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CIK: 0001021642
Total reported value
$11.3B
$11.3B
214 檔
11.9%
During the Q4 2025 filing period, Vaughan Nelson Investment Management, L.p. (CIK: 0001021642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.3B across 214 reported positions.
Vaughan Nelson Investment Management, L.p. executed strategic sector rebalancing during Q4 2025, establishing 20 new positions while fully exiting 7 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AMZN) accounted for 11.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $161.5M
Top Position Liquidated / Trimmed
SPOT
前期市值: $175.6M
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.12% | -16.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | -0.09% | -16.33% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | -0.04% | -15.83% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.42% | +0.21% | -12.99% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.01% | -16.84% | |
| 6 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.28% | +0.24% | -5.46% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.14% | +0.31% | -21.08% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.96% | -0.39% | -3.88% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | — | +117.68% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.12% | -16.23% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.06% | -23.39% | |
| 12 | ZION | Zions Bancorp NA | Stock-Financials | 1.70% | +0.01% | -8.62% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.07% | — | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.54% | +0.29% | -16.21% | |
| 15 | CWK | Cushman & Wakefield Limited | Stock-Other | 1.46% | -0.01% | — | |
| 16 | NUE | Nucor CORP | Stock-Materials | 1.24% | +0.02% | +168.95% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.11% | +9.95% | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.17% | — | -16.28% | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 1.15% | — | -43.01% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | +0.14% | -8.26% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.09% | — | +11.02% | |
| 22 | COHR | Coherent CORP | Stock-Tech | 1.09% | +0.15% | -60.20% | |
| 23 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.09% | -2.00% | EXIT | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.05% | -0.79% | EXIT | |
| 25 | ESI | Element Solutions Inc | Stock-Materials | 1.05% | -0.49% | -3.10% | |
| 26 | VMI | Valmont Industries | Stock-Industrials | 0.96% | +0.25% | -4.04% | |
| 27 | APAM | Artisan Partners Asset Ma -a | Stock-Financials | 0.92% | -0.20% | +0.15% | |
| 28 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.92% | +0.20% | -11.10% | |
| 29 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.90% | -0.09% | -3.06% | |
| 30 | WCC | Wesco International Inc | Stock-Industrials | 0.89% | -0.88% | +1.49% | |
| 31 | SIGI | Selective Insurance Group | Stock-Financials | 0.88% | +0.45% | -1.17% | |
| 32 | HRI | Herc Holdings Inc | Stock-Other | 0.86% | -0.16% | EXIT | |
| 33 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.86% | +0.09% | +6.79% | |
| 34 | CLH | Clean Harbors Inc | Stock-Industrials | 0.85% | -0.21% | +2.25% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.82% | -0.06% | — | |
| 36 | HXL | Hexcel CORP | Stock-Industrials | 0.81% | +0.25% | -32.75% | |
| 37 | GATX | Gatx CORP | Stock-Industrials | 0.80% | -0.01% | +6.73% | |
| 38 | HUBB | Hubbell Inc | Stock-Industrials | 0.79% | -0.05% | -0.44% | |
| 39 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.78% | +0.42% | -4.81% | |
| 40 | SR | Spire Inc | Stock-Utilities | 0.77% | -0.04% | -4.85% | |
| 41 | BLD | Topbuild CORP | Stock-Industrials | 0.77% | — | -24.42% | |
| 42 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.77% | -0.15% | +18.09% | |
| 43 | XYL | Xylem Inc | Stock-Industrials | 0.76% | — | -39.11% | |
| 44 | BRKR | Bruker CORP | Stock-Healthcare | 0.76% | — | -21.50% | |
| 45 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.75% | +0.11% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.65% | -0.60% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.75% | — | +344.55% | |
| 48 | JBTM | Jbt Marel CORP | Stock-Industrials | 0.73% | +0.06% | -1.99% | |
| 49 | SANM | Sanmina CORP | Stock-Tech | 0.71% | +0.23% | -10.08% | |
| 50 | VMC | Vulcan Materials Co | Stock-Materials | 0.71% | -0.04% | +0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +117.68% | Add |
| 2 | NUE | Nucor CORP | +0.9% | +168.95% | Add |
| 3 | LLY | Eli Lilly & Co | +0.6% | -12.99% | Trim |
| 4 | CRUS | Cirrus Logic Inc | +0.4% | +546.33% | Add |
| 5 | AMZN | Amazon.com Inc | -0.1% | -15.83% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -21.08% | Trim |
| 7 | ETN | Eaton Corporation plc | -0.2% | -8.26% | Trim |
| 8 | ICE | Intercontinental Exchange In | -0.3% | -25.06% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | -0.3% | -23.39% | Trim |
| 10 | NVDA | Nvidia CORP | -0.3% | -16.33% | Trim |
| 11 | ORLY | O'reilly Automotive Inc | -0.4% | -16.28% | Trim |
| 12 | COHR | Coherent CORP | -0.4% | -60.20% | Trim |
| 13 | META | Meta Platforms Inc-class A | -0.4% | -16.23% | Trim |
| 14 | MSFT | Microsoft CORP | -0.5% | -16.84% | Trim |
| 15 | URI | United Rentals Inc | -0.5% | -16.21% | Trim |
| 16 | COF | Capital One Financial CORP | -0.5% | -43.01% | Trim |
| 17 | XYL | Xylem Inc | -0.5% | -39.11% | Trim |
| 18 | RSG | Republic Services Inc | -0.6% | -99.95% | Trim |
| 19 | CADE | Cadence Bank | -0.7% | -72.76% | Trim |
| 20 | TDG | Transdigm Group Inc | -0.7% | -91.97% | Trim |
| 21 | CIEN | Ciena CORP | -0.8% | -91.11% | Trim |
| 22 | CMA | Comerica Inc | -1.3% | -99.99% | Trim |
| 23 | WAL | Western Alliance Bancorp | -1.4% | -81.52% | Trim |
| 24 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 25 | AAPL | Apple Inc | — | NEW | New buy |
| 26 | CWK | Cushman & Wakefield Limited | — | EXIT | Sold out |
| 27 | CWK | Cushman & Wakefield Limited | — | NEW | New buy |
| 28 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 29 | SHW | Sherwin-williams Co/the | — | EXIT | Sold out |
| 30 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 31 | SNPS | Synopsys Inc | — | NEW | New buy |
| 32 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 33 | AROC | Archrock Inc | — | NEW | New buy |
| 34 | BA | Boeing Co/the | — | NEW | New buy |
| 35 | MOH | Molina Healthcare Inc | — | EXIT | Sold out |
| 36 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 37 | TNET | Trinet Group Inc | — | EXIT | Sold out |
| 38 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 39 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 40 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 41 | FCN | Fti Consulting Inc | — | NEW | New buy |
| 42 | CHDN | Churchill Downs Inc | — | NEW | New buy |
| 43 | ATI | Ati Inc | — | NEW | New buy |
| 44 | ROAD | Construction Partners Inc-a | — | NEW | New buy |
| 45 | DASH | Doordash Inc - A | — | NEW | New buy |
| 46 | HLNE | Hamilton Lane Inc-class A | — | NEW | New buy |
| 47 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 48 | ALG | Alamo Group Inc | — | NEW | New buy |
| 49 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 50 | WERN | Werner Enterprises Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Vaughan Nelson Investment Management, L.p. reported a total U.S. public equity portfolio value of $11.3B across 214 disclosed positions in Q4 2025.
During Q4 2025, Vaughan Nelson Investment Management, L.p.'s top holdings by market value included GOOGL (3.0%)、NVDA (2.9%)、AMZN (2.6%). The largest single position, GOOGL, represented 3.0% of total portfolio value.
In Q4 2025, Vaughan Nelson Investment Management, L.p. made 50 total portfolio adjustments, initiating 20 new buys, adding to 3 positions, trimming 20 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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