Vaughan David Investments LLC/IL
$3.4B Assets Reported
166 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 531,867 | $114M | 3.4% |
| MSFT | MICROSOFT CORP | 279,989 | $104M | 3.1% |
| JPM | JP MORGAN CHASE & CO | 330,610 | $97M | 2.9% |
| DE | DEERE & CO | 152,131 | $86M | 2.5% |
| ETR | ENTERGY CORP | 704,598 | $79M | 2.4% |
| JNJ | JOHNSON & JOHNSON | 310,122 | $76M | 2.3% |
| CSCO | CISCO SYSTEMS INC | 901,020 | $70M | 2.1% |
| COP | CONOCOPHILLIPS | 522,643 | $69M | 2.0% |
| WMB | WILLIAMS COS INC | 945,185 | $69M | 2.0% |
| AXP | AMERICAN EXPRESS CO | 227,236 | $69M | 2.0% |
Track Vaughan David Investments LLC/IL's 13F portfolio: $3.4B in reported holdings, 166 positions. Top holdings, AUM, and quarterly changes on SentiSense.