VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Q2 2026 13F filing
Updated 56 days ago721 disclosed positions worth $11.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORP | $165.7M | 828.1K | 1.47% | Added(+2433.9%) |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR-SP ADR | $155.7M | 326.0K | 1.38% | Added(+2448.6%) |
| 3 | L LLY ELI LILLY & CO | $140.1M | 116.8K | 1.24% | Added(+2418.5%) |
| 4 | G GOOGN ALPHABET INC-CL A | $140M | 391.9K | 1.24% | Added(+2423.3%) |
| 5 | A AMAT APPLIED MATERIALS | $125.6M | 173.7K | 1.11% | Trimmed(-13.8%) |
| 6 | A AAPL APPLE INC | $103.8M | 358.7K | 0.92% | Added(+2446.5%) |
| 7 | N NVDA NVIDIA CORP | $103.7M | 518.3K | 0.92% | Added(+1486.1%) |
| 8 | E ETHA ISHARES RUSSELL 2000 VALUE INDEX FUND | $98.9M | 447.0K | 0.87% | Added(+342.7%) |
| 9 | C CMI CUMMINS INC | $91.3M | 128.0K | 0.81% | Added(+2473.0%) |
| 10 | L LLY ELI LILLY & CO | $88.9M | 74.1K | 0.79% | Added(+1497.6%) |
| 11 | G GOOGN ALPHABET INC-CL A | $87.8M | 245.8K | 0.78% | Added(+1482.8%) |
| 12 | X XOM EXXON MOBIL CORP | $86.6M | 633.7K | 0.77% | Added(+2152.5%) |
| 13 | E ETN EATON CORP PLC | $82.4M | 193.3K | 0.73% | Added(+2791.1%) |
| 14 | A AMZN AMAZON.COM INC | $81.7M | 342.8K | 0.72% | Added(+2452.7%) |
| 15 | M MPWR MONOLITHIC POWER SYSTEMS INC | $80.1M | 58.0K | 0.71% | Added(+4174.0%) |
| 16 | N NUE NUCOR CORP | $77.2M | 346.6K | 0.68% | Added(+2843.5%) |
| 17 | E ETHA ISHARES RUSSELL 2000 VALUE INDEX FUND | $73.6M | 332.8K | 0.65% | Added(+229.6%) |
| 18 | M MRVL MARVELL TECHNOLOGY GROUP LTD | $71.5M | 239.9K | 0.63% | Added(+10956.7%) |
| 19 | U URI UNITED RENTALS INC | $69.6M | 61.4K | 0.62% | Added(+2453.8%) |
| 20 | H HUBB HUBBELL INC CL B | $66.9M | 127.9K | 0.59% | Added(+14854.4%) |
| 21 | J JPM-PM JP MORGAN CHASE & CO | $66.3M | 202.6K | 0.59% | Added(+2531.5%) |
| 22 | A AAPL APPLE INC | $64.2M | 221.8K | 0.57% | Added(+1474.4%) |
| 23 | V V VISA INC-CLASS A SHRS | $61.1M | 178.0K | 0.54% | Added(+2454.4%) |
| 24 | S SCHW-PJ SCHWAB CHARLES CORP | $60.7M | 657.6K | 0.54% | Added(+2451.9%) |
| 25 | S SNDK SANDISK CORP | $59.7M | 26.2K | 0.53% | Added(+9802.3%) |
| 26 | E EVRG EVERGY INC | $59.4M | 687.2K | 0.53% | Added(+14840.1%) |
| 27 | L LNT ALLIANT ENERGY CORP | $59.3M | 776.7K | 0.52% | Added(+14850.3%) |
| 28 | B BA-PA BOEING CO | $57.8M | 266.8K | 0.51% | Added(+2255.7%) |
| 29 | R ROST ROSS STORES INC | $56.5M | 265.6K | 0.50% | Added(+2608.9%) |
| 30 | W WEC WEC ENERGY GROUP | $56.3M | 482.4K | 0.50% | Added(+14834.7%) |
| 31 | C CMI CUMMINS INC | $56.2M | 78.8K | 0.50% | Added(+1484.6%) |
| 32 | C CMS-PC CMS ENERGY CORP | $55.6M | 727.1K | 0.49% | Added(+14844.9%) |
| 33 | S SXT SENSIENT TECHNOLOGIES | $55.6M | 451.0K | 0.49% | Added(+463.7%) |
| 34 | I ILMN ILLUMINA INC | $55.5M | 315.4K | 0.49% | Added(+1848.0%) |
| 35 | C CSL CARLISLE COS INC | $54.8M | 151.1K | 0.48% | Added(+496.5%) |
| 36 | C CW CURTISS-WRIGHT CORP | $53.3M | 70.3K | 0.47% | Added(+16064.4%) |
| 37 | C CWK CUSHMAN & WAKEFIELD PLC | $52.2M | 3.90M | 0.46% | Added(+454.6%) |
| 38 | A AMZN AMAZON.COM INC | $51.9M | 217.9K | 0.46% | Added(+1522.5%) |
| 39 | G GATX GATX CORP | $51.9M | 292.7K | 0.46% | Added(+465.1%) |
| 40 | S SNPS SYNOPSYS INC | $51.3M | 115.1K | 0.45% | Added(+2454.1%) |
| 41 | ? N/A BURLINGTON STORES INC | $51M | 161.0K | 0.45% | Added(+11083.0%) |
| 42 | ? N/A REVVITY | $50.9M | 457.6K | 0.45% | Added(+899.5%) |
| 43 | S SOMN SOUTHERN CO | $50.9M | 531.5K | 0.45% | — |
| 44 | S SANM SANMINA CORP | $50M | 197.5K | 0.44% | Added(+351.8%) |
| 45 | ? N/A COCA-COLA BOTTLING CO CONSOL | $49M | 256.7K | 0.43% | Added(+539.9%) |
| 46 | E ETN EATON CORP PLC | $49M | 115.0K | 0.43% | Added(+1619.8%) |
| 47 | J JBTM JBT MAREL GROUP | $48.9M | 337.3K | 0.43% | Added(+490.2%) |
| 48 | C CLH CLEAN HARBORS INC | $48.5M | 162.3K | 0.43% | Added(+390.7%) |
| 49 | V VMI VALMONT INDUSTRIES | $47.7M | 82.7K | 0.42% | Added(+348.7%) |
| 50 | S SHOP SHOPIFY INC - CLASS A | $47.6M | 416.7K | 0.42% | Added(+2116.3%) |