Vaughan Nelson Investment Management, L.P.

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$305.91M	1,754,078	3.1%
Alphabet Inc.	—	$239.38M	832,437	2.4%
ELI LILLY & Co	—	$230.79M	250,918	2.3%
ISHARES RUSSELL 2000 VALUE INDEX FUND	—	$210.24M	1,108,920	2.1%
LINCOLN ELECTRIC HOLDINGS INC	—	$199.39M	800,524	2.0%
Apple Inc.	—	$190.95M	752,384	1.9%
EXXON MOBIL CORP	—	$181.33M	1,068,757	1.8%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$172.48M	510,385	1.7%
Monolithic Power Systems Inc	—	$152.36M	139,352	1.5%
Amazon.com Inc	—	$150.18M	721,077	1.5%
CUMMINS INC	—	$144.47M	268,523	1.5%
NUCOR CORP	—	$144.04M	851,805	1.4%
Eaton Corp plc	—	$130.15M	363,880	1.3%
SCHWAB CHARLES CORP	—	$129.14M	1,374,120	1.3%
JPMORGAN CHASE & CO	—	$122.86M	417,661	1.2%
Element Solutions Inc	—	$121.25M	3,551,622	1.2%
SHOPIFY INC - CLASS A	—	$119.30M	1,005,760	1.2%
HONEYWELL INTERNATIONAL INC	—	$114.33M	505,800	1.1%
ROSS STORES, INC.	—	$113.35M	523,250	1.1%
Visa Inc	—	$112.41M	371,925	1.1%
Burlington Stores, Inc.	—	$111.52M	342,741	1.1%
CUSHMAN & WAKEFIELD PLC	—	$110.93M	9,048,011	1.1%
CLEAN HARBORS INC	—	$110.83M	386,540	1.1%
WESCO INTERNATIONAL INC	—	$110.74M	404,730	1.1%
Illumina Inc	—	$106.46M	863,721	1.1%
GATX CORP	—	$102.02M	597,545	1.0%
Valmont Industries Inc	—	$100.93M	252,605	1.0%
SANMINA CORP	—	$98.83M	762,365	1.0%
SYNOPSYS INC	—	$97.22M	245,217	1.0%
VALVOLINE INC	—	$97.07M	2,881,998	1.0%
CARLISLE COMPANIES INC	—	$96.46M	289,117	1.0%
United Rentals Inc	—	$95.40M	130,947	1.0%
Artisan Partners Asset Management Inc	—	$94.18M	2,587,946	0.9%
HUBBELL INC	—	$91.67M	186,792	0.9%
FirstCash Holdings, Inc.	—	$89.30M	474,977	0.9%
Archrock Inc	—	$87.08M	2,502,235	0.9%
COCA COLA CONSOLIDATED INC	—	$85.06M	443,615	0.9%
JBT MAREL Corp	—	$84.98M	664,550	0.9%
Vulcan Materials Co	—	$83.68M	307,322	0.8%
Warren E. Buffett	—	$83.42M	174,082	0.8%
The Boeing Company	—	$81.21M	408,024	0.8%
TechnipFMC plc	—	$79.76M	1,153,708	0.8%
CMS ENERGY CORP	—	$79.39M	1,023,324	0.8%
Evergy, Inc.	—	$79.24M	967,304	0.8%
WEC ENERGY GROUP, INC.	—	$78.60M	678,954	0.8%
Intercontinental Exchange, Inc.	—	$78.60M	499,715	0.8%
ALLIANT ENERGY CORP	—	$78.45M	1,093,160	0.8%
SENSIENT TECHNOLOGIES CORP	—	$77.96M	901,840	0.8%
MUELLER INDUSTRIES INC	—	$77.79M	702,105	0.8%
Spire Inc	—	$77.12M	851,732	0.8%