DONALDSON CAPITAL MANAGEMENT, LLC

Comprehensive Analysis of Donaldson Capital Management LLC 13F Filing

Portfolio Overview

Donaldson Capital Management LLC reported a significant expansion in its portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 118.8%, growing from $1.44 billion to $3.14 billion. This substantial increase in assets under management (AUM) suggests either a significant influx of new client capital or strong performance from existing assets, compounded by...