SEGALL BRYANT & HAMILL, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$7.1B
Holdings
569
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (569 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 308,556 | $153.5B | 2155.14% | |
| 2 | VMIVALMONT INDS INC COM | 300,061 | $98.0B | 1375.98% | |
| 3 | AAPLAPPLE INC. | 470,176 | $96.5B | 1354.57% | |
| 4 | AMZNAMAZON.COM INC. | 382,635 | $83.9B | 1178.77% | |
| 5 | 1RGREV GROUP INC | 1,744,785 | $83.0B | 1165.96% | |
| 6 | NVDANVIDIA CORP | 485,274 | $76.7B | 1076.57% | |
| 7 | VVISA INC CL A | 191,102 | $67.9B | 952.76% | |
| 8 | SLGNSILGAN HOLDINGS INC | 1,111,276 | $60.2B | 845.45% | |
| 9 | SSBUSDSOUTHSTATE CORP | 647,578 | $59.6B | 836.85% | |
| 10 | NOWSERVICENOW INC | 57,009 | $58.6B | 823.00% | |
| 11 | PAHUSDELEMENT SOLUTIONS INC COM | 2,556,734 | $57.9B | 813.17% | |
| 12 | NGVTINGEVITY CORP | 1,283,210 | $55.3B | 776.43% | |
| 13 | MRCYMERCURY SYS INC COM | 999,185 | $53.8B | 755.68% | |
| 14 | SBG1SEACOAST BANKING CORP OF FLORIDA | 1,927,217 | $53.2B | 747.45% | |
| 15 | GOOGALPHABET INC CL C | 296,704 | $52.6B | 739.06% | |
| 16 | JPMJP MORGAN CHASE & CO | 176,519 | $51.2B | 718.59% | |
| 17 | AZZAZZ INC | 541,229 | $51.1B | 718.04% | |
| 18 | LFUSLITTELFUSE INC | 222,178 | $50.4B | 707.35% | |
| 19 | ENSGENSIGN GROUP INC | 324,101 | $50.0B | 702.04% | |
| 20 | BDCBELDEN INC | 421,344 | $48.8B | 685.13% | |
| 21 | GBCIGLACIER BANCORP INC | 1,121,629 | $48.3B | 678.50% | |
| 22 | —OWENS ILL INC | 3,123,600 | $46.0B | 646.52% | |
| 23 | ABCBAMERIS BANCORP | 710,114 | $45.9B | 645.15% | |
| 24 | STAGSTAG INDL INC COM | 1,263,938 | $45.9B | 643.90% | |
| 25 | ALGMALLEGRO MICROSYSTEMS INC COM | 1,328,254 | $45.4B | 637.69% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 93,315 | $45.3B | 636.52% | |
| 27 | PZZAPAPA JOHNS INTL INC | 922,809 | $45.2B | 634.17% | |
| 28 | AHCOADAPTHEALTH CORP COMMON STOCK | 4,682,373 | $44.2B | 620.02% | |
| 29 | METAMETA PLATFORMS INC CL A | 59,577 | $44.0B | 617.47% | |
| 30 | CADECADENCE BANK | 1,362,889 | $43.6B | 612.02% | |
| 31 | CWSTCASELLA WASTE SYS INC CL A | 364,693 | $42.1B | 590.86% | |
| 32 | ENSENERSYS | 474,181 | $40.7B | 571.09% | |
| 33 | NFLXNETFLIX INC | 30,279 | $40.5B | 569.37% | |
| 34 | HWCHANCOCK WHITNEY CO | 705,673 | $40.5B | 568.78% | |
| 35 | VFCVF CORPORATION | 3,442,936 | $40.5B | 568.06% | |
| 36 | CEGCONSTELLATION ENERGY CORP COM | 124,100 | $40.1B | 562.44% | |
| 37 | GTGOODYEAR TIRE AND RUBBER CO | 3,841,832 | $39.8B | 559.43% | |
| 38 | MPMP MATERIALS CORP COM CL A | 1,196,902 | $39.8B | 559.16% | |
| 39 | ICUIICU MEDICAL INC | 295,675 | $39.1B | 548.67% | |
| 40 | OLEDUNIVERSAL DISPLAY CORP | 243,864 | $37.7B | 528.92% | |
| 41 | APOGAPOGEE ENTERPRISES INC COM | 925,641 | $37.6B | 527.71% | |
| 42 | QDELQUIDEL CORP COM | 1,300,196 | $37.5B | 526.17% | |
| 43 | NPOENPRO INC. | 195,205 | $37.4B | 525.05% | |
| 44 | TCBITEXAS CAPITAL BANCSHARES INC | 469,405 | $37.3B | 523.35% | |
| 45 | AWNADVANCE AUTO PARTS INC. | 790,824 | $36.8B | 516.26% | |
| 46 | DSGDESCARTES SYS GROUP INC COM | 360,671 | $36.7B | 514.78% | |
| 47 | GOOGLALPHABET INC CL A | 203,234 | $35.8B | 502.93% | |
| 48 | GLGLOBE LIFE INC COM | 287,625 | $35.7B | 501.98% | |
| 49 | RBCRBC BEARINGS INC | 92,376 | $35.5B | 499.14% | |
| 50 | RGAREINSURANCE GROUP OF AMERICA | 177,621 | $35.2B | 494.74% | |
| 51 | PRGSPROGRESS SOFTWARE CORP | 538,534 | $34.4B | 482.76% | |
| 52 | PWRQUANTA SERVICES INC | 90,741 | $34.3B | 481.74% | |
| 53 | MTDRMATADOR RESOURCES CO | 715,770 | $34.2B | 479.62% | |
| 54 | NBHCNATIONAL BANK HOLDINGS CORPORATION | 902,490 | $33.9B | 476.62% | |
| 55 | COLBCOLUMBIA BKG SYS INC | 1,451,520 | $33.9B | 476.53% | |
| 56 | CRCRANE COMPANY | 177,226 | $33.7B | 472.56% | |
| 57 | AGIALAMOS GOLD INC NEW COM CL A | 1,264,758 | $33.6B | 471.70% | |
| 58 | MCKMCKESSON CORPORATION | 45,586 | $33.4B | 469.07% | |
| 59 | PANWPALO ALTO NETWORKS INC | 163,213 | $33.4B | 469.00% | |
| 60 | TTEKTETRA TECH INC | 917,911 | $33.0B | 463.50% | |
| 61 | MRVLMARVELL TECHNOLOGY INC | 425,951 | $33.0B | 462.94% | |
| 62 | ATDATI INC | 373,083 | $32.2B | 452.32% | |
| 63 | SYNASYNAPTICS INC COM | 494,851 | $32.1B | 450.41% | |
| 64 | WSBCWESBANCO INC | 1,002,974 | $31.7B | 445.47% | |
| 65 | AGYSAGILYSYS INC | 272,466 | $31.2B | 438.61% | |
| 66 | VTVVANGUARD VALUE ETF | 173,506 | $30.7B | 430.60% | |
| 67 | PODDINSULET CORP | 93,632 | $29.4B | 413.08% | |
| 68 | TECHBIO-TECHNE CORP | 565,601 | $29.1B | 408.62% | |
| 69 | MPWRMONOLITHIC PWR SYS INC | 39,327 | $28.8B | 403.89% | |
| 70 | SCHFSCHWAB INTL EQUITY ETF | 1,295,383 | $28.6B | 401.99% | |
| 71 | ARESARES MANAGEMENT CORPORATION | 164,939 | $28.6B | 401.14% | |
| 72 | CA8ACACI INTERNATIONAL INC | 59,546 | $28.4B | 398.59% | |
| 73 | MSIMOTOROLA SOLUTIONS | 67,129 | $28.2B | 396.33% | |
| 74 | ANETARISTA NETWORKS INC | 275,742 | $28.2B | 396.14% | |
| 75 | HDHOME DEPOT INC | 75,699 | $27.8B | 389.73% | |
| 76 | GMEDGLOBUS MEDICAL INC | 468,053 | $27.6B | 387.90% | |
| 77 | ATRAPTAR GROUP INC | 174,308 | $27.3B | 382.88% | |
| 78 | TXNMTXNM ENERGY INC | 480,772 | $27.1B | 380.21% | |
| 79 | TXRHTEXAS ROADHOUSE INC | 143,092 | $26.8B | 376.56% | |
| 80 | INTUINTUIT INC | 33,664 | $26.5B | 372.32% | |
| 81 | SSFSENSIENT TECHNOLOGIES CORP | 267,225 | $26.3B | 369.68% | |
| 82 | CRGYCRESCENT ENERGY COMPANY CL A COM | 3,059,571 | $26.3B | 369.48% | |
| 83 | SAPSAP AG ADR | 86,242 | $26.2B | 368.27% | |
| 84 | RUSHARUSH ENTERPRISES INC CL A | 505,212 | $26.0B | 365.42% | |
| 85 | NXQUANEX BUILDING PRODUCTS CORP COM | 1,354,614 | $25.6B | 359.50% | |
| 86 | FICOFAIR ISAAC CORP COM | 13,978 | $25.6B | 358.79% | |
| 87 | TRNOTERRENO RLTY CORP | 450,660 | $25.3B | 354.82% | |
| 88 | MODMODINE MFG CO | 254,878 | $25.1B | 352.53% | |
| 89 | CASYCASEYS GEN STORES INC COM | 48,788 | $24.9B | 349.57% | |
| 90 | ITTITT INC | 157,560 | $24.7B | 346.98% | |
| 91 | UCBUNITED CMNTY BANKS GA | 821,011 | $24.5B | 343.44% | |
| 92 | DBRGDIGITALBRIDGE GROUP INC CL A COM | 2,343,736 | $24.3B | 340.62% | |
| 93 | CHRCHURCHILL DOWNS INC | 238,825 | $24.1B | 338.71% | |
| 94 | CBUCOMMUNITY FINANCIAL SYSTEM INC | 419,010 | $23.8B | 334.61% | |
| 95 | MDLZMONDELEZ INTERNATIONAL INC | 349,631 | $23.6B | 331.10% | |
| 96 | MURMURPHY OIL CORP | 1,046,975 | $23.6B | 330.79% | |
| 97 | MIRMIRION TECHNOLOGIES INC | 1,089,217 | $23.5B | 329.30% | |
| 98 | GILGILDAN ACTIVEWEAR | 474,572 | $23.4B | 328.13% | |
| 99 | AMBAAMBARELLA INC SHS | 344,834 | $22.8B | 319.90% | |
| 100 | AEISADVANCED ENERGY INDS | 170,421 | $22.6B | 317.08% |
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