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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 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRO ISHARES CORE DIVIDEND GROWTH ETF 566,639.0 $39.8M 0.84% $70.18 +4.5%
62 GILD GILEAD SCIENCES Healthcare 284,485.0 $39.6M 0.84% +9K +3.3% $139.37 -5.2%
63 CEG CONSTELLATION ENERGY CORP Utilities 138,479.0 $38.7M 0.82% -5K -3.6% $279.25 -4.3%
64 TGT TARGET CORP Consumer Defensive 309,685.0 $37.5M 0.79% +2K +0.8% $121.20 +1.6%
65 OMC OMNICOM GROUP Communication Services 486,633.0 $36.6M 0.78% +14K +3.0% $75.31 -5.0%
66 SCHD SCHWAB US DVD EQUITY ETF 1,179,486.0 $36.2M 0.77% -31K -2.5% $30.68 +3.4%
67 SYY SYSCO CORP Consumer Defensive 498,010.0 $35.5M 0.75% +5K +1.0% $71.33 +2.4%
68 MDT MEDTRONIC PLC Healthcare 407,329.0 $35.3M 0.75% +8K +2.0% $86.65 -11.2%
69 UPS UNITED PARCEL SERVICE B Industrials 357,948.0 $35.2M 0.74% +14K +4.0% $98.38 +0.0%
70 DIS THE WALT DISNEY CO Communication Services 363,831.0 $35.1M 0.74% +10K +3.0% $96.38 +9.4%
71 MDLZ MONDELEZ INTL INC Consumer Defensive 603,671.0 $34.8M 0.74% +21K +3.5% $57.64 +5.8%
72 GPC GENUINE PARTS CO Consumer Cyclical 328,763.0 $34.8M 0.73% +6K +1.8% $105.75 -8.1%
73 ORCL ORACLE CORP Technology 234,605.0 $34.5M 0.73% -201K -46.1% $147.11 +33.0%
74 ADP AUTOMATIC DATA PROCESSING Industrials 164,420.0 $33.4M 0.71% +148K +901.2% $203.18 +5.6%
75 SIEMENS AG-SPONS ADR 272,472.0 $33.2M 0.70% +11K +4.0% $121.88
76 PPG PPG INDUSTRIES INC Basic Materials 303,903.0 $32.5M 0.69% +9K +2.9% $106.88 -0.9%
77 MSI MOTOROLA SOLUTIONS INC Technology 73,911.0 $32.1M 0.68% NEW $433.97 -8.0%
78 CRM SALESFORCE INC Technology 171,237.0 $32.0M 0.68% +14K +8.9% $186.67 -10.2%
79 DOX AMDOCS LTD Technology 487,810.0 $31.8M 0.67% +25K +5.3% $65.26 -5.1%
80 ACN ACCENTURE PLC-CL A Technology 154,433.0 $30.6M 0.65% +10K +7.3% $198.29 -14.9%
Page 4 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%