EdgeMarket › What Segall Bryant & Hamill, Llc reported owning
What Segall Bryant & Hamill, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.0BPositions
576Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 114.8M | 1.6% | 658.2K | 214.72 | +22.4% |
| AAPL Apple Inc. | 95.0M | 1.4% | 374.2K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 90.8M | 1.3% | 245.4K | 483.24 | -4.4% |
| VMI VALMONT INDUSTRIES INC | 88.8M | 1.3% | 222.2K | 485.83 | +33.4% |
| LFUS LITTELFUSE INC /DE | 80.2M | 1.1% | 236.3K | 412.26 | +65.4% |
| NGVT Ingevity Corp | 79.0M | 1.1% | 1.1M | 70.27 | +28.4% |
| AMZN AMAZON COM INC | 73.2M | 1.0% | 351.7K | 258.63 | +15.6% |
| MRCY MERCURY SYSTEMS INC | 68.2M | 1.0% | 934.8K | 91.36 | +41.6% |
| ENSG ENSIGN GROUP, INC | 63.6M | 0.9% | 315.7K | 179.48 | +6.2% |
| ESI Element Solutions Inc | 62.1M | 0.9% | 1.8M | 35.31 | +41.0% |
| SSB SouthState Bank Corp | 57.2M | 0.8% | 617.9K | 106.86 | +10.6% |
| ONTO ONTO INNOVATION INC. | 56.5M | 0.8% | 275.7K | 293.33 | +176.9% |
| IPGP IPG PHOTONICS CORP | 53.8M | 0.8% | 469.5K | 73.26 | -3.2% |
| RBC RBC Bearings INC | 53.1M | 0.8% | 97.8K | 505.63 | +28.7% |
| ABCB Ameris Bancorp | 52.8M | 0.8% | 677.6K | 86.20 | +23.7% |
| SBCF SEACOAST BANKING CORP OF FLORIDA | 52.4M | 0.8% | 1.7M | 34.62 | +17.4% |
| GOOG Alphabet Inc. | 51.5M | 0.7% | 179.5K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 51.4M | 0.7% | 178.8K | 344.82 | +73.0% |
| GBCI GLACIER BANCORP, INC. | 49.8M | 0.7% | 1.1M | 47.25 | +2.8% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 49.2M | 0.7% | 221.7K | 266.61 | +120.1% |
| MTRN MATERION Corp | 48.4M | 0.7% | 334.3K | 231.96 | +111.4% |
| CPRI Capri Holdings Ltd | 48.2M | 0.7% | 2.7M | 13.65 | -32.3% |
| AZZ AZZ INC | 47.7M | 0.7% | 381.4K | 141.28 | +25.2% |
| TEX TEREX CORP | 47.4M | 0.7% | 802.6K | 66.48 | +33.8% |
| MCK MCKESSON CORP | 47.2M | 0.7% | 54.5K | 858.90 | +22.2% |
| TKR TIMKEN CO | 45.4M | 0.7% | 451.5K | 125.10 | +64.9% |
| STAG STAG Industrial, Inc. | 45.0M | 0.6% | 1.2M | 36.67 | +2.3% |
| LSCC LATTICE SEMICONDUCTOR CORP | 44.9M | 0.6% | 483.9K | 117.69 | +91.7% |
| EXP EAGLE MATERIALS INC | 44.8M | 0.6% | 236.4K | 207.03 | -8.5% |
| CVX CHEVRON CORP | 44.5M | 0.6% | 215.1K | 205.27 | +34.0% |
| FELE FRANKLIN ELECTRIC CO INC | 44.4M | 0.6% | 481.9K | 104.10 | +8.7% |
| V VISA INC. | 43.6M | 0.6% | 144.3K | 371.04 | +7.9% |
| unmapped CUSIP 615394202 | 43.3M | 0.6% | 148.0K | — | — |
| AHCO AdaptHealth Corp. | 41.4M | 0.6% | 3.5M | 5.63 | -39.7% |
| BDC BELDEN INC. | 40.5M | 0.6% | 352.3K | 122.46 | -0.7% |
| NPO Enpro Inc. | 40.4M | 0.6% | 161.3K | 312.59 | +40.5% |
| ATI ATI INC | 40.3M | 0.6% | 277.4K | 207.01 | +190.2% |
| TCBI TEXAS CAPITAL BANCSHARES INC/TX | 38.2M | 0.5% | 402.4K | 98.30 | +16.9% |
| MTDR Matador Resources Co | 38.1M | 0.5% | 603.7K | 58.38 | +26.3% |
| ENS EnerSys | 38.1M | 0.5% | 219.2K | 189.76 | +94.4% |
| ANET Arista Networks, Inc. | 37.9M | 0.5% | 309.1K | 188.65 | +43.5% |
| MUR MURPHY OIL CORP | 36.6M | 0.5% | 887.0K | 37.41 | +68.4% |
| MOD MODINE MANUFACTURING CO | 36.4M | 0.5% | 167.8K | 197.68 | +46.5% |
| DSGX DESCARTES SYSTEMS GROUP INC | 35.1M | 0.5% | 490.9K | 78.21 | -20.2% |
| CRGY Crescent Energy Co | 35.0M | 0.5% | 2.6M | 14.06 | +51.5% |
| NBHC National Bank Holdings Corp | 34.7M | 0.5% | 885.4K | 41.85 | +11.0% |
| CORZ Core Scientific, Inc./tx | 34.5M | 0.5% | 2.3M | 17.81 | +26.5% |
| VEA Vanguard FTSE Developed Markets ETF | 34.1M | 0.5% | 532.9K | 73.42 | +24.7% |
| CWST CASELLA WASTE SYSTEMS INC | 33.9M | 0.5% | 426.7K | 92.01 | -9.0% |
| ALGM ALLEGRO MICROSYSTEMS, INC. | 32.9M | 0.5% | 1.0M | 37.16 | +21.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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