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Vaughan David Investments LLC

Q2 2025 Holdings

Filed 2025-07-31 | 231 holdings | $565.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Salesforce Inc(CRM)crm79466L302$35.7K130,9120.0%
Kimberly Clark Corp(KMB)kmb494368103$36.3K281,8100.0%
Sysco Corp(SYY)syy871829107$37.3K492,9430.0%
US Bancorp(USB)usb902973304$37.9K837,2650.0%
Mondelez Intl Inc(MDLZ)mdlz609207105$38.1K564,5750.0%
EOG Resources Inc(EOG)eog26875P101$38.1K318,8110.0%
Genuine Parts Co(GPC)gpc372460105$38.2K315,2320.0%
Exelon Corporation(EXC)exc30161N101$39.0K897,2920.0%
AIR Prods & Chems Inc(APD)apd009158106$39.4K139,6040.0%
Pepsico Inc(PEP)pep713448108$39.5K298,9700.0%
Booz Allen Hamilton Holding Corp(BAH)bah099502106$39.9K383,0340.0%
Citigroup Inc(C)c172967424$40.1K471,0070.0%
Accenture PLC(ACN)acnG1151C101$40.8K136,5740.0%
Amdocs LTD(DOX)doxG02602103$41.3K453,1040.0%
Lockheed Martin Corp(LMT)lmt539830109$41.9K90,4050.0%
Verizon Communications(VZ)vz92343V104$42.8K990,2400.0%
The Walt Disney Co(DIS)dis254687106$43.0K346,5990.0%
Service Corp Intl(SCI)sci817565104$43.4K533,3370.0%
Exxon Mobil Corporation(XOM)xom30231G102$43.7K405,4220.0%
Unitedhealth Group(UNH)unh91324P102$45.3K145,1980.0%
Coca Cola Co(KO)ko191216100$45.4K641,9250.0%
Home Depot Inc(HD)hd437076102$46.4K126,5800.0%
Amgen Inc(AMGN)amgn031162100$46.5K166,5810.0%
Lincoln Electric Holdings Inc(LECO)leco533900106$46.8K225,7490.0%
Alliant Energy Corp(LNT)lnt018802108$47.0K777,6330.0%
Cigna Group(CI)ci125523100$47.0K142,3090.0%
Chevron Corporation(CVX)cvx166764100$47.1K328,6550.0%
Xcel Energy(XEL)xel98389B100$47.9K702,7560.0%
Procter & Gamble Co(PG)pg742718109$48.3K303,2710.0%
Johnson & Johnson(JNJ)jnj478160104$48.4K317,1720.0%
Nextera Energy Inc(NEE)nee65339F101$48.7K701,4710.0%
Reinsurance Group of America Inc(RGA)rga759351604$49.2K247,9160.0%
Duke Energy Holding Corp(DUK)duk26441C204$49.3K417,5440.0%
American Electric Power(AEP)aep025537101$49.9K480,8170.0%
WEC Energy Group Inc(WEC)wec92939U106$51.5K493,9940.0%
Intercontinential Exchange Inc(ICE)ice45866F104$52.9K288,1490.0%
Nisource Inc(NI)ni65473P105$52.9K1,311,1750.0%
Southern Co(SO)so842587107$53.3K580,5010.0%
Resmed Inc(RMD)rmd761152107$53.7K208,2290.0%
Marsh & Mclennan COS(MRSH)mmc571748102$54.4K248,7610.0%
Allstate Corp(ALL)all020002101$54.7K271,8540.0%
Regions Financial Corp(RF)rf7591EP100$54.9K2,336,1040.0%
Honeywell Internatl Inc(HON)hon438516106$56.6K243,1200.0%
Abbott Laboratories(ABT)abt002824100$57.3K421,2880.0%
BlackRock Inc(BLK)blk09290D101$58.0K55,2860.0%
Philip Morris Intl(PM)pm718172109$58.5K321,2270.0%
AT&T Inc(T)t00206R102$59.4K2,052,8540.0%
LAM Research Corp(LRCX)lrcx512807306$60.4K620,6090.0%
Entergy Corp(ETR)etr29364G103$60.7K730,7020.0%
Goldman Sachs Group Inc(GS)gs38141G104$61.0K86,2060.0%
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