VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2026
Top Holdings222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 1.8M | $305.9M | 3.1% | $117.57 | +53.14% | 21 qtrssince 2021-Q1 | Increased 63 |
ALPHABET INC-CL A | 832,437 | $239.4M | 2.4% | $105.78 | +186.98% | 21 qtrssince 2021-Q1 | Decreased 0 |
ELI LILLY & CO | 250,918 | $230.8M | 2.3% | $771.43 | +18.85% | 3 qtrssince 2025-Q3 | Increased 57 |
ISHARES RUSSELL 2000 VALUE E | 1.1M | $210.2M | 2.1% | $149.88 | +30.81% | 24 qtrssince 2020-Q2 | Increased 52 |
LINCOLN ELECTRIC HOLDINGS | 800,524 | $199.4M | 2.0% | $228.36 | +25.25% | 7 qtrssince 2024-Q3 | Increased 78 |
APPLE INC | 752,384 | $190.9M | 1.9% | $267.38 | -5.25% | 2 qtrssince 2025-Q4 | Increased 60 |
EXXON MOBIL CORP | 1.1M | $181.3M | 1.8% | $128.58 | +18.08% | 29 qtrssince 2019-Q1 | Increased 71 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 510,385 | $172.5M | 1.7% | $197.73 | +78.59% | 6 qtrssince 2024-Q4 | Decreased 0 |
MONOLITHIC POWER SYSTEMS INC | 139,352 | $152.4M | 1.5% | $508.80 | +111.16% | 19 qtrssince 2021-Q3 | Decreased 0 |
AMAZON.COM INC | 721,077 | $150.2M | 1.5% | $111.66 | +86.93% | 29 qtrssince 2019-Q1 | Decreased 0 |
CUMMINS INC | 268,523 | $144.5M | 1.5% | $556.14 | +0.71% | 25 qtrssince 2020-Q1 | Increased 77 |
NUCOR CORP | 851,805 | $144M | 1.4% | $155.42 | +14.14% | 3 qtrssince 2025-Q3 | Increased 52 |
EATON CORP PLC | 363,880 | $130.1M | 1.3% | $352.03 | +1.07% | 4 qtrssince 2025-Q2 | Decreased 0 |
SCHWAB (CHARLES) CORP | 1.4M | $129.1M | 1.3% | $93.37 | 0.00% | 1 qtr | New 69 |
JPMORGAN CHASE & CO | 417,661 | $122.9M | 1.2% | $172.81 | +73.75% | 29 qtrssince 2019-Q1 | Decreased 0 |
ELEMENT SOLUTIONS INC | 3.6M | $121.3M | 1.2% | $13.81 | +143.55% | 29 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 1M | $119.3M | 1.2% | $121.87 | 0.00% | 1 qtr | New 69 |
HONEYWELL INTL INC | 505,800 | $114.3M | 1.1% | $243.85 | 0.00% | 1 qtr | New 69 |
ROSS STORES INC | 523,250 | $113.4M | 1.1% | $197.64 | 0.00% | 1 qtr | New 69 |
VISA INC-CLASS A SHARES | 371,925 | $112.4M | 1.1% | $301.06 | 0.00% | 1 qtr | New 69 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. manages $10B across 222 positions as of Q1 2026. Top holdings: NVDA (3.1%), GOOGL (2.4%), LLY (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 41 new positions, 33 exits, 78 increased. Top move: LECO (INCREASED, conviction 78). Portfolio: $10.0B across 222 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer