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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 7 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BP BP PLC-SPONS ADR Energy 51,686.0 $2.4M 0.05% $47.00 -5.6%
122 GIS GENERAL MILLS INC Consumer Defensive 63,819.0 $2.4M 0.05% -21K -24.5% $37.21 -11.0%
123 XLE ENERGY SELECT SECTOR SPDR 36,952.0 $2.3M 0.05% +6K +20.3% $61.27 -3.0%
124 ED CONSOLIDATED EDISON INC Utilities 19,801.0 $2.2M 0.05% -100.0 -0.5% $113.18 -5.3%
125 INTC INTEL CORPORATION Technology 50,050.0 $2.2M 0.05% -300.0 -0.6% $44.14 +162.7%
126 BERKSHIRE HATHAWAY CL B 4,355.0 $2.1M 0.04% -659.0 -13.1% $479.22
127 IBM INTL BUSINESS MACHINES CORP Technology 8,596.0 $2.1M 0.04% -385.0 -4.3% $242.32 -9.9%
128 NVDA NVIDIA CORP Technology 11,272.0 $2.0M 0.04% -756.0 -6.3% $174.41 +35.2%
129 MCD MCDONALDS CORPORATION Consumer Cyclical 6,114.0 $1.9M 0.04% +300.0 +5.2% $310.76 -11.5%
130 COST COSTCO WHOLESALE CORP Consumer Defensive 1,862.0 $1.9M 0.04% -58.0 -3.0% $996.24 +4.5%
131 TRV TRAVELERS COMPANIES INC Financial Services 6,000.0 $1.8M 0.04% -109.0 -1.8% $291.67 +2.3%
132 MKC MCCORMICK & CO INC Consumer Defensive 33,921.0 $1.7M 0.04% -465.0 -1.4% $50.44 -7.8%
133 SPY SPDR S&P 500 ETF TRUST Financial Services 2,608.0 $1.7M 0.04% -793.0 -23.3% $650.31 +13.7%
134 AMZN AMAZON.COM INC Consumer Cyclical 7,831.0 $1.6M 0.03% $208.27 +26.8%
135 FTSM FIRST TRUST ENHA SHORT MATURITY ETF 25,000.0 $1.5M 0.03% $59.76 +0.2%
136 GOOG ALPHABET INC CL C Communication Services 5,076.0 $1.5M 0.03% $286.84 +38.5%
137 LOW LOWES COS INC Consumer Cyclical 5,946.0 $1.4M 0.03% $236.29 -5.4%
138 SYK STRYKER CORP Healthcare 4,075.0 $1.3M 0.03% $328.59 -7.0%
139 CSX CSX CORP Industrials 29,901.0 $1.2M 0.03% $41.04 +11.9%
140 VTV VANGUARD VALUE ETF 6,100.0 $1.2M 0.03% -238.0 -3.8% $196.23 +5.3%
Page 7 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%