Institutional Fund
Vaughan David Investments LLC/Il
Peoria, ILCIK 10635715 filings on record
Portfolio Value
$4.73M
Q1 2026
Holdings
234
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+2.9%
from $4.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc2.6%
- Lam Research Corp2.4%
- Microsoft Corp2.2%
- Jpmorgan Chase & Co.2.1%
- Deere & Co1.8%
- Entergy Corp New1.7%
- Other87.2%
Portfolio Holdings
234 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 401.8K | $124.3K | 2.6% | −15.3K | Reduced |
| 2 | Lam Research Corp | 531.9K | $113.6K | 2.4% | −45.6K | Reduced |
| 3 | Microsoft Corp | 280.0K | $103.6K | 2.2% | +444 | Added |
| 4 | Jpmorgan Chase & Co. | 330.6K | $97.3K | 2.1% | −1.8K | Reduced |
| 5 | Deere & Co | 152.1K | $85.7K | 1.8% | −411 | Reduced |
| 6 | Entergy Corp New | 704.6K | $79.2K | 1.7% | −8.5K | Reduced |
| 7 | Johnson & Johnson | 310.1K | $75.8K | 1.6% | −4.2K | Reduced |
| 8 | Abbvie Inc | 332.6K | $72.3K | 1.5% | −183 | Reduced |
| 9 | Alphabet Inc | 243.9K | $70.1K | 1.5% | −4.7K | Reduced |
| 10 | Cisco Sys Inc | 901.0K | $69.9K | 1.5% | −2.1K | Reduced |
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