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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 1 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 401,763.0 $124.3M 2.63% -15K -3.7% $309.51 +37.4%
2 LRCX LAM RESEARCH CORP Technology 531,867.0 $113.6M 2.40% -46K -7.9% $213.66 +40.0%
3 MSFT MICROSOFT CORP Technology 279,989.0 $103.6M 2.19% $370.17 +10.6%
4 JPM JP MORGAN CHASE & CO Financial Services 330,610.0 $97.3M 2.06% -2K -0.5% $294.16 +2.0%
5 DE DEERE & CO Industrials 152,131.0 $85.7M 1.81% $563.30 +2.0%
6 ENTERGY CORP 704,598.0 $79.2M 1.67% -8K -1.2% $112.36
7 JNJ JOHNSON & JOHNSON Healthcare 310,122.0 $75.8M 1.60% -4K -1.3% $244.44 -5.6%
8 ABBV ABBVIE INC Healthcare 332,617.0 $72.3M 1.53% $217.49 -3.3%
9 GOOGL ALPHABET INC CL A Communication Services 243,935.0 $70.1M 1.48% -5K -1.9% $287.56 +39.5%
10 CSCO CISCO SYSTEMS INC Technology 901,020.0 $69.9M 1.48% $77.59 +48.9%
11 COP CONOCOPHILLIPS Energy 522,643.0 $69.0M 1.46% $132.00 -9.9%
12 WMB WILLIAMS COS INC Energy 945,185.0 $68.8M 1.45% -11K -1.1% $72.78 +6.7%
13 AXP AMERICAN EXPRESS CO Financial Services 227,236.0 $68.7M 1.45% -3K -1.1% $302.48 +3.6%
14 GS GOLDMAN SACHS GROUP INC Financial Services 80,089.0 $67.8M 1.43% -681.0 -0.8% $845.98 +14.5%
15 XOM EXXON MOBIL CORPORATION Energy 396,503.0 $67.3M 1.42% -3K -0.8% $169.66 -9.9%
16 CVX CHEVRON CORPORATION Energy 324,669.0 $67.2M 1.42% -2K -0.6% $206.90 -9.8%
17 NEE NEXTERA ENERGY INC Utilities 700,804.0 $65.1M 1.38% +5K +0.7% $92.88 +3.0%
18 ETN EATON CORPORATION PLC F Industrials 177,297.0 $63.4M 1.34% NEW $357.67 +14.1%
19 AEP AMERICAN ELECTRIC POWER Utilities 481,323.0 $63.1M 1.33% +5K +1.1% $131.08 -4.5%
20 T AT&T INC Communication Services 2,087,624.0 $60.5M 1.28% +40K +1.9% $28.99 -14.9%
Page 1 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%