DONALDSON CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- Evansville, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,144,590
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.931 M | 93.2% | 0 | 30.47 K | -30.47 K |
| ETFs | 211.5 K | 6.7% | 16.53 K | 0 | 16.53 K |
| Debt | 1.697 K | 0.1% | 0 | 8 | -8 |
| Other | 353 | 0.0% | 0 | 6 | -6 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
3,144,590
Holdings
231
QoQ value change ($000)
-13,947
(-0.4%)
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.