DONALDSON CAPITAL MANAGEMENT, LLC Q4 2020 Filing

Filed January 11, 2021

Portfolio Value

$1.7T

Holdings

232

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (232 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
690,676$91.6B5.42%
2
MSFTMICROSOFT CORP
329,715$73.3B4.34%
3
AVGOBROADCOM INC
129,822$56.8B3.36%
4
ABBVABBVIE INC
521,808$55.9B3.31%
5
NEENEXTERA ENERGY INC
711,400$54.9B3.25%
6
ACNACCENTURE PLC IRELAND
202,038$52.8B3.12%
7
BLKCHFBLACKROCK INC
70,546$50.9B3.01%
8
CMICUMMINS INC
214,186$48.6B2.88%
9
JNJJOHNSON & JOHNSON
304,452$47.9B2.84%
10
PAYXPAYCHEX INC
505,850$47.1B2.79%
11
TXNTEXAS INSTRS INC
282,305$46.3B2.74%
12
UPSUNITED PARCEL SERVICE INC
275,135$46.3B2.74%
13
HDHOME DEPOT INC
170,154$45.2B2.67%
14
CINFCINCINNATI FINL CORP
508,139$44.4B2.63%
15
SBUXSTARBUCKS CORP
408,622$43.7B2.59%
16
MDTMEDTRONIC PLC
371,592$43.5B2.58%
17
JPMJPMORGAN CHASE & CO
333,743$42.4B2.51%
18
CSCOCISCO SYS INC
937,375$41.9B2.48%
19
PEPPEPSICO INC
274,573$40.7B2.41%
20
BABINVESCO EXCH TRADED FD TR II
1,172,901$39.3B2.32%
21
MCDMCDONALDS CORP
176,998$38.0B2.25%
22
LMTLOCKHEED MARTIN CORP
100,759$35.8B2.12%
23
PFEPFIZER INC
929,300$34.2B2.02%
24
SOSOUTHERN CO
541,597$33.3B1.97%
25
MMM3M CO
174,849$30.6B1.81%
26
USBUS BANCORP DEL
609,559$28.4B1.68%
27
NEARISHARES U S ETF TR
533,352$26.8B1.58%
28
MRKMERCK & CO. INC
300,622$24.6B1.46%
29
RYROYAL BK CDA
252,903$20.8B1.23%
30
TAT&T INC
578,714$16.6B0.98%
31
ENBENBRIDGE INC
477,788$15.3B0.90%
32
MTUMISHARES TR
93,001$15.0B0.89%
33
AMZNAMAZON COM INC
3,781$12.3B0.73%
34
OKEONEOK INC NEW
314,988$12.1B0.72%
35
ICSHISHARES TR
210,625$10.6B0.63%
36
NOBLPROSHARES TR
133,120$10.6B0.63%
37
KMIKINDER MORGAN INC DEL
759,611$10.4B0.61%
38
ABTABBOTT LABS
89,214$9.8B0.58%
39
NKENIKE INC
67,367$9.5B0.56%
40
LLYLILLY ELI & CO
48,199$8.1B0.48%
41
DISDISNEY WALT CO
43,622$7.9B0.47%
42
LQDISHARES TR
53,513$7.4B0.44%
43
INTUINTUIT
19,418$7.4B0.44%
44
VIGVANGUARD SPECIALIZED FUNDS
52,040$7.3B0.43%
45
VVISA INC
31,919$7.0B0.41%
46
ADPAUTOMATIC DATA PROCESSING IN
39,536$7.0B0.41%
47
CMCSACOMCAST CORP NEW
130,887$6.9B0.41%
48
ECLECOLAB INC
31,477$6.8B0.40%
49
GOOGLALPHABET INC
3,717$6.5B0.39%
50
APDAIR PRODS & CHEMS INC
23,697$6.5B0.38%
51
SOXXISHARES TR
17,055$6.5B0.38%
52
WECWEC ENERGY GROUP INC
68,297$6.3B0.37%
53
COSTCOSTCO WHSL CORP NEW
15,515$5.8B0.35%
54
RSGREPUBLIC SVCS INC
59,237$5.7B0.34%
55
LIILENNOX INTL INC
19,982$5.5B0.32%
56
MCOMOODYS CORP
18,800$5.5B0.32%
57
CSXCSX CORP
56,941$5.2B0.31%
58
VRSKVERISK ANALYTICS INC
21,695$4.5B0.27%
59
ELLAUDER ESTEE COS INC
16,916$4.5B0.27%
60
CLXCLOROX CO DEL
21,929$4.4B0.26%
61
AMGNAMGEN INC
19,246$4.4B0.26%
62
BAHBOOZ ALLEN HAMILTON HLDG COR
47,029$4.1B0.24%
63
VUGVANGUARD INDEX FDS
15,617$4.0B0.23%
64
MSCIMSCI INC
8,729$3.9B0.23%
65
BMYBRISTOL-MYERS SQUIBB CO
51,741$3.2B0.19%
66
SPYSPDR S&P 500 ETF TR
11,159$3.2B0.19%Put
67
PFFISHARES TR
81,481$3.1B0.19%
68
XYLXYLEM INC
30,806$3.1B0.19%
69
BACVERIZON COMMUNICATIONS INC
51,658$3.0B0.18%
70
OSKOSHKOSH CORP
34,039$2.9B0.17%
71
AQLTISHARES TR
105,957$2.9B0.17%
72
AGGISHARES TR
22,963$2.7B0.16%
73
UNHUNITEDHEALTH GROUP INC
7,225$2.5B0.15%
74
ERIEERIE INDTY CO
9,589$2.4B0.14%
75
XLKSELECT SECTOR SPDR TR
17,619$2.3B0.14%
76
PGPROCTER AND GAMBLE CO
15,199$2.1B0.13%
77
VTRSVIATRIS INC
105,215$2.0B0.12%
78
NVONOVO-NORDISK A S
27,800$1.9B0.11%
79
CATCATERPILLAR INC
9,975$1.8B0.11%
80
KOCOCA COLA CO
28,882$1.6B0.09%
81
GABCGERMAN AMERN BANCORP INC
46,250$1.5B0.09%
82
EFXEQUIFAX INC
7,625$1.5B0.09%
83
GOOGALPHABET INC
835$1.5B0.09%
84
ISHARES TR
54,489$1.4B0.08%
85
MEARISHARES U S ETF TR
28,037$1.4B0.08%
86
ABGAMERISOURCEBERGEN CORP
14,228$1.4B0.08%
87
BRK/BBERKSHIRE HATHAWAY INC DEL
5,831$1.4B0.08%
88
VYMVANGUARD WHITEHALL FDS
14,428$1.3B0.08%
89
DUKDUKE ENERGY CORP NEW
14,014$1.3B0.08%
90
INTCINTEL CORP
25,469$1.3B0.08%
91
IWFISHARES TR
5,115$1.2B0.07%
92
XOMEXXON MOBIL CORP
29,739$1.2B0.07%
93
GSGOLDMAN SACHS GROUP INC
4,544$1.2B0.07%
94
IBMINTERNATIONAL BUSINESS MACHS
9,485$1.2B0.07%
95
ON1OLD NATL BANCORP IND
71,533$1.2B0.07%
96
RTXRAYTHEON TECHNOLOGIES CORP
16,042$1.1B0.07%
97
PNCPNC FINL SVCS GROUP INC
7,600$1.1B0.07%
98
MRSHMARSH & MCLENNAN COS INC
9,069$1.1B0.06%
99
WMWASTE MGMT INC DEL
8,954$1.1B0.06%
100
SDYSPDR SER TR
9,901$1.0B0.06%
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