Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

VAUGHAN DAVID INVESTMENTS LLC/IL 13F Holdings -- Portfolio & Top Positions (2026-06-30)

VAUGHAN DAVID INVESTMENTS LLC/IL (CIK 1063571) reported $5.02B across 245 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LRCX ($216.2M, 4.30%), AVGO ($146.9M, 2.92%), JPM ($108.0M, 2.15%), MSFT ($104.7M, 2.09%), CSCO ($104.6M, 2.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LRCXLAM RESEARCH CORP$216.2M4.30%498,885Trimmed
2AVGOBROADCOM INC$146.9M2.92%388,873Trimmed
3JPMJP MORGAN CHASE & CO$108.0M2.15%329,846Trimmed
4MSFTMICROSOFT CORP$104.7M2.09%280,804Added
5CSCOCISCO SYSTEMS INC$104.6M2.08%890,800Trimmed
6DEDEERE & CO$95.7M1.91%150,897Trimmed
7GOOGLALPHABET INC CL A$86.4M1.72%241,879Trimmed
8ABBVABBVIE INC$83.2M1.66%330,587Trimmed
9ETRENTERGY CORP$79.7M1.59%694,109Trimmed
10GSGOLDMAN SACHS GROUP INC$79.6M1.58%78,701Trimmed
11JNJJOHNSON & JOHNSON$78.5M1.56%309,207Trimmed
12AXPAMERICAN EXPRESS CO$76.9M1.53%227,205Trimmed
13ETNEATON CORPORATION PLC F$74.8M1.49%175,500Trimmed
14WMBWILLIAMS COS INC$70.3M1.40%945,698Added
15AEPAMERICAN ELECTRIC POWER$65.8M1.31%480,647Trimmed
16CCITIGROUP INC$66.0M1.31%471,916Trimmed
17UNHUNITEDHEALTH GROUP$65.3M1.30%157,200Added
18CATCATERPILLAR INC$65.0M1.29%61,062Trimmed
19ALLALLSTATE CORP$62.4M1.24%262,186Trimmed
20NEENEXTERA ENERGY INC$62.0M1.23%706,318Added
21NINISOURCE INC$61.8M1.23%1.3MAdded
22LNTALLIANT ENERGY CORP$59.5M1.18%779,402Trimmed
23WECWEC ENERGY GROUP INC$58.8M1.17%503,722Added
24LECOLINCOLN ELECTRIC HOLDINGS INC$58.1M1.16%218,973Added
25XELXCEL ENERGY$57.8M1.15%719,761Trimmed

Source: SEC Form 13F filings · as of 2026-06-30