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DONALDSON CAPITAL MANAGEMENT, LLC - Portfolio Stock Holdings

DONALDSON CAPITAL MANAGEMENT, LLC disclosed 244 stock positions in a recent SEC 13F filing. $3,064,548,187 of stock holdings were filed, with the largest holdings including KRMN, AVGO, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.

We estimate the fund has a total AUM of $3,463,957,899 and has 68 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

244

Est. Stock Holding Value:

$3,064,548,187

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DONALDSON CAPITAL MANAGEMENT, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - DONALDSON CAPITAL MANAGEMENT, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.