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Lawrence Williams IV

Vaughan David Investments Llc Il

Assets Managed
$4.73B
Holdings
234
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
2.91%(2Q avg: 1.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vaughan David Investments Llc Il's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Vaughan David Investments Llc Il over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.73B in assets, with a quarterly growth rate of 2.91% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Lawrence Williams IV, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -3.66%
2.63%
$124.35M
401,763 shares@ $309.52 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -7.89%
2.41%
$113.639M
531,867 shares@ $213.67 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.16%
2.2%
$103.643M
279,989 shares@ $370.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.52%
2.06%
$97.252M
330,610 shares@ $294.16 avg price
DE
Deere & Co
Recent Activity
Decreased -0.26%
1.82%
$85.696M
152,131 shares@ $563.31 avg price
ETR
Entergy Corp
Recent Activity
Decreased -1.18%
1.68%
$79.169M
704,598 shares@ $112.37 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.32%
1.61%
$75.806M
310,122 shares@ $244.44 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.05%
1.53%
$72.341M
332,617 shares@ $217.5 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.87%
1.49%
$70.146M
243,935 shares@ $287.57 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.23%
1.48%
$69.91M
901,020 shares@ $77.59 avg price

1-10 of 234