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 FCN

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $75,930,668 429,545
2025-12-31 $43,515,525 254,730
2022-09-30 $36,874,119 222,522
2022-06-30 $59,435,809 328,647
2022-03-31 $52,451,264 333,617
2021-12-31 $50,575,209 329,652
2021-09-30 $56,568,207 419,957
2021-06-30 $42,330,930 309,867
2021-03-31 $44,359,806 316,607
2020-12-31 $36,214,820 324,157
2020-09-30 $33,618,664 317,247
2020-06-30 $31,810,764 277,702