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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ZTS ZOETIS INC Healthcare 217,318.0 $27.3M 0.59% NEW $125.82 -39.2%
82 CNP CENTERPOINT ENERGY Utilities 710,683.0 $27.2M 0.59% NEW $38.34 +7.7%
83 PGR PROGRESSIVE CORP Financial Services 113,926.0 $25.9M 0.56% NEW $227.72 -11.1%
84 STZ CONSTELLATION BRANDS INC Consumer Defensive 177,047.0 $24.4M 0.53% NEW $137.96 +5.5%
85 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 97,900.0 $18.8M 0.41% NEW $191.56 +5.5%
86 RLI RLI CORP Financial Services 279,505.0 $17.9M 0.39% NEW $63.98 -19.1%
87 AMGN AMGEN INC Healthcare 52,864.0 $17.3M 0.38% NEW $327.31 -1.1%
88 TXN TEXAS INSTRUMENTS INC Technology 95,687.0 $16.6M 0.36% NEW $173.49 +73.5%
89 XLU UTILITIES SELECT SECTOR SPDR 355,320.0 $15.2M 0.33% NEW $42.69 +2.2%
90 D DOMINION ENERGY INC Utilities 188,576.0 $11.0M 0.24% NEW $58.59 +14.1%
91 GD GENERAL DYNAMICS CORP Industrials 32,292.0 $10.9M 0.24% NEW $336.65 +0.6%
92 XLF FINANCIAL SELECT SECTOR SPDR 193,067.0 $10.6M 0.23% NEW $54.77 -5.9%
93 PNC PNC FINANCIAL SERVICES GROUP Financial Services 50,320.0 $10.5M 0.23% NEW $208.72 +2.6%
94 BSCR INVESCO BULLETSHARES 2027 CORP BOND 470,122.0 $9.3M 0.20% NEW $19.74 -0.7%
95 BRO BROWN & BROWN INC Financial Services 113,372.0 $9.0M 0.20% NEW $79.70 -27.0%
96 BSCS INVESCO BULLETSHARES 2028 CORP BOND 434,705.0 $9.0M 0.20% NEW $20.60 -1.3%
97 BSCT INVESCO BULLETSHARES 2029 CORP BOND 457,239.0 $8.6M 0.19% NEW $18.83 -1.6%
98 AAPL APPLE INC Technology 31,584.0 $8.6M 0.19% NEW $271.85 +8.8%
99 COF CAPITAL ONE FINANCIAL CORP Financial Services 29,772.0 $7.2M 0.16% NEW $242.38 -22.7%
100 BSCU INVESCO BULLETSHARES 2030 CORP BOND 418,152.0 $7.1M 0.15% NEW $16.92 -2.0%
Page 5 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%