DONALDSON CAPITAL MANAGEMENT, LLC
RIA/Wealth
DONALDSON CAPITAL MANAGEMENT, LLC is a RIA/Wealth based in Evansville, IN led by Gregory C Donaldson, managing $3.2B across 232 long positions as of Q3 2025 with KRMN as the largest holding (8% allocation).
FounderGregory C Donaldson
- Portfolio Value
- $3.2B
- Positions
- 232
- Top Holding
- KRMN at 7.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DONALDSON CAPITAL MANAGEMENT, LLC's portfolio (42.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $252.8M | 7.99% | +$252.8M New | 2.65% 3.5M shares | |
Semiconductors Technology | $167.5M | 5.29% | -$17.1M Sold | 0.01% 507.7K shares | |
Consumer Electronics Technology | $144.8M | 4.57% | +$1.7M Bought | 0.00% 568.6K shares | |
Software - Infrastructure Technology | $143.6M | 4.54% | +$1.1M Bought | 0.00% 277.3K shares | |
ETF ETF | $136.4M | 4.31% | +$12.2M Bought | — 1.2M shares | |
Drug Manufacturers - General Healthcare | $111.7M | 3.53% | +$1.1M Bought | 0.03% 482.2K shares | |
Banks - Diversified Financial Services | $108.4M | 3.42% | -$616.7K Sold | 0.01% 343.5K shares | |
ETF ETF | $106.0M | 3.35% | -$5.0M Sold | — 2.1M shares | |
ETF ETF | $81.3M | 2.57% | +$1.5M Bought | — 300.0K shares | |
Discount Stores Consumer Defensive | $80.5M | 2.54% | -$532.2K Sold | 0.02% 86.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DONALDSON CAPITAL MANAGEMENT, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DONALDSON CAPITAL MANAGEMENT, LLC
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