Vaughan David Investments LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.64 Billion distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $150M, Microsoft Corp with a value of $148M, Oracle Corp with a value of $138M, Jpmorgan Chase & CO with a value of $107M, and Lam Research Corp with a value of $81.9M.
Examining the 13F form we can see an increase of $160M in the current position value, from $4.47B to 4.64B.
Vaughan David Investments LLC is based out at Peoria, IL
Below you can find more details about Vaughan David Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.64 Billion
Financial Services: $785 Million
Utilities: $658 Million
Technology: $645 Million
Healthcare: $565 Million
Industrials: $492 Million
Consumer Defensive: $357 Million
Energy: $327 Million
Communication Services: $245 Million
Other: $416 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
