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 RUSHA

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $36,674,256 554,746
2025-12-31 $41,051,899 761,066
2025-09-30 $63,053,748 1,179,236
2025-06-30 $53,100,266 1,030,873
2025-03-31 $69,551,462 1,302,218
2024-12-31 $66,992,771 1,222,719
2024-09-30 $62,677,140 1,186,393
2024-06-30 $43,875,780 1,047,905
2024-03-31 $52,690,011 984,492
2023-12-31 $39,548,474 786,252
2023-09-30 $30,792,025 754,152
2023-06-30 $19,882,249 491,001
2023-03-31 $15,025,264 412,782
2022-12-31 $14,692,128 421,542
2022-09-30 $12,448,256 425,727
2022-06-30 $12,943,259 402,799
2022-03-31 $16,705,029 492,193
2021-12-31 $18,805,448 506,977
2021-09-30 $30,045,824 997,978
2021-06-30 $29,245,206 1,014,518
2021-03-31 $49,371,696 1,486,204
2020-12-31 $33,017,278 1,195,702
2020-09-30 $17,525,525 780,223
2020-06-30 $14,098,691 765,123
2020-03-31 $10,976,533 773,720