VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2025
Top Holdings214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 971,186 | $304M | 3.0% | $105.78 | +196.69% | 20 qtrssince 2021-Q1 | Decreased 0 |
NVIDIA CORP | 1.6M | $293.1M | 2.9% | $110.32 | +69.99% | 20 qtrssince 2021-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $264.9M | 2.6% | $111.66 | +108.24% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 230,021 | $247.2M | 2.4% | $758.22 | +41.06% | 2 qtrssince 2025-Q3 | Decreased 0 |
MICROSOFT CORP | 492,504 | $238.2M | 2.3% | $151.17 | +222.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
MONOLITHIC POWER SYSTEMS INC | 257,644 | $233.5M | 2.3% | $508.80 | +81.28% | 18 qtrssince 2021-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 720,480 | $218.9M | 2.1% | $197.73 | +51.51% | 5 qtrssince 2024-Q4 | Decreased 0 |
ISHARES RUSSELL 2000 VALUE E | 1.1M | $200.5M | 2.0% | $149.78 | +21.95% | 23 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 546,968 | $189.3M | 1.9% | $266.43 | +31.31% | 28 qtrssince 2019-Q1 | Increased 78 |
META PLATFORMS INC-CLASS A | 271,670 | $179.3M | 1.8% | $586.32 | +13.58% | 7 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 539,986 | $174M | 1.7% | $172.81 | +86.32% | 28 qtrssince 2019-Q1 | Decreased 0 |
ZIONS BANCORP NA | 3M | $173.5M | 1.7% | $40.94 | +39.94% | 10 qtrssince 2023-Q3 | Decreased 0 |
APPLE INC | 594,115 | $161.5M | 1.6% | $271.12 | 0.00% | 1 qtr | New 69 |
UNITED RENTALS INC | 194,666 | $157.5M | 1.5% | $772.22 | +4.17% | 3 qtrssince 2025-Q2 | Decreased 0 |
CUSHMAN & WAKEFIELD LTD | 9.2M | $149.4M | 1.5% | $16.42 | 0.00% | 1 qtr | New 69 |
NUCOR CORP | 779,940 | $127.2M | 1.2% | $153.39 | +7.07% | 2 qtrssince 2025-Q3 | Increased 77 |
BERKSHIRE HATHAWAY INC-CL B | 248,532 | $124.9M | 1.2% | $473.30 | +6.42% | 17 qtrssince 2021-Q4 | Increased 52 |
O'REILLY AUTOMOTIVE INC | 1.3M | $119.4M | 1.2% | $86.87 | +3.87% | 10 qtrssince 2023-Q3 | Decreased 0 |
CAPITAL ONE FINANCIAL CORP | 485,517 | $117.7M | 1.2% | $211.32 | +4.79% | 3 qtrssince 2025-Q2 | Decreased 0 |
EATON CORP PLC | 368,345 | $117.3M | 1.1% | $352.03 | -10.27% | 3 qtrssince 2025-Q2 | Decreased 0 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. manages $10.2B across 214 positions as of Q4 2025. Top holdings: GOOGL (3.0%), NVDA (2.9%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 29 new positions, 13 exits, 51 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $10.2B across 214 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