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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 12 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IWD ISHARES TR RUSSELL 1000 VALUE ETF 1,063.0 $227K 0.01% $213.55 +8.7%
222 TROW T ROWE PRICE ASSOCIATES Financial Services 2,472.0 $223K 0.01% -71.0 -2.8% $90.21 +13.5%
223 TRP TC ENERGY CORP Energy 3,546.0 $222K 0.01% NEW $62.61 +8.8%
224 GLW CORNING INC Technology 1,615.0 $220K 0.01% NEW $136.22 +52.9%
225 SCHZ SCHWAB US AGGREGATE BOND ETF 9,451.0 $219K 0.01% $23.17 -1.0%
226 XLY CONSUMER DISC SELECT SECTOR SPDR 2,005.0 $219K 0.01% $109.23 +6.7%
227 IWM ISHARES RUSSELL 2000 ETF 854.0 $212K 0.00% NEW $248.24 +11.8%
228 WBD WARNER BROS DISCOVERY INC Communication Services 7,668.0 $211K 0.00% -3K -27.9% $27.52 -1.4%
229 IVV ISHARES CORE S&P 500 ETF 322.0 $210K 0.00% -297.0 -48.0% $652.17 +13.8%
230 CMI CUMMINS INC Industrials 384.0 $207K 0.00% NEW $539.06 +32.9%
231 VBR VANGUARD SMALL CAP VALUE ETF 952.0 $207K 0.00% -127.0 -11.8% $217.44 +4.5%
232 EVT EATON VANCE TX ADV DV IN Financial Services 8,373.0 $206K 0.00% NEW $24.60 +5.8%
233 VTI VANGUARD TOTAL STOCK MKT ETF 641.0 $206K 0.00% -53.0 -7.6% $321.37 +12.9%
234 ABCL ABCELLERA BIOLOGICS INC Healthcare 10,000.0 $35K 0.00% NEW $3.50 +16.9%
Page 12 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%