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)

StockValue
MSFTMICROSOFT CORP
$122.5B
AAPLAPPLE INC.
$117.9B
1RGREV GROUP INC
$94.9B
VMIVALMONT INDS INC COM
$85.6B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$67.1B
VVISA INC CL A
$65.3B
AMZNAMAZON.COM INC.
$64.0B
NVDANVIDIA CORP
$59.8B
SSBUSDSOUTHSTATE CORP
$56.4B
SLGNSILGAN HOLDINGS INC
$55.9B
AHCOADAPTHEALTH CORP COMMON STOCK
$51.5B
MCKMCKESSON CORPORATION
$50.8B
NGVTINGEVITY CORP
$50.6B
SBG1SEACOAST BANKING CORP OF FLORIDA
$49.3B
PAHUSDELEMENT SOLUTIONS INC COM
$49.0B
GBCIGLACIER BANCORP INC
$46.0B
AZZAZZ INC
$46.0B
DSGDESCARTES SYS GROUP INC COM
$45.3B
QDELQUIDEL CORP COM
$45.1B
GOOGALPHABET INC CL C
$44.6B
MRCYMERCURY SYS INC COM
$44.2B
NOWSERVICENOW INC
$44.1B
UNHUNITEDHEALTH GROUP INCORPORATED
$43.8B
BDCBELDEN INC
$42.9B
CADECADENCE BANK
$41.6B
ICUIICU MEDICAL INC
$41.3B
LFUSLITTELFUSE INC
$41.3B
VFCVF CORPORATION
$40.9B
STAGSTAG INDL INC COM
$40.4B
JPMJP MORGAN CHASE & CO
$40.2B
ABCBAMERIS BANCORP
$39.5B
ENSENERSYS
$38.1B
ENSGENSIGN GROUP INC
$37.3B
HWCHANCOCK WHITNEY CO
$37.3B
CWSTCASELLA WASTE SYS INC CL A
$37.0B
COLBCOLUMBIA BKG SYS INC
$36.8B
OWENS ILL INC
$36.5B
GTGOODYEAR TIRE AND RUBBER CO
$36.0B
NFLXNETFLIX INC
$35.6B
TCBITEXAS CAPITAL BANCSHARES INC
$35.5B
AZEKAZEK CO INC CL A
$34.9B
AGIALAMOS GOLD INC NEW COM CL A
$34.9B
CRGYCRESCENT ENERGY COMPANY CL A COM
$34.5B
NBHCNATIONAL BANK HOLDINGS CORPORATION
$34.1B
APOGAPOGEE ENTERPRISES INC COM
$33.5B
MTDRMATADOR RESOURCES CO
$33.5B
CVXCHEVRON CORP NEW COM
$33.2B
GOOGLALPHABET INC CL A
$33.1B
ALGMALLEGRO MICROSYSTEMS INC COM
$33.0B
GMEDGLOBUS MEDICAL INC
$32.1B
GLGLOBE LIFE INC COM
$32.0B
PZZAPAPA JOHNS INTL INC
$31.9B
SYNASYNAPTICS INC COM
$31.8B
AWNADVANCE AUTO PARTS INC.
$30.9B
VTVVANGUARD VALUE ETF
$30.7B
TJXTJX COMPANIES INC
$30.4B
MURMURPHY OIL CORP
$30.4B
TECHBIO-TECHNE CORP
$30.3B
PANWPALO ALTO NETWORKS INC
$29.7B
OLEDUNIVERSAL DISPLAY CORP
$29.7B
RGAREINSURANCE GROUP OF AMERICA
$29.3B
HDHOME DEPOT INC
$29.1B
ORLYOREILLY AUTOMOTIVE INC
$28.8B
MPMP MATERIALS CORP COM CL A
$28.6B
PRGSPROGRESS SOFTWARE CORP
$28.4B
WSBCWESBANCO INC
$27.6B
NPOENPRO INC.
$27.6B
ARESARES MANAGEMENT CORPORATION
$27.1B
TRNOTERRENO RLTY CORP
$26.8B
SCHFSCHWAB INTL EQUITY ETF
$26.5B
CEGCONSTELLATION ENERGY CORP COM
$26.5B
CRCRANE COMPANY
$26.4B
RBCRBC BEARINGS INC
$26.3B
RUSHARUSH ENTERPRISES INC CL A
$26.2B
KRYSKRYSTAL BIOTECH INC COM
$26.2B
VRTXVERTEX PHARMACEUTICALS INC
$25.6B
NXQUANEX BUILDING PRODUCTS CORP COM
$25.4B
TXNMTXNM ENERGY INC
$25.1B
MDLZMONDELEZ INTERNATIONAL INC
$24.9B
CHRCHURCHILL DOWNS INC
$24.9B
CBUCOMMUNITY FINANCIAL SYSTEM INC
$24.5B
FICOFAIR ISAAC CORP COM
$24.4B
MSIMOTOROLA SOLUTIONS
$24.4B
CPRICAPRI HOLDINGS LIMITED SHS
$24.3B
ODFLOLD DOMINION FREIGHT LINE INC
$23.8B
PODDINSULET CORP
$23.7B
CASYCASEYS GEN STORES INC COM
$23.6B
TXRHTEXAS ROADHOUSE INC
$23.6B
UCBUNITED CMNTY BANKS GA
$23.3B
TTEKTETRA TECH INC
$23.0B
OGEOGE ENERGY CORP
$22.9B
CDNSCADENCE DESIGN SYSTEMS INC
$22.7B
NEONEOGENOMICS INC
$22.3B
RSGREPUBLIC SERVICES INC
$22.2B
HUBGHUB GROUP INC CL A
$22.0B
HALOHALOZYME THERAPEUTICS, INC.
$21.9B
DIVBISHARES CORE DIVIDEND ETF
$21.8B
MAMASTERCARD INC-CLASS A
$21.3B
SYKSTRYKER CORP
$21.1B
FIVNFIVE9 INC
$20.7B
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