Long-term investor
Vaughan David Investments LLC @vaughandavidinvestmentsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001063571).
Record
- Tracked since 2025-06-30 (449 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +24.8% · 1 year n/a · all +42.6%
- Max drawdown n/a · win rate 71% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 512807306 · 4.3% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- CSCO · 2.1% · long · since 2025-06-30
- DE · 1.9% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- ABBV · 1.7% · long · since 2025-06-30
- ETR · 1.6% · long · since 2025-06-30
- GS · 1.6% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30
- AXP · 1.5% · long · since 2025-06-30