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| Donaldson Capital Management LLC
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| |
|---|---|
| CRD # | 106131 |
| SEC # | 801-48479 |
| CIK # | 0001487438 |
| AUM | $2.7 BB (2024-03-14) |
| Employees | 61 (59% Investors, 0% Brokers) |
| Phone | 812-421-3211 |
| Address | 20 Northwest First Street Evansville, IN 47708 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| COST | 207.6 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| ACN | 179.5 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| HD | 277.6 | 0.1 | |
| TXN | 142.2 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,014 | 0.4 |
| (b) Individuals (high net worth individuals) | 604 | 1.9 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (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 | 28 | 0.1 |
| (h) Charitable organizations | 45 | 0.2 |
| (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 | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,716 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,716 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,716 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1,716 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001487438] |
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|---|---|---|
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|
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