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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 8 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIG AMERICAN INTERNATIONAL GRP Financial Services 15,895.0 $1.2M 0.03% -1K -7.8% $75.24 +4.1%
142 BK BANK OF NEW YORK MELLON CORP Financial Services 9,906.0 $1.2M 0.03% $118.61 +15.1%
143 SBUX STARBUCKS CORP Consumer Cyclical 12,895.0 $1.2M 0.02% +898.0 +7.5% $89.57 +19.3%
144 META META PLATFORMS INC CL A Communication Services 1,978.0 $1.1M 0.02% -81.0 -3.9% $572.30 +7.3%
145 ENB ENBRIDGE INC Energy 20,292.0 $1.1M 0.02% -2K -7.0% $54.16 +2.1%
146 CBSH COMMERCE BANCSHARES INC Financial Services 21,755.0 $1.1M 0.02% $49.18 +5.5%
147 POR PORTLAND GENERAL ELECTRIC CO Utilities 19,997.0 $1.1M 0.02% $52.76 -10.4%
148 MDY SPDR S&P MIDCAP 400 ETF Financial Services 1,626.0 $1.0M 0.02% $616.85 +6.7%
149 BX BLACKSTONE INC Financial Services 8,373.0 $963K 0.02% -575.0 -6.4% $115.01 +1.8%
150 GLD SPDR GOLD TRUST Financial Services 2,151.0 $926K 0.02% $430.50 -3.1%
151 AEE AMEREN CORPORATION Utilities 8,263.0 $908K 0.02% $109.89 -2.3%
152 VIG VANGUARD DIVIDEND APPRECIATION ETF 4,152.0 $893K 0.02% $215.08 +7.2%
153 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 1,458.0 $842K 0.02% +45.0 +3.2% $577.50 +22.2%
154 AMAT APPLIED MATERIALS INC Technology 2,418.0 $826K 0.02% $341.60 +21.1%
155 V VISA INC CLASS A SHARES Financial Services 2,734.0 $826K 0.02% +995.0 +57.2% $302.12 +7.8%
156 MMM 3M COMPANY Industrials 5,589.0 $812K 0.02% +898.0 +19.1% $145.29 +0.6%
157 UNP UNION PACIFIC CORP Industrials 3,102.0 $753K 0.02% $242.75 +11.5%
158 PECO PHILLIPS EDISON & CO INC Real Estate 19,882.0 $744K 0.02% $37.42 +5.0%
159 BERKSHIRE HATHAWAY CL A 1.0 $718K 0.01% $718000.00
160 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,624.0 $710K 0.01% $195.92 -0.0%
Page 8 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%