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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CL COLGATE PALMOLIVE CO Consumer Defensive 4,332.0 $369K 0.01% -200.0 -4.4% $85.18 +3.5%
62 EVRG EVERGY INC Utilities 4,021.0 $329K 0.01% -527.0 -11.6% $81.82 +1.1%
63 CMCSA COMCAST CORP CLASS A Communication Services 9,869.0 $283K 0.01% -3K -25.3% $28.68 -13.7%
64 TECHNIPFMC PLC 3,900.0 $270K 0.01% -2K -31.6% $69.23
65 ADM ARCHER DANIELS MIDLAND Consumer Defensive 3,151.0 $229K 0.01% -647.0 -17.0% $72.68 +10.6%
66 TROW T ROWE PRICE ASSOCIATES Financial Services 2,472.0 $223K 0.01% -71.0 -2.8% $90.21 +13.5%
67 WBD WARNER BROS DISCOVERY INC Communication Services 7,668.0 $211K 0.00% -3K -27.9% $27.52 -1.4%
68 IVV ISHARES CORE S&P 500 ETF 322.0 $210K 0.00% -297.0 -48.0% $652.17 +13.8%
69 VBR VANGUARD SMALL CAP VALUE ETF 952.0 $207K 0.00% -127.0 -11.8% $217.44 +4.5%
70 VTI VANGUARD TOTAL STOCK MKT ETF 641.0 $206K 0.00% -53.0 -7.6% $321.37 +12.9%
Page 4 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%