Long-term investor
Donaldson Capital Management, LLC @donaldsoncapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001487438).
Record
- Tracked since 2025-12-31 (257 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.9%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SOXX · 5.6% · long · since 2025-12-31
- KRMN · 5.0% · long · since 2025-12-31
- AAPL · 4.9% · long · since 2025-12-31
- AVGO · 4.7% · long · since 2025-12-31
- ABBV · 3.5% · long · since 2025-12-31
- MSFT · 3.1% · long · since 2025-12-31
- LLY · 3.0% · long · since 2025-12-31
- MRK · 2.9% · long · since 2025-12-31
- JPM · 2.8% · long · since 2025-12-31
- ICSH · 2.5% · long · since 2025-12-31
- COST · 2.2% · long · since 2025-12-31
- MS · 2.2% · long · since 2025-12-31