Donaldson Capital Management, LLC 13F 持仓 · 2026年Q2
Donaldson Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 309 只证券，申报市值合计 35.01 亿美元。前几大持仓：SOXX（5.58%）、KRMN（4.99%）、AAPL（4.89%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | $195.4M | 5.58% | 304,880 | 增持 |
| 2 | KRMN | KARMAN HLDGS INC | $174.8M | 4.99% | 3.5M | 持平 |
| 3 | AAPL | APPLE INC | $171.4M | 4.89% | 592,203 | 增持 |
| 4 | AVGO | BROADCOM INC | $166.3M | 4.75% | 440,150 | 减持 |
| 5 | ABBV | ABBVIE INC | $122.2M | 3.49% | 485,608 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $106.9M | 3.05% | 286,452 | 增持 |
| 7 | LLY | ELI LILLY & CO | $106.4M | 3.04% | 88,678 | 增持 |
| 8 | MRK | MERCK & CO INC | $102.6M | 2.93% | 798,673 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $98.2M | 2.81% | 300,144 | 减持 |
| 10 | ICSH | ISHARES TR | $86.4M | 2.47% | 1.7M | 减持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $77.9M | 2.22% | 83,221 | 减持 |
| 12 | MS | MORGAN STANLEY | $75.7M | 2.16% | 362,259 | 减持 |
| 13 | RTX | RTX CORPORATION | $74.6M | 2.13% | 393,318 | 增持 |
| 14 | XLC | SELECT SECTOR SPDR TR | $73.3M | 2.09% | 684,191 | 减持 |
| 15 | C | CITIGROUP INC | $69.3M | 1.98% | 494,972 | 减持 |
| 16 | WSO | WATSCO INC | $69.3M | 1.98% | 166,210 | 增持 |
| 17 | GS | GOLDMAN SACHS GROUP INC | $68.4M | 1.95% | 67,621 | 减持 |
| 18 | FAST | FASTENAL CO | $67.5M | 1.93% | 1.4M | 增持 |
| 19 | HD | HOME DEPOT INC | $67.7M | 1.93% | 192,060 | 减持 |
| 20 | KMB | KIMBERLY-CLARK CORP | $58.7M | 1.68% | 534,439 | 新建仓 |
| 21 | MCD | MCDONALDS CORP | $57.3M | 1.64% | 211,809 | 增持 |
| 22 | PAYX | PAYCHEX INC | $57.2M | 1.63% | 581,263 | 增持 |
| 23 | GD | GENERAL DYNAMICS CORP | $56.8M | 1.62% | 160,334 | 增持 |
| 24 | O | REALTY INCOME CORP | $56.1M | 1.60% | 904,917 | 新建仓 |
| 25 | WEC | WEC ENERGY GROUP INC | $52.3M | 1.49% | 447,934 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR