Donaldson Capital Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, submitted on November 9, 2026, lists the firm's total holdings across 320 positions.
The report identifies Jared Calvert as the compliance consultant for the filing. The firm's principal executive office is located at 20 Northwest First Street, 5th Floor, Evansville, IN 47708.
The information table included in the filing details a diverse mix of common stock holdings. Notable positions include significant stakes in companies such as Apple Inc., Microsoft Corporation, and Berkshire Hathaway Inc. The portfolio also includes substantial holdings in energy and industrial sectors, including Chevron Corporation, Caterpillar Inc., and JPMorgan Chase & Co.
Additionally, the filing lists various exchange-traded funds (ETFs) within the portfolio, including funds tracking the S&P 500, Nasdaq 100, and various international and sector-specific indices.
