VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

CIK
0001021642
City
HOUSTON
State / Country
TX

Top Portfolio Positions

182 positions · $9,287,560,650 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
971,186 $303,981,218 3.27%
NVDA
Nvidia Corp
Technology
1,571,733 $293,128,203 3.16%
AMZN
Amazon Com Inc
Consumer Cyclical
1,147,695 $264,910,957 2.85%
LLY
ELI LILLY & Co
Healthcare
230,021 $247,198,989 2.66%
MSFT
Microsoft Corp
Technology
492,504 $238,184,782 2.56%
MPWR
Monolithic Power Systems Inc
Technology
257,644 $233,518,213 2.51%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
720,480 $218,946,666 2.36%
AVGO
Broadcom Inc.
Technology
546,968 $189,305,623 2.04%
META
Meta Platforms, Inc.
Communication Services
271,670 $179,326,648 1.93%
JPM
Jpmorgan Chase & Co
Financial Services
539,986 $173,994,287 1.87%

Portfolio Trend

28 quarters · across all stocks

Holdings in CMS

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2025-12-31 $55,631,341 795,529
2025-09-30 $46,197,681 630,599
2025-06-30 $37,246,242 537,619
2025-03-31 $41,610,939 554,000
2023-09-30 $23,000,346 433,070
2023-06-30 $39,504,379 672,415
2023-03-31 $32,451,850 528,704
2022-12-31 $23,554,895 371,939
2022-09-30 $38,395,127 659,257
2022-06-30 $55,094,444 816,214
2022-03-31 $59,089,787 844,864
2021-12-31 $38,048,654 584,914
2021-09-30 $35,778,149 598,998
2021-06-30 $6,892,862 116,670
2021-03-31 $7,473,552 122,077
2020-12-31 $7,559,749 123,910
2020-09-30 $7,789,060 126,837
2020-06-30 $7,850,771 134,385
2020-03-31 $31,639,518 538,545