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 WAL

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $11,462,961 161,792
2025-12-31 $34,105,263 405,677
2025-09-30 $190,318,311 2,194,630
2025-06-30 $153,714,562 1,971,205
2025-03-31 $146,668,698 1,909,003
2024-12-31 $157,367,887 1,883,743
2024-09-30 $155,898,655 1,802,505
2024-06-30 $102,601,453 1,633,261
2024-03-31 $103,538,916 1,613,007
2023-12-31 $113,509,326 1,725,328
2023-09-30 $39,024,621 848,915
2021-09-30 $139,071 1,278