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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Donaldson Capital Management LLC
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| CRD # | 106131 |
| SEC # | 801-48479 |
| CIK # | 0001487438 |
| AUM | $3.1 B (2025-04-28) |
| Employees | 65 (60% Investors, 0% Brokers) |
| Phone | 812-421-3211 |
| Address | 20 Northwest First Street Evansville, IN 47708 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Accenture PLC | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,011 | 0.4 |
| (b) Individuals (high net worth individuals) | 635 | 2.2 |
| (c) Banking or thrift institutions | 4 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.1 |
| (h) Charitable organizations | 44 | 0.3 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,742 | 3.1 |
| By Discretionary | ||
| Discretionary | 1,742 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,742 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 1,742 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001487438] |
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|---|---|---|
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