SEGALL BRYANT & HAMILL, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$7.4T
Holdings
570
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (570 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 674,705 | $125.8B | 1.70% | |
| 2 | MSFTMICROSOFT CORP | 238,607 | $115.4B | 1.56% | |
| 3 | VMIVALMONT INDS INC COM | 279,410 | $112.4B | 1.52% | |
| 4 | AAPLAPPLE INC. | 397,783 | $108.1B | 1.46% | |
| 5 | AMZNAMAZON.COM INC. | 345,451 | $79.7B | 1.08% | |
| 6 | VFCVF CORPORATION | 4,283,186 | $77.4B | 1.05% | |
| 7 | NGVTINGEVITY CORP | 1,218,345 | $72.1B | 0.98% | |
| 8 | LFUSLITTELFUSE INC | 279,983 | $70.8B | 0.96% | |
| 9 | ONTOONTO INNOVATION INC | 399,205 | $63.0B | 0.85% | |
| 10 | SSBSOUTHSTATE BANK CORP | 651,133 | $61.3B | 0.83% | |
| 11 | GOOGALPHABET INC CL C | 191,801 | $60.2B | 0.81% | |
| 12 | ENSGENSIGN GROUP INC | 340,850 | $59.4B | 0.80% | |
| 13 | GOOGLALPHABET INC CL A | 189,052 | $59.2B | 0.80% | |
| 14 | SBG1SEACOAST BANKING CORP OF FLORIDA | 1,839,615 | $57.8B | 0.78% | |
| 15 | PAHUSDELEMENT SOLUTIONS INC COM | 2,235,518 | $55.9B | 0.76% | |
| 16 | ABCBAMERIS BANCORP | 727,686 | $54.0B | 0.73% | |
| 17 | VVISA INC CL A | 153,842 | $54.0B | 0.73% | |
| 18 | ENSENERSYS | 363,094 | $53.3B | 0.72% | |
| 19 | GBCIGLACIER BANCORP INC | 1,159,653 | $51.1B | 0.69% | |
| 20 | ANETARISTA NETWORKS INC | 382,055 | $50.1B | 0.68% | |
| 21 | 1RGREV GROUP INC | 820,973 | $49.9B | 0.68% | |
| 22 | AZZAZZ INC | 448,725 | $48.1B | 0.65% | |
| 23 | MRCYMERCURY SYS INC COM | 636,526 | $46.5B | 0.63% | |
| 24 | MCKMCKESSON CORPORATION | 55,970 | $45.9B | 0.62% | |
| 25 | RBCRBC BEARINGS INC | 101,387 | $45.5B | 0.62% | |
| 26 | STAGSTAG INDL INC COM | 1,232,660 | $45.3B | 0.61% | |
| 27 | MTRNMATERION CORP COM | 360,495 | $44.8B | 0.61% | |
| 28 | CADECADENCE BANK | 1,012,339 | $43.4B | 0.59% | |
| 29 | —OWENS ILL INC | 2,916,233 | $43.0B | 0.58% | |
| 30 | CWSTCASELLA WASTE SYS INC CL A | 436,403 | $42.7B | 0.58% | |
| 31 | DBRGDIGITALBRIDGE GROUP INC CL A COM | 2,742,104 | $42.1B | 0.57% | |
| 32 | BDCBELDEN INC | 353,800 | $41.2B | 0.56% | |
| 33 | PZZAPAPA JOHNS INTL INC | 1,060,089 | $40.8B | 0.55% | |
| 34 | LSCCLATTICE SEMICONDUCTOR CORP | 546,578 | $40.2B | 0.54% | |
| 35 | SLGNSILGAN HOLDINGS INC | 990,036 | $40.0B | 0.54% | |
| 36 | MTSIMACOM TECH SOLUTIONS HLDGS INC COM | 232,348 | $39.8B | 0.54% | |
| 37 | AGIALAMOS GOLD INC NEW COM CL A | 1,030,392 | $39.8B | 0.54% | |
| 38 | AHCOADAPTHEALTH CORP COMMON STOCK | 3,924,519 | $39.1B | 0.53% | |
| 39 | DSGDESCARTES SYS GROUP INC COM | 445,340 | $39.0B | 0.53% | |
| 40 | TCBITEXAS CAPITAL BANCSHARES INC | 418,221 | $37.9B | 0.51% | |
| 41 | ICUIICU MEDICAL INC | 264,995 | $37.8B | 0.51% | |
| 42 | HWCHANCOCK WHITNEY CO | 593,658 | $37.8B | 0.51% | |
| 43 | MODMODINE MFG CO | 277,908 | $37.1B | 0.50% | |
| 44 | ATDATI INC | 321,693 | $36.9B | 0.50% | |
| 45 | EXPEAGLE MATERIALS INC | 178,618 | $36.9B | 0.50% | |
| 46 | NPOENPRO INC. | 172,289 | $36.9B | 0.50% | |
| 47 | QA4AGENTHERM INC | 993,315 | $36.1B | 0.49% | |
| 48 | AMKRAMKOR TECHNOLOGY INC COM | 897,637 | $35.4B | 0.48% | |
| 49 | JPMJP MORGAN CHASE & CO | 109,845 | $35.4B | 0.48% | |
| 50 | PCORPROCORE TECHNOLOGIES INC | 478,886 | $34.8B | 0.47% | |
| 51 | NBHCNATIONAL BANK HOLDINGS CORPORATION | 916,291 | $34.8B | 0.47% | |
| 52 | OLEDUNIVERSAL DISPLAY CORP | 297,886 | $34.8B | 0.47% | |
| 53 | CPRICAPRI HOLDINGS LIMITED SHS | 1,420,124 | $34.7B | 0.47% | |
| 54 | METAMETA PLATFORMS INC CL A | 52,478 | $34.6B | 0.47% | |
| 55 | CEGCONSTELLATION ENERGY CORP COM | 97,995 | $34.6B | 0.47% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 68,663 | $34.5B | 0.47% | |
| 57 | QDELQUIDEL CORP COM | 1,194,861 | $34.1B | 0.46% | |
| 58 | AEISADVANCED ENERGY INDS | 159,035 | $33.3B | 0.45% | |
| 59 | AGYSAGILYSYS INC | 279,977 | $33.3B | 0.45% | |
| 60 | ALGMALLEGRO MICROSYSTEMS INC COM | 1,248,310 | $32.9B | 0.45% | |
| 61 | APOGAPOGEE ENTERPRISES INC COM | 899,944 | $32.8B | 0.44% | |
| 62 | MTDRMATADOR RESOURCES CO | 746,672 | $31.7B | 0.43% | |
| 63 | FLSFLOWSERVE CORPORATION | 451,380 | $31.3B | 0.42% | |
| 64 | WSBCWESBANCO INC | 921,984 | $30.6B | 0.41% | |
| 65 | IPGPIPG PHOTONICS CORP | 422,536 | $30.3B | 0.41% | |
| 66 | VSECVSE CORP | 175,000 | $30.2B | 0.41% | |
| 67 | CRCRANE COMPANY | 162,638 | $30.0B | 0.41% | |
| 68 | VTVVANGUARD VALUE ETF | 155,702 | $29.7B | 0.40% | |
| 69 | NOWSERVICENOW INC | 192,638 | $29.5B | 0.40% | |
| 70 | TKRTIMKEN CO | 347,612 | $29.2B | 0.40% | |
| 71 | GILGILDAN ACTIVEWEAR | 466,916 | $29.2B | 0.39% | |
| 72 | MURMURPHY OIL CORP | 930,710 | $29.1B | 0.39% | |
| 73 | TECHBIO-TECHNE CORP | 486,009 | $28.6B | 0.39% | |
| 74 | PODDINSULET CORP | 100,306 | $28.5B | 0.39% | |
| 75 | RGAREINSURANCE GROUP OF AMERICA | 140,048 | $28.5B | 0.39% | |
| 76 | ITTITT INC | 163,392 | $28.4B | 0.38% | |
| 77 | VEAVANGUARD FTSE DEVELOPED ETF | 451,746 | $28.2B | 0.38% | |
| 78 | MOG/AMOOG INC CL A | 114,720 | $27.9B | 0.38% | |
| 79 | SCHFSCHWAB INTL EQUITY ETF | 1,151,860 | $27.7B | 0.37% | |
| 80 | CA8ACACI INTERNATIONAL INC | 51,956 | $27.7B | 0.37% | |
| 81 | GMEDGLOBUS MEDICAL INC | 316,511 | $27.6B | 0.37% | |
| 82 | MIRMIRION TECHNOLOGIES INC | 1,169,689 | $27.4B | 0.37% | |
| 83 | NFLXNETFLIX INC | 291,359 | $27.3B | 0.37% | |
| 84 | COLBCOLUMBIA BKG SYS INC | 973,169 | $27.2B | 0.37% | |
| 85 | MPWRMONOLITHIC PWR SYS INC | 29,983 | $27.2B | 0.37% | |
| 86 | ECLECOLAB INC | 102,562 | $26.9B | 0.36% | |
| 87 | VIAVVIAVI SOLUTIONS INC | 1,508,232 | $26.9B | 0.36% | |
| 88 | CVXCHEVRON CORP NEW COM | 175,620 | $26.8B | 0.36% | |
| 89 | HUBGHUB GROUP INC CL A | 614,745 | $26.2B | 0.35% | |
| 90 | AWNADVANCE AUTO PARTS INC. | 665,249 | $26.1B | 0.35% | |
| 91 | TJXTJX COMPANIES INC | 169,814 | $26.1B | 0.35% | |
| 92 | GLGLOBE LIFE INC COM | 184,797 | $25.8B | 0.35% | |
| 93 | TRNOTERRENO RLTY CORP | 439,957 | $25.8B | 0.35% | |
| 94 | PRGSPROGRESS SOFTWARE CORP | 599,055 | $25.7B | 0.35% | |
| 95 | TXNMTXNM ENERGY INC | 435,046 | $25.6B | 0.35% | |
| 96 | FELEFRANKLIN ELEC INC | 265,656 | $25.4B | 0.34% | |
| 97 | VCYTVERACYTE INC | 596,305 | $25.1B | 0.34% | |
| 98 | SSDSIMPSON MANUFACTURING CO INC COM | 154,525 | $25.0B | 0.34% | |
| 99 | GHGUARDANT HEALTH INC COM | 244,266 | $24.9B | 0.34% | |
| 100 | GTGOODYEAR TIRE AND RUBBER CO | 2,838,185 | $24.9B | 0.34% |
Page 1 of 6Next