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Manager record

Donaldson Capital Management, Llc

Evansville, IN · CIK 1487438 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.50BReported 13F valueQ2 2026 · as filed
311Holdings listed
+13.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.7B$2.7BQ2 2025212 holdingsQ3 2025: $3.2B$3.2BQ3 2025232 holdingsQ4 2025: $3.1B$3.1BQ4 2025231 holdingsQ1 2026: $3.1B$3.1BQ1 2026235 holdingsQ2 2026: $3.5B$3.5BQ2 2026311 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$3.50B · 311 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$3.09B · 235 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$3.14B · 231 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$3.16B · 232 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$2.72B · 212 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology