Vaughan David Investments LLC Portfolio Holdings
Vaughan David Investments LLC
- $4.47 Billion
- Q2 2025
Vaughan David Investments LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.47 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $148M, Broadcom Inc. with a value of $136M, Oracle Corp with a value of $114M, Jpmorgan Chase & CO with a value of $101M, and Deere & CO with a value of $80.1M.
Examining the 13F form we can see an increase of $201M in the current position value, from $4.27B to 4.47B.
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
$4.47 Billion
Financial Services: $781 Million
Utilities: $647 Million
Technology: $622 Million
Healthcare: $529 Million
Industrials: $453 Million
Consumer Defensive: $377 Million
Energy: $322 Million
Communication Services: $227 Million
Other: $397 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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