Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
49
6
4
2
6
0
36
6
4
DONALDSON CAPITAL MANAGEMENT LLC

Time Period2019-03-31

Total Holdings173

Total Value ($x1000)1,123,665
Activities
New18

Increased67

Unchanged22

Decreased66

Sold Out14

Top 10 Stock Holdingstotal 34.04%
CSCO4.52

MSFT3.84

BA3.79

SBUX3.48

AAPL3.29

 
ACN3.14

AMGN3.09

PAYX3

APD2.95

HD2.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSCO
4.52%
COM
MSFT
3.84%
COM
BA
3.79%
COM
SBUX
3.48%
COM
AAPL
3.29%
COM
ACN
3.14%
SHS CLASS A
AMGN
3.09%
COM
PAYX
3%
COM
APD
2.95%
COM
HD
2.94%
COM
MMC
2.89%
COM
MCD
2.88%
COM
LMT
2.82%
COM
NEE
2.82%
COM
OKE
2.68%
COM
ABBV
2.67%
COM
JNJ
2.56%
COM
CMI
2.55%
COM
JPM
2.54%
COM
ENB
2.52%
COM
WEC
2.46%
COM
UPS
2.46%
CL B
PFE
2.42%
COM
MDT
2.36%
SHS
PNC
2.25%
COM
ITW
2.25%
COM
XOM
2.16%
COM
PEP
2.06%
COM
HON
1.95%
COM
IBM
1.8%
COM
VIG
1.03%
DIV APP ETF
ADP
0.96%
COM
ECL
0.55%
COM
V
0.54%
COM CL A
NKE
0.53%
CL B
TJX
0.51%
COM
IJT
0.5%
SP SMCP600GR ETF
LII
0.47%
COM
DIS
0.41%
COM DISNEY
CMCSA
0.4%
CL A
VUG
0.4%
GROWTH ETF
MCO
0.39%
COM
EL
0.38%
CL A
ABT
0.38%
COM
UNH
0.38%
COM
MAR
0.36%
CL A
CSX
0.33%
COM
RSG
0.31%
COM
ONB
0.29%
COM
AMZN
0.29%
COM
VYM
0.28%
HIGH DIV YLD
MRK
0.25%
COM
UTX
0.25%
COM
AOS
0.24%
COM
OSK
0.24%
COM
CAT
0.2%
COM
WFC
0.18%
COM
XLK
0.17%
TECHNOLOGY
VOE
0.16%
MCAP VL IDXVIP
D
0.15%
COM
VB
0.15%
SMALL CP ETF
KR
0.15%
COM
RCL
0.14%
COM
HAS
0.14%
COM
NVO
0.13%
ADR
XLI
0.13%
SBI INT-INDS
FIDELITY...
0.12%
MUFU
MMM
0.11%
COM
ABC
0.11%
COM
WM
0.11%
COM
BLK
0.11%
COM
PG
0.1%
COM
BRK.B
0.1%
CL B NEW
NOC
0.1%
COM
EFX
0.1%
COM
XLE
0.09%
SBI INT-ENERGY
SDY
0.09%
S&P DIVID ETF
IJR
0.09%
CORE S&P SCP ETF
ED
0.08%
COM
PSA
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
XLY
0.07%
SBI CONS DISCR
CVX
0.07%
COM
INTC
0.07%
COM
ROP
0.07%
COM
THFF
0.07%
COM
VANGUARD...
0.07%
MUFU
DUK
0.07%
COM NEW
DVY
0.06%
SELECT DIVID ETF
GOOG
0.06%
CAP STK CL C
LLY
0.06%
COM
GS
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
AMERICAN...
0.06%
MUFU
KO
0.06%
COM
XLF
0.06%
SBI INT-FINL
SYK
0.05%
COM
MDY
0.05%
UTSER1 S&PDCRP
CVS
0.05%
COM
MXIM
0.05%
COM
AXP
0.05%
COM
BAC
0.05%
COM
ANTM
0.05%
COM
NDAQ
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
EFA
0.04%
MSCI EAFE ETF
GNMK
0.04%
COM
BMY
0.04%
COM
VANGUARD...
0.04%
MUFU
SO
0.04%
COM
OGS
0.04%
COM
VANGUARD...
0.04%
MUFU
FIS
0.04%
COM
VLO
0.03%
COM
KMB
0.03%
COM
MA
0.03%
CL A
TRV
0.03%
COM
DIA
0.03%
UT SER 1
AMERICAN...
0.03%
MUFU
VFC
0.03%
COM
HCN
0.03%
COM
FIDELITY...
0.03%
MUFU
REZI
0.03%
COM
COST
0.03%
COM
ABALX
0.03%
COM
IVV
0.03%
CORE S&P500 ETF
VANGUARD...
0.03%
MUFU
FDX
0.03%
COM
BRK.A
0.03%
CL A
O
0.03%
COM
SHW
0.03%
COM
UNP
0.03%
COM
SOUND SH...
0.03%
MUFU
VANGUARD...
0.03%
MUFU
IAT
0.02%
US REGNL BKS ETF
DHR
0.02%
COM
QQQ
0.02%
UNIT SER 1
FEDERATE...
0.02%
MUFU
GOOGL
0.02%
CAP STK CL A
USB
0.02%
COM NEW
SPGI
0.02%
COM
SCHWAB S...
0.02%
MUFU
WSO
0.02%
COM
OMC
0.02%
COM
PSX
0.02%
COM
NFLX
0.02%
COM
XLP
0.02%
SBI CONS STPLS
CRM
0.02%
COM
XLC
0.02%
COMMUNICATION
MFS SER ...
0.02%
MUFU
VSM
0.02%
COM
PHILLIPS...
0.02%
COM
VANGUARD...
0.02%
MUFU
TEMPLETO...
0.02%
MUFU
VRSK
0.02%
CL A
SCHM
0.02%
US MID-CAP ETF
DPZ
0.02%
COM
FISV
0.02%
COM
BP
0.02%
SPONSORED ADR
VANGUARD...
0.02%
MUFU
PAG
0.02%
COM
BDX
0.02%
COM
ICE
0.02%
COM
ROYCE FD...
0.02%
MUFU
HBAN
0.01%
COM
HOSPITAL...
0.01%
COM
FIDELITY...
0.01%
MUFU
GE
0.01%
COM
GUD HOLD...
0.01%
COM
FEDERATE...
0.01%
MUFU
CANNABIS...
< 0.01%
COM
ADEX MIN...
< 0.01%
COM
THE ROWE...
< 0.01%
COM
VVC
0.25%
COM
MS
0.13%
COM NEW
SCHE
0.04%
EMRG MKTEQ ETF
AMERICAN...
0.04%
MUFU
VANGUARD...
0.03%
MUFU
SCHV
0.03%
US LCAP VA ETF
FB
0.02%
CL A
EXR
0.02%
COM
VEU
0.02%
ALLWRLD EX US
GOLDMAN ...
0.02%
MUFU
CINF
0.02%
COM
MKC
0.02%
COM NON VTG
GTX
0.01%
COM
LORD ABB...
< 0.01%
MUFU