VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$10.2B
Holdings
214
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC-CL A | $304.0B |
NVDANVIDIA CORP | $293.1B |
AMZNAMAZON.COM INC | $264.9B |
LLYELI LILLY & CO | $247.2B |
MSFTMICROSOFT CORP | $238.2B |
MPWRMONOLITHIC POWER SYSTEMS INC | $233.5B |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $218.9B |
IWNISHARES RUSSELL 2000 VALUE INDEX FUND | $200.5B |
AVGOBROADCOM INC | $189.3B |
METAMETA PLATFORMS INC-A | $179.3B |
JPMJP MORGAN CHASE & CO | $174.0B |
ZIONZIONS BANCORP | $173.5B |
AAPLAPPLE INC | $161.5B |
URIUNITED RENTALS INC | $157.5B |
CWKCUSHMAN & WAKEFIELD PLC | $149.4B |
NUENUCOR CORP | $127.2B |
BRK/BBERKSHIRE HATHAWAY INC CL B | $124.9B |
ORLYOREILLY AUTOMOTIVE INC | $119.4B |
COFCAPITAL ONE FINL CORP | $117.7B |
ETNEATON CORP PLC | $117.3B |
DISTHE WALT DISNEY CO | $112.0B |
COHRCOHERANT CORP | $111.8B |
LECOLINCOLN ELECTRIC HOLDINGS | $111.4B |
ICEINTERCONTINENTAL EXCHANGE INC | $107.3B |
PAHUSDELEMENT SOLUTIONS INC | $107.2B |
VMIVALMONT INDUSTRIES | $98.0B |
APAMARTISAN PARTNERS ASSET MGMT CL A | $93.7B |
CFRCULLEN FROST BANKERS INC | $93.6B |
PBPROSPERITY BANCSHARES INC | $92.1B |
WCCWESCO INTERNATIONAL INC | $91.4B |
SIGISELECTIVE INSURANCE GROUP | $90.1B |
HRIHERC HOLDINGS INC | $88.3B |
COKECOCA-COLA BOTTLING CO CONSOL | $88.0B |
CLHCLEAN HARBORS INC | $87.0B |
SNPSSYNOPSYS INC | $84.1B |
HXLHEXCEL CORP | $82.6B |
GATXGATX CORP | $82.4B |
HUBBHUBBELL INC CL B | $81.1B |
THGHANOVER INSURANCE GROUP INC/TH | $79.9B |
SRSPIRE INC | $78.9B |
BLDTOPBUILD CORP | $78.6B |
VVVVALVOLINE INC | $78.5B |
XYLXYLEM INC | $77.9B |
BRKRBRUKER BIOSCIENCES CORP | $77.3B |
CSLCARLISLE COS INC | $76.6B |
XOMEXXON MOBIL CORP | $76.6B |
NOWSERVICENOW INC | $76.2B |
JBTJBT MAREL GROUP | $74.6B |
SANMSANMINA CORP | $72.6B |
VMCVULCAN MATERIALS CO | $72.4B |
HIIHUNTINGTON INGALLS INDUSTRIES | $71.7B |
FCFSFIRST CASH FINANCIAL SERVICES INC | $69.2B |
BURLBURLINGTON STORES INC | $68.4B |
MLIMUELLER INDUSTTRIES INC | $67.9B |
CMCCOMMERCIAL METALS CO | $67.7B |
EXEEXPAND ENERGY CORP | $66.8B |
PVHPVH CORPORATION | $65.3B |
NWNNORTHWEST NATURAL GAS CO | $65.1B |
EXPEAGLE MATERIALS INC | $64.9B |
STAGSTAG INDUSTRIAL INC | $64.2B |
AMRZAMRIZE LTD | $63.5B |
MURMURPHY OIL USA INC | $63.1B |
AROCARCHROCK INC | $61.1B |
ARANTERO RESOURCES CORP | $60.5B |
NDAQNASDAQ INC | $57.4B |
LNTALLIANT ENERGY CORP | $56.5B |
WECWEC ENERGY GROUP | $55.8B |
BABOEING CO | $55.8B |
EVRGEVERGY INC | $55.7B |
CMSCMS ENERGY CORP | $55.6B |
FTITECHNIPFMC PLC | $55.2B |
HWKNHAWKINS INC | $54.5B |
PRCENTENNIAL RESOURCE DEVELO-A | $53.7B |
GILGILDAN ACTIVEWEAR -A | $53.6B |
CSWCSW INDUSTRIALS INC | $53.4B |
CWCURTISS-WRIGHT CORP | $51.1B |
CCCCCC INTELLIGENT SOLUTIONS HO | $50.4B |
WRBYWARBY PARKER INC-CLASS A | $50.2B |
MTDRMATADOR RESOURCES CO | $46.5B |
CRUSCIRRUS LOGIC INC | $46.0B |
ACAARCOSA INC | $45.4B |
BAHBOOZ ALLEN HAMILTON HOLDING | $45.3B |
FLSFLOWSERVE CORP | $45.2B |
AMATAPPLIED MATERIALS | $44.7B |
IQVIQIVA HOLDINGS INC | $44.0B |
FCNFTI CONSULTING INC | $43.5B |
CHRCHURCHILL DOWNS INC | $43.4B |
ATDALLEGHENY TECHNOLOGIES INC | $43.3B |
BBWIBATH & BODY WORKS INC | $42.8B |
ROADCONSTRUCTION PARTNERS INC-A | $42.5B |
DASHDOORDASH INC - A | $41.7B |
RUSHARUSH ENTERPRISES INC CL A | $41.0B |
HLNEHAMILTON LANE INC-CLASS A | $40.9B |
HLIOHELIOS TECHNOLOGIES INC | $40.6B |
RKTROCKET COS INC-CLASS A | $40.5B |
PFGCPERFORMANCE FOOD GROUP CO | $39.7B |
MASMASCO CORP | $39.4B |
ALGALAMO GROUP INC | $39.2B |
MRVLMARVELL TECHNOLOGY GROUP LTD | $39.2B |
MTHMERITAGE CORP | $38.2B |
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