Holdings
Vaughan Nelson Investment Management, L.P.
As of Jun 30, 2026, Vaughan Nelson Investment Management, L.P. reported 180 positions worth US$10.5B. Largest: Nvidia Corporation, Eli Lilly And Company and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 1.68M | US$337M | −72,305 | Jun 30, 2026 |
| Eli Lilly And Company | 239K | US$286M | −12,403 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 797K | US$285M | −35,370 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 484K | US$231M | −26,795 | Jun 30, 2026 |
| Apple Inc | 725K | US$210M | −27,400 | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 145K | US$200M | +5,622 | Jun 30, 2026 |
| Cummins Inc. | 258K | US$184M | −10,600 | Jun 30, 2026 |
| Nucor Corporation | 748K | US$167M | −104K | Jun 30, 2026 |
| Amazon.com, Inc. | 699K | US$166M | −22,520 | Jun 30, 2026 |
| Valmont Industries, Inc. | 247K | US$143M | −5,147 | Jun 30, 2026 |