VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

CIK
1021642
City
HOUSTON
State / Country
TX

Top Portfolio Positions

206 positions · $9,652,102,136 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
1,754,078 $305,911,202 3.17%
GOOGL
Alphabet Inc.
Communication Services
832,437 $239,375,581 2.48%
LLY
ELI LILLY & Co
Healthcare
250,918 $230,786,847 2.39%
LECO
Lincoln Electric Holdings Inc
Industrials
800,524 $199,394,514 2.07%
AAPL
Apple Inc.
Technology
752,384 $190,947,533 1.98%
XOM
Exxon Mobil Corp
Energy
1,068,757 $181,325,310 1.88%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
510,385 $172,484,608 1.79%
MPWR
Monolithic Power Systems Inc
Technology
139,352 $152,360,505 1.58%
AMZN
Amazon Com Inc
Consumer Cyclical
721,077 $150,178,705 1.56%
CMI
Cummins Inc
Industrials
268,523 $144,470,742 1.50%

Portfolio Trend

29 quarters · across all stocks

Holdings in AR

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2026-03-31 $61,167,624 1,441,273
2025-12-31 $60,454,831 1,754,348
2025-09-30 $61,839,097 1,842,643
2025-06-30 $86,489,940 2,147,218
2025-03-31 $77,434,430 1,914,798
2024-12-31 $59,339,928 1,693,008
2024-09-30 $125,454,020 4,378,849
2024-06-30 $129,452,995 3,967,300
2024-03-31 $31,143,245 1,073,905
2023-12-31 $3,509,729 154,750
2023-09-30 $17,773,232 700,285
2023-06-30 $10,371,904 450,365
2023-03-31 $9,892,909 428,450
2022-12-31 $13,566,491 437,770
2022-09-30 $20,628,661 675,685
2022-06-30 $20,522,779 669,585
2022-03-31 $37,012,892 1,212,345
2021-12-31 $15,193,149 868,180