Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DONALDSON CAPITAL MANAGEMENT LLC 07-31-2024 06-30-2024 209 2,383,586,014
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $121,209,852 271,193 0.01 0.00 -4,221 -1.53 06-30-2024
APPLE INC COM 2 $115,991,380 550,714 0.00 0.00 -173 -0.03 06-30-2024
BROADCOM INC COM 3 $109,124,463 67,968 0.00 0.00 -1,393 -2.01 06-30-2024
ISHARES TR BLACKROCK ULTRA 4 $100,585,041 1,990,600 0.00 0.00 -304,704 -13.28 06-30-2024
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