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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MRVLMARVELL TECHNOLOGY INC | 149,848 | $12.6B | 167.84% | |
| 202 | PARPAR TECHNOLOGY CORP | 316,068 | $12.5B | 166.67% | |
| 203 | FIVNFIVE9 INC | 498,010 | $12.1B | 160.56% | |
| 204 | INTUINTUIT INC | 17,639 | $12.0B | 160.48% | |
| 205 | MCXMCCORMICK & COMPANY INC | 179,315 | $12.0B | 159.85% | |
| 206 | MDYGSPDR SERIES TRUST S&P 400 MDCP GRW | 131,007 | $12.0B | 159.81% | |
| 207 | VWOVANGUARD FTSE EMERGING MKTS ETF | 220,793 | $12.0B | 159.37% | |
| 208 | SUSUNCOR ENERGY INC | 285,884 | $12.0B | 159.24% | |
| 209 | MOG/AMOOG INC CL A | 56,049 | $11.6B | 155.07% | |
| 210 | CMCOCOLUMBUS MCKINNON CORP | 797,587 | $11.4B | 152.38% | |
| 211 | GWREGUIDEWIRE SOFTWARE INC | 49,715 | $11.4B | 152.25% | |
| 212 | RG6ROGERS CORPORATION | 141,355 | $11.4B | 151.53% | |
| 213 | STESTERIS PLC | 45,684 | $11.3B | 150.60% | |
| 214 | ARCBARCBEST CORP COM | 160,992 | $11.2B | 149.86% | |
| 215 | TTANSERVICETITAN INC | 110,063 | $11.1B | 147.85% | |
| 216 | SITMSITIME CORP COM | 36,143 | $10.9B | 145.09% | |
| 217 | CBRECBRE GROUP | 68,295 | $10.8B | 143.36% | |
| 218 | CSWCSW INDUSTRIALS INC | 44,171 | $10.7B | 142.85% | |
| 219 | BCPCBALCHEM CORPORATION | 71,187 | $10.7B | 142.32% | |
| 220 | BBWIBATH & BODY WORKS INC | 411,946 | $10.6B | 141.38% | |
| 221 | ITRIITRON INC | 85,092 | $10.6B | 141.21% | |
| 222 | WCNWASTE CONNECTIONS INC | 60,176 | $10.6B | 140.94% | |
| 223 | CVCOCAVCO INDUSTRIES INC | 18,216 | $10.6B | 140.94% | |
| 224 | COCOVITA COCO CO INC | 247,953 | $10.5B | 140.30% | |
| 225 | FEIMFREQUENCY ELECTRS INC | 307,440 | $10.4B | 138.89% | |
| 226 | VALVALARIS LTD | 213,655 | $10.4B | 138.82% | |
| 227 | BROBROWN & BROWN INC COM | 110,960 | $10.4B | 138.65% | |
| 228 | CSLCARLISLE COMPANIES INCORPORATED | 31,618 | $10.4B | 138.57% | |
| 229 | EPACENERPAC TOOL GROUP CORP CL A COM | 253,112 | $10.4B | 138.26% | |
| 230 | 1GSNNOVANTA INC | 103,583 | $10.4B | 138.21% | |
| 231 | GXOGXO LOGISTICS INCORPORATED COMMON STOCK | 195,106 | $10.3B | 137.48% | |
| 232 | MDGLMADRIGAL PHARMACEUTICALS INC | 22,490 | $10.3B | 137.43% | |
| 233 | GKOSGLAUKOS CORP COM | 125,490 | $10.2B | 136.34% | |
| 234 | JJACOBS SOLUTIONS INC | 68,274 | $10.2B | 136.31% | |
| 235 | USFDUS FOODS HLDG CORP | 132,317 | $10.1B | 135.07% | |
| 236 | ASTEASTEC INDUSTRIES INC | 209,668 | $10.1B | 134.44% | |
| 237 | UBSIUNITED BANKSHARES INC | 268,985 | $10.0B | 133.35% | |
| 238 | LMBLIMBACH HLDGS INC COM | 102,879 | $10.0B | 133.12% | |
| 239 | CYTKCYTOKINETICS INC COM NEW | 181,050 | $10.0B | 132.57% | |
| 240 | BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | 90,150 | $9.8B | 130.40% | |
| 241 | MMM3M COMPANY | 62,637 | $9.7B | 129.50% | |
| 242 | KAIKADANT INC | 32,495 | $9.7B | 128.83% | |
| 243 | SAPSAP AG ADR | 36,129 | $9.7B | 128.62% | |
| 244 | OPCHOPTION CARE HEALTH INC COM NEW | 346,813 | $9.6B | 128.27% | |
| 245 | TMOTHERMO FISHER SCIENTIFIC INC | 19,787 | $9.6B | 127.86% | |
| 246 | VOOVANGUARD S&P 500 ETF | 15,525 | $9.5B | 126.66% | |
| 247 | IWMISHARES RUSSELL 2000 | 39,252 | $9.5B | 126.53% | |
| 248 | CLHCLEAN HARBORS INC | 39,541 | $9.2B | 122.33% | |
| 249 | IDXXIDEXX LABS INC | 14,343 | $9.2B | 122.08% | |
| 250 | DOCNDIGITALOCEAN HLDGS INC COM | 262,029 | $9.0B | 119.25% | |
| 251 | ARESARES MANAGEMENT CORPORATION | 55,345 | $8.8B | 117.89% | |
| 252 | IJHISHARES CORE S&P MID-CAP ETF | 135,277 | $8.8B | 117.62% | |
| 253 | ABBVABBVIE INC COM | 37,860 | $8.8B | 116.79% | |
| 254 | RSGREPUBLIC SERVICES INC | 37,970 | $8.7B | 116.09% | |
| 255 | MGRCMCGRATH RENTCORP COM | 73,596 | $8.6B | 115.01% | |
| 256 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,134,813 | $8.6B | 114.75% | |
| 257 | PTGXPROTAGONIST THERAPEUTICS INC COM | 123,125 | $8.2B | 108.97% | |
| 258 | TKRTIMKEN CO | 107,835 | $8.1B | 108.01% | |
| 259 | ADIANALOG DEVICES | 32,556 | $8.0B | 106.57% | |
| 260 | CDECOEUR MNG INC | 425,953 | $8.0B | 106.46% | |
| 261 | CHDCHURCH & DWIGHT | 91,108 | $8.0B | 106.37% | |
| 262 | USLMUNITED STATES LIME & MINERALS COM | 60,330 | $7.9B | 105.73% | |
| 263 | SMGSCOTTS COMPANY (THE)-CL A | 137,805 | $7.8B | 104.56% | |
| 264 | JPEMJ P MORGAN EXCHANGE TRADED FD | 131,773 | $7.8B | 103.57% | |
| 265 | IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADR | 63,909 | $7.7B | 103.25% | |
| 266 | NDAQNASDAQ INC COM | 86,671 | $7.7B | 102.13% | |
| 267 | NBIXNEUROCRINE BIOSCIENCES INC COM | 54,474 | $7.6B | 101.88% | |
| 268 | KNSLKINSALE CAP GROUP INC COM | 17,955 | $7.6B | 101.73% | |
| 269 | CRNXCRINETICS PHARMACEUTICALS INC COM | 180,849 | $7.5B | 100.35% | |
| 270 | AVYAVERY DENNISON CORP | 46,351 | $7.5B | 100.14% | |
| 271 | LMATLEMAITRE VASCULAR INC | 85,159 | $7.5B | 99.28% | |
| 272 | DNLIDENALI THERAPEUTICS INC COM | 512,958 | $7.4B | 99.23% | |
| 273 | PRCTPROCEPT BIOROBOTICS CORP | 208,539 | $7.4B | 99.16% | |
| 274 | GONGERON CORPORATION | 5,335,216 | $7.3B | 97.38% | |
| 275 | GNTXGENTEX CORP | 257,822 | $7.3B | 97.21% | |
| 276 | GSHDGOOSEHEAD INS INC COM CL A | 96,927 | $7.2B | 96.10% | |
| 277 | CWANCLEARWATER ANALYTICS HLDGS INC | 394,353 | $7.1B | 94.67% | |
| 278 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 70,262 | $7.1B | 94.26% | |
| 279 | ALGTALLEGIANT TRAVEL CO COM | 116,356 | $7.1B | 94.20% | |
| 280 | —INTERDIGITAL INC | 20,310 | $7.0B | 93.41% | |
| 281 | MORNMORNINGSTAR INC | 29,570 | $6.9B | 91.40% | |
| 282 | REZIRESIDEO TECHNOLOGIES INC | 158,479 | $6.8B | 91.17% | |
| 283 | DOVDOVER CORP | 40,813 | $6.8B | 90.71% | |
| 284 | ESRTEMPIRE STATE REALTY TRUST-A | 872,193 | $6.7B | 89.01% | |
| 285 | BBCAJP MORGAN EXCHANGE TRADED FD BETABULDRS CDA | 76,367 | $6.7B | 88.75% | |
| 286 | LAURLAUREATE EDUCATION INC COMMON STOCK | 211,121 | $6.7B | 88.71% | |
| 287 | PCVXVAXCYTE INC | 184,795 | $6.7B | 88.68% | |
| 288 | JNJJOHNSON & JOHNSON CO | 35,693 | $6.6B | 88.17% | |
| 289 | ALKTALKAMI TECHNOLOGY INC | 265,305 | $6.6B | 87.80% | |
| 290 | DECKDECKERS OUTDOOR CORP | 64,608 | $6.5B | 87.25% | |
| 291 | PEBOPEOPLES BANCORP INC COM | 216,843 | $6.5B | 86.64% | |
| 292 | QGENQIAGEN NV | 144,789 | $6.5B | 86.19% | |
| 293 | KNFKNIFE RIVER CORP COMMON STOCK | 83,865 | $6.4B | 85.89% | |
| 294 | VEEVVEEVA SYS INC CL A | 21,600 | $6.4B | 85.73% | |
| 295 | RVLVREVOLVE GROUP INC CL A | 301,031 | $6.4B | 85.42% | |
| 296 | LMTLOCKHEED MARTIN CORP COM | 12,022 | $6.0B | 79.96% | |
| 297 | JXNJACKSON FINANCIAL INC COM CL A | 58,054 | $5.9B | 78.30% | |
| 298 | RRXREGAL REXNORD CORP | 40,520 | $5.8B | 77.43% | |
| 299 | SBUXSTARBUCKS CORP COM | 68,673 | $5.8B | 77.40% | |
| 300 | ACLSAXCELIS TECHNOLOGIES INC | 58,611 | $5.7B | 76.24% |