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Home > Institutional Investor > Vaughan David Investments Inc > Profile

Instuitional Investor - Vaughan David Investments Inc

Fund Profile
Filing Period:
Fund Name: Vaughan David Investments Inc
Portfolio Value $4,229,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 301,265 $126,983 3%
2.
Broadcom Inc.
 AVGO 547,506 $126,934 3%
3.
Oracle Corp
 ORCL 538,854 $89,795 2.12%
4.
Jpmorgan Chase & Co
 JPM 360,868 $86,504 2.04%
5.
Apollo Global Management Inc.
 APO 489,089 $80,778 1.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)