VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

CIK: 0001021642Latest portfolio: $10.2B · Q4 2025

Holdings

214

Total Value

$10.2B

New Positions

214

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GOOGLALPHABET INC-CL A
971,186$304.0M2.97%NEW
2
NVDANVIDIA CORP
1,571,733$293.1M2.87%NEW
3
AMZNAMAZON.COM INC
1,147,695$264.9M2.59%NEW
4
LLYELI LILLY & CO
230,021$247.2M2.42%NEW
5
MSFTMICROSOFT CORP
492,504$238.2M2.33%NEW
6
MPWRMONOLITHIC POWER SYSTEMS INC
257,644$233.5M2.28%NEW
7
TSMTAIWAN SEMICONDUCTOR-SP ADR
720,480$218.9M2.14%NEW
8
IWNISHARES RUSSELL 2000 VALUE INDEX FUND
1,106,370$200.5M1.96%NEW
9
AVGOBROADCOM INC
546,968$189.3M1.85%NEW
10
METAMETA PLATFORMS INC-A
271,670$179.3M1.75%NEW
11
JPMJP MORGAN CHASE & CO
539,986$174.0M1.70%NEW
12
ZIONZIONS BANCORP
2,964,419$173.5M1.70%NEW
13
AAPLAPPLE INC
594,115$161.5M1.58%NEW
14
URIUNITED RENTALS INC
194,666$157.5M1.54%NEW
15
CWKCUSHMAN & WAKEFIELD PLC
9,229,679$149.4M1.46%NEW
16
NUENUCOR CORP
779,940$127.2M1.24%NEW
17
BRK/BBERKSHIRE HATHAWAY INC CL B
248,532$124.9M1.22%NEW
18
ORLYOREILLY AUTOMOTIVE INC
1,309,361$119.4M1.17%NEW
19
COFCAPITAL ONE FINL CORP
485,517$117.7M1.15%NEW
20
ETNEATON CORP PLC
368,345$117.3M1.15%NEW
21
DISTHE WALT DISNEY CO
984,053$112.0M1.09%NEW
22
COHRCOHERANT CORP
605,981$111.8M1.09%NEW
23
LECOLINCOLN ELECTRIC HOLDINGS
465,054$111.4M1.09%NEW
24
ICEINTERCONTINENTAL EXCHANGE INC
662,613$107.3M1.05%NEW
25
PAHUSDELEMENT SOLUTIONS INC
4,289,160$107.2M1.05%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Industrials0.0% ($1.5754511731911145e+229T)
Financial Services0.0% ($2.0048217399117352e+170T)
Technology0.0% ($2.9312623818223354e+100T)
Consumer Cyclical0.0% ($2.6490811942468396e+85T)
Energy0.0% ($7.845876556668306e+68T)
Healthcare0.0% ($2.4719777291502387e+39T)
Utilities0.0% ($7.894665082565404e+38T)
Unknown0.0% ($1.2492310718474565e+38T)
Basic Materials0.0% ($1.2721372367676526e+30T)
Communication Services0.0% ($3.0397917932411196e+23T)
Consumer Defensive0.0% ($8801839666295663.0T)
Real Estate0.0% ($14942464.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$10.2B733
Q3 2025Oct 22, 2025$11.0T0
Q2 2025Jul 21, 2025$10.7T678
Q1 2025Apr 17, 2025$10.0B749
Q4 2024Jan 28, 2025$10.8T773
Q3 2024Nov 6, 2024$11.2T778
Q2 2024Jul 19, 2024$10.8T770
Q1 2024Apr 18, 2024$11.4T769
Q4 2023Jan 25, 2024$10.0T857
Q3 2023Nov 9, 2023$8.9T791
Q2 2023Aug 3, 2023$9.0T770
Q1 2023May 8, 2023$8.1T721
Q4 2022Jan 31, 2023$7.7T748
Q3 2022Nov 4, 2022$6.9T710
Q2 2022Jul 22, 2022$7.4T720
Q1 2022May 4, 2022$8.8T722
Q4 2021Jan 13, 2022$9.8T715
Q3 2021Oct 27, 2021$9.8T772
Q2 2021Jul 15, 2021$9.9T717
Q1 2021May 11, 2021$9.4T673
Q4 2020Feb 4, 2021$8.5T694
Q3 2020Nov 9, 2020$7.2T720
Q2 2020Aug 14, 2020$7.0T726
Q1 2020May 14, 2020$5.9T723
Q4 2019Feb 5, 2020$8.0T684
Q3 2019Nov 6, 2019$7.5T679
Q2 2019Aug 9, 2019$7.5T697
Q1 2019May 13, 2019$7.5T692
Q4 2018Jan 30, 2019$7.0T699
Q3 2018Nov 13, 2018$8.6T695
Q2 2018Jul 27, 2018$8.4T685
Q1 2018May 9, 2018$8.2T739
Q4 2017Jan 26, 2018$8.6T754
Q3 2017Oct 24, 2017$8.4T765
Q2 2017Jul 17, 2017$8.4T826
Q1 2017May 15, 2017$8.5T762
Q4 2016Feb 2, 2017$8.5T739
Q3 2016Oct 25, 2016$8.4T769
Q2 2016Aug 11, 2016$7.9T798
Q1 2016May 13, 2016$7.9T783

Fund Information

CIK0001021642
Most Recent FilingJan 15, 2026
Number of Filings40

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $10.2B across 214 holdings. The largest position is ALPHABET INC-CL A (GOOGL), representing 3.0% of the portfolio. Compared to the previous quarter, the fund opened 214 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.