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Portfolio (Quarterly) Guide ↗

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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SIEMENS AG-SPONS ADR 272,472.0 $33.2M 0.70% +11K +4.0% $121.88
42 PPG PPG INDUSTRIES INC Basic Materials 303,903.0 $32.5M 0.69% +9K +2.9% $106.88 -0.9%
43 CRM SALESFORCE INC Technology 171,237.0 $32.0M 0.68% +14K +8.9% $186.67 -10.2%
44 DOX AMDOCS LTD Technology 487,810.0 $31.8M 0.67% +25K +5.3% $65.26 -5.1%
45 ACN ACCENTURE PLC-CL A Technology 154,433.0 $30.6M 0.65% +10K +7.3% $198.29 -14.9%
46 KMB KIMBERLY CLARK CORP Consumer Defensive 316,720.0 $30.6M 0.65% +17K +5.7% $96.47 +0.2%
47 CVS CVS HEALTH CORP Healthcare 422,341.0 $30.3M 0.64% +7K +1.7% $71.82 +35.3%
48 PGR PROGRESSIVE CORP Financial Services 144,779.0 $28.7M 0.61% +31K +27.1% $198.24 -1.2%
49 STZ CONSTELLATION BRANDS INC Consumer Defensive 189,094.0 $28.4M 0.60% +12K +6.8% $150.00 -6.3%
50 ZTS ZOETIS INC Healthcare 237,561.0 $28.1M 0.59% +20K +9.3% $118.21 -36.1%
51 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 131,000.0 $25.1M 0.53% +33K +33.8% $191.92 +5.0%
52 RLI RLI CORP Financial Services 282,488.0 $16.1M 0.34% +3K +1.1% $57.04 -12.6%
53 BSCR INVESCO BULLETSHARES 2027 CORP BOND 499,426.0 $9.8M 0.21% +29K +6.2% $19.62 +0.2%
54 BSCS INVESCO BULLETSHARES 2028 CORP BOND 452,227.0 $9.2M 0.20% +18K +4.0% $20.42 -0.1%
55 AAPL APPLE INC Technology 35,677.0 $9.1M 0.19% +4K +13.0% $253.78 +18.3%
56 BSCT INVESCO BULLETSHARES 2029 CORP BOND 482,517.0 $9.0M 0.19% +25K +5.5% $18.66 -0.4%
57 BSCU INVESCO BULLETSHARES 2030 CORP BOND 466,464.0 $7.8M 0.17% +48K +11.6% $16.72 -0.4%
58 BSCV INVESCO BULLETSHARES 2031 CORP BOND 345,733.0 $5.7M 0.12% +70K +25.4% $16.46 -0.6%
59 XLI INDUSTRIAL SELECT SECTOR SPDR 24,209.0 $3.9M 0.08% +2K +7.0% $161.72 +6.0%
60 LLY ELI LILLY & CO Healthcare 3,227.0 $3.0M 0.06% +1K +44.9% $919.74 +9.5%
Page 3 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%