DONALDSON CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- Evansville, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,501,465
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 311 | 3,501,465 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q1 2026 | 4/30/2026 | 235 | 3,089,684 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q4 2025 | 1/14/2026 | 231 | 3,144,590 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 232 | 3,158,537 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q2 2025 | 8/7/2025 | 212 | 2,723,895 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q1 2014 | 5/14/2014 | 121 | 552,813 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
| Q4 2013 | 2/21/2014 | 120 | 517,463 | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.199 K
(0.1% of total reported value)
· QoQ Δ:
+1.437 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.844 M | 81.3% | 299.8 K | 0 | 299.8 K |
| ETFs | 650.5 K | 18.6% | 110.5 K | 0 | 110.5 K |
| Debt | 1.628 K | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
3,501,465
Holdings
311
QoQ value change ($000)
411,781
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.