SEGALL BRYANT & HAMILL, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.5B
Holdings
573
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (573 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LINLINDE PLC | 44,285 | $20.6B | 315.99% | |
| 102 | SSFSENSIENT TECHNOLOGIES CORP | 273,037 | $20.3B | 311.42% | |
| 103 | CHECHEMED CORP NEW COM | 32,956 | $20.3B | 310.75% | |
| 104 | GFFGRIFFON CORP COM | 282,837 | $20.2B | 309.90% | |
| 105 | GILGILDAN ACTIVEWEAR | 456,558 | $20.2B | 309.38% | |
| 106 | ATRAPTAR GROUP INC | 135,339 | $20.1B | 307.73% | |
| 107 | MTRNMATERION CORP COM | 240,648 | $19.6B | 300.92% | |
| 108 | ITTITT INC | 151,114 | $19.5B | 299.09% | |
| 109 | SPGIS&P GLOBAL INC | 38,230 | $19.4B | 297.67% | |
| 110 | VIAVVIAVI SOLUTIONS INC | 1,732,227 | $19.4B | 297.04% | |
| 111 | SSDSIMPSON MANUFACTURING CO INC COM | 118,334 | $18.6B | 284.84% | |
| 112 | RGENREPLIGEN CORP | 145,396 | $18.5B | 283.50% | |
| 113 | BAMBROOKFIELD ASSET MANAGE-CL A | 380,974 | $18.5B | 282.85% | |
| 114 | EXPEAGLE MATERIALS INC | 82,004 | $18.2B | 278.88% | |
| 115 | TRMBTRIMBLE INC COM | 275,671 | $18.1B | 277.33% | |
| 116 | NJRNEW JERSEY RESOURCES CORP | 362,653 | $17.8B | 272.64% | |
| 117 | FRFIRST INDUSTRIAL REALTY TRUST, INC | 324,811 | $17.5B | 268.58% | |
| 118 | ALKSALKERMES PLC | 528,821 | $17.5B | 267.58% | |
| 119 | CARRCARRIER GLOBAL CORPORATION COM | 273,589 | $17.3B | 265.80% | |
| 120 | PLDPROLOGIS TRUST | 154,578 | $17.3B | 264.80% | |
| 121 | EHCENCOMPASS HEALTH CORP | 169,733 | $17.2B | 263.43% | |
| 122 | ECLECOLAB INC | 67,310 | $17.1B | 261.50% | |
| 123 | SCHN1EURRADIUS RECYCLING INC | 586,386 | $16.9B | 259.51% | |
| 124 | HPHELMERICH & PAYNE INC COM | 641,994 | $16.8B | 256.97% | |
| 125 | QTWOQ2 HLDGS INC | 208,400 | $16.7B | 255.51% | |
| 126 | GLPGGALAPAGOS NV | 651,461 | $16.4B | 250.77% | |
| 127 | VSECVSE CORP | 135,286 | $16.2B | 248.75% | |
| 128 | MODMODINE MFG CO | 210,522 | $16.2B | 247.60% | |
| 129 | BKBANK OF NEW YORK MELLON CORP | 192,638 | $16.2B | 247.58% | |
| 130 | AIRAAR CORP | 279,051 | $15.6B | 239.42% | |
| 131 | AMBAAMBARELLA INC SHS | 309,520 | $15.6B | 238.72% | |
| 132 | AEISADVANCED ENERGY INDS | 163,300 | $15.6B | 238.51% | |
| 133 | CTRECARETRUST REIT INC | 541,447 | $15.5B | 237.13% | |
| 134 | WMTWALMART INC COM | 174,917 | $15.4B | 235.32% | |
| 135 | WOOFOOT LOCKER INC | 1,082,713 | $15.3B | 233.94% | |
| 136 | RMBS*RAMBUS INC DEL COM | 285,762 | $14.8B | 226.72% | |
| 137 | BROBROWN & BROWN INC COM | 118,490 | $14.7B | 225.88% | |
| 138 | IJRISHARES S&P SMALLCAP 600 INDEX FUND | 140,719 | $14.7B | 225.49% | |
| 139 | SHOOSTEVEN MADDEN LTD | 549,429 | $14.6B | 224.29% | |
| 140 | GWREGUIDEWIRE SOFTWARE INC | 77,544 | $14.5B | 222.64% | |
| 141 | SLBSCHLUMBERGER LTD. | 345,605 | $14.4B | 221.38% | |
| 142 | CA8ACACI INTERNATIONAL INC | 38,817 | $14.2B | 218.26% | |
| 143 | FDLOFIDELITY COVINGTON TRUST | 234,546 | $14.2B | 217.88% | |
| 144 | VCYTVERACYTE INC | 468,655 | $13.9B | 212.94% | |
| 145 | —WNS HOLDINGS LTD | 225,935 | $13.9B | 212.89% | |
| 146 | K6BKBR INC | 277,526 | $13.8B | 211.83% | |
| 147 | QA4AGENTHERM INC | 513,822 | $13.7B | 210.55% | |
| 148 | IRTCIRHYTHM TECHNOLOGIES INC COM | 130,748 | $13.7B | 209.74% | |
| 149 | JJACOBS SOLUTIONS INC | 112,855 | $13.6B | 209.07% | |
| 150 | BLBLACKLINE INC | 275,898 | $13.4B | 204.71% | |
| 151 | FTITECHNIPFMC PLC | 420,918 | $13.3B | 204.41% | |
| 152 | CMCOCOLUMBUS MCKINNON CORP | 786,153 | $13.3B | 203.96% | |
| 153 | RDNTRADNET INC COM | 265,043 | $13.2B | 201.94% | |
| 154 | CSLCARLISLE COMPANIES INCORPORATED | 38,394 | $13.1B | 200.33% | |
| 155 | IM8NINSMED INC COM PAR $.01 | 170,859 | $13.0B | 199.75% | |
| 156 | ULUNILEVER PLC | 218,567 | $13.0B | 199.45% | |
| 157 | ANGOANGIODYNAMICS INC | 1,384,439 | $13.0B | 199.21% | |
| 158 | MEDPMEDPACE HLDGS INC | 42,369 | $12.9B | 197.82% | |
| 159 | HLNEHAMILTON LANE INC CL A | 86,795 | $12.9B | 197.74% | |
| 160 | AGYSAGILYSYS INC | 177,826 | $12.9B | 197.67% | |
| 161 | CCCCCC INTELLIGENT SOLUTIONS HLD COM | 1,414,496 | $12.8B | 195.73% | |
| 162 | CHRWC.H. ROBINSON WORLDWIDE INC. | 124,663 | $12.8B | 195.62% | |
| 163 | WATWATERS CORPORATION | 34,375 | $12.7B | 194.15% | |
| 164 | ROSTROSS STORES INC. | 99,107 | $12.7B | 194.08% | |
| 165 | CBZCBIZ INC COM | 166,457 | $12.6B | 193.50% | |
| 166 | CXTCRANE NXT CO COM | 243,514 | $12.5B | 191.81% | |
| 167 | SFMSPROUTS FMRS MKT INC | 81,988 | $12.5B | 191.78% | |
| 168 | DBRGDIGITALBRIDGE GROUP INC CL A COM | 1,413,816 | $12.5B | 191.09% | |
| 169 | SUSUNCOR ENERGY INC | 317,974 | $12.3B | 188.67% | |
| 170 | VLTOVERALTO CORP | 125,887 | $12.3B | 187.99% | |
| 171 | ROADCONSTRUCTION PARTNERS INC | 170,463 | $12.3B | 187.74% | |
| 172 | RTXRTX CORPORATION | 92,200 | $12.2B | 187.15% | |
| 173 | TBBKBANCORP INC DEL COM | 228,512 | $12.1B | 185.03% | |
| 174 | 2L9BLUEPRINT MEDICINES CORP | 135,909 | $12.0B | 184.34% | |
| 175 | ARCBARCBEST CORP COM | 169,386 | $12.0B | 183.20% | |
| 176 | SSENTINELONE INC CL A | 649,637 | $11.8B | 180.98% | |
| 177 | GONGERON CORPORATION | 7,426,854 | $11.8B | 180.96% | |
| 178 | MPWRMONOLITHIC PWR SYS INC | 20,253 | $11.7B | 180.00% | |
| 179 | CIVICIVITAS RESOURCES INC | 335,976 | $11.7B | 179.63% | |
| 180 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | 70,127 | $11.6B | 178.39% | |
| 181 | ICHRICHOR HOLDINGS LTD | 512,888 | $11.6B | 177.70% | |
| 182 | SAPSAP AG ADR | 42,840 | $11.5B | 176.23% | |
| 183 | GNTXGENTEX CORP | 492,911 | $11.5B | 175.99% | |
| 184 | LF2PACIFIC PREMIER BANCORP COM | 537,957 | $11.5B | 175.76% | |
| 185 | MORNMORNINGSTAR INC | 38,216 | $11.5B | 175.61% | |
| 186 | KAIKADANT INC | 33,924 | $11.4B | 175.14% | |
| 187 | BOXBOX INC CL A | 368,352 | $11.4B | 174.19% | |
| 188 | MDYGSPDR SERIES TRUST S&P 400 MDCP GRW | 142,835 | $11.3B | 173.92% | |
| 189 | PVHPVH CORP | 175,275 | $11.3B | 173.62% | |
| 190 | CHDCHURCH & DWIGHT | 102,889 | $11.3B | 173.58% | |
| 191 | TMOTHERMO FISHER SCIENTIFIC INC | 22,722 | $11.3B | 173.26% | |
| 192 | CLHCLEAN HARBORS INC | 57,212 | $11.3B | 172.80% | |
| 193 | CHRDCHORD ENERGY CORPORATION | 99,955 | $11.3B | 172.66% | |
| 194 | AZTAAZENTA INC COM | 320,137 | $11.1B | 169.94% | |
| 195 | WCNWASTE CONNECTIONS INC | 56,647 | $11.1B | 169.44% | |
| 196 | KNFKNIFE RIVER CORP COMMON STOCK | 122,350 | $11.0B | 169.13% | |
| 197 | HLIHOULIHAN LOKEY INC | 67,986 | $11.0B | 168.25% | |
| 198 | MRVLMARVELL TECHNOLOGY INC | 178,019 | $11.0B | 167.96% | |
| 199 | UFPIUFP Industries Inc | 101,798 | $10.9B | 166.98% | |
| 200 | BBWIBATH & BODY WORKS INC | 358,935 | $10.9B | 166.77% |