Donaldson Capital Management, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$3.1B
Holdings
233
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$KRMN
KARMAN HLDGS INC
Held since at least Q1 2024
9.1%
02
$AVGO
BROADCOM INC
Q1 2026: New position (142.9k shares)
5.0%
03
$AAPL
APPLE INC
Q1 2026: New position (122.0k shares)
4.6%
04
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
4.1%
05
$ABBV
ABBVIE INC
Q1 2026: New position (37.9k shares)
3.4%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (1.58M shares)
3.3%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (2.3k shares)
3.3%
08
$SOXX
ISHARES TR
Held since at least Q1 2024
3.2%
09
$ICSH
ISHARES TR
Held since at least Q1 2024
3.2%
10
$MRK
MERCK & CO INC
Q1 2026: New position (358.5k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:01 UTC.