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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 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 50,666.0 $17.8M 0.38% -2K -4.2% $351.85 -7.3%
22 GD GENERAL DYNAMICS CORP Industrials 31,690.0 $10.9M 0.23% -602.0 -1.9% $343.23 -0.8%
23 PNC PNC FINANCIAL SERVICES GROUP Financial Services 48,925.0 $10.2M 0.21% -1K -2.8% $208.09 +2.6%
24 XLF FINANCIAL SELECT SECTOR SPDR 189,641.0 $9.4M 0.20% -3K -1.8% $49.37 +3.6%
25 BSCQ INVESCO BULLETSHARES 2026 CORP BOND 252,668.0 $4.9M 0.10% -5K -2.0% $19.53 +0.2%
26 FE FIRSTENERGY CORP Utilities 87,389.0 $4.4M 0.09% -11K -11.2% $50.66 -12.2%
27 QCOM QUALCOMM INC Technology 33,723.0 $4.3M 0.09% -852.0 -2.5% $128.78 +55.4%
28 EXC EXELON CORPORATION Utilities 80,717.0 $4.0M 0.08% -4K -4.8% $49.02 -9.4%
29 XLK TECHNOLOGY SELECT SECTOR SPDR 28,858.0 $3.8M 0.08% -2K -6.4% $132.89 +32.7%
30 NSC NORFOLK SOUTHERN CORP Industrials 12,838.0 $3.7M 0.08% -366.0 -2.8% $287.04 +10.7%
31 RPM RPM INTERNATIONAL INC Basic Materials 33,612.0 $3.3M 0.07% -1K -3.7% $99.40 -1.0%
32 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 42,907.0 $3.3M 0.07% -16K -26.6% $76.16 +14.0%
33 ES EVERSOURCE ENERGY Utilities 43,390.0 $3.0M 0.06% -1K -3.0% $69.28 -0.7%
34 D DOMINION ENERGY INC Utilities 44,027.0 $2.7M 0.06% -145K -76.7% $61.83 +1.9%
35 SCHW CHARLES SCHWAB CORP Financial Services 28,087.0 $2.6M 0.06% -250.0 -0.9% $93.99 -4.8%
36 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 31,693.0 $2.5M 0.05% -349K -91.7% $78.03 -6.9%
37 GIS GENERAL MILLS INC Consumer Defensive 63,819.0 $2.4M 0.05% -21K -24.5% $37.21 -11.0%
38 ED CONSOLIDATED EDISON INC Utilities 19,801.0 $2.2M 0.05% -100.0 -0.5% $113.18 -5.3%
39 INTC INTEL CORPORATION Technology 50,050.0 $2.2M 0.05% -300.0 -0.6% $44.14 +162.7%
40 BERKSHIRE HATHAWAY CL B 4,355.0 $2.1M 0.04% -659.0 -13.1% $479.22
Page 2 of 4  ·  70 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%