AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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