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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 11 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SRE SEMPRA Utilities 2,992.0 $291K 0.01% $97.26 -7.2%
202 HSY THE HERSHEY COMPANY Consumer Defensive 1,370.0 $285K 0.01% $208.03 -7.8%
203 CMCSA COMCAST CORP CLASS A Communication Services 9,869.0 $283K 0.01% -3K -25.3% $28.68 -13.1%
204 SCHG SCHWAB US LARGE GROWTH ETF 9,707.0 $283K 0.01% $29.15 +17.3%
205 WFC WELLS FARGO & COMPANY Financial Services 3,470.0 $276K 0.01% $79.54 -6.5%
206 TSLA TESLA INC Consumer Cyclical 729.0 $271K 0.01% $371.74 +10.3%
207 TECHNIPFMC PLC 3,900.0 $270K 0.01% -2K -31.6% $69.23
208 MA MASTERCARD INC Financial Services 535.0 $267K 0.01% $499.07 +1.3%
209 CRAK VANECK OIL REFINERS ETF 5,400.0 $267K 0.01% $49.44 +0.9%
210 CASY CASEYS GEN STORES COM Consumer Cyclical 352.0 $256K 0.01% NEW $727.27 +17.7%
211 EBAY EBAY INC Consumer Cyclical 2,813.0 $256K 0.01% $91.01 +25.7%
212 YUM YUM! BRANDS INC Consumer Cyclical 1,601.0 $249K 0.01% $155.53 -2.1%
213 VCSH VANGUARD SHORT-TERM CORPORATE ETF 3,107.0 $246K 0.01% $79.18 -0.5%
214 WDC WESTERN DIGITAL CORP Technology 902.0 $244K 0.01% NEW $270.51 +69.5%
215 RTX RTX CORP Industrials 1,207.0 $233K 0.01% $193.04 -8.9%
216 EPD ENTERPRISE PRODUCTS Energy 6,128.0 $232K 0.01% NEW $37.86 +4.2%
217 IVE ISHARES S&P500 VALUE INDEX ETF 1,088.0 $230K 0.01% $211.40 +6.4%
218 ADM ARCHER DANIELS MIDLAND Consumer Defensive 3,151.0 $229K 0.01% -647.0 -17.0% $72.68 +11.3%
219 NESTLE SA SPONSORED ADR 2,306.0 $229K 0.01% +208.0 +9.9% $99.31
220 NFG NATIONAL FUEL GAS CO Energy 2,430.0 $228K 0.01% NEW $93.83 -11.6%
Page 11 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%