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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 6 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COF CAPITAL ONE FINANCIAL CORP Financial Services 29,772.0 $5.4M 0.12% $182.42 +2.6%
102 XLC COMMUNICATION SERV SEL SEC SPDR ETF 47,091.0 $5.2M 0.11% $110.85 +4.5%
103 XLV HEALTH CARE SELECT SECTOR SPDR 34,876.0 $5.1M 0.11% $146.61 +0.5%
104 BSCQ INVESCO BULLETSHARES 2026 CORP BOND 252,668.0 $4.9M 0.10% -5K -2.0% $19.53 -0.2%
105 FE FIRSTENERGY CORP Utilities 87,389.0 $4.4M 0.09% -11K -11.2% $50.66 -12.5%
106 QCOM QUALCOMM INC Technology 33,723.0 $4.3M 0.09% -852.0 -2.5% $128.78 +58.1%
107 DTM DT MIDSTREAM INC Energy 29,987.0 $4.0M 0.09% $134.66 +10.5%
108 EXC EXELON CORPORATION Utilities 80,717.0 $4.0M 0.08% -4K -4.8% $49.02 -10.3%
109 XLI INDUSTRIAL SELECT SECTOR SPDR 24,209.0 $3.9M 0.08% +2K +7.0% $161.72 +4.3%
110 XLK TECHNOLOGY SELECT SECTOR SPDR 28,858.0 $3.8M 0.08% -2K -6.4% $132.89 +30.4%
111 WMT WALMART INC Consumer Defensive 30,244.0 $3.8M 0.08% $124.29 +7.3%
112 NSC NORFOLK SOUTHERN CORP Industrials 12,838.0 $3.7M 0.08% -366.0 -2.8% $287.04 +11.5%
113 RPM RPM INTERNATIONAL INC Basic Materials 33,612.0 $3.3M 0.07% -1K -3.7% $99.40 -2.3%
114 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 42,907.0 $3.3M 0.07% -16K -26.6% $76.16 +7.8%
115 ES EVERSOURCE ENERGY Utilities 43,390.0 $3.0M 0.06% -1K -3.0% $69.28 -1.7%
116 LLY ELI LILLY & CO Healthcare 3,227.0 $3.0M 0.06% +1K +44.9% $919.74 +7.4%
117 D DOMINION ENERGY INC Utilities 44,027.0 $2.7M 0.06% -145K -76.7% $61.83 +9.3%
118 SCHW CHARLES SCHWAB CORP Financial Services 28,087.0 $2.6M 0.06% -250.0 -0.9% $93.99 -1.7%
119 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 31,693.0 $2.5M 0.05% -349K -91.7% $78.03 -1.3%
120 GLDM SPDR GOLD MINISHARES TRUST ETF Financial Services 26,600.0 $2.5M 0.05% NEW $92.71 -4.3%
Page 6 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%