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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DONALDSON CAPITAL MANAGEMENT, LLC

Quarter ended Q4 2023 · Filed October 11, 2023 · Accession 0001487438-23-000005

Total Value
$2.12B
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT339,916$107.3M5.06%
2APPLE INCAAPL604,177$103.4M4.87%
3ISHARES TR46434V8781,695,286$85.4M4.02%
4ABBVIE INCABBV483,394$72.1M3.39%
5ACCENTURE PLC IRELANDACN231,157$71.0M3.34%
6AIR PRODS & CHEMS INCAIIR225,200$63.8M3.01%
7HOME DEPOT INCHD200,506$60.6M2.85%
8COSTCO WHSL CORP NEW22160K105106,133$60.0M2.82%
9BROADCOM INCAVGO72,163$59.9M2.82%
10EXXON MOBIL CORPXOM452,332$53.2M2.51%
11TEXAS INSTRS INC882508104331,830$52.8M2.49%
12JOHNSON & JOHNSONJNJ328,849$51.2M2.41%
13JPMORGAN CHASE & COVYLD344,759$50.0M2.36%
14AFLAC INCAFL651,080$50.0M2.35%
15MERCK & CO INCMRK479,854$49.4M2.33%
16UNITED PARCEL SERVICE INCUPS315,879$49.2M2.32%
17PAYCHEX INCPAYX422,730$48.8M2.30%
18CUMMINS INCCMI206,394$47.2M2.22%
19UNITEDHEALTH GROUP INCUNH93,519$47.2M2.22%
20ALLSTATE CORPALL-PJ416,370$46.4M2.19%
21CHEVRON CORP NEWCVX257,227$43.4M2.04%
22UNION PAC CORPUNP207,358$42.2M1.99%
23PRICE T ROWE GROUP INCTROW391,813$41.1M1.94%
24BRISTOL-MYERS SQUIBB COCELG-RI682,734$39.6M1.87%
25NEXTERA ENERGY INCNEE-PW690,265$39.5M1.86%
26VALERO ENERGY CORPVLO263,724$37.4M1.76%
27LOCKHEED MARTIN CORPLMT89,546$36.6M1.73%
28CISCO SYS INCCSCO673,565$36.2M1.71%
29CME GROUP INCCME180,639$36.2M1.70%
30CORNING INCGLW1,182,915$36.0M1.70%
31ISHARES U S ETF TR46431W507706,451$35.2M1.66%
32BLACKROCK INCBLK53,848$34.8M1.64%
33NORTHROP GRUMMAN CORPNOC78,093$34.4M1.62%
34PEPSICO INCPEP178,540$30.3M1.43%
35RTX CORPORATIONRTX309,772$22.3M1.05%
36ELI LILLY & COLLY40,271$21.6M1.02%
37J P MORGAN EXCHANGE TRADED F46641Q837224,359$11.3M0.53%
38AUTOMATIC DATA PROCESSING INADP46,636$11.2M0.53%
39ALPHABET INCGOOG69,786$9.1M0.43%
40AMAZON COM INCAMZN67,311$8.6M0.40%
41VISA INCV32,615$7.5M0.35%
42INTUITINTU14,551$7.4M0.35%
43VANGUARD SPECIALIZED FUNDS92190884442,492$6.6M0.31%
44ISHARES TR46428724260,738$6.2M0.29%
45SELECT SECTOR SPDR TR81369Y50668,442$6.2M0.29%
46BERKSHIRE HATHAWAY INC DELBRK-A17,393$6.1M0.29%
47INVESCO EXCH TRADED FD TR IIIVZ238,988$6.0M0.28%
48PROSHARES TR74348A46766,357$5.9M0.28%
49MCDONALDS CORPMCD21,448$5.7M0.27%
50ABBOTT LABSABLZF58,028$5.6M0.26%
51MASTERCARD INCORPORATEDMA13,962$5.5M0.26%
52ISHARES TR46428752311,098$5.3M0.25%
53ADOBE INCADBE9,782$5.0M0.23%
54OREILLY AUTOMOTIVE INC67103H1075,319$4.8M0.23%
55MOODYS CORPMCO15,154$4.8M0.23%
56SCHWAB STRATEGIC TR80852479762,948$4.5M0.21%
57MORGAN STANLEYMS-PQ52,156$4.3M0.20%
58ECOLAB INCECL25,081$4.2M0.20%
59AMGEN INCAMGN15,727$4.2M0.20%
60NIKE INCNKE44,199$4.2M0.20%
61CSX CORPCSX132,696$4.1M0.19%
62MSCI INCMSCI7,930$4.1M0.19%
63ISHARES TR46432F39629,115$4.1M0.19%
64WASTE MGMT INC DEL94106L10925,232$3.8M0.18%
65COPART INCCPRT87,837$3.8M0.18%
66HERSHEY COHSY18,799$3.8M0.18%
67VANGUARD INDEX FDS92290873613,638$3.7M0.17%
68SPDR S&P 500 ETF TRSPY8,476$3.6M0.17%
69NOVO-NORDISK A SNONOF35,439$3.2M0.15%
70VANGUARD WHITEHALL FDS92194640631,156$3.2M0.15%
71CINCINNATI FINL CORP17206210130,449$3.1M0.15%
72MEDTRONIC PLCMDT39,060$3.1M0.14%
73COCA COLA COKO54,504$3.1M0.14%
74CATERPILLAR INCCAT10,589$2.9M0.14%
75SCHWAB STRATEGIC TR80852430038,212$2.8M0.13%
76VERISIGN INCVRSN13,719$2.8M0.13%
77METTLER TOLEDO INTERNATIONALMTD2,381$2.6M0.12%
78THERMO FISHER SCIENTIFIC INCTMO5,190$2.6M0.12%
79LAUDER ESTEE COS INC51843910418,163$2.6M0.12%
80ISHARES TR46428722627,451$2.6M0.12%
81ROYAL BK CDA78008710228,755$2.5M0.12%
82STARBUCKS CORPSBUX26,584$2.4M0.11%
83REPUBLIC SVCS INC76075910016,114$2.3M0.11%
84PROCTER AND GAMBLE CO74271810915,631$2.3M0.11%
85ALPHABET INCGOOG16,759$2.2M0.10%
86NVIDIA CORPORATIONNVDA4,942$2.1M0.10%
87LENNOX INTL INC5261071075,613$2.1M0.10%
88CENCORA INCCOR11,533$2.1M0.10%
89SOUTHERN COSOMN31,174$2.0M0.10%
90ERIE INDTY CO29530P1026,639$2.0M0.09%
91SELECT SECTOR SPDR TR81369Y80311,858$1.9M0.09%
92META PLATFORMS INCMETA6,418$1.9M0.09%
93ISHARES TR46428868761,800$1.9M0.09%
94ISHARES TR46429B65533,337$1.7M0.08%
95PROGRESSIVE CORP74331510312,102$1.7M0.08%
96ISHARES TR46436E71816,171$1.6M0.08%
97ONEOK INC NEWOKE24,754$1.6M0.07%
98INTERNATIONAL BUSINESS MACHSINTR11,127$1.6M0.07%
99NETFLIX INCNFLX3,908$1.5M0.07%
100GOLDMAN SACHS GROUP INCGSCE4,233$1.4M0.06%
101SCHWAB STRATEGIC TR80852410227,215$1.4M0.06%
102ISHARES TR4642876144,916$1.3M0.06%
103DUKE ENERGY CORP NEWDUKB14,800$1.3M0.06%
104SPDR SER TR78464A76311,048$1.3M0.06%
105FERGUSON PLC NEWG3421J1067,726$1.3M0.06%
106CHENIERE ENERGY INCLNG7,520$1.2M0.06%
107ENERGY TRANSFER L PET-PI88,771$1.2M0.06%
108GODADDY INCGDDY16,625$1.2M0.06%
109WALMART INCWMT7,727$1.2M0.06%
110SERVICENOW INCNOW2,183$1.2M0.06%
111SALESFORCE INCCRM5,972$1.2M0.06%
112MERCADOLIBRE INCMELI951$1.2M0.06%
113PFIZER INCPFE35,822$1.2M0.06%
114PRUDENTIAL FINL INCPUKPF12,476$1.2M0.06%
115TAIWAN SEMICONDUCTOR MFG LTD87403910013,617$1.2M0.06%
116GERMAN AMERN BANCORP INC37386510443,201$1.2M0.06%
117VANGUARD INDEX FDS9229087695,371$1.1M0.05%
118VANGUARD WHITEHALL FDS92194679418,247$1.1M0.05%
119ENBRIDGE INCENNPF33,131$1.1M0.05%
120WATSCO INCWSO-B2,871$1.1M0.05%
121MARSH & MCLENNAN COS INC5717481025,677$1.1M0.05%
122ELEVANCE HEALTH INCELV2,445$1.1M0.05%
123DISNEY WALT CO25468710612,337$999,8920.05%
124GILEAD SCIENCES INCGILD12,895$966,3570.05%
125PNC FINL SVCS GROUP INC6934751057,849$963,6220.05%
126COMCAST CORP NEWCCZ21,462$951,6140.04%
127TORONTO DOMINION BK ONTTORO15,201$916,0160.04%
128WHIRLPOOL CORPWHR-PA6,693$894,9120.04%
129ILLINOIS TOOL WKS INC4523081093,798$874,7890.04%
130SCHWAB STRATEGIC TR80852450812,732$861,6910.04%
131STRYKER CORPORATIONSYK3,084$842,7090.04%
132PROSHARES TR74347R20614,000$830,9000.04%
133LINDE PLCLIN2,216$824,9920.04%
134SPDR SER TR78468R6638,916$818,7000.04%
135INTERPUBLIC GROUP COS INCINTR28,222$808,8360.04%
136EQUIFAX INCEFX4,289$785,6590.04%
137VERIZON COMMUNICATIONS INCVZ24,060$779,7950.04%
138HONEYWELL INTL INC4385161064,131$763,1710.04%
139ORACLE CORPORCL-PD6,972$738,4640.03%
140INTERNATIONAL PAPER CO46014610320,415$724,1200.03%
141HUNTINGTON BANCSHARES INCHBANP67,887$706,0250.03%
142TESLA INCTSLA2,781$695,8300.03%
143INVESCO QQQ TRIVZ1,896$679,4500.03%
144BEST BUY INCBBY9,418$654,2340.03%
145DOMINION ENERGY INCD14,574$651,0310.03%
146AT&T INCT-PC43,203$648,9100.03%
147PROSHARES TR74347R10712,000$640,5600.03%
148SELECT SECTOR SPDR TR81369Y7046,283$636,9270.03%
149CVS HEALTH CORPCVS8,865$618,9420.03%
150AMERICAN ELEC PWR CO INC0255371018,064$606,5820.03%
151ISHARES TR46429B26727,319$602,1150.03%
152CLOROX CO DELCLX4,416$578,7610.03%
153SCHWAB STRATEGIC TR80852460713,729$568,6520.03%
154ISHARES TR4642876553,208$567,0350.03%
155FIRST FINL CORP IND32021810016,400$554,4840.03%
156ISHARES U S ETF TR46431W83810,971$546,4410.03%
157BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.03%
158ISHARES TR4642874576,163$498,9820.02%
159CNO FINL GROUP INC12621E10320,018$475,0270.02%
160GENUINE PARTS COGPC3,218$464,5680.02%
161CARRIER GLOBAL CORPORATIONCARR8,377$462,4130.02%
162ISHARES TR4642872001,067$458,2020.02%
163INTEL CORPINTC12,808$455,3400.02%
164NASDAQ INCNDAQ8,971$435,8870.02%
165ANALOG DEVICES INCADI2,457$430,1920.02%
166ROPER TECHNOLOGIES INCROP887$429,5480.02%
167VANGUARD INDEX FDS9229083631,079$423,5660.02%
168ISHARES TR46429B6975,810$420,5280.02%
169WISDOMTREE TRWT8,175$411,3660.02%
170INVESCO EXCHANGE TRADED FD TIVZ2,870$406,6500.02%
171INVESCO EXCHANGE TRADED FD TIVZ7,792$389,9250.02%
172WEC ENERGY GROUP INCWEC4,747$382,4060.02%
173ISHARES TR4642878043,952$372,7960.02%
174SHERWIN WILLIAMS COSHW1,454$370,7160.02%
175TJX COS INC NEW8725401094,124$366,5530.02%
176MCKESSON CORPMCK832$361,5840.02%
177SELECT SECTOR SPDR TR81369Y2092,807$361,3840.02%
178ACUITY BRANDS INCAYI2,100$357,6510.02%
179EMERSON ELEC COEMR3,669$354,2680.02%
180SPDR SER TR78464A5088,421$347,4510.02%
181ISHARES TR4642874654,962$341,9650.02%
182DANAHER CORPORATION2358511021,369$339,6590.02%
183SYNOPSYS INCSNPS717$329,0810.02%
184PENSKE AUTOMOTIVE GRP INC70959W1031,943$324,6530.02%
185BANK AMERICA CORP06050510411,788$322,7510.02%
186AMERICAN EXPRESS COAXP2,140$319,2370.02%
187DEERE & CODE806$304,1980.01%
188BOOZ ALLEN HAMILTON HLDG CORBAH2,774$303,1150.01%
189OTIS WORLDWIDE CORPOTIS3,645$292,7250.01%
190TRAVELERS COMPANIES INCTRV1,787$291,8450.01%
191AON PLCAON885$286,9000.01%
192FEDEX CORPFDX1,041$275,7270.01%
193BOEING COBA-PA1,435$274,9890.01%
194L3HARRIS TECHNOLOGIES INCLHX1,575$274,2390.01%
195ADVANCED MICRO DEVICES INCAMD2,650$272,4760.01%
196PHILLIPS 66PSX2,254$270,8180.01%
197KIMBERLY-CLARK CORPKMB2,241$270,7740.01%
198C3 AI INCAI10,400$265,4080.01%
199ISHARES TR4642881662,505$265,0310.01%
200ALTRIA GROUP INCMO6,242$262,4760.01%
201CHUBB LIMITEDCB1,227$255,5230.01%
202ISHARES TR4642881582,456$252,6240.01%
203CRANE COMPANYCR2,813$249,9070.01%
204COLGATE PALMOLIVE COCL3,481$247,5340.01%
205GALLAGHER ARTHUR J & CO3635761091,079$245,9920.01%
206CONOCOPHILLIPSCOP2,050$245,5900.01%
207AMPHENOL CORP NEW0320951012,894$243,0780.01%
208HUMANA INCHUM497$241,8000.01%
209OLD DOMINION FREIGHT LINE INODFL575$235,4040.01%
210VANGUARD SCOTTSDALE FDS92206C4093,111$233,7640.01%
211SPDR SER TR78464A8054,421$232,0580.01%
212SPDR SER TR78464A4093,868$229,3000.01%
213AUTOZONE INCAZO88$223,5190.01%
214VANGUARD INDEX FDS9229087441,615$222,7570.01%
215CHIPOTLE MEXICAN GRILL INCCMG121$222,5580.01%
216ISHARES TR4642871682,037$219,2260.01%
217GENERAL ELECTRIC CO3696043011,945$215,0200.01%
218FIRST INTERNET BANCORPINBKZ13,251$214,7990.01%
219MONDELEZ INTL INC6092071053,075$213,3930.01%
220BECTON DICKINSON & COBDX798$206,2270.01%
221DNP SELECT INCOME FD INC23325P10419,899$189,4340.01%
222OLD NATL BANCORP IND68003310710,148$147,5520.01%
223BANCO SANTANDER S.A.BCDRF21,796$81,9540.00%