§ 13F · FUND PROFILE
VAUGHAN DAVID INVESTMENTS LLC/IL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5M (13F)Positions · 227Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 402K | $124K | 2.6% | −4% |
| 2 | LRCX | LAM RESEARCH CORP | 532K | $114K | 2.4% | −8% |
| 3 | MSFT | MICROSOFT CORP | 280K | $104K | 2.2% | ±0% |
| 4 | JPM | JP MORGAN CHASE & CO | 331K | $97K | 2.1% | −1% |
| 5 | DE | DEERE & CO | 152K | $86K | 1.8% | ±0% |
| 6 | ETR | ENTERGY CORP | 705K | $79K | 1.7% | −1% |
| 7 | JNJ | JOHNSON & JOHNSON | 310K | $76K | 1.6% | −1% |
| 8 | ABBV | ABBVIE INC | 333K | $72K | 1.5% | ±0% |
| 9 | GOOGL | ALPHABET INC CL A | 244K | $70K | 1.5% | −2% |
| 10 | CSCO | CISCO SYSTEMS INC | 901K | $70K | 1.5% | ±0% |
§ 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 $5 million in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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