DONALDSON CAPITAL MANAGEMENT, LLC — 13F holdings

DONALDSON CAPITAL MANAGEMENT, LLC reported 311 holdings worth $3.50B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. SOXX ISHARES TR — $195M (5.6%)
2. KRMN KARMAN HLDGS INC — $175M (5.0%)
3. AAPL APPLE INC — $171M (4.9%)
4. AVGO BROADCOM INC — $166M (4.7%)
5. ABBV ABBVIE INC — $122M (3.5%)
6. MSFT MICROSOFT CORP — $107M (3.1%)
7. LLY ELI LILLY & CO — $106M (3.0%)
8. MRK MERCK & CO INC — $103M (2.9%)
9. JPM JPMorgan Chase & Co. — $98.2M (2.8%)
10. ICSH ISHARES TR — $86.4M (2.5%)