Vaughan Nelson Investment Management, L.P.
Institutional investor · Portfolio as of Q2 2026
Top Holdings208 positions
 NVIDIA Corporation | 1.7M | $336.5M | 3.0% | $30.97 | +445.25% | 22 qtrssince 2021-Q1 | Decreased 0 |
 Eli Lilly and Company | 238,515 | $286.1M | 2.5% | $771.43 | +85.67% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Alphabet Inc. | 797,067 | $284.8M | 2.5% | $107.58 | +167.12% | 22 qtrssince 2021-Q1 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 483,590 | $230.9M | 2.0% | $193.34 | +105.06% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Apple Inc. | 724,984 | $209.8M | 1.9% | $267.38 | +30.34% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Monolithic Power Systems, Inc. | 144,974 | $200.4M | 1.8% | $540.34 | +151.25% | 20 qtrssince 2021-Q3 | Increased 50 |
 ISHARES RUSL2000 VAL | 876,999 | $194M | 1.7% | $148.12 | +45.12% | 25 qtrssince 2020-Q2 | Decreased 0 |
 Cummins Inc. | 257,923 | $184M | 1.6% | $530.64 | -14.41% | 26 qtrssince 2020-Q1 | Decreased 0 |
 Nucor Corporation | 747,815 | $166.6M | 1.5% | $152.82 | +67.82% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Amazon.com, Inc. | 698,557 | $166.5M | 1.5% | $115.08 | +135.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Eaton Corporation, PLC | 385,910 | $164.4M | 1.5% | $355.11 | -0.25% | 5 qtrssince 2025-Q2 | Increased 51 |
 Valmont Industries, Inc. | 247,458 | $142.9M | 1.3% | $299.18 | +41.51% | 11 qtrssince 2023-Q4 | Decreased 0 |
 United Rentals, Inc. | 124,668 | $141.2M | 1.2% | $770.87 | +43.34% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Sanmina Corporation | 546,725 | $138.4M | 1.2% | $120.42 | +29.08% | 4 qtrssince 2025-Q3 | Decreased 0 |
 ExxonMobil Holdings Corporation | 966,792 | $132.2M | 1.2% | $134.69 | +22.11% | 30 qtrssince 2019-Q1 | Decreased 0 |
 JPMorgan Chase & Co. | 403,266 | $132M | 1.2% | $170.30 | +100.86% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Applied Materials, Inc. | 173,675 | $125.6M | 1.1% | $267.77 | +39.13% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Sensient Technologies Corporation | 1M | $124.6M | 1.1% | $89.53 | +35.26% | 2 qtrssince 2026-Q1 | Increased 53 |
 Cushman & Wakefield Ltd. | 9.3M | $123.9M | 1.1% | $12.47 | +11.43% | 7 qtrssince 2024-Q4 | Increased 49 |
 The Charles Schwab Corporation | 1.3M | $123.4M | 1.1% | $93.37 | -0.37% | 2 qtrssince 2026-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $10,001,842,000 | -7.05698764169% |
| 2025-Q2 | $10,673,836,692 | 6.71870933374% |
| 2025-Q3 | $10,997,003,677 | 3.02765532512% |
| 2025-Q4 | $10,231,261,376 | -6.96319036977% |
| 2026-Q1 | $9,958,179,466 | -2.6690932815% |
| 2026-Q2 | $11,309,405,440 | 13.5690060479% |
Vaughan Nelson Investment Management, L.P. manages $11.3B across 208 positions as of Q2 2026. Top holdings: NVDA (3.0%), LLY (2.5%), GOOGL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 29 new positions, 43 exits, 85 increased. Top move: SXT (INCREASED, conviction 53). Portfolio: $11.3B across 208 positions.
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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
Verify source filings on SEC EDGAR