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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 10 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHV SCHWAB US LARGE CAP VAL 14,389.0 $439K 0.01% +365.0 +2.6% $30.51 +6.3%
182 BMY BRISTOL MYERS SQUIBB CO Healthcare 7,216.0 $438K 0.01% +105.0 +1.5% $60.70 -4.4%
183 PFE PFIZER INC Healthcare 14,308.0 $402K 0.01% +2K +15.0% $28.10 -8.7%
184 EIX EDISON INTERNATIONAL Utilities 5,486.0 $401K 0.01% $73.10 -4.2%
185 BA BOEING CO Industrials 1,858.0 $370K 0.01% -14.0 -0.8% $199.14 +10.0%
186 CL COLGATE PALMOLIVE CO Consumer Defensive 4,332.0 $369K 0.01% -200.0 -4.4% $85.18 +5.4%
187 IWS ISHARES RUSSELL MIDCAP VALUE ETF 2,533.0 $369K 0.01% $145.68 +6.5%
188 PWR QUANTA SERVICES INC Industrials 665.0 $365K 0.01% $548.87 +31.0%
189 ISRG INTUITIVE SURGICAL INC Healthcare 773.0 $356K 0.01% $460.54 -4.6%
190 ITW ILLINOIS TOOL WORKS Industrials 1,320.0 $344K 0.01% $260.61 -4.8%
191 FCX FREEPORT MCMORAN INC Basic Materials 5,822.0 $342K 0.01% +75.0 +1.3% $58.74 +1.4%
192 STIP ISHARES 0-5 YEAR TIPS BOND 3,200.0 $331K 0.01% $103.44 -0.0%
193 EVRG EVERGY INC Utilities 4,021.0 $329K 0.01% -527.0 -11.6% $81.82 +1.5%
194 SHW SHERWIN WILLIAMS CO Basic Materials 995.0 $319K 0.01% $320.60 -6.5%
195 MCK MCKESSON CORPORATION Healthcare 366.0 $317K 0.01% $866.12 -10.7%
196 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,000.0 $314K 0.01% $314.00 +12.5%
197 IWR ISHARES RUSSELL MIDCAP ETF 3,194.0 $311K 0.01% $97.37 +6.2%
198 VUG VANGUARD GROWTH ETF 698.0 $305K 0.01% $436.96 -80.2%
199 BAC BANK OF AMERICA CORP Financial Services 6,163.0 $300K 0.01% $48.68 +5.0%
200 ANGL VANECK VECTORS FALLEN ANGEL HIGH YI 10,369.0 $298K 0.01% $28.74 +0.0%
Page 10 of 12  ·  234 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%