account_balance
Investment manager · 13F filer · SEC CIK 1063571
Vaughan David Investments LLC
Reported value$4.96Bas of Sep 30, 2026
Positions241 9 new, 13 sold out
Top 10 weight21.4%LRCX alone is 3%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
3.2%Trimmed −4%
MSFTMicrosoft Corp
2.9%
AVGOBroadcom Inc.
2.7%
JPMJPMorgan Chase & Co
2.2%
DEDeere & Co
2.0%
CSCOCisco Systems, Inc.
1.9%
ABBVAbbVie Inc.
1.7%
GOOGLAlphabet Inc.
1.7%
JNJJohnson & Johnson
1.6%Trimmed −2%
ETNEaton Corp PLC
1.5%
GSGoldman Sachs Group Inc
1.4%
AXPAmerican Express Co
1.4%
LRCXLam Research Corp
3.2%−4%
MSFTMicrosoft Corp
2.9%
AVGOBroadcom Inc.
2.7%
JPMJPMorgan Chase & Co
2.2%
DEDeere & Co
2.0%
CSCOCisco Systems, Inc.
1.9%
ABBVAbbVie Inc.
1.7%
GOOGLAlphabet Inc.
1.7%
JNJJohnson & Johnson
1.6%
ETNEaton Corp PLC
1.5%
GSGoldman Sachs Group Inc
1.4%
AXPAmerican Express Co
1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRCX Lam Research Corp 3.2% Trimmed −4%MSFT Microsoft Corp 2.9% HeldAVGO Broadcom Inc. 2.7% HeldJPM JPMorgan Chase & Co 2.2% HeldDE Deere & Co 2.0% HeldCSCO Cisco Systems, Inc. 1.9% HeldABBV AbbVie Inc. 1.7% HeldGOOGL Alphabet Inc. 1.7% HeldJNJ Johnson & Johnson 1.6% Trimmed −2%ETN Eaton Corp PLC 1.5% HeldGS Goldman Sachs Group Inc 1.4% HeldAXP American Express Co 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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