Titelia

Holdings of DONALDSON CAPITAL MANAGEMENT, LLC

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Net assets
-
Positions
223 in 7 countries
Top ten
42.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201iShares Core MSCI Emerging Markets ETF 4,260297.1K $
202VanEck High Yield Muni ETF 5,898295.7K $
203First Internet Bancorp 14,250290.4K $
204iShares Bitcoin Trust ETF 7,361282.8K $
205Invesco S&P 500 Equal Weight ETF 1,439276.2K $
206Penske Automotive Group Inc 1,843275.6K $
207SPDR Gold Shares 636273.7K $
208Colgate-Palmolive Co 3,200272.7K $
209Carrier Global Corp 4,741266.9K $
210Phillips 66 1,441262.5K $
211ASML Holding NV 193254.9K $
212Intuitive Surgical Inc 549253.1K $
213Copart Inc 7,617252.9K $
214Oracle Corp 1,710251.5K $
215iShares Trust 1,166249.1K $
216SPDR Series Trust 4,132233.8K $
217PIMCO FUNDS 4,557226K $
218Vanguard Tax-Exempt Bond Index ETF 4,351217.1K $
219KLA Corp 141207.6K $
220Toyota Motor Corp 1,000206.1K $
221American Express Co 680205.6K $
222Danaher Corp 1,069202.6K $
223Ishares Gold Trust 2,287201.6K $

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Sector breakdown

  • Technology 16.3 %
  • Financials 14.8 %
  • Industrials 13.5 %
  • Health care 11.0 %
  • Consumer discretionary 5.5 %
  • Funds 4.3 %
  • Utilities 3.5 %
  • Consumer staples 3.3 %
  • Communication 1.2 %
  • Energy 0.8 %
  • Materials 0.3 %
  • Unattributed 25.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.4 %
  • Taiwan 0.3 %
  • India 0.2 %
  • Denmark 0.0 %
  • United Kingdom 0.0 %
  • Netherlands 0.0 %
  • Japan 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2173B $99.42 %
2Taiwan18.9M $0.29 %
3India17.3M $0.24 %
4Denmark1566.6K $0.02 %
5United Kingdom1412.7K $0.01 %
6Netherlands1254.9K $0.01 %
7Japan1206.1K $0.01 %
Cite this page

Titelia. "Holdings of DONALDSON CAPITAL MANAGEMENT, LLC". https://titelia.com/en/funds/US13F1487438