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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 34,575.0 $5.9M 0.13% NEW $171.05 +21.9%
102 XLC COMMUNICATION SERV SEL SEC SPDR ETF 47,152.0 $5.6M 0.12% NEW $117.73 -1.0%
103 XLV HEALTH CARE SELECT SECTOR SPDR 34,976.0 $5.4M 0.12% NEW $154.79 -6.7%
104 BSCQ INVESCO BULLETSHARES 2026 CORP BOND 257,855.0 $5.0M 0.11% NEW $19.58 -0.3%
105 BSCV INVESCO BULLETSHARES 2031 CORP BOND 275,640.0 $4.6M 0.10% NEW $16.70 -2.3%
106 XLK TECHNOLOGY SELECT SECTOR SPDR 30,828.0 $4.4M 0.10% NEW $143.96 +22.9%
107 FE FIRSTENERGY CORP Utilities 98,429.0 $4.4M 0.10% NEW $44.77 -1.2%
108 ADP AUTOMATIC DATA PROCESSING Industrials 16,422.0 $4.2M 0.09% NEW $257.22 -15.7%
109 GIS GENERAL MILLS INC Consumer Defensive 84,480.0 $3.9M 0.09% NEW $46.50 -29.1%
110 NSC NORFOLK SOUTHERN CORP Industrials 13,204.0 $3.8M 0.08% NEW $288.70 +9.9%
111 EXC EXELON CORPORATION Utilities 84,749.0 $3.7M 0.08% NEW $43.59 +0.3%
112 RPM RPM INTERNATIONAL INC Basic Materials 34,912.0 $3.6M 0.08% NEW $104.00 -7.4%
113 DTM DT MIDSTREAM INC Energy 29,862.0 $3.6M 0.08% NEW $119.68 +23.6%
114 XLI INDUSTRIAL SELECT SECTOR SPDR 22,634.0 $3.5M 0.08% NEW $155.12 +10.1%
115 WMT WALMART INC Consumer Defensive 30,304.0 $3.4M 0.07% NEW $111.40 +18.0%
116 ES EVERSOURCE ENERGY Utilities 44,755.0 $3.0M 0.07% NEW $67.32 -0.3%
117 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 58,444.0 $2.8M 0.06% NEW $48.58 +71.9%
118 SCHW CHARLES SCHWAB CORP Financial Services 28,337.0 $2.8M 0.06% NEW $99.90 -8.4%
119 IBM INTL BUSINESS MACHINES CORP Technology 8,981.0 $2.7M 0.06% NEW $296.18 -26.1%
120 BERKSHIRE HATHAWAY CL B 5,014.0 $2.5M 0.06% NEW $502.59
Page 6 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%