VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Diversified Active

Location: Houston, TX

CIK: 0001021642 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 16, 2026

Total Value: $11.31B (100.0% shares, 0.0% debt)

Holdings (208)

New Positions (30)

MOG/A MOOG INC CL A 1.1%
Value $120M Shares 283,345 Est. Cost $423.84 Unrealized
GTX GARRETT MOTION INC 0.9%
Value $106M Shares 2,916,983 Est. Cost $36.23 Unrealized
Q QNITY ELECTRONICS INC 0.8%
Value $87.52M Shares 535,885 Est. Cost $163.31 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.7%
Value $83.59M Shares 1,748,416 Est. Cost $47.81 Unrealized
AVTR AVANTOR INC 0.6%
Value $73.19M Shares 7,392,825 Est. Cost $9.90 Unrealized
SO SOUTHERN CO 0.6%
Value $71.34M Shares 745,415 Est. Cost $95.71 Unrealized
U UNITY SOFTWARE INC 0.6%
Value $70.33M Shares 2,460,700 Est. Cost $28.58 Unrealized
AGNC AGNC Investment Corp 0.6%
Value $65.93M Shares 6,048,882 Est. Cost $10.90 Unrealized
CCL CARNIVAL CORP LTD 0.6%
Value $65.04M Shares 2,276,518 Est. Cost $28.57 Unrealized
OKTA OKTA INC 0.5%
Value $61.22M Shares 448,665 Est. Cost $136.45 Unrealized
GKOS GLAUKOS CORP 0.5%
Value $58.17M Shares 416,231 Est. Cost $139.76 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.5%
Value $57.08M Shares 1,397,626 Est. Cost $40.84 Unrealized
NVT NVENT ELECTRIC PLC 0.5%
Value $53.47M Shares 315,250 Est. Cost $169.61 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.4%
Value $47.36M Shares 388,795 Est. Cost $121.80 Unrealized
FAF FIRST AMERICAN FINL CORP 0.4%
Value $46.49M Shares 677,823 Est. Cost $68.59 Unrealized
RRX REGAL REXNORD INC 0.4%
Value $45.46M Shares 190,855 Est. Cost $238.19 Unrealized
VICR VICOR CORP 0.4%
Value $42.68M Shares 112,380 Est. Cost $379.78 Unrealized
GNRC GENERAC HOLDINGS INC 0.3%
Value $38.37M Shares 131,050 Est. Cost $292.81 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value $37.91M Shares 169,320 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.3%
Value $36.89M Shares 166,871 Est. Cost $221.08 Unrealized
HCC WARRIOR MET COAL INC 0.3%
Value $35.78M Shares 440,840 Est. Cost $81.16 Unrealized
EXC EXELON CORP 0.3%
Value $29.12M Shares 624,620 Est. Cost $46.62 Unrealized
GMED GLOBUS MEDICAL INC - A 0.2%
Value $21.45M Shares 271,497 Est. Cost $79.01 Unrealized
LFUS LITTELFUSE INC 0.2%
Value $18.84M Shares 41,370 Est. Cost $455.33 Unrealized
SAIA SAIA INC 0.1%
Value $12.11M Shares 28,760 Est. Cost $421.16 Unrealized
BAM BROOKFIELD ASSET MGMT-A 0.1%
Value $9.746M Shares 217,310 Est. Cost $44.85 Unrealized
TBBB BBB FOODS INC-CLASS A 0.1%
Value $7.223M Shares 173,348 Est. Cost $41.67 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value $1.904M Shares 4,147 Est. Cost $459.13 Unrealized
GGAL GRUPO FINANCIERO GALICIA-ADR 0.0%
Value $1.177M Shares 23,522 Est. Cost $50.03 Unrealized
SHEL SHELL PLC-ADR 0.0%
Value $48,385 Shares 624 Est. Cost $77.54 Unrealized

Increased Positions (66)

RVTY REVVITY 1.1%
Value $120M (+197.4%) Shares 1,080,242 (+134.2%) Est. Cost $108.52 Unrealized
SIGI SELECTIVE INSURANCE GROUP 0.8%
Value $90.35M (+158.1%) Shares 931,336 (+100.6%) Est. Cost $90.75 Unrealized
THG HANOVER INSURANCE GROUP INC/TH 0.7%
Value $79.76M (+179.4%) Shares 372,514 (+126.2%) Est. Cost $190.16 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 1.8%
Value $200M (+31.5%) Shares 144,974 (+4.0%) Est. Cost $529.68 Unrealized
SXT SENSIENT TECHNOLOGIES 1.1%
Value $125M (+59.8%) Shares 1,010,464 (+12.0%) Est. Cost $98.66 Unrealized
HBM HUDBAY MINERALS INC 0.6%
Value $69.33M (+179.9%) Shares 2,936,272 (+147.8%) Est. Cost $23.95 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.6%
Value $66.2M (+173.2%) Shares 208,482 (+136.7%) Est. Cost $282.33 Unrealized
HXL HEXCEL CORP 0.7%
Value $81.97M (+74.5%) Shares 819,193 (+41.2%) Est. Cost $69.54 Unrealized
ETN EATON CORP PLC 1.5%
Value $164M (+26.4%) Shares 385,910 (+6.1%) Est. Cost $313.53 Unrealized
HLI HOULIHAN LOKEY INC 0.6%
Value $68.99M (+93.1%) Shares 514,374 (+106.8%) Est. Cost $154.18 Unrealized
WRBY WARBY PARKER INC-CLASS A 0.8%
Value $94.27M (+47.7%) Shares 3,107,226 (+2.6%) Est. Cost $19.40 Unrealized
CFR CULLEN FROST BANKERS INC 0.6%
Value $71.15M (+67.4%) Shares 460,437 (+48.5%) Est. Cost $127.09 Unrealized
AZO AUTOZONE INC 0.5%
Value $54.23M (+98.9%) Shares 16,969 (+110.2%) Est. Cost $3399.61 Unrealized
CSL CARLISLE COS INC 1.1%
Value $123M (+27.2%) Shares 338,257 (+17.0%) Est. Cost $335.63 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.6%
Value $68.46M (+60.1%) Shares 3,243,024 (+41.8%) Est. Cost $22.35 Unrealized
SSB SOUTH STATE CORP 0.6%
Value $64.98M (+58.2%) Shares 650,427 (+46.5%) Est. Cost $100.58 Unrealized
GBCI GLACIER BANCORP INC 0.5%
Value $55.78M (+68.0%) Shares 1,081,504 (+45.5%) Est. Cost $49.96 Unrealized
ONB OLD NATL BANCORP 0.5%
Value $54.98M (+65.6%) Shares 2,122,905 (+41.3%) Est. Cost $24.66 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.5%
Value $55.51M (+63.0%) Shares 1,640,706 (+34.3%) Est. Cost $29.64 Unrealized
COLB COLUMBIA BANKING SYSTEM INC 0.5%
Value $54.91M (+62.4%) Shares 1,713,172 (+39.0%) Est. Cost $30.55 Unrealized
COKE COCA-COLA BOTTLING CO CONSOL 0.9%
Value $106M (+24.4%) Shares 554,111 (+24.9%) Est. Cost $131.64 Unrealized
TTI TETRA TECHNOLOGIES INC 0.4%
Value $43.97M (+88.0%) Shares 3,880,891 (+41.4%) Est. Cost $8.81 Unrealized
WTFC WINTRUST FINANCIAL CORP 0.5%
Value $54.07M (+57.8%) Shares 336,435 (+36.4%) Est. Cost $152.89 Unrealized
WSFS WSFS FINANCIAL CORP 0.5%
Value $54.1M (+57.7%) Shares 705,083 (+34.5%) Est. Cost $66.22 Unrealized
FN FABRINET 0.3%
Value $34.45M (+128.3%) Shares 61,299 (+111.8%) Est. Cost $433.92 Unrealized
BBWI BATH & BODY WORKS INC 0.6%
Value $72.09M (+35.4%) Shares 3,116,847 (+9.3%) Est. Cost $25.86 Unrealized
UMBF UMB FINANCIAL CORP 0.5%
Value $52.01M (+56.4%) Shares 364,287 (+23.5%) Est. Cost $128.43 Unrealized
JBTM JBT MAREL GROUP 0.9%
Value $103M (+21.5%) Shares 711,816 (+7.1%) Est. Cost $128.00 Unrealized
UBSI UNITED BANKSHARES INC 0.5%
Value $52.22M (+51.5%) Shares 1,139,377 (+36.9%) Est. Cost $43.28 Unrealized
CIEN CIENA CORP 0.3%
Value $38.69M (+79.0%) Shares 78,867 (+41.7%) Est. Cost $192.56 Unrealized
CR CRANE CO-W/I 0.5%
Value $58.6M (+38.1%) Shares 262,707 (+5.9%) Est. Cost $148.93 Unrealized
UCB UNITED COMMUNITY BANKS/GA 0.4%
Value $50.35M (+47.3%) Shares 1,434,797 (+32.2%) Est. Cost $34.36 Unrealized
RRR RED ROCK RESORTS INC-CLASS A 0.4%
Value $49.37M (+42.1%) Shares 758,812 (+16.6%) Est. Cost $51.35 Unrealized
CW CURTISS-WRIGHT CORP 0.7%
Value $77.79M (+20.5%) Shares 102,655 (+8.4%) Est. Cost $574.95 Unrealized
CWK CUSHMAN & WAKEFIELD PLC 1.1%
Value $124M (+11.7%) Shares 9,253,218 (+2.3%) Est. Cost $15.79 Unrealized
ABCB AMERIS BANCORP 0.5%
Value $54.84M (+29.7%) Shares 607,628 (+12.1%) Est. Cost $82.03 Unrealized
BWXT BWX TECHNOLOGIES INC 0.4%
Value $49.66M (+33.3%) Shares 255,110 (+40.1%) Est. Cost $200.60 Unrealized
GATX GATX CORP 1.0%
Value $114M (+11.7%) Shares 642,900 (+7.6%) Est. Cost $129.38 Unrealized
FSS FEDERAL SIGNAL CORP 0.6%
Value $69.43M (+20.2%) Shares 540,364 (+1.2%) Est. Cost $115.32 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $16.67M (+215.1%) Shares 9,819 (+221.0%) Est. Cost $1796.78 Unrealized
NWN NORTHWEST NATURAL GAS CO 0.6%
Value $71.62M (+13.2%) Shares 1,459,852 (+22.8%) Est. Cost $42.87 Unrealized
AR ANTERO RESOURCES CORP 0.5%
Value $55.72M (-8.9%) Shares 1,585,630 (+10.0%) Est. Cost $31.94 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.4%
Value $42.04M (+14.1%) Shares 5,474,299 (+3.3%) Est. Cost $6.31 Unrealized
SR SPIRE INC 0.7%
Value $82.1M (+6.5%) Shares 1,051,301 (+23.4%) Est. Cost $77.95 Unrealized
AME AMETEK INC 0.3%
Value $34.36M (+14.0%) Shares 142,001 (+1.0%) Est. Cost $134.79 Unrealized
EMBJ EMBRAER SA-SPON ADR 0.2%
Value $25.72M (+18.6%) Shares 403,205 (+10.3%) Est. Cost $59.76 Unrealized
XPO XPO LOGISTICS INC 0.3%
Value $37.14M (+9.7%) Shares 180,899 (+4.0%) Est. Cost $128.57 Unrealized
BRO BROWN & BROWN INC 0.1%
Value $10.47M (+44.4%) Shares 163,257 (+46.7%) Est. Cost $76.44 Unrealized
FLS FLOWSERVE CORP 0.5%
Value $54.34M (+5.7%) Shares 732,775 (+4.8%) Est. Cost $53.63 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value $11.08M (+22.2%) Shares 8,315 (+6.4%) Est. Cost $1331.62 Unrealized
BKR BAKER HUGHS CO 0.4%
Value $42.98M (-3.0%) Shares 774,475 (+6.7%) Est. Cost $56.04 Unrealized
HD HOME DEPOT 0.0%
Value $1.802M (+44.6%) Shares 5,110 (+34.8%) Est. Cost $304.11 Unrealized
ROST ROSS STORES INC 1.0%
Value $113M (-0.4%) Shares 530,340 (+1.4%) Est. Cost $192.65 Unrealized
AVGO BROADCOM INC 0.0%
Value $2.134M (+26.8%) Shares 5,650 (+3.9%) Est. Cost $290.29 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $1.903M (+28.2%) Shares 4,785 (+48.6%) Est. Cost $458.99 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $2.46M (+20.5%) Shares 12,975 (+25.3%) Est. Cost $190.23 Unrealized
PCAR PACCAR INC 0.0%
Value $1.318M (+37.9%) Shares 10,975 (+32.6%) Est. Cost $122.28 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.0%
Value $1.706M (+26.4%) Shares 15,870 (+15.7%) Est. Cost $107.29 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.0%
Value $583K (+95.0%) Shares 3,540 (+72.7%) Est. Cost $148.45 Unrealized
PFE PFIZER INC 0.0%
Value $1.436M (-12.9%) Shares 59,620 (+1.6%) Est. Cost $29.27 Unrealized
NMRK NEWMARK GROUP INC-CLASS A 0.0%
Value $1.48M (+12.4%) Shares 97,950 (+11.5%) Est. Cost $16.24 Unrealized
SUB ISHARES S/T NATL MUNI BOND ETF 0.0%
Value $837K (+10.7%) Shares 7,861 (+10.8%) Est. Cost $107.52 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $1.628M (+4.6%) Shares 4,365 (+3.8%) Est. Cost $107.03 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value $511K (+14.8%) Shares 6,465 (+15.1%) Est. Cost $81.66 Unrealized
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value $721K (+9.5%) Shares 13,565 (+9.6%) Est. Cost $58.10 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $25,782 (+12.2%) Shares 320 (+300.0%) Est. Cost $119.58 Unrealized

Exited Positions (44)

LECO LINCOLN ELECTRIC HOLDINGS 1.8%
Value $199M Shares 800,524 Est. Cost $227.19 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.0%
Value $114M Shares 505,800 Est. Cost $225.93 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.7%
Value $78.6M Shares 499,715 Est. Cost $123.61 Unrealized
FCN FTI CONSULTING INC 0.7%
Value $75.93M Shares 429,545 Est. Cost $167.93 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.6%
Value $69.8M Shares 183,725 Est. Cost $205.17 Unrealized
MUR MURPHY OIL USA INC 0.6%
Value $65.27M Shares 1,582,227 Est. Cost $29.93 Unrealized
NFG NATIONAL FUEL GAS CO 0.6%
Value $63.86M Shares 679,680 Est. Cost $83.57 Unrealized
ALG ALAMO GROUP INC 0.5%
Value $59.13M Shares 358,435 Est. Cost $181.93 Unrealized
IFF INTL FLAV & FRAG 0.5%
Value $56.92M Shares 784,570 Est. Cost $67.10 Unrealized
EXP EAGLE MATERIALS INC 0.5%
Value $53.35M Shares 281,600 Est. Cost $222.23 Unrealized
MDU MDU RESOURCES GROUP INC 0.5%
Value $52.46M Shares 2,531,705 Est. Cost $20.37 Unrealized
OC OWENS CORNING INC 0.4%
Value $45.86M Shares 423,790 Est. Cost $125.69 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.4%
Value $44.85M Shares 693,072 Est. Cost $48.19 Unrealized
MTH MERITAGE CORP 0.4%
Value $41.79M Shares 675,770 Est. Cost $73.82 Unrealized
TMHC TAYLOR MORRISON HOME CORP-A 0.4%
Value $41.75M Shares 716,925 Est. Cost $65.18 Unrealized
MAS MASCO CORP 0.3%
Value $38.35M Shares 635,320 Est. Cost $69.81 Unrealized
CSW CSW INDUSTRIALS INC 0.3%
Value $36.97M Shares 141,880 Est. Cost $267.65 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.3%
Value $35.52M Shares 133,953 Est. Cost $160.02 Unrealized
CCL CARNIVAL CORP CL A 0.2%
Value $23.02M Shares 889,393 Est. Cost $24.03 Unrealized
ALLE ALLEGION PLC 0.2%
Value $22.3M Shares 153,511 Est. Cost $119.63 Unrealized
HRI HERC HOLDINGS INC 0.1%
Value $16.2M Shares 162,772 Est. Cost $124.21 Unrealized
TLN TALEN ENERGY CORP 0.1%
Value $14.71M Shares 46,075 Est. Cost $364.25 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $13.76M Shares 54,898 Est. Cost $80.22 Unrealized
STAG STAG INDUSTRIAL INC 0.1%
Value $7.044M Shares 195,340 Est. Cost $34.08 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value $5.111M Shares 98,582 Est. Cost $49.81 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $3.873M Shares 9,120 Est. Cost $489.32 Unrealized
NU NU HOLDINGS LTD/CAYMAN ISL-A 0.0%
Value $2.358M Shares 164,060 Est. Cost $12.26 Unrealized
D DOMINION RES INC VA 0.0%
Value $284K Shares 4,600 Est. Cost $52.01 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value $29,568 Shares 135 Est. Cost $228.88 Unrealized
BJ BJS WHOLESALE CLUB HOLDINGS 0.0%
Value $29,034 Shares 295 Est. Cost $102.73 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $20,349 Shares 438 Est. Cost $51.27 Unrealized
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value $18,871 Shares 1,130 Est. Cost $12.79 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $17,685 Shares 260 Est. Cost $55.34 Unrealized
TW TRADEWEB MARKETS INC-CLASS A 0.0%
Value $16,472 Shares 140 Est. Cost $132.91 Unrealized
NDAQ NASDAQ INC 0.0%
Value $16,129 Shares 190 Est. Cost $66.72 Unrealized
FND FLOOR & DECOR HOLDINGS INC-A 0.0%
Value $14,478 Shares 285 Est. Cost $76.06 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value $13,852 Shares 205 Est. Cost $82.77 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value $13,706 Shares 160 Est. Cost $70.41 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $11,732 Shares 1,285 Est. Cost $19.12 Unrealized
TREX TREX COMPANY INC 0.0%
Value $11,654 Shares 320 Est. Cost $59.04 Unrealized
HOOD ROBINHOOD MARKETS INC - A 0.0%
Value $9,356 Shares 135 Est. Cost $110.83 Unrealized
ARES ARES MANAGEMENT CORP - A 0.0%
Value $6,546 Shares 60 Est. Cost $141.13 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $4,116 Shares 50 Est. Cost $134.20 Unrealized
VST VISTRA CORP 0.0%
Value $3,758 Shares 25 Est. Cost $96.58 Unrealized

Decreased Positions (59)

WCC WESCO INTERNATIONAL INC 0.2%
Value $26.18M (-76.4%) Shares 75,790 (-81.3%) Est. Cost $174.65 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 2.0%
Value $231M (+33.9%) Shares 483,590 (-5.2%) Est. Cost $197.49 Unrealized
MRVL MARVELL TECHNOLOGY GROUP LTD 0.9%
Value $104M (+122.0%) Shares 348,304 (-26.2%) Est. Cost $65.65 Unrealized
AMAT APPLIED MATERIALS 1.1%
Value $126M (+82.3%) Shares 173,675 (-13.8%) Est. Cost $251.48 Unrealized
LLY ELI LILLY & CO 2.5%
Value $286M (+24.0%) Shares 238,515 (-4.9%) Est. Cost $767.63 Unrealized
SNDK SANDISK CORP 0.8%
Value $86.61M (+138.1%) Shares 38,093 (-33.5%) Est. Cost $200.29 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value $132M (-27.1%) Shares 966,792 (-9.5%) Est. Cost $119.41 Unrealized
URI UNITED RENTALS INC 1.2%
Value $141M (+48.0%) Shares 124,668 (-4.8%) Est. Cost $694.62 Unrealized
AROC ARCHROCK INC 0.4%
Value $41.32M (-52.5%) Shares 1,015,007 (-59.4%) Est. Cost $24.90 Unrealized
GOOGL ALPHABET INC-CL A 2.5%
Value $285M (+19.0%) Shares 797,067 (-4.2%) Est. Cost $112.63 Unrealized
VMI VALMONT INDUSTRIES 1.3%
Value $143M (+41.6%) Shares 247,458 (-2.0%) Est. Cost $288.16 Unrealized
MTDR MATADOR RESOURCES CO 0.2%
Value $22.83M (-64.4%) Shares 458,717 (-54.8%) Est. Cost $54.00 Unrealized
SANM SANMINA CORP 1.2%
Value $138M (+40.0%) Shares 546,725 (-28.3%) Est. Cost $128.63 Unrealized
CMI CUMMINS INC 1.6%
Value $184M (+27.3%) Shares 257,923 (-3.9%) Est. Cost $571.37 Unrealized
ESI ELEMENT SOLUTIONS INC 0.7%
Value $82.55M (-31.9%) Shares 1,728,739 (-51.3%) Est. Cost $14.08 Unrealized
NE NOBLE CORP PLC 0.2%
Value $21.77M (-61.7%) Shares 583,602 (-49.6%) Est. Cost $28.76 Unrealized
PR CENTENNIAL RESOURCE DEVELO-A 0.3%
Value $30.18M (-52.6%) Shares 1,639,075 (-45.1%) Est. Cost $13.28 Unrealized
NVDA NVIDIA CORP 3.0%
Value $337M (+10.0%) Shares 1,681,773 (-4.1%) Est. Cost $100.80 Unrealized
ACA ARCOSA INC 0.2%
Value $20.09M (-56.6%) Shares 138,300 (-68.3%) Est. Cost $94.01 Unrealized
FTI TECHNIPFMC PLC 0.5%
Value $53.91M (-32.4%) Shares 813,118 (-29.5%) Est. Cost $33.07 Unrealized
BURL BURLINGTON STORES INC 0.8%
Value $86M (-22.9%) Shares 271,476 (-20.8%) Est. Cost $258.24 Unrealized
SHOP SHOPIFY INC - CLASS A 0.8%
Value $95.22M (-20.2%) Shares 833,950 (-17.1%) Est. Cost $136.45 Unrealized
NUE NUCOR CORP 1.5%
Value $167M (+15.6%) Shares 747,815 (-12.2%) Est. Cost $149.04 Unrealized
COHR COHERANT CORP 0.5%
Value $55.6M (+62.3%) Shares 140,961 (-2.0%) Est. Cost $74.48 Unrealized
CMC COMMERCIAL METALS CO 0.2%
Value $20.01M (-50.5%) Shares 318,911 (-51.6%) Est. Cost $55.18 Unrealized
HWKN HAWKINS INC 0.3%
Value $28.39M (-41.4%) Shares 199,780 (-36.6%) Est. Cost $123.30 Unrealized
FCFS FIRST CASH FINANCIAL SERVICES INC 0.6%
Value $69.83M (-21.8%) Shares 322,826 (-32.0%) Est. Cost $115.96 Unrealized
AAPL APPLE INC 1.9%
Value $210M (+9.9%) Shares 724,984 (-3.6%) Est. Cost $267.18 Unrealized
AMZN AMAZON.COM INC 1.5%
Value $166M (+10.9%) Shares 698,557 (-3.1%) Est. Cost $123.01 Unrealized
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 1.7%
Value $194M (-7.7%) Shares 876,999 (-20.9%) Est. Cost $151.85 Unrealized
MLI MUELLER INDUSTTRIES INC 0.6%
Value $64.33M (-17.3%) Shares 523,331 (-25.5%) Est. Cost $98.41 Unrealized
PLAB PHOTRONICS INC 0.3%
Value $34.84M (-27.3%) Shares 1,071,105 (-9.6%) Est. Cost $35.90 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value $57.36M (+25.4%) Shares 628,905 (-11.1%) Est. Cost $75.77 Unrealized
ACHC ACADIA HEALTHCARE CO INC 0.5%
Value $53.38M (+24.1%) Shares 1,807,697 (-1.7%) Est. Cost $14.53 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value $14.41M (-39.0%) Shares 108,497 (-47.7%) Est. Cost $119.41 Unrealized
JPM JP MORGAN CHASE & CO 1.2%
Value $132M (+7.4%) Shares 403,266 (-3.4%) Est. Cost $155.89 Unrealized
V VISA INC-CLASS A SHRS 1.1%
Value $121M (+8.1%) Shares 354,070 (-4.8%) Est. Cost $329.17 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT CL A 0.8%
Value $85.18M (-9.6%) Shares 2,466,770 (-4.7%) Est. Cost $35.16 Unrealized
CLH CLEAN HARBORS INC 0.9%
Value $102M (-7.7%) Shares 342,420 (-11.4%) Est. Cost $225.86 Unrealized
GE GENERAL ELECTRIC 0.4%
Value $42.81M (+24.7%) Shares 114,540 (-5.3%) Est. Cost $244.66 Unrealized
AMRZ AMRIZE LTD 0.6%
Value $64.11M (-10.1%) Shares 1,202,793 (-5.5%) Est. Cost $51.47 Unrealized
SNPS SYNOPSYS INC 0.9%
Value $104M (+7.1%) Shares 233,382 (-4.8%) Est. Cost $451.64 Unrealized
SCHW SCHWAB CHARLES CORP 1.1%
Value $123M (-4.5%) Shares 1,337,145 (-2.7%) Est. Cost $100.12 Unrealized
ILMN ILLUMINA INC 1.0%
Value $112M (+5.3%) Shares 637,701 (-26.2%) Est. Cost $135.42 Unrealized
PB PROSPERITY BANCSHARES INC 0.3%
Value $37M (-11.3%) Shares 506,683 (-18.4%) Est. Cost $61.42 Unrealized
META META PLATFORMS INC-A 0.6%
Value $68.62M (-6.2%) Shares 121,816 (-4.7%) Est. Cost $594.11 Unrealized
VVV VALVOLINE INC 0.8%
Value $92.71M (-4.5%) Shares 2,344,701 (-18.6%) Est. Cost $35.69 Unrealized
RKT ROCKET COS INC-CLASS A 0.3%
Value $29.86M (-9.3%) Shares 1,895,610 (-17.9%) Est. Cost $18.10 Unrealized
AGX ARGAN INC 0.3%
Value $31.16M (+9.9%) Shares 39,020 (-25.1%) Est. Cost $370.57 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.5%
Value $53.05M (-4.6%) Shares 269,170 (-29.6%) Est. Cost $97.89 Unrealized
PH PARKER HANNIFIN 0.3%
Value $36.21M (-6.3%) Shares 37,020 (-14.3%) Est. Cost $645.00 Unrealized
BA BOEING CO 0.7%
Value $82.91M (+2.1%) Shares 383,014 (-6.1%) Est. Cost $217.84 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.3%
Value $35.45M (-3.3%) Shares 485,729 (-12.4%) Est. Cost $40.79 Unrealized
VNSE NATIXIS VAUGHAN NELSON SELECT 0.1%
Value $8.694M (+11.6%) Shares 209,488 (-2.2%) Est. Cost $26.47 Unrealized
YPF YPF S.A.-SPONSORED ADR 0.1%
Value $10.61M (-6.5%) Shares 233,387 (-5.0%) Est. Cost $34.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.7%
Value $82.96M (-0.5%) Shares 165,797 (-4.8%) Est. Cost $443.41 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value $1.929M (+8.3%) Shares 16,420 (-28.4%) Est. Cost $35.69 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value $856K (+18.1%) Shares 2,060 (-23.1%) Est. Cost $308.69 Unrealized
IQV IQIVA HOLDINGS INC 0.0%
Value $487K (-6.5%) Shares 2,520 (-17.5%) Est. Cost $217.58 Unrealized

Unchanged Positions (53)

SN SHARKNINJA INC 0.5%
Value $60.4M Shares 396,670 Est. Cost $113.54 Unrealized
ROK ROCKWELL AUTOMATION INC 0.3%
Value $35.91M Shares 72,536 Est. Cost $277.45 Unrealized
HWM HOWMET AEROSPACE INC 0.6%
Value $63.05M Shares 234,505 Est. Cost $226.53 Unrealized
GEV GE VERNOVA INC 0.3%
Value $30.83M Shares 26,240 Est. Cost $331.25 Unrealized
TOL TOLL BROTHERS INC 0.4%
Value $44.6M Shares 270,691 Est. Cost $116.20 Unrealized
VMC VULCAN MATERIALS CO 0.8%
Value $91M Shares 308,462 Est. Cost $223.06 Unrealized
GAP GAP INC 0.2%
Value $25.66M Shares 1,373,770 Est. Cost $27.45 Unrealized
HUBB HUBBELL INC CL B 0.9%
Value $98.63M Shares 188,507 Est. Cost $345.14 Unrealized
LNT ALLIANT ENERGY CORP 0.7%
Value $83.84M Shares 1,099,030 Est. Cost $62.67 Unrealized
EVRG EVERGY INC 0.7%
Value $84.05M Shares 972,479 Est. Cost $67.88 Unrealized
DHI D.R. HORTON INC 0.2%
Value $27.02M Shares 165,913 Est. Cost $141.89 Unrealized
SLB SLB LTD 0.4%
Value $43.24M Shares 930,110 Est. Cost $48.30 Unrealized
ROAD CONSTRUCTION PARTNERS INC-A 0.4%
Value $48.22M Shares 405,995 Est. Cost $112.79 Unrealized
HBAN HUNTINGTON BANCSHARES 0.2%
Value $25.23M Shares 1,422,942 Est. Cost $17.89 Unrealized
KOS KOSMOS ENERGY LTD 0.1%
Value $8.458M Shares 4,008,525 Est. Cost $5.24 Unrealized
ZION ZIONS BANCORP 0.1%
Value $14.28M Shares 206,364 Est. Cost $40.86 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value $13.37M Shares 162,712 Est. Cost $55.07 Unrealized
WEC WEC ENERGY GROUP 0.7%
Value $79.71M Shares 682,599 Est. Cost $103.94 Unrealized
EOG EOG RESOURCES INC 0.1%
Value $7.736M Shares 59,630 Est. Cost $114.75 Unrealized
CMS CMS ENERGY CORP 0.7%
Value $78.71M Shares 1,028,844 Est. Cost $69.96 Unrealized
WAB WABTEC CORP 0.1%
Value $9.048M Shares 33,560 Est. Cost $209.97 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $1.762M Shares 17,035 Est. Cost $64.97 Unrealized
MS MORGAN STANLEY 0.0%
Value $1.837M Shares 8,790 Est. Cost $53.35 Unrealized
ABBV ABBVIE INC 0.0%
Value $2.173M Shares 8,635 Est. Cost $79.21 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value $1.273M Shares 30,075 Est. Cost $36.13 Unrealized
CVX CHEVRON CORP 0.0%
Value $798K Shares 4,815 Est. Cost $66.82 Unrealized
IBM IBM 0.0%
Value $1.413M Shares 5,025 Est. Cost $131.75 Unrealized
MRK MERCK & CO. INC. 0.0%
Value $2.407M Shares 18,735 Est. Cost $55.77 Unrealized
KO COCA-COLA CO/THE 0.0%
Value $1.839M Shares 22,625 Est. Cost $40.61 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $2.29M Shares 9,015 Est. Cost $150.93 Unrealized
EMR EMERSON ELEC 0.0%
Value $1.004M Shares 7,015 Est. Cost $52.88 Unrealized
AJG GALLAGHER A J 0.0%
Value $1.098M Shares 4,785 Est. Cost $280.41 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value $1.712M Shares 13,525 Est. Cost $65.38 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $1.409M Shares 17,045 Est. Cost $34.70 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $273K Shares 365 Est. Cost $457.31 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value $976K Shares 26,550 Est. Cost $25.64 Unrealized
OKE ONEOK INC 0.0%
Value $568K Shares 6,533 Est. Cost $57.97 Unrealized
EXR EXTRA SPACE STORAGE 0.0%
Value $90,812 Shares 625 Est. Cost $128.67 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value $56,094 Shares 205 Est. Cost $152.49 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value $91,860 Shares 5,350 Est. Cost $17.93 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $435K Shares 4,045 Est. Cost $112.39 Unrealized
AB ALLIANEBERNSTEIN HOLDINGS LP 0.0%
Value $91,572 Shares 2,600 Est. Cost $34.23 Unrealized
CLX CLOROX CO 0.0%
Value $66,808 Shares 700 Est. Cost $147.42 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value $881K Shares 11,486 Est. Cost $85.89 Unrealized
BSM BLACK STONE MINERALS LP 0.0%
Value $55,880 Shares 4,000 Est. Cost $16.79 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value $56,798 Shares 750 Est. Cost $90.41 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $487K Shares 6,255 Est. Cost $79.71 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $104K Shares 5,625 Est. Cost $14.16 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $133K Shares 700 Est. Cost $87.65 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value $105K Shares 2,025 Est. Cost $36.55 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN E 0.0%
Value $8,353 Shares 70 Est. Cost $69.14 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM C 0.0%
Value $338K Shares 4,090 Est. Cost $90.05 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value $7,207 Shares 139 Est. Cost $35.97 Unrealized