Institutions / Vaughan David Investments LLC/IL
Vaughan David Investments LLC/IL
CIK 1063571 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$4.73M
Positions
234
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.73M+2.9%Positions
234+4.0%Top holdings
Mar 31, 2026View all 234 โ
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc | $124.3K | 2.6% |
| Lam Research Corp | $113.6K | 2.4% |
| Microsoft Corp | $103.6K | 2.2% |
| JPMorgan Chase & Co | $97.3K | 2.1% |
| Deere & Co | $85.7K | 1.8% |
| Entergy Corp /De | $79.2K | 1.7% |
| Johnson & Johnson | $75.8K | 1.6% |
| Abbvie Inc | $72.3K | 1.5% |
| Alphabet Inc Cl a | $70.1K | 1.5% |
| Cisco Systems, Inc. | $69.9K | 1.5% |
| ConocoPhillips | $69.0K | 1.5% |
| Williams Cos Inc/The | $68.8K | 1.5% |
| American Express Co | $68.7K | 1.5% |
| The Goldman Sachs Group, Inc. | $67.8K | 1.4% |
| Exxon Mobil Corporation | $67.3K | 1.4% |
| Chevron Corp | $67.2K | 1.4% |
| Nextera Energy Inc | $65.1K | 1.4% |
| Eaton Corporation PLC F | $63.4K | 1.3% |
| American Electric Power Co Inc | $63.1K | 1.3% |
| AT&T Inc. | $60.5K | 1.3% |
| NiSource Inc | $60.1K | 1.3% |
| Regions Financial Corp | $58.8K | 1.2% |
| Cheniere Energy Inc | $58.1K | 1.2% |
| Wec Energy Group Inc | $57.6K | 1.2% |
| Xcel Energy Inc | $57.3K | 1.2% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | g29183103 Common stock | $63.4K | +177K | 177,297 1.34% of portfolio | low |
| Q1 2026 as of | Exit | Eaton Corp plc Common stock | $-56.3K | -177K -100.00% | 0 | low |
| Q1 2026 as of | Trim | g0593m107 Common stock | $-48.5K | -246K -48.79% | 257,833 1.07% of portfolio | low |
| Q1 2026 as of | New | Motorola Solutions, Inc. Common stock | $32.1K | +74K | 73,911 0.68% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $30.1K | +148K +901.22% | 164,420 0.71% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-29.6K | -201K -46.15% | 234,605 0.73% of portfolio | low |
| Q1 2026 as of | Trim | Booz Allen Hamilton Holding Corp Common stock | $-27.2K | -349K -91.67% | 31,693 0.05% of portfolio | low |
| Q1 2026 as of | New | 81369y886 Common stock | $16.1K | +351K | 350,843 0.34% of portfolio | low |
| Q1 2026 as of | Exit | 81369Y886 Common stock | $-15.2K | -355K -100.00% | 0 | low |
| Q1 2026 as of | Add | CenterPoint Energy Inc Common stock | $11.8K | +274K +38.59% | 984,933 0.90% of portfolio | low |