Donaldson Capital Management Q2 Portfolio Shifts: Focus on Energy & Consumer Sectors
Donaldson Capital Management, Llc significantly increased its holdings in several stocks including OKE and LIN while exiting PCAR. The firm's portfolio value as of June 30th is $3.3 billion.
By Insiderset.Aug 7, 2026, 3:44 PM
Donaldson Capital Management, Llc significantly increased its holdings in several stocks including OKE and LIN while exiting PCAR. The firm's portfolio value as of June 30th is $3.3 billion.