StockDriftsStockDriftsTop 50 Vaughan Nelson Investment Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 3.07% | 1.75M | $305.9M | +11.60%(+182.34K) | $31.61(+521.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 2.4% | 832.4K | $239.4M | -14.29%(-138.75K) | $106.54(+264.60%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.32% | 250.9K | $230.8M | +9.08%(+20.90K) | $790.08(+25.16%) | 2026-03-31 | |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FUND | 2.11% | 1.11M | $210.2M | +0.23%(+2.55K) | $157.47(+33.11%) | 2026-03-31 | |
| LECO | LINCOLN ELECTRIC HOLDINGS | 2% | 800.5K | $199.4M | +72.14%(+335.47K) | $213.52(+24.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.92% | 752.4K | $190.9M | +26.64%(+158.27K) | $263.16(+7.99%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.82% | 1.07M | $181.3M | +68.00%(+432.58K) | $125.70(+23.21%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 1.73% | 510.4K | $172.5M | -29.16%(-210.09K) | $185.58(+112.53%) | 2026-03-31 | |
| MPWR | MONOLITHIC POWER SYSTEMS INC | 1.53% | 139.4K | $152.4M | -45.91%(-118.29K) | $499.31(+218.06%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.51% | 721.1K | $150.2M | -37.17%(-426.62K) | $107.89(+153.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% |
| Top 20 Holdings Unweighted | +10.61% | +35.33% |
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