUP INC
29,646$2.6B0.13%
77
AGGISHARES TR
22,693$2.6B0.13%
78
UNHUNITEDHEALTH GROUP INC
6,451$2.6B0.13%
79
XLKSELECT SECTOR SPDR TR
16,990$2.5B0.13%
80
LSTRLANDSTAR SYS INC
15,631$2.5B0.13%
81
RSGREPUBLIC SVCS INC
22,084$2.4B0.12%
82
CATCATERPILLAR INC
10,086$2.2B0.11%
83
AQLTISHARES TR
80,854$2.2B0.11%
84
GOOGALPHABET INC
814$2.0B0.10%
85
NVONOVO-NORDISK A S
22,635$1.9B0.10%
86
BRK/BBERKSHIRE HATHAWAY INC DEL
6,709$1.9B0.10%
87
PGPROCTER AND GAMBLE CO
13,764$1.9B0.10%
88
GSGOLDMAN SACHS GROUP INC
4,544$1.7B0.09%
89
VYMVANGUARD WHITEHALL FDS
16,179$1.7B0.09%
90
SOSOUTHERN CO
27,659$1.7B0.09%
91
CLXCLOROX CO DEL
9,110$1.6B0.08%
92
GABCGERMAN AMERN BANCORP INC
43,201$1.6B0.08%
93
EFXEQUIFAX INC
6,436$1.5B0.08%
94
WMWASTE MGMT INC DEL
10,805$1.5B0.08%
95
IBMINTERNATIONAL BUSINESS MACHS
10,186$1.5B0.08%
96
ISHARES TR
54,489$1.4B0.07%
97
ABGAMERISOURCEBERGEN CORP
12,404$1.4B0.07%
98
KOCOCA COLA CO
25,692$1.4B0.07%
99
IWFISHARES TR
5,115$1.4B0.07%
100
SDYSPDR SER TR
9,921$1.2B0.06%
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