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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 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELECTRIC POWER Utilities 475,915.0 $54.9M 1.19% NEW $115.31 +8.5%
22 C CITIGROUP INC Financial Services 468,845.0 $54.7M 1.19% NEW $116.69 +5.8%
23 ALL ALLSTATE CORP Financial Services 262,415.0 $54.6M 1.19% NEW $208.15 +4.4%
24 NI NISOURCE INC Utilities 1,290,697.0 $53.9M 1.17% NEW $41.76 +13.6%
25 LECO LINCOLN ELECTRIC HOLDINGS INC Industrials 220,363.0 $52.8M 1.15% NEW $239.64 +11.2%
26 XEL XCEL ENERGY Utilities 710,689.0 $52.5M 1.14% NEW $73.86 +8.4%
27 ABT ABBOTT LABORATORIES Healthcare 417,344.0 $52.3M 1.14% NEW $125.29 -32.6%
28 WEC WEC ENERGY GROUP INC Utilities 486,888.0 $51.3M 1.12% NEW $105.46 +5.9%
29 SO SOUTHERN CO Utilities 585,521.0 $51.1M 1.11% NEW $87.20 +7.4%
30 T AT&T INC Communication Services 2,047,942.0 $50.9M 1.11% NEW $24.84 -0.7%
31 CEG CONSTELLATION ENERGY CORP Utilities 143,714.0 $50.8M 1.10% NEW $353.27 -24.4%
32 RGA REINSURANCE GROUP OF AMERICA INC Financial Services 246,330.0 $50.1M 1.09% NEW $203.46 +3.8%
33 PM PHILIP MORRIS INTL Consumer Defensive 312,254.0 $50.1M 1.09% NEW $160.40 +19.6%
34 LNT ALLIANT ENERGY CORP Utilities 769,972.0 $50.1M 1.09% NEW $65.01 +11.4%
35 CVX CHEVRON CORPORATION Energy 326,628.0 $49.8M 1.08% NEW $152.41 +22.5%
36 UNH UNITEDHEALTH GROUP Healthcare 150,773.0 $49.8M 1.08% NEW $330.11 +20.9%
37 RMD RESMED INC Healthcare 204,931.0 $49.4M 1.07% NEW $240.87 -15.9%
38 DUK DUKE ENERGY HOLDING CORP Utilities 421,070.0 $49.4M 1.07% NEW $117.21 +6.1%
39 COP CONOCOPHILLIPS Energy 522,858.0 $48.9M 1.06% NEW $93.61 +27.1%
40 XOM EXXON MOBIL CORPORATION Energy 399,862.0 $48.1M 1.05% NEW $120.34 +27.0%
Page 2 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%