13F HOLDINGS REPORT
DONALDSON CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001487438-25-000004
Total Value
$2.72B
Positions
212
Other Managers
0
Confidential Omitted
No
Holdings (212)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 559,536 | $154.2M | 5.66% |
| 2 | MICROSOFT CORP | MSFT | 275,091 | $136.8M | 5.02% |
| 3 | APPLE INC | AAPL | 561,790 | $115.3M | 4.23% |
| 4 | SELECT SECTOR SPDR TR | 81369Y852 | 1,049,818 | $113.9M | 4.18% |
| 5 | ISHARES TR | 46434V878 | 2,186,562 | $110.9M | 4.07% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 345,465 | $100.2M | 3.68% |
| 7 | ABBVIE INC | ABBV | 477,487 | $88.6M | 3.25% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 87,517 | $86.6M | 3.18% |
| 9 | ACCENTURE PLC IRELAND | ACN | 253,258 | $75.7M | 2.78% |
| 10 | HOME DEPOT INC | HD | 196,407 | $72.0M | 2.64% |
| 11 | ISHARES TR | 464287523 | 294,297 | $70.2M | 2.58% |
| 12 | TEXAS INSTRS INC | 882508104 | 332,340 | $69.0M | 2.53% |
| 13 | MORGAN STANLEY | MS-PQ | 458,190 | $64.5M | 2.37% |
| 14 | ALLSTATE CORP | ALL-PJ | 318,256 | $64.1M | 2.35% |
| 15 | CME GROUP INC | CME | 231,962 | $63.9M | 2.35% |
| 16 | EXXON MOBIL CORP | XOM | 581,548 | $62.7M | 2.30% |
| 17 | PAYCHEX INC | PAYX | 429,657 | $62.5M | 2.29% |
| 18 | MCDONALDS CORP | MCD | 213,531 | $62.4M | 2.29% |
| 19 | LOCKHEED MARTIN CORP | LMT | 128,427 | $59.5M | 2.18% |
| 20 | FASTENAL CO | FAST | 1,390,362 | $58.4M | 2.14% |
| 21 | WASTE MGMT INC DEL | 94106L109 | 250,574 | $57.3M | 2.10% |
| 22 | MARSH & MCLENNAN COS INC | 571748102 | 253,348 | $55.4M | 2.03% |
| 23 | RTX CORPORATION | RTX | 339,556 | $49.6M | 1.82% |
| 24 | WEC ENERGY GROUP INC | WEC | 447,861 | $46.7M | 1.71% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 146,160 | $45.6M | 1.67% |
| 26 | EXTRA SPACE STORAGE INC | EXR | 302,452 | $44.6M | 1.64% |
| 27 | PRICE T ROWE GROUP INC | TROW | 395,894 | $38.2M | 1.40% |
| 28 | MERCK & CO INC | MRK | 473,231 | $37.5M | 1.38% |
| 29 | WATSCO INC | WSO-B | 84,463 | $37.3M | 1.37% |
| 30 | CHEVRON CORP NEW | CVX | 202,960 | $29.1M | 1.07% |
| 31 | UNITED PARCEL SERVICE INC | UPS | 285,678 | $28.8M | 1.06% |
| 32 | PEPSICO INC | PEP | 198,408 | $26.2M | 0.96% |
| 33 | ISHARES U S ETF TR | 46431W507 | 504,799 | $25.8M | 0.95% |
| 34 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 394,616 | $20.0M | 0.73% |
| 35 | ELI LILLY & CO | LLY | 22,767 | $17.7M | 0.65% |
| 36 | SCHWAB STRATEGIC TR | 808524300 | 577,225 | $16.9M | 0.62% |
| 37 | AMAZON COM INC | AMZN | 72,875 | $16.0M | 0.59% |
| 38 | AUTOMATIC DATA PROCESSING IN | ADP | 46,573 | $14.4M | 0.53% |
| 39 | VISA INC | V | 36,645 | $13.0M | 0.48% |
| 40 | NVIDIA CORPORATION | NVDA | 79,532 | $12.6M | 0.46% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,498 | $12.4M | 0.45% |
| 42 | ALPHABET INC | GOOG | 69,556 | $12.3M | 0.45% |
| 43 | MOODYS CORP | MCO | 24,005 | $12.0M | 0.44% |
| 44 | MASTERCARD INCORPORATED | MA | 19,707 | $11.1M | 0.41% |
| 45 | BLACKROCK INC | BLK | 8,989 | $9.4M | 0.35% |
| 46 | ISHARES TR | 464287242 | 84,188 | $9.2M | 0.34% |
| 47 | VANGUARD SPECIALIZED FUNDS | 921908844 | 44,130 | $9.0M | 0.33% |
| 48 | OREILLY AUTOMOTIVE INC | 67103H107 | 92,751 | $8.4M | 0.31% |
| 49 | INTUIT | INTU | 9,561 | $7.5M | 0.28% |
| 50 | NEXTERA ENERGY INC | NEE-PW | 105,899 | $7.4M | 0.27% |
| 51 | ECOLAB INC | ECL | 27,205 | $7.3M | 0.27% |
| 52 | AFLAC INC | AFL | 64,824 | $6.8M | 0.25% |
| 53 | ISHARES TR | 464287226 | 68,728 | $6.8M | 0.25% |
| 54 | SCHWAB STRATEGIC TR | 808524797 | 250,587 | $6.6M | 0.24% |
| 55 | ISHARES TR | 464287507 | 101,848 | $6.3M | 0.23% |
| 56 | VANGUARD INDEX FDS | 922908736 | 13,967 | $6.1M | 0.22% |
| 57 | CINTAS CORP | CTAS | 25,737 | $5.7M | 0.21% |
| 58 | JOHNSON & JOHNSON | JNJ | 37,506 | $5.7M | 0.21% |
| 59 | MSCI INC | MSCI | 9,567 | $5.5M | 0.20% |
| 60 | MOTOROLA SOLUTIONS INC | MSI | 12,615 | $5.3M | 0.19% |
| 61 | CISCO SYS INC | CSCO | 76,093 | $5.3M | 0.19% |
| 62 | KINSALE CAP GROUP INC | 49714P108 | 10,873 | $5.3M | 0.19% |
| 63 | META PLATFORMS INC | META | 6,825 | $5.0M | 0.18% |
| 64 | NETFLIX INC | NFLX | 3,751 | $5.0M | 0.18% |
| 65 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,408 | $4.8M | 0.18% |
| 66 | ISHARES U S ETF TR | 46431W838 | 95,084 | $4.8M | 0.18% |
| 67 | GE AEROSPACE | 369604301 | 18,408 | $4.7M | 0.17% |
| 68 | PROGRESSIVE CORP | 743315103 | 17,519 | $4.7M | 0.17% |
| 69 | CADENCE DESIGN SYSTEM INC | CDNS | 14,611 | $4.5M | 0.17% |
| 70 | UBER TECHNOLOGIES INC | UBER | 45,661 | $4.3M | 0.16% |
| 71 | MERCADOLIBRE INC | MELI | 1,623 | $4.2M | 0.16% |
| 72 | SOMNIGROUP INTERNATIONAL INC | SGI | 62,079 | $4.2M | 0.16% |
| 73 | CUMMINS INC | CMI | 12,872 | $4.2M | 0.15% |
| 74 | BOOKING HOLDINGS INC | BKNG | 701 | $4.1M | 0.15% |
| 75 | RLI CORP | RLI | 56,160 | $4.1M | 0.15% |
| 76 | BADGER METER INC | BMI | 16,469 | $4.0M | 0.15% |
| 77 | VANGUARD WHITEHALL FDS | 921946406 | 30,150 | $4.0M | 0.15% |
| 78 | COPART INC | CPRT | 80,893 | $4.0M | 0.15% |
| 79 | SCHWAB STRATEGIC TR | 808524102 | 162,204 | $3.9M | 0.14% |
| 80 | GRAINGER W W INC | 384802104 | 3,695 | $3.8M | 0.14% |
| 81 | ISHARES TR | 464287804 | 34,586 | $3.8M | 0.14% |
| 82 | APPLOVIN CORP | APP | 10,775 | $3.8M | 0.14% |
| 83 | SELECT SECTOR SPDR TR | 81369Y803 | 14,042 | $3.6M | 0.13% |
| 84 | NORTHROP GRUMMAN CORP | NOC | 7,015 | $3.5M | 0.13% |
| 85 | SPDR S&P 500 ETF TR | SPY | 5,597 | $3.5M | 0.13% |
| 86 | ADOBE INC | ADBE | 8,908 | $3.4M | 0.13% |
| 87 | AIR PRODS & CHEMS INC | AIIR | 12,196 | $3.4M | 0.13% |
| 88 | CINCINNATI FINL CORP | 172062101 | 22,307 | $3.3M | 0.12% |
| 89 | AUTOZONE INC | AZO | 855 | $3.2M | 0.12% |
| 90 | ABBOTT LABS | ABLZF | 21,775 | $3.0M | 0.11% |
| 91 | INTERNATIONAL BUSINESS MACHS | INTR | 9,987 | $2.9M | 0.11% |
| 92 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 58,639 | $2.7M | 0.10% |
| 93 | MURPHY USA INC | MUSA | 6,578 | $2.7M | 0.10% |
| 94 | COCA COLA CO | KO | 36,569 | $2.6M | 0.09% |
| 95 | REPUBLIC SVCS INC | 760759100 | 9,971 | $2.5M | 0.09% |
| 96 | AMGEN INC | AMGN | 8,513 | $2.4M | 0.09% |
| 97 | VALERO ENERGY CORP | VLO | 17,649 | $2.4M | 0.09% |
| 98 | CENCORA INC | COR | 6,647 | $2.0M | 0.07% |
| 99 | VANGUARD INDEX FDS | 922908363 | 3,432 | $1.9M | 0.07% |
| 100 | PROSHARES TR | 74348A467 | 19,332 | $1.9M | 0.07% |
| 101 | ISHARES TR | 464288687 | 62,188 | $1.9M | 0.07% |
| 102 | ERIE INDTY CO | 29530P102 | 5,470 | $1.9M | 0.07% |
| 103 | DUKE ENERGY CORP NEW | DUKB | 15,932 | $1.9M | 0.07% |
| 104 | ALPHABET INC | GOOG | 10,176 | $1.8M | 0.07% |
| 105 | SOUTHERN CO | SOMN | 19,510 | $1.8M | 0.07% |
| 106 | CATERPILLAR INC | CAT | 4,536 | $1.8M | 0.06% |
| 107 | VANGUARD WHITEHALL FDS | 921946794 | 21,635 | $1.7M | 0.06% |
| 108 | LENNOX INTL INC | 526107107 | 3,010 | $1.7M | 0.06% |
| 109 | ISHARES TR | 464287200 | 2,765 | $1.7M | 0.06% |
| 110 | ISHARES TR | 46429B655 | 33,375 | $1.7M | 0.06% |
| 111 | ISHARES TR | 464287614 | 3,920 | $1.7M | 0.06% |
| 112 | WALMART INC | WMT | 16,878 | $1.7M | 0.06% |
| 113 | PROSHARES TR | 74347R206 | 14,000 | $1.6M | 0.06% |
| 114 | ISHARES TR | 46432F396 | 6,724 | $1.6M | 0.06% |
| 115 | SELECT SECTOR SPDR TR | 81369Y506 | 18,856 | $1.6M | 0.06% |
| 116 | VERIZON COMMUNICATIONS INC | VZ | 35,953 | $1.6M | 0.06% |
| 117 | ONEOK INC NEW | OKE | 18,930 | $1.5M | 0.06% |
| 118 | STARBUCKS CORP | SBUX | 16,814 | $1.5M | 0.06% |
| 119 | SCHWAB STRATEGIC TR | 808524805 | 68,658 | $1.5M | 0.06% |
| 120 | GILEAD SCIENCES INC | GILD | 13,174 | $1.5M | 0.05% |
| 121 | GOLDMAN SACHS GROUP INC | GSCE | 2,061 | $1.5M | 0.05% |
| 122 | PROCTER AND GAMBLE CO | 742718109 | 9,002 | $1.4M | 0.05% |
| 123 | SPDR SERIES TRUST | 78464A763 | 10,218 | $1.4M | 0.05% |
| 124 | ENBRIDGE INC | ENNPF | 30,473 | $1.4M | 0.05% |
| 125 | PNC FINL SVCS GROUP INC | 693475105 | 7,140 | $1.3M | 0.05% |
| 126 | PRUDENTIAL FINL INC | PUKPF | 12,364 | $1.3M | 0.05% |
| 127 | UNION PAC CORP | UNP | 5,458 | $1.3M | 0.05% |
| 128 | ROYAL BK CDA | 780087102 | 9,185 | $1.2M | 0.04% |
| 129 | CSX CORP | CSX | 36,547 | $1.2M | 0.04% |
| 130 | PROSHARES TR | 74347R107 | 12,000 | $1.2M | 0.04% |
| 131 | INVESCO EXCH TRADED FD TR II | IVZ | 43,888 | $1.2M | 0.04% |
| 132 | NOVO-NORDISK A S | NONOF | 16,069 | $1.1M | 0.04% |
| 133 | TORONTO DOMINION BK ONT | TORO | 15,020 | $1.1M | 0.04% |
| 134 | HUNTINGTON BANCSHARES INC | HBANP | 65,282 | $1.1M | 0.04% |
| 135 | INTERNATIONAL PAPER CO | 460146103 | 23,272 | $1.1M | 0.04% |
| 136 | DOMINION ENERGY INC | D | 19,003 | $1.1M | 0.04% |
| 137 | SCHWAB STRATEGIC TR | 808524649 | 41,887 | $1.1M | 0.04% |
| 138 | SCHWAB STRATEGIC TR | 808524607 | 40,005 | $1.0M | 0.04% |
| 139 | PFIZER INC | PFE | 41,656 | $1.0M | 0.04% |
| 140 | NIKE INC | NKE | 13,920 | $988,865 | 0.04% |
| 141 | AT&T INC | T-PC | 33,822 | $978,820 | 0.04% |
| 142 | DISNEY WALT CO | 254687106 | 7,804 | $967,730 | 0.04% |
| 143 | INVESCO QQQ TR | IVZ | 1,642 | $905,793 | 0.03% |
| 144 | STRYKER CORPORATION | SYK | 2,182 | $863,409 | 0.03% |
| 145 | VANGUARD TAX-MANAGED FDS | 921943858 | 14,736 | $840,099 | 0.03% |
| 146 | TESLA INC | TSLA | 2,610 | $829,075 | 0.03% |
| 147 | INTERPUBLIC GROUP COS INC | INTR | 33,354 | $816,496 | 0.03% |
| 148 | SELECT SECTOR SPDR TR | 81369Y605 | 15,324 | $802,529 | 0.03% |
| 149 | WHIRLPOOL CORP | WHR-PA | 7,896 | $800,862 | 0.03% |
| 150 | ISHARES TR | 464288414 | 7,136 | $745,569 | 0.03% |
| 151 | ISHARES TR | 464287408 | 3,788 | $740,347 | 0.03% |
| 152 | HARTFORD FDS EXCHANGE TRADED | 41653L503 | 19,138 | $732,603 | 0.03% |
| 153 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.03% |
| 154 | CNO FINL GROUP INC | 12621E103 | 18,693 | $721,176 | 0.03% |
| 155 | HONEYWELL INTL INC | 438516106 | 3,080 | $717,278 | 0.03% |
| 156 | EMERSON ELEC CO | EMR | 5,263 | $701,675 | 0.03% |
| 157 | BEST BUY INC | BBY | 10,304 | $691,708 | 0.03% |
| 158 | EQUIFAX INC | EFX | 2,585 | $670,471 | 0.02% |
| 159 | TJX COS INC NEW | 872540109 | 5,290 | $653,323 | 0.02% |
| 160 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,439 | $625,004 | 0.02% |
| 161 | ISHARES TR | 464287655 | 2,843 | $613,491 | 0.02% |
| 162 | SELECT SECTOR SPDR TR | 81369Y704 | 4,071 | $600,481 | 0.02% |
| 163 | AMERICAN ELEC PWR CO INC | 025537101 | 5,708 | $592,262 | 0.02% |
| 164 | ISHARES TR | 464288158 | 5,297 | $563,283 | 0.02% |
| 165 | ISHARES TR | 46432F339 | 3,081 | $563,268 | 0.02% |
| 166 | ELEVANCE HEALTH INC | ELV | 1,443 | $561,084 | 0.02% |
| 167 | CRANE COMPANY | CR | 2,813 | $534,161 | 0.02% |
| 168 | FIRST FINANCIAL CORPORATION | 320218100 | 9,506 | $515,130 | 0.02% |
| 169 | TRAVELERS COMPANIES INC | TRV | 1,835 | $490,882 | 0.02% |
| 170 | VANECK ETF TRUST | 92189F486 | 18,475 | $471,112 | 0.02% |
| 171 | ISHARES TR | 464287465 | 5,255 | $469,744 | 0.02% |
| 172 | SPDR SERIES TRUST | 78468R663 | 4,696 | $430,753 | 0.02% |
| 173 | SPDR SERIES TRUST | 78464A409 | 4,212 | $401,488 | 0.01% |
| 174 | L3HARRIS TECHNOLOGIES INC | LHX | 1,574 | $394,822 | 0.01% |
| 175 | GENUINE PARTS CO | GPC | 3,212 | $389,609 | 0.01% |
| 176 | ORACLE CORP | ORCL-PD | 1,767 | $386,282 | 0.01% |
| 177 | NASDAQ INC | NDAQ | 4,118 | $368,232 | 0.01% |
| 178 | CARRIER GLOBAL CORPORATION | CARR | 5,005 | $366,279 | 0.01% |
| 179 | ISHARES TR | 46436E718 | 3,637 | $366,210 | 0.01% |
| 180 | CVS HEALTH CORP | CVS | 5,202 | $358,822 | 0.01% |
| 181 | SELECT SECTOR SPDR TR | 81369Y209 | 2,625 | $353,842 | 0.01% |
| 182 | MCKESSON CORP | MCK | 483 | $353,839 | 0.01% |
| 183 | VANGUARD INDEX FDS | 922908629 | 1,235 | $345,590 | 0.01% |
| 184 | SPDR SERIES TRUST | 78464A805 | 4,421 | $331,089 | 0.01% |
| 185 | FIRST INTERNET BANCORP | INBKZ | 12,250 | $329,525 | 0.01% |
| 186 | COMCAST CORP NEW | CCZ | 9,138 | $326,150 | 0.01% |
| 187 | ADVANCED MICRO DEVICES INC | AMD | 2,276 | $322,964 | 0.01% |
| 188 | PENSKE AUTOMOTIVE GRP INC | 70959W103 | 1,843 | $316,703 | 0.01% |
| 189 | DEERE & CO | DE | 606 | $308,150 | 0.01% |
| 190 | SELECT SECTOR SPDR TR | 81369Y886 | 3,740 | $305,408 | 0.01% |
| 191 | COLGATE PALMOLIVE CO | CL | 3,318 | $301,606 | 0.01% |
| 192 | GE VERNOVA INC | GEV | 562 | $297,382 | 0.01% |
| 193 | SYNOPSYS INC | SNPS | 564 | $289,152 | 0.01% |
| 194 | ANALOG DEVICES INC | ADI | 1,205 | $286,814 | 0.01% |
| 195 | ISHARES TR | 46429B697 | 3,049 | $286,210 | 0.01% |
| 196 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 614 | $270,632 | 0.01% |
| 197 | VANGUARD INDEX FDS | 922908769 | 886 | $269,331 | 0.01% |
| 198 | SCHWAB STRATEGIC TR | 808524508 | 9,572 | $268,482 | 0.01% |
| 199 | BP PLC | BPPFF | 8,881 | $265,808 | 0.01% |
| 200 | LINDE PLC | LIN | 565 | $265,255 | 0.01% |
| 201 | ISHARES TR | 464287598 | 1,353 | $262,793 | 0.01% |
| 202 | KIMBERLY-CLARK CORP | KMB | 1,936 | $249,535 | 0.01% |
| 203 | TE CONNECTIVITY PLC | TEL | 1,460 | $246,258 | 0.01% |
| 204 | BANK AMERICA CORP | 060505104 | 5,180 | $245,105 | 0.01% |
| 205 | OTIS WORLDWIDE CORP | OTIS | 2,388 | $236,460 | 0.01% |
| 206 | SHERWIN WILLIAMS CO | SHW | 680 | $233,651 | 0.01% |
| 207 | BOEING CO | BA-PA | 1,080 | $226,292 | 0.01% |
| 208 | QUALCOMM INC | QCOM | 1,409 | $224,329 | 0.01% |
| 209 | SPDR SERIES TRUST | 78464A508 | 4,244 | $222,131 | 0.01% |
| 210 | AMERICAN EXPRESS CO | AXP | 660 | $210,444 | 0.01% |
| 211 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,100 | $208,382 | 0.01% |
| 212 | DANAHER CORPORATION | 235851102 | 1,040 | $205,453 | 0.01% |