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VAUGHAN DAVID INVESTMENTS LLC/IL

· CIK 0001063571
13F Portfolio $4.7B AUM 234 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 71 Added 70 Reduced 5 Exited
Page 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEE NEXTERA ENERGY INC Utilities 700,804.0 $65.1M 1.38% +5K +0.7% $92.88 +3.0%
2 AEP AMERICAN ELECTRIC POWER Utilities 481,323.0 $63.1M 1.33% +5K +1.1% $131.08 -4.5%
3 T AT&T INC Communication Services 2,087,624.0 $60.5M 1.28% +40K +1.9% $28.99 -14.9%
4 LNG CHENIERE ENERGY INC Energy 204,906.0 $58.1M 1.23% +1K +0.5% $283.76 -15.0%
5 WEC WEC ENERGY GROUP INC Utilities 497,618.0 $57.6M 1.22% +11K +2.2% $115.77 -3.6%
6 XEL XCEL ENERGY Utilities 721,070.0 $57.3M 1.21% +10K +1.5% $79.44 +0.7%
7 LNT ALLIANT ENERGY CORP Utilities 780,015.0 $56.0M 1.18% +10K +1.3% $71.76 +1.0%
8 HON HONEYWELL INTERNATL INC Industrials 246,543.0 $55.7M 1.18% +3K +1.2% $226.03 -3.7%
9 DUK DUKE ENERGY HOLDING CORP Utilities 424,799.0 $55.6M 1.18% +4K +0.9% $130.94 -5.1%
10 ALL ALLSTATE CORP Financial Services 264,698.0 $54.9M 1.16% +2K +0.9% $207.34 +4.8%
11 C CITIGROUP INC Financial Services 472,487.0 $53.6M 1.13% +4K +0.8% $113.41 +8.8%
12 BLK BLACKROCK INC Financial Services 54,476.0 $52.4M 1.11% +1K +2.0% $961.71 +12.5%
13 PM PHILIP MORRIS INTL Consumer Defensive 314,057.0 $51.9M 1.10% +2K +0.6% $165.34 +16.0%
14 APOS APOLLO GLOBAL MANAGEMENT LLC Financial Services 463,846.0 $51.7M 1.09% +9K +2.0% $111.42 -76.8%
15 RGA REINSURANCE GROUP OF AMERICA INC Financial Services 251,050.0 $51.3M 1.08% +5K +1.9% $204.16 +3.4%
16 SPGI S&P GLOBAL INC Financial Services 119,218.0 $50.7M 1.07% +5K +4.0% $425.34 -5.0%
17 PEP PEPSICO INC Consumer Defensive 305,039.0 $47.4M 1.00% +2K +0.8% $155.29 -4.3%
18 RMD RESMED INC Healthcare 209,685.0 $47.1M 0.99% +5K +2.3% $224.48 -9.8%
19 EOG EOG RESOURCES INC Energy 318,308.0 $46.0M 0.97% +5K +1.5% $144.57 -5.9%
20 WM WASTE MANAGEMENT INC Industrials 199,975.0 $46.0M 0.97% +4K +2.1% $229.79 -4.8%
Page 1 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.8%
Utilities 14.2%
Technology 13.9%
Healthcare 13.1%
Industrials 11.3%
Energy 9.7%
Consumer Defensive 8.4%
Communication Services 5.8%
Consumer Cyclical 2.9%
Basic Materials 1.8%