StockDriftsStockDriftsTop 50 Donaldson Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | 9.08% | 3.50M | $280.3M | +0.00%(+0) | $61.28(+9.78%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.98% | 496.8K | $153.8M | +4.15%(+19.81K) | $45.60(+813.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.65% | 565.8K | $143.6M | +0.08%(+461) | $56.86(+425.58%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 4.1% | 1.14M | $126.7M | +0.20%(+2.28K) | $86.52(+34.95%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3.4% | 482.1K | $104.8M | +0.71%(+3.42K) | $79.66(+161.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.33% | 277.3K | $102.7M | +0.91%(+2.50K) | $115.90(+249.62%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.26% | 342.3K | $100.7M | -0.95%(-3.27K) | $120.94(+148.26%) | 2026-03-31 | |
| SOXX | ISHARES TR | 3.21% | 301.4K | $99.1M | +1.09%(+3.26K) | $208.73(+153.09%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.16% | 1.93M | $97.5M | -10.45%(-224.76K) | $50.38(+0.28%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.06% | 785.2K | $94.4M | +0.93%(+7.20K) | $78.95(+43.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.61% |
| Top 20 Holdings Unweighted | +10.57% | +35.17% |
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