SEGALL BRYANT & HAMILL, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$7.5B

Holdings

567

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (567 positions)

StockValue
MSFTMICROSOFT CORP
$153.7B
NVDANVIDIA CORP
$124.1B
AAPLAPPLE INC.
$115.5B
VMIVALMONT INDS INC COM
$111.6B
AMZNAMAZON.COM INC.
$81.8B
LFUSLITTELFUSE INC
$77.8B
NGVTINGEVITY CORP
$71.7B
VFCVF CORPORATION
$71.3B
GOOGALPHABET INC CL C
$69.5B
SSBSOUTHSTATE BANK CORP
$66.2B
VVISA INC CL A
$62.1B
PAHUSDELEMENT SOLUTIONS INC COM
$60.6B
ANETARISTA NETWORKS INC
$59.8B
SBG1SEACOAST BANKING CORP OF FLORIDA
$58.5B
ENSGENSIGN GROUP INC
$57.3B
GBCIGLACIER BANCORP INC
$57.1B
PZZAPAPA JOHNS INTL INC
$56.5B
ABCBAMERIS BANCORP
$55.6B
ENSENERSYS
$54.6B
1RGREV GROUP INC
$53.1B
MRCYMERCURY SYS INC COM
$53.0B
JPMJP MORGAN CHASE & CO
$50.9B
CADECADENCE BANK
$50.7B
GOOGLALPHABET INC CL A
$47.5B
NOWSERVICENOW INC
$47.4B
AZZAZZ INC
$47.3B
METAMETA PLATFORMS INC CL A
$45.5B
SLGNSILGAN HOLDINGS INC
$45.5B
STAGSTAG INDL INC COM
$44.8B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$44.0B
NPOENPRO INC.
$43.3B
AGIALAMOS GOLD INC NEW COM CL A
$42.9B
MTRNMATERION CORP COM
$42.2B
APOGAPOGEE ENTERPRISES INC COM
$41.7B
AWNADVANCE AUTO PARTS INC.
$41.5B
BDCBELDEN INC
$41.5B
DSGDESCARTES SYS GROUP INC COM
$41.4B
HWCHANCOCK WHITNEY CO
$40.6B
OWENS ILL INC
$39.8B
CEGCONSTELLATION ENERGY CORP COM
$39.5B
ONTOONTO INNOVATION INC
$39.4B
TCBITEXAS CAPITAL BANCSHARES INC
$39.0B
ALGMALLEGRO MICROSYSTEMS INC COM
$38.7B
AHCOADAPTHEALTH CORP COMMON STOCK
$38.5B
CWSTCASELLA WASTE SYS INC CL A
$38.1B
RBCRBC BEARINGS INC
$38.1B
NBHCNATIONAL BANK HOLDINGS CORPORATION
$37.3B
OLEDUNIVERSAL DISPLAY CORP
$36.7B
GLGLOBE LIFE INC COM
$36.4B
LSCCLATTICE SEMICONDUCTOR CORP
$36.2B
QDELQUIDEL CORP COM
$36.2B
MCKMCKESSON CORPORATION
$35.5B
NFLXNETFLIX INC
$35.4B
MODMODINE MFG CO
$34.8B
QA4AGENTHERM INC
$34.0B
ICUIICU MEDICAL INC
$33.7B
RGAREINSURANCE GROUP OF AMERICA
$33.1B
SYNASYNAPTICS INC COM
$33.1B
MPWRMONOLITHIC PWR SYS INC
$33.0B
MTDRMATADOR RESOURCES CO
$32.9B
GFFGRIFFON CORP COM
$32.8B
WSBCWESBANCO INC
$31.9B
DBRGDIGITALBRIDGE GROUP INC CL A COM
$31.9B
ATDATI INC
$31.1B
VTVVANGUARD VALUE ETF
$30.7B
PODDINSULET CORP
$30.5B
CRCRANE COMPANY
$30.5B
CA8ACACI INTERNATIONAL INC
$30.1B
MPMP MATERIALS CORP COM CL A
$30.1B
PANWPALO ALTO NETWORKS INC
$29.9B
TECHBIO-TECHNE CORP
$29.5B
HDHOME DEPOT INC
$29.5B
AGYSAGILYSYS INC
$29.4B
GILGILDAN ACTIVEWEAR
$29.3B
MSIMOTOROLA SOLUTIONS
$29.2B
CVXCHEVRON CORP NEW COM
$29.1B
ITTITT INC
$28.8B
TJXTJX COMPANIES INC
$28.5B
SCHFSCHWAB INTL EQUITY ETF
$28.4B
PRGSPROGRESS SOFTWARE CORP
$28.3B
RDNTRADNET INC COM
$28.1B
AMBAAMBARELLA INC SHS
$28.0B
ORLYOREILLY AUTOMOTIVE INC
$27.8B
VSECVSE CORP
$27.8B
GMEDGLOBUS MEDICAL INC
$27.6B
VEAVANGUARD FTSE DEVELOPED ETF
$27.2B
CDNSCADENCE DESIGN SYSTEMS INC
$26.8B
RUSHARUSH ENTERPRISES INC CL A
$26.7B
GTGOODYEAR TIRE AND RUBBER CO
$26.3B
COLBCOLUMBIA BKG SYS INC
$26.3B
MIRMIRION TECHNOLOGIES INC
$26.0B
RMBS*RAMBUS INC DEL COM
$25.8B
TXNMTXNM ENERGY INC
$25.8B
UCBUNITED CMNTY BANKS GA
$25.7B
TRNOTERRENO RLTY CORP
$25.5B
CRGYCRESCENT ENERGY COMPANY CL A COM
$25.2B
FELEFRANKLIN ELEC INC
$24.2B
PCORPROCORE TECHNOLOGIES INC
$24.2B
AEISADVANCED ENERGY INDS
$24.2B
SSDSIMPSON MANUFACTURING CO INC COM
$24.1B
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