DONALDSON CAPITAL MANAGEMENT, LLC Q3 2021 Filing

Filed November 4, 2021

Portfolio Value

$2.0T

Holdings

254

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (254 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
698,105$98.8B4.98%
2
MSFTMICROSOFT CORP
330,750$93.2B4.70%
3
ACNACCENTURE PLC IRELAND
206,972$66.2B3.34%
4
BLKCHFBLACKROCK INC
73,672$61.8B3.12%
5
HDHOME DEPOT INC
180,868$59.4B2.99%
6
ABBVABBVIE INC
548,429$59.2B2.98%
7
AVGOBROADCOM INC
121,391$58.9B2.97%
8
PAYXPAYCHEX INC
487,844$54.9B2.77%
9
CSCOCISCO SYS INC
985,043$53.6B2.70%
10
PFEPFIZER INC
1,243,611$53.5B2.70%
11
NEENEXTERA ENERGY INC
663,617$52.1B2.63%
12
MDTMEDTRONIC PLC
410,693$51.5B2.60%
13
JNJJOHNSON & JOHNSON
317,316$51.2B2.58%
14
JPMJPMORGAN CHASE & CO
299,292$49.0B2.47%
15
SBUXSTARBUCKS CORP
443,768$49.0B2.47%
16
APDAIR PRODS & CHEMS INC
189,870$48.6B2.45%
17
COSTCOSTCO WHSL CORP NEW
104,239$46.8B2.36%
18
TXNTEXAS INSTRS INC
237,041$45.6B2.30%
19
MRKMERCK & CO INC
605,673$45.5B2.29%
20
CMICUMMINS INC
192,142$43.1B2.18%
21
AFLAFLAC INC
807,463$42.1B2.12%
22
USBUS BANCORP DEL
707,159$42.0B2.12%
23
TROWPRICE T ROWE GROUP INC
213,331$42.0B2.12%
24
NEARISHARES U S ETF TR
781,589$39.2B1.98%
25
BABINVESCO EXCH TRADED FD TR II
1,186,004$39.0B1.97%
26
UNPUNION PAC CORP
160,304$31.4B1.58%
27
RYROYAL BK CDA
242,087$24.1B1.21%
28
LMTLOCKHEED MARTIN CORP
69,234$23.9B1.21%
29
NOCNORTHROP GRUMMAN CORP
63,270$22.8B1.15%
30
RTXRAYTHEON TECHNOLOGIES CORP
256,867$22.1B1.11%
31
XOMEXXON MOBIL CORP
366,106$21.5B1.09%
32
VLOVALERO ENERGY CORP
303,687$21.4B1.08%
33
ICSHISHARES TR
419,446$21.2B1.07%
34
CVXCHEVRON CORP NEW
177,485$18.0B0.91%
35
TAT&T INC
636,453$17.2B0.87%
36
MTUMISHARES TR
92,192$16.2B0.82%
37
NOBLPROSHARES TR
156,606$13.9B0.70%
38
JPSTJ P MORGAN EXCHANGE-TRADED F
267,343$13.6B0.68%
39
AMZNAMAZON COM INC
3,483$11.4B0.58%
40
GOOGLALPHABET INC
4,055$10.8B0.55%
41
ABTABBOTT LABS
85,322$10.1B0.51%
42
INTUINTUIT
18,092$9.8B0.49%
43
LLYLILLY ELI & CO
41,926$9.7B0.49%
44
CINFCINCINNATI FINL CORP
82,510$9.4B0.48%
45
LQDISHARES TR
67,827$9.0B0.46%
46
VVISA INC
38,072$8.5B0.43%
47
MCDMCDONALDS CORP
34,823$8.4B0.42%
48
UPSUNITED PARCEL SERVICE INC
45,970$8.4B0.42%
49
SOXXISHARES TR
18,480$8.2B0.42%
50
CMCSACOMCAST CORP NEW
136,828$7.7B0.39%
51
VIGVANGUARD SPECIALIZED FUNDS
49,539$7.6B0.38%
52
NKENIKE INC
50,906$7.4B0.37%
53
MMM3M CO
41,969$7.4B0.37%
54
DISDISNEY WALT CO
42,906$7.3B0.37%
55
MCOMOODYS CORP
20,338$7.2B0.36%
56
ADPAUTOMATIC DATA PROCESSING IN
35,302$7.1B0.36%
57
ECLECOLAB INC
30,079$6.3B0.32%
58
ELLAUDER ESTEE COS INC
19,704$5.9B0.30%
59
CSXCSX CORP
198,261$5.9B0.30%
60
MSCIMSCI INC
9,586$5.8B0.29%
61
RSPMINVESCO EXCHANGE TRADED FD T
34,075$5.5B0.27%
62
XYLXYLEM INC
43,338$5.4B0.27%
63
VUGVANGUARD INDEX FDS
15,823$4.6B0.23%
64
BAHBOOZ ALLEN HAMILTON HLDG COR
56,937$4.5B0.23%
65
DWDMORGAN STANLEY
43,268$4.2B0.21%
66
LSTRLANDSTAR SYS INC
26,590$4.2B0.21%
67
PEPPEPSICO INC
27,397$4.1B0.21%
68
OSKOSHKOSH CORP
39,438$4.0B0.20%
69
SPYSPDR S&P 500 ETF TR
9,186$3.9B0.20%
70
AMGNAMGEN INC
17,768$3.8B0.19%
71
XLESELECT SECTOR SPDR TR
70,091$3.7B0.18%
72
TTWOTAKE-TWO INTERACTIVE SOFTWAR
20,167$3.1B0.16%
73
PFFISHARES TR
78,749$3.1B0.15%
74
BMYBRISTOL-MYERS SQUIBB CO
50,559$3.0B0.15%
75
RSGREPUBLIC SVCS INC
24,865$3.0B0.15%
76
AGGISHARES TR
24,180$2.8B0.14%
77
XLKSELECT SECTOR SPDR TR
16,788$2.5B0.13%
78
UNHUNITEDHEALTH GROUP INC
6,392$2.5B0.13%
79
LIILENNOX INTL INC
8,279$2.4B0.12%
80
GOOGALPHABET INC
813$2.2B0.11%
81
BACVERIZON COMMUNICATIONS INC
39,480$2.1B0.11%
82
NVONOVO-NORDISK A S
21,835$2.1B0.11%
83
AQLTISHARES TR
78,733$2.1B0.11%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
7,604$2.1B0.10%
85
WECWEC ENERGY GROUP INC
23,413$2.1B0.10%
86
GSGOLDMAN SACHS GROUP INC
4,984$1.9B0.10%
87
PGPROCTER AND GAMBLE CO
13,155$1.8B0.09%
88
CATCATERPILLAR INC
9,307$1.8B0.09%
89
ERIEERIE INDTY CO
9,589$1.7B0.09%
90
GABCGERMAN AMERN BANCORP INC
43,201$1.7B0.08%
91
NFLXNETFLIX INC
2,652$1.6B0.08%
92
WMWASTE MGMT INC DEL
10,759$1.6B0.08%
93
VYMVANGUARD WHITEHALL FDS
15,031$1.6B0.08%
94
IWFISHARES TR
5,265$1.4B0.07%
95
ABGAMERISOURCEBERGEN CORP
12,054$1.4B0.07%
96
ISHARES TR
54,489$1.4B0.07%
97
EFXEQUIFAX INC
5,587$1.4B0.07%
98
METAFACEBOOK INC
4,032$1.4B0.07%
99
SOSOUTHERN CO
21,819$1.4B0.07%
100
KOCOCA COLA CO
25,141$1.3B0.07%
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