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Portfolio (Quarterly) Guide ↗

VAUGHAN DAVID INVESTMENTS LLC/IL

· CIK 0001063571
13F Portfolio $4.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MA MASTERCARD INC Financial Services 535.0 $305K 0.01% NEW $570.09 -14.1%
202 ANGL VANECK VECTORS FALLEN ANGEL HIGH YI 10,369.0 $304K 0.01% NEW $29.32 -1.7%
203 MCK MCKESSON CORPORATION Healthcare 366.0 $300K 0.01% NEW $819.67 -8.8%
204 FCX FREEPORT MCMORAN INC Basic Materials 5,747.0 $292K 0.01% NEW $50.81 +30.2%
205 PWR QUANTA SERVICES INC Industrials 665.0 $281K 0.01% NEW $422.56 +84.6%
206 SRE SEMPRA Utilities 2,992.0 $264K 0.01% NEW $88.24 +5.2%
207 TROW T ROWE PRICE ASSOCIATES Financial Services 2,543.0 $260K 0.01% NEW $102.24 +0.2%
208 TECHNIPFMC PLC 5,700.0 $254K 0.01% NEW $44.56
209 HSY THE HERSHEY COMPANY Consumer Defensive 1,374.0 $250K 0.01% NEW $181.95 +4.6%
210 VCSH VANGUARD SHORT-TERM CORPORATE ETF 3,107.0 $248K 0.01% NEW $79.82 -1.3%
211 EBAY EBAY INC Consumer Cyclical 2,813.0 $245K 0.01% NEW $87.10 +30.0%
212 YUM YUM! BRANDS INC Consumer Cyclical 1,601.0 $242K 0.01% NEW $151.16 -0.3%
213 XLY CONSUMER DISC SELECT SECTOR SPDR 2,005.0 $239K 0.01% NEW $119.20 -2.2%
214 VTI VANGUARD TOTAL STOCK MKT ETF 694.0 $233K 0.01% NEW $335.73 +8.0%
215 IVE ISHARES S&P500 VALUE INDEX ETF 1,088.0 $231K 0.01% NEW $212.32 +5.2%
216 VBR VANGUARD SMALL CAP VALUE ETF 1,079.0 $229K 0.01% NEW $212.23 +7.1%
217 IWD ISHARES TR RUSSELL 1000 VALUE ETF 1,063.0 $224K 0.01% NEW $210.72 +10.2%
218 RTX RTX CORP Industrials 1,207.0 $221K 0.01% NEW $183.10 -4.1%
219 SCHZ SCHWAB US AGGREGATE BOND ETF 9,451.0 $221K 0.01% NEW $23.38 -1.9%
220 MET METLIFE INC Financial Services 2,793.0 $220K 0.01% NEW $78.77 +0.5%
Page 11 of 12  ·  225 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 20.8%
Technology 16.0%
Healthcare 13.4%
Utilities 13.3%
Industrials 10.4%
Consumer Defensive 8.1%
Energy 7.3%
Communication Services 5.9%
Consumer Cyclical 3.1%
Basic Materials 1.7%