Donaldson Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In today's blog post, we will be discussing the changes in holdings of Donaldson Capital Management, LLC between Q1 2023 and Q2 2023. 13F filings provide valuable insights into the positions held by investment management firms, and this comparison will help us understand the shifts in their portfolio. So, let's dive right in!

==============================

When it comes to investment management firms, keeping track of their holdings is crucial. Investors and analysts rely on the 13F filings to gain insights into these holdings, and Donaldson Capital Management, LLC is no exception. In this article, we will analyze the changes in their holdings between Q1 2023 and Q2 2023, shedding light on their investment strategy and potential market trends.

Looking at the data, we can see that some interesting changes have occurred in Donaldson Capital Management, LLC's portfolio. Let's start with the top holdings:

1. APPLE INC (AAPL): In Q1 2023, Donaldson Capital Management, LLC held 593,796 shares of Apple Inc, which increased to 600,437 shares in Q2 2023. The value of their holdings also saw a significant increase from $97,916,000 to $116,466,000. This indicates their continued bullish stance on the tech giant.

2. MICROSOFT CORP (MSFT): Donaldson Capital Management, LLC maintained their position in Microsoft Corp with 337,010 shares in Q1 2023 and 337,836 shares in Q2 2023. The value of their holdings rose from $97,159,000 to $115,046,000 during this period, suggesting their confidence in the company's growth potential.

3. BROADCOM INC (AVGO): The firm held 100,371 shares of Broadcom Inc in Q1 2023, which decreased to 92,620 shares in Q2 2023. Despite the decrease in shares, the value of their holdings remained substantial at $64,392,000 in Q1 2023 and $80,341,000 in Q2 2023.

4. ACCENTURE PLC IRELAND (ACN): Donaldson Capital Management, LLC's holdings in Accenture PLC Ireland remained relatively stable, with 226,845 shares in Q1 2023 and 229,111 shares in Q2 2023. The value of their holdings slightly decreased from $64,834,000 to $70,699,000.

5. ISHARES TR (ICSH): The firm significantly increased their holdings in iShares TR from 1,005,874 shares in Q1 2023 to 1,308,945 shares in Q2 2023. The value of their holdings also rose from $50,545,000 to $65,839,000, indicating a bullish sentiment towards this investment.

These are just a few examples of the changes in Donaldson Capital Management, LLC's holdings. It is essential to analyze these changes in context with the overall market conditions and the firm's investment strategy. 13F filings provide valuable insights into the movements of investment management firms, and investors can benefit from understanding these changes.

It is important to note that the data provided in this article is based on the disclosed 13F filings and may not reflect the most recent changes in the firm's holdings. Additionally, investors should conduct their own research and analysis before making any investment decisions based on this information.

In conclusion, analyzing the changes in holdings of Donaldson Capital Management, LLC between Q1 2023 and Q2 2023 reveals interesting shifts in their portfolio. Apple Inc, Microsoft Corp, Broadcom Inc, Accenture PLC Ireland, and iShares TR were some of the notable holdings with varying degrees of change. Understanding these changes can provide valuable insights into the firm's investment strategy and potential market trends. Investors should continue to monitor these holdings and conduct thorough research before making any investment decisions.

==============================