VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2025
Top Holdings207 positions
MICROSOFT CORP | 794,107 | $298.1M | 3.0% | $150.69 | +146.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.5M | $282.6M | 2.8% | $115.08 | +65.33% | 25 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 1.4M | $236M | 2.4% | $113.24 | +49.51% | 15 qtrssince 2021-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 429,997 | $229M | 2.3% | $475.21 | +12.07% | 14 qtrssince 2021-Q4 | Increased 85 |
NVIDIA CORPORATION | 2M | $219.2M | 2.2% | $14.38 | +651.71% | 17 qtrssince 2021-Q1 | Decreased 0 |
OREILLY AUTOMOTIVE INC | 149,393 | $214M | 2.1% | $62.87 | +51.92% | 7 qtrssince 2023-Q3 | Increased 56 |
META PLATFORMS INC | 370,213 | $213.4M | 2.1% | $580.08 | -1.12% | 4 qtrssince 2024-Q2 | Increased 63 |
ALPHABET INC | 1.3M | $203.4M | 2.0% | $107.58 | +43.07% | 17 qtrssince 2021-Q1 | Decreased 0 |
ZOETIS INC | 1.2M | $200.1M | 2.0% | $167.71 | -4.14% | 7 qtrssince 2023-Q3 | Increased 54 |
MONDELEZ INTL INC | 2.8M | $189.9M | 1.9% | $65.65 | 0.00% | 1 qtr | New 70 |
JPMORGAN CHASE & CO | 767,704 | $188.3M | 1.9% | $171.15 | +39.10% | 25 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 820,116 | $187.9M | 1.9% | $177.58 | -26.01% | 3 qtrssince 2024-Q3 | Increased 76 |
ISHARES TR | 1.2M | $186.4M | 1.9% | $147.74 | -0.36% | 20 qtrssince 2020-Q2 | Increased 78 |
TAIWAN SEMICONDUCTOR MANUFAC | 1M | $169.1M | 1.7% | $193.34 | -15.62% | 2 qtrssince 2024-Q4 | Decreased 0 |
AGNC INVT CORP | 17M | $162.8M | 1.6% | $7.50 | +3.31% | 6 qtrssince 2023-Q4 | Increased 56 |
DISNEY WALT CO | 1.6M | $157.3M | 1.6% | $102.34 | -5.22% | 6 qtrssince 2023-Q4 | Decreased 0 |
MONOLITHIC PWR SYS INC | 256,028 | $148.5M | 1.5% | $492.00 | +16.64% | 15 qtrssince 2021-Q3 | Decreased 0 |
WESTERN ALLIANCE BANCORP | 1.9M | $146.7M | 1.5% | $57.11 | +30.57% | 7 qtrssince 2023-Q3 | Increased 48 |
MOTOROLA SOLUTIONS INC | 331,910 | $145.3M | 1.5% | $388.25 | +10.61% | 19 qtrssince 2020-Q3 | Increased 77 |
COMERICA INC | 2.5M | $144.9M | 1.4% | $47.94 | +18.81% | 7 qtrssince 2023-Q3 | Decreased 0 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. manages $10B across 207 positions as of Q1 2025. Top holdings: MSFT (3.0%), AMZN (2.8%), ICE (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 28 new positions, 26 exits, 72 increased. Top move: BRK/B (INCREASED, conviction 85). Portfolio: $10.0B across 207 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR