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Carlos Gonzalez

Vaughan Nelson Investment Management, L.p.

Assets Managed
$9.958B
Holdings
222
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-2.66%(2Q avg: -4.81%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vaughan Nelson Investment Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 222 positions.

Assets under management

The assets under management (AUM) of Vaughan Nelson Investment Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.958B in assets, with a quarterly growth rate of -2.66% and a 2-quarter average growth rate of -4.81%. The portfolio is managed by Carlos Gonzalez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 11.61%
3.08%
$305.911M
1.754M shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -14.28%
2.41%
$239.376M
832,437 shares@ $287.57 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 9.09%
2.32%
$230.787M
250,918 shares@ $919.77 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
Increased 0.24%
2.12%
$210.24M
1.109M shares@ $189.59 avg price
LECO
Lincoln Electric Holdings
Recent Activity
Increased 72.14%
2.01%
$199.395M
800,524 shares@ $249.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 26.64%
1.92%
$190.948M
752,384 shares@ $253.79 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 68%
1.83%
$181.325M
1.069M shares@ $169.67 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -29.16%
1.74%
$172.485M
510,385 shares@ $337.96 avg price
MPWR
Monolithic Power Systems Inc
Recent Activity
Decreased -45.91%
1.54%
$152.361M
139,352 shares@ $1093.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -37.17%
1.51%
$150.179M
721,077 shares@ $208.27 avg price

1-10 of 222