SEGALL BRYANT & HAMILL, LLC
CIK: 0001006378SEC EDGAR →
Portfolio Value
$7.4B
Holdings
570
As of
Q4 2025
New Positions
85
Closed Positions
86
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 674,705 | $125.8B | 1703.14% |
| 2 | MICROSOFT CORP | 238,607 | $115.4B | 1561.86% |
| 3 | VALMONT INDS INC COM | 279,410 | $112.4B | 1521.50% |
| 4 | APPLE INC. | 397,783 | $108.1B | 1463.69% |
| 5 | AMAZON.COM INC. | 345,451 | $79.7B | 1079.24% |
| 6 | VF CORPORATION | 4,283,186 | $77.4B | 1048.15% |
| 7 | INGEVITY CORP | 1,218,345 | $72.1B | 975.89% |
| 8 | LITTELFUSE INC | 279,983 | $70.8B | 958.46% |
| 9 | ONTO INNOVATION INC | 399,205 | $63.0B | 852.95% |
| 10 | SOUTHSTATE BANK CORP | 651,133 | $61.3B | 829.40% |
Quarterly Changes
New Positions (75)
$30.3B · 423K shares
$24.6B · 96K shares
$21.8B · 13K shares
$16.1B · 1.1M shares
$15.5B · 173K shares
$15.4B · 64K shares
$15.0B · 158K shares
$14.6B · 185K shares
PRIMORIS SVCS CORP
$13.9B · 112K shares
$12.3B · 169K shares
$11.2B · 103K shares
$10.3B · 118K shares
$10.2B · 56K shares
$9.9B · 424K shares
$9.7B · 50K shares
$8.6B · 49K shares
$8.4B · 73K shares
$8.3B · 939K shares
$7.9B · 156K shares
$7.6B · 598K shares
$7.4B · 277K shares
$7.3B · 351K shares
$7.0B · 11K shares
$6.7B · 21K shares
$6.6B · 147K shares
$6.5B · 11K shares
$6.2B · 66K shares
$6.2B · 124K shares
$6.0B · 40K shares
$6.0B · 116K shares
$5.6B · 25K shares
$5.3B · 14K shares
$3.6B · 35K shares
$3.4B · 126K shares
$2.9B · 31K shares
$2.9B · 190K shares
$2.8B · 55K shares
$2.8B · 62K shares
$2.2B · 23K shares
$2.2B · 41K shares
$2.2B · 69K shares
$2.2B · 69K shares
$2.1B · 43K shares
$2.0B · 72K shares
$2.0B · 309K shares
$1.7B · 210K shares
$1.7B · 102K shares
$1.6B · 56K shares
$1.5B · 16K shares
$1.4B · 65K shares
$1.3B · 49K shares
$1.2B · 180K shares
$1.2B · 10K shares
$1.2B · 11K shares
$1.1B · 15K shares
$1.1B · 92K shares
$1.1B · 21K shares
$1.1B · 40K shares
$1.0B · 27K shares
$1.0B · 16K shares
$982.0M · 270K shares
$907.0M · 40K shares
$793.0M · 62K shares
$734.0M · 56K shares
$708.0M · 61K shares
$695.0M · 11K shares
$681.0M · 18K shares
$668.0M · 20K shares
$473.0M · 36K shares
$465.0M · 13K shares
$448.0M · 20K shares
$374.0M · 12K shares
$327.0M · 11K shares
$254.0M · 31K shares
$250.0M · 32K shares
Closed Positions (72)
WNS HOLDINGS LTD
$18.3B · 240K shares
$16.9B · 525K shares
$15.4B · 2.5M shares
$13.6B · 772K shares
$12.9B · 29K shares
$12.0B · 18K shares
$10.4B · 111K shares
$9.8B · 90K shares
$9.7B · 32K shares
$9.2B · 40K shares
$9.2B · 14K shares
$8.8B · 38K shares
$8.6B · 1.1M shares
$7.6B · 18K shares
$7.3B · 258K shares
$6.7B · 211K shares
$6.6B · 265K shares
$6.5B · 65K shares
$6.5B · 145K shares
$5.2B · 48K shares
$5.2B · 143K shares
$4.6B · 81K shares
$4.4B · 685K shares
$4.2B · 145K shares
$4.2B · 208K shares
$3.9B · 63K shares
$3.4B · 46K shares
$3.4B · 10K shares
$3.1B · 11K shares
$3.0B · 200K shares
$2.9B · 182K shares
$2.5B · 307K shares
$2.5B · 89K shares
$2.3B · 141K shares
$2.2B · 39K shares
$2.2B · 136K shares
$2.2B · 70K shares
$2.2B · 273K shares
$2.1B · 27K shares
$2.0B · 371K shares
$2.0B · 98K shares
$2.0B · 48K shares
$1.9B · 137K shares
$1.8B · 95K shares
$1.6B · 21K shares
$1.6B · 35K shares
$1.6B · 93K shares
$1.6B · 241K shares
$1.4B · 36K shares
$1.3B · 56K shares
$1.3B · 211K shares
$1.2B · 16K shares
$1.2B · 62K shares
$1.1B · 60K shares
$1.1B · 22K shares
$1.0B · 53K shares
$1.0B · 165K shares
$959.0M · 32K shares
$922.1M · 37K shares
$652.2M · 69K shares
$607.6M · 41K shares
$526.8M · 15K shares
$514.8M · 26K shares
$492.8M · 52K shares
$436.1M · 27K shares
$433.2M · 109K shares
$423.6M · 11K shares
$385.4M · 11K shares
$341.3M · 53K shares
$334.2M · 122K shares
$293.6M · 40K shares
$251.8M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 90 | $1.5T | 19.7% |
| Industrials | 89 | $1.4T | 18.4% |
| Financial Services | 102 | $1.1T | 15.4% |
| Healthcare | 80 | $877.9B | 11.9% |
| Consumer Cyclical | 46 | $668.7B | 9.1% |
| Unknown | 41 | $646.4B | 8.7% |
| Basic Materials | 25 | $343.9B | 4.7% |
| Energy | 26 | $241.2B | 3.3% |
| Real Estate | 23 | $230.3B | 3.1% |
| Communication Services | 18 | $223.4B | 3.0% |
| Utilities | 9 | $116.5B | 1.6% |
| Consumer Defensive | 21 | $91.7B | 1.2% |