13F Insight
DOSSIER · 13F-HR · Q3 2026

VAUGHAN DAVID INVESTMENTS LLC/IL

$5.0B in tracked AUM across 241 positions as of Q3 2026.

VD
CIK 0001063571 · last filed Sep 30, 2026
Total AUM
$5.0B
as of Q3 2026
Holdings
241
+7 QoQ
positions
Whale Score
59
59
tracked
Activity
218
+20 new, −13 sold
changes this Q
AI Analysis · Q3 2026

VAUGHAN DAVID INVESTMENTS LLC/IL filed its latest 13F-HR for Q3 2026. 218 position changes this quarter — 20 new, 13 exited, 94 added, 91 trimmed.

Quarter at a glance — Q3 2026

218 material changes this filing.

EXIT
XOMEXXON MOBIL CORPORATION
-397K sh
$-67M
—
NEW
XOMEXXONMOBIL HOLDINGS CORP
+403K sh
+$66M
1.3%
EXIT
HONHONEYWELL INTERNATL INC
-247K sh
$-56M
—
TRIM
RFREGIONS FINANCIAL CORP
-1.7M sh
$-45M
0.3%
TRIM
LRCXLAM RESEARCH CORP
-54K sh
+$43M
3.2%
NEW
HBANHUNTINGTON BANCSHARES INC
+2.7M sh
+$41M
0.8%
TRIM
MSFTMICROSOFT CORP
-417 sh
+$40M
2.9%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
LRCX
LAM RESEARCH CORP
$157M478K3.2%02
MSFT
MICROSOFT CORP
$143M280K2.9%03
AVGO
BROADCOM INC
$134M382K2.7%04
JPM
JP MORGAN CHASE & CO
$108M326K2.2%05
DE
DEERE & CO
$101M150K2.0%06
CSCO
CISCO SYSTEMS INC
$95M880K1.9%07
ABBV
ABBVIE INC
$85M327K1.7%08
GOOGL
ALPHABET INC CL A
$82M239K1.7%09
JNJ
JOHNSON & JOHNSON
$80M302K1.6%10
G29183103
EATON CORPORATION PLC F
$75M175K1.5%

Filing history

2026Q3Sep 30
$5.0B▲ 4.9%
241 positionsView →2026Q1Mar 31
$4.7B▲ 2.9%
234 positionsView →2025Q4Dec 31
$4.6B▲ 105.1%
225 positionsView →2025Q3Sep 30
$2.2B▼ 49.9%
93 positionsLocked2025Q2Jun 30
$4.5B▲ 4.7%
231 positionsLocked2025Q1Mar 31
$4.3B▲ 1.0%
215 positionsLocked2024Q4Dec 31
$4.2B▼ 2.7%
213 positionsLocked2024Q3Sep 30
$4.3B▲ 10.1%
217 positionsLocked2024Q2Jun 30
$4.0B▼ 1.7%
210 positionsLocked2024Q1Mar 31
$4.0B▲ 10.1%
220 positionsLocked2023Q4Dec 31
$3.7B▲ 10.6%
203 positionsLocked2023Q3Sep 30
$3.3B▼ 3.5%
199 positionsLocked
Showing 12 of 73