§ 13F · FUND PROFILE
VAUGHAN DAVID INVESTMENTS LLC/IL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.5T (13F)Positions · 231Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$115.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 417K | $144.3B | 3.1% | −8% |
| 2 | MSFT | MICROSOFT CORP | 280K | $135.2B | 2.9% | −2% |
| 3 | JPM | JP MORGAN CHASE & CO | 332K | $107.1B | 2.3% | −2% |
| 4 | LRCX | LAM RESEARCH CORP | 577K | $98.9B | 2.2% | −6% |
| 5 | AXP | AMERICAN EXPRESS CO | 230K | $85.0B | 1.9% | −4% |
| 6 | ORCL | ORACLE CORP | 436K | $84.9B | 1.8% | −11% |
| 7 | GOOGL | ALPHABET INC CL A | 249K | $77.8B | 1.7% | −2% |
| 8 | ABBV | ABBVIE INC | 333K | $76.0B | 1.7% | −1% |
| 9 | DE | DEERE & CO | 153K | $71.0B | 1.5% | −1% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 81K | $71.0B | 1.5% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAUGHAN SIGNAL
AC read
VAUGHAN DAVID INVESTMENTS LLC/IL is a Other fund managing $4474.8 trillion in assets. The fund runs a broad portfolio of 231 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed