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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 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NI NISOURCE INC Utilities 1,288,627.0 $60.1M 1.27% $46.66 +1.6%
22 RF REGIONS FINANCIAL CORP Financial Services 2,250,397.0 $58.8M 1.24% $26.12 +2.6%
23 LNG CHENIERE ENERGY INC Energy 204,906.0 $58.1M 1.23% +1K +0.5% $283.76 -15.0%
24 WEC WEC ENERGY GROUP INC Utilities 497,618.0 $57.6M 1.22% +11K +2.2% $115.77 -3.6%
25 XEL XCEL ENERGY Utilities 721,070.0 $57.3M 1.21% +10K +1.5% $79.44 +0.7%
26 SO SOUTHERN CO Utilities 581,376.0 $56.1M 1.19% -4K -0.7% $96.52 -2.9%
27 LNT ALLIANT ENERGY CORP Utilities 780,015.0 $56.0M 1.18% +10K +1.3% $71.76 +1.0%
28 HON HONEYWELL INTERNATL INC Industrials 246,543.0 $55.7M 1.18% +3K +1.2% $226.03 -3.7%
29 DUK DUKE ENERGY HOLDING CORP Utilities 424,799.0 $55.6M 1.18% +4K +0.9% $130.94 -5.1%
30 LMT LOCKHEED MARTIN CORP Industrials 91,125.0 $55.1M 1.16% -1K -1.4% $604.39 -13.9%
31 ALL ALLSTATE CORP Financial Services 264,698.0 $54.9M 1.16% +2K +0.9% $207.34 +4.8%
32 LECO LINCOLN ELECTRIC HOLDINGS INC Industrials 218,053.0 $54.3M 1.15% -2K -1.1% $249.08 +6.9%
33 C CITIGROUP INC Financial Services 472,487.0 $53.6M 1.13% +4K +0.8% $113.41 +8.8%
34 BLK BLACKROCK INC Financial Services 54,476.0 $52.4M 1.11% +1K +2.0% $961.71 +12.5%
35 DTE DTE ENERGY COMPANY Utilities 355,165.0 $51.9M 1.10% $146.22 -1.7%
36 PM PHILIP MORRIS INTL Consumer Defensive 314,057.0 $51.9M 1.10% +2K +0.6% $165.34 +16.0%
37 APOS APOLLO GLOBAL MANAGEMENT LLC Financial Services 463,846.0 $51.7M 1.09% +9K +2.0% $111.42 -76.8%
38 RGA REINSURANCE GROUP OF AMERICA INC Financial Services 251,050.0 $51.3M 1.08% +5K +1.9% $204.16 +3.4%
39 VZ VERIZON COMMUNICATIONS Communication Services 1,016,387.0 $51.0M 1.08% $50.20 -6.3%
40 AZN ASTRAZENECA PLC Healthcare 257,833.0 $50.9M 1.07% -246K -48.8% $197.22 -7.9%
Page 2 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%