Fund HoldingsDONALDSON CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$2.12B
Total Bought
$270.32M
Total Sold
$255.16M
Net Transaction
+$15.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)15,32893,519+78,1917,36747,1512.22%+39,784
CME GROUP INC(CME)0180,639+180,639036,1681.70%+36,168
CISCO SYS INC(CSCO)97,738673,565+575,8275,05736,2111.71%+31,154
PEPSICO INC(PEP)20,628178,540+157,9123,82130,2521.43%+26,431
ISHARES TR
ULTRA SHORT DUR
1,308,9451,695,286+386,34165,84085,4084.02%+19,569
ABBVIE INC(ABBV)477,977483,394+5,41764,39872,0553.39%+7,657
EXXON MOBIL CORP442,507452,332+9,82547,45953,1852.51%+5,726
VALERO ENERGY CORP(VLO)269,803263,724-6,07931,64837,3721.76%+5,724
AFLAC INC(AFL)642,080651,080+9,00044,81749,9702.35%+5,153
SCHWAB STRATEGIC TR062,948+62,94804,4540.21%+4,454
CHEVRON CORP NEW(CVX)251,228257,227+5,99939,53143,3742.04%+3,843
COSTCO WHSL CORP NEW(COST)104,257106,133+1,87656,13059,9612.82%+3,831
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
150,708224,359+73,6517,55611,2580.53%+3,702
ALLSTATE CORP(ALL)393,700416,370+22,67042,92946,3882.19%+3,459
ELI LILLY & CO(LLY)40,47440,271-20318,98221,6311.02%+2,649
METTLER TOLEDO INTERNATIONAL(MTD)02,381+2,38102,6380.12%+2,638
HERSHEY CO(HSY)018,799+18,79903,7610.18%+3,761
PAYCHEX INC(PAYX)416,407422,730+6,32346,58348,7532.30%+2,170
SCHWAB STRATEGIC TR038,212+38,21202,7790.13%+2,779
VANGUARD WHITEHALL FDS031,156+31,15603,2190.15%+3,219
SCHWAB STRATEGIC TR027,215+27,21501,3570.06%+1,357
VANGUARD WHITEHALL FDS018,247+18,24701,1290.05%+1,129
AUTOMATIC DATA PROCESSING IN46,18946,636+44710,15211,2200.53%+1,068
PNC FINL SVCS GROUP INC(PNC)07,849+7,84909640.05%+964
SCHWAB STRATEGIC TR012,732+12,73208620.04%+862
ALPHABET INC(GOOG)69,24169,786+5458,2889,1320.43%+844
ISHARES TR
FLTG RATE NT ETF
033,337+33,33701,6970.08%+1,697
INTUIT(INTU)14,60414,551-536,6917,4350.35%+743
AMGEN INC(AMGN)16,00315,727-2763,5534,2270.20%+674
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,283+6,28306370.03%+637
SELECT SECTOR SPDR TR
ST STR ENERG ETF
69,07568,442-6335,6076,1860.29%+580
SCHWAB STRATEGIC TR013,729+13,72905690.03%+569
ONEOK INC NEW(OKE)024,754+24,75401,5700.07%+1,570
MSCI INC(MSCI)7,7547,930+1763,6394,0690.19%+430
WISDOMTREE TR(WT)08,175+8,17504110.02%+411
VANGUARD SPECIALIZED FUNDS38,12642,492+4,3666,1936,6020.31%+410
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
07,792+7,79203900.02%+390
ADOBE INC(ADBE)9,4239,782+3594,6084,9880.23%+380
SHERWIN WILLIAMS CO(SHW)01,454+1,45403710.02%+371
SPDR SER TR
ST STR P500VAL
08,421+8,42103470.02%+347
ACCENTURE PLC IRELAND
SHS CLASS A
229,111231,157+2,04670,69970,9913.34%+291
LENNOX INTL INC(LII)5,6135,61301,8302,1020.10%+272
C3 AI INC(AI)010,400+10,40002650.01%+265
NOVO-NORDISK A S(NVO)18,51235,439+16,9272,9963,2230.15%+227
ALPHABET INC(GOOG)16,41916,759+3401,9862,2100.10%+223
BERKSHIRE HATHAWAY INC DEL17,23717,393+1565,8786,0930.29%+215
MASTERCARD INCORPORATED(MA)13,53013,962+4325,3225,5280.26%+206
MERCADOLIBRE INC(MELI)0951+95101,2050.06%+1,205
INTERNATIONAL BUSINESS MACHS(IBM)10,32211,127+8051,3811,5610.07%+180
INTERNATIONAL PAPER CO(IP)020,415+20,41507240.03%+724
PRUDENTIAL FINL INC(PFH)012,476+12,47601,1840.06%+1,184
CATERPILLAR INC(CAT)11,10210,589-5132,7322,8910.14%+159
ENERGY TRANSFER L P(ET)088,771+88,77101,2450.06%+1,245
WATSCO INC(WSO)02,871+2,87101,0840.05%+1,084
HUNTINGTON BANCSHARES INC(HBAN)067,887+67,88707060.03%+706
GILEAD SCIENCES INC(GILD)012,895+12,89509660.05%+966
TORONTO DOMINION BK ONT(TD)015,201+15,20109160.04%+916
VANGUARD INDEX FDS12,88513,638+7533,6463,7140.17%+68
WHIRLPOOL CORP(WHR)06,693+6,69308950.04%+895
FERGUSON PLC NEW07,726+7,72601,2710.06%+1,271
PHILLIPS 66(PSX)02,254+2,25402710.01%+271
GODADDY INC(GDDY)016,625+16,62501,2380.06%+1,238
VANGUARD INDEX FDS01,079+1,07904240.02%+424
PROGRESSIVE CORP(PGR)12,41412,102-3121,6431,6860.08%+43
COMCAST CORP NEW(CCZ)021,462+21,46209520.04%+952
META PLATFORMS INC(META)6,5786,418-1601,8881,9270.09%+39
WALMART INC(WMT)07,727+7,72701,2360.06%+1,236
FIRST FINL CORP IND(THFF)016,400+16,40005540.03%+554
SYNOPSYS INC(SNPS)0717+71703290.02%+329
ACUITY BRANDS INC(AYI)02,100+2,10003580.02%+358
EMERSON ELEC CO(EMR)03,669+3,66903540.02%+354
BERKSHIRE HATHAWAY INC DEL01+105310.03%+531
FEDEX CORP(FDX)01,041+1,04102760.01%+276
FIRST INTERNET BANCORP013,251+13,25102150.01%+215
GALLAGHER ARTHUR J & CO(AJG)01,079+1,07902460.01%+246
TJX COS INC NEW(TJX)04,124+4,12403670.02%+367
GENERAL ELECTRIC CO(GE)01,945+1,94502150.01%+215
CARRIER GLOBAL CORPORATION(CARR)08,377+8,37704620.02%+462
AUTOZONE INC(AZO)088+8802240.01%+224
ADVANCED MICRO DEVICES INC(AMD)02,650+2,65002720.01%+272
ISHARES TR06,163+6,16304990.02%+499
DUKE ENERGY CORP NEW(DUK)14,52714,800+2731,3041,3060.06%+3
MCKESSON CORP(MCK)0832+83203620.02%+362
CNO FINL GROUP INC020,018+20,01804750.02%+475
BANCO SANTANDER S.A.(SAN)021,796+21,7960820.00%+82
VANGUARD INDEX FDS01,615+1,61502230.01%+223
PENSKE AUTOMOTIVE GRP INC(PAG)01,943+1,94303250.02%+325
SPDR SER TR
ST STR BLO 1 ETF
08,916+8,91608190.04%+819
CRANE COMPANY(CR)02,813+2,81302500.01%+250
DANAHER CORPORATION(DHR)01,369+1,36903400.02%+340
GOLDMAN SACHS GROUP INC(GS)4,2554,233-221,3721,3700.06%-3
ISHARES TR02,456+2,45602530.01%+253
ISHARES TR02,505+2,50502650.01%+265
CVS HEALTH CORP(CVS)08,865+8,86506190.03%+619
GERMAN AMERN BANCORP INC(GABC)043,201+43,20101,1700.06%+1,170
CHENIERE ENERGY INC(LNG)07,520+7,52001,2480.06%+1,248
CHUBB LIMITED
COM
01,227+1,22702560.01%+256
VANGUARD INDEX FDS05,371+5,37101,1410.05%+1,141
ISHARES TR60,39461,800+1,4061,8681,8630.09%-5
BOOZ ALLEN HAMILTON HLDG COR02,774+2,77403030.01%+303
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