DONALDSON CAPITAL MANAGEMENT, LLC Q4 2019 Filing

Filed January 14, 2020

Portfolio Value

$1.5T

Holdings

206

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
396,559$62.5B4.23%
2
AAPLAPPLE INC
194,046$57.0B3.85%
3
CSCOCISCO SYS INC
936,596$44.9B3.04%
4
LMTLOCKHEED MARTIN CORP
112,151$43.7B2.95%
5
ABBVABBVIE INC
493,030$43.7B2.95%
6
ACNACCENTURE PLC IRELAND
204,526$43.1B2.91%
7
HDHOME DEPOT INC
194,462$42.5B2.87%
8
MRSHMARSH & MCLENNAN COS INC
362,622$40.4B2.73%
9
NEENEXTERA ENERGY INC
166,040$40.2B2.72%
10
JPMJPMORGAN CHASE & CO
288,142$40.2B2.72%
11
PNCPNC FINL SVCS GROUP INC
245,900$39.3B2.65%
12
PAYXPAYCHEX INC
443,107$37.7B2.55%
13
MCDMCDONALDS CORP
187,956$37.1B2.51%
14
CMICUMMINS INC
207,367$37.1B2.51%
15
AVGOBROADCOM INC
115,902$36.6B2.48%
16
NEARISHARES US ETF TR
727,302$36.5B2.47%
17
BABOEING CO
111,945$36.5B2.46%
18
BABINVESCO EXCHNG TRADED FD TR
1,100,741$34.9B2.36%
19
PEPPEPSICO INC
252,255$34.5B2.33%
20
WECWEC ENERGY GROUP INC
373,669$34.5B2.33%
21
MDTMEDTRONIC PLC
299,241$33.9B2.29%
22
HONHONEYWELL INTL INC
190,182$33.7B2.28%
23
BLKCHFBLACKROCK INC
66,162$33.3B2.25%
24
PFEPFIZER INC
844,722$33.1B2.24%
25
UPSUNITED PARCEL SERVICE INC
266,354$31.2B2.11%
26
WBAWALGREENS BOOTS ALLIANCE INC
512,345$30.2B2.04%
27
OKEONEOK INC NEW
392,427$29.7B2.01%
28
JNJJOHNSON & JOHNSON
200,132$29.2B1.97%
29
ENBENBRIDGE INC
697,333$27.7B1.87%
30
TAT&T INC
579,153$22.6B1.53%
31
KMIKINDER MORGAN INC DEL
1,052,441$22.3B1.51%
32
RYROYAL BK CDA MONTREAL QUE
260,165$20.6B1.39%
33
CLXCLOROX CO DEL
129,825$19.9B1.35%
34
ADPAUTOMATIC DATA PROCESSING IN
59,589$10.2B0.69%
35
MTUMISHARES TR
78,663$9.9B0.67%
36
NOBLPROSHARES TR
119,635$9.0B0.61%
37
SBUXSTARBUCKS CORP
101,497$8.9B0.60%
38
APDAIR PRODS & CHEMS INC
36,528$8.6B0.58%
39
NKENIKE INC
71,374$7.2B0.49%
40
VVISA INC
38,098$7.2B0.48%
41
VIGVANGUARD GROUP
57,346$7.1B0.48%
42
DISDISNEY WALT CO
48,488$7.0B0.47%
43
ECLECOLAB INC
35,243$6.8B0.46%
44
TJXTJX COS INC NEW
111,071$6.8B0.46%
45
ABTABBOTT LABS
77,691$6.7B0.46%
46
IJTISHARES TR
32,321$6.2B0.42%
47
LLYLILLY ELI & CO
46,040$6.1B0.41%
48
MCOMOODYS CORP
24,734$5.9B0.40%
49
CMCSACOMCAST CORP NEW
120,699$5.4B0.37%
50
ELLAUDER ESTEE COS INC
25,751$5.3B0.36%
51
MARMARRIOTT INTL INC NEW
34,474$5.2B0.35%
52
AMZNAMAZON COM INC
2,824$5.2B0.35%
53
ON1OLD NATL BANCORP IND
270,000$4.9B0.33%
54
LIILENNOX INTL INC
19,102$4.7B0.31%
55
RSGREPUBLIC SVCS INC
51,523$4.6B0.31%
56
AMGNAMGEN INC
17,791$4.3B0.29%
57
OSKOSHKOSH CORP
41,781$4.0B0.27%
58
LQDISHARES TR
30,275$3.9B0.26%
59
GSGOLDMAN SACHS GROUP INC
16,110$3.7B0.25%
60
CSXCSX CORP
49,143$3.6B0.24%
61
BACVERIZON COMMUNICATIONS INC
57,657$3.5B0.24%
62
BMYBRISTOL MYERS SQUIBB CO
53,591$3.4B0.23%
63
PFFISHARES TR
86,198$3.2B0.22%
64
UTXZUNITED TECHNOLOGIES CORP
21,174$3.2B0.21%
65
SPYSPDR S&P 500 ETF TR
11,537$3.1B0.21%Put
66
MRKMERCK & CO INC
32,796$3.0B0.20%
67
HASHASBRO INC
27,081$2.9B0.19%
68
VUGVANGUARD INDEX FDS
15,682$2.9B0.19%
69
AGGISHARES TR
22,785$2.6B0.17%
70
CATCATERPILLAR INC DEL
16,800$2.5B0.17%
71
XYLXYLEM INC
30,463$2.4B0.16%
72
RCLROYAL CARIBBEAN CRUISES LTD
17,595$2.3B0.16%
73
WFCWELLS FARGO CO NEW
43,482$2.3B0.16%
74
XOMEXXON MOBIL CORP
31,377$2.2B0.15%
75
UNHUNITEDHEALTH GROUP INC
7,191$2.1B0.14%
76
XLKSELECT SECTOR SPDR TR
21,789$2.0B0.13%
77
MEARISHARES US ETF TR
36,254$1.8B0.12%
78
VYMVANGUARD WHITEHALL FDS INC
18,390$1.7B0.12%
79
GABCGERMAN AMERN BANCORP INC
46,625$1.7B0.11%
80
PGPROCTER & GAMBLE CO
13,093$1.6B0.11%
81
NVONOVO-NORDISK A S
28,163$1.6B0.11%
82
DDOMINION ENERGY INC
19,235$1.6B0.11%
83
ERIEERIE INDTY CO
9,589$1.6B0.11%
84
WMWASTE MGMT INC DEL
12,527$1.4B0.10%
85
BRK/BBERKSHIRE HATHAWAY INC DEL
6,208$1.4B0.10%
86
INTCINTEL CORP
23,291$1.4B0.09%
87
XLISELECT SECTOR SPDR TR
16,627$1.4B0.09%
88
IBMINTERNATIONAL BUSINESS MACHS
10,086$1.4B0.09%
89
CORAMERISOURCEBERGEN CORP
15,207$1.3B0.09%
90
DUKDUKE ENERGY CORP NEW
13,696$1.2B0.08%
91
KOCOCA COLA CO
22,119$1.2B0.08%
92
INTUINTUIT
4,374$1.1B0.08%
93
ITWILLINOIS TOOL WKS INC
6,265$1.1B0.08%
94
SDYSPDR SERIES TRUST
10,021$1.1B0.07%
95
EFXEQUIFAX INC
7,250$1.0B0.07%
96
IWFISHARES TR
5,728$1.0B0.07%
97
GOOGLALPHABET INC
746$1.0B0.07%
98
AQLTISHARES TR
38,372$995.0M0.07%
99
MMM3M CO
5,561$981.0M0.07%
100
ROPROPER TECHNOLOGIES INC
2,727$966.0M0.07%
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