VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$10.7B

Holdings

195

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (195 positions)

StockValue
AMEAMETEK INC
$26.4M
DHID.R. HORTON INC
$26.3M
FLSFLOWSERVE CORP
$26.2M
RSGREPUBLIC SERVICES INC
$25.8M
XPOXPO LOGISTICS INC
$25.8M
COKECOCA-COLA BOTTLING CO CONSOL
$25.3M
GEGENERAL ELECTRIC
$22.9M
FTITECHNIPFMC PLC
$22.7M
AEOAMERICAN EAGLE OUTFITTERS
$22.2M
RRCRANGE RESOURCES CORP
$21.8M
HLIOHELIOS TECHNOLOGIES INC
$20.2M
EXREXTRA SPACE STORAGE
$19.4M
ALLEALLEGION PLC
$19.2M
AG8AGILENT TECHNOLOGIES INC
$17.2M
ARESARES MANAGEMENT CORP - A
$16.3M
TREXTREX COMPANY INC
$15.1M
LNWOLIGHT & WONDER INC
$13.8M
CCLCARNIVAL CORP CL A
$11.9M
SSNCSS&C TECHNOLOGIES HOLDINGS
$11.6M
RCLROYAL CARIBBEAN CRUISES LTD
$11.3M
CDWCDW CORP/DE
$10.1M
VNSENATIXIS VAUGHAN NELSON SELECT
$8.5M
NUNU HOLDINGS LTD/CAYMAN ISL-A
$8.4M
KOSKOSMOS ENERGY LTD
$6.9M
YPFYPF S.A.-SPONSORED ADR
$5.4M
IBMIBM
$4.4M
AJGGALLAGHER A J
$4.0M
ABBVABBVIE INC
$3.9M
DWDMORGAN STANLEY
$3.8M
CSCOCISCO SYSTEMS INC
$3.7M
WFCWELLS FARGO & CO
$3.5M
KOCOCA-COLA CO/THE
$3.3M
BROBROWN & BROWN INC
$3.2M
NVTNVENT ELECTRIC PLC
$3.2M
DUKDUKE ENERGY CORP
$3.0M
JNJJOHNSON & JOHNSON
$3.0M
CMICUMMINS INC
$2.8M
HDHOME DEPOT
$2.7M
EFXEQUIFAX INC
$2.7M
MRKMERCK & CO. INC.
$2.4M
CVSCVS HEALTH CORP
$2.4M
EOGEOG RESOURCES INC
$2.2M
PFEPFIZER INC
$2.1M
EMREMERSON ELEC
$2.1M
BACVERIZON COMMUNICATIONS
$2.1M
KDPKEURIG DR PEPPER INC
$2.1M
EPDENTERPRISE PRODUCTS PARTNERS
$1.7M
UPSUNITED PARCEL SERVICE CL B
$1.7M
SKYCHAMPION HOMES INC
$1.6M
OKEONEOK INC
$1.4M
CVXCHEVRON CORP
$1.2M
AZOAUTOZONE INC
$1.2M
BLDRBUILDERS FIRSTSOURCE INC
$1.0M
PHPARKER HANNIFIN
$1.0M
COPCONOCOPHILLIPS
$949K
HIGHARTFORD INSURANCE GROUP INC/T
$902K
BIVVANGUARD INTERMEDIATE-TERM B
$888K
SUBISHARES S/T NATL MUNI BOND ETF
$740K
KSAISHRS MSCI SAUDI ARABIA ETF
$637K
IGIBISHARES 5-10Y INV GRADE CORP
$632K
VCSHVANGUARD S/T CORP BOND ETF
$470K
BSVVANGUARD SHORT-TERM BOND ETF
$466K
AUBATLANTIC UNION BANKSHARES CORP
$457K
VCITVANGUARD INTERMEDIATE-TERM C
$419K
MUBISHARES NATIONAL MUNI BOND ETF
$407K
MPWRMONOLITHIC POWER SYSTEMS INC
$393K
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN E
$368K
ARCCARES CAPITAL CORP
$350K
AXONAXON ENTERPRISE INC
$339K
TYLTYLER TECHNOLOGIES INC
$269K
GEVGE VERNOVA INC
$265K
METAMETA PLATFORMS INC-A
$263K
DDOMINION RES INC VA
$260K
IVVISHARES CORE S&P 500 ETF
$245K
SPOTSPOTIFY TECHNOLOGY SA
$209K
NOWSERVICENOW INC
$180K
RTXRAYTHEON TECHNOLOGIES CORP
$161K
MAINMAIN STREET CAPITAL CORP
$157K
URIUNITED RENTALS INC
$152K
TSLXSIXTH STREET SPECIALTY LENDI
$127K
ABALLIANEBERNSTEIN HOLDINGS LP
$106K
INTCINTEL CORP
$95K
T7DTRANSDIGM GROUP INC
$94K
CLXCLOROX CO
$84K
8CWCROWN CASTLE INTL CORP
$77K
BSMBLACK STONE MINERALS LP
$73K
ILFISHARES S&P LATIN AMERICA 40
$68K
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$61K
VGSHVANGUARD SHORT-TERM GOV BD
$51K
MGCVANGUARD MEGA CAP ETF
$46K
IWRISHARES RUSSELL MID-CAP ETF
$40K
SCHDSCHWAB US DVD EQUITY ETF
$39K
VOVANGUARD MID-CAP ETF
$22K
AMLPALERIAN MLP ETF
$7K
MLB1MERCADOLIBRE INC
$6K
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