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 |
|---|---|---|---|---|---|
| 101 | ODFLOLD DOMINION FREIGHT LINE INC | 138,230 | $22.4B | 315.03% | |
| 102 | SSDSIMPSON MANUFACTURING CO INC COM | 144,451 | $22.4B | 315.03% | |
| 103 | CTRECARETRUST REIT INC | 722,727 | $22.1B | 310.54% | |
| 104 | DIVBISHARES CORE DIVIDEND ETF | 437,301 | $22.0B | 308.99% | |
| 105 | EHCENCOMPASS HEALTH CORP | 178,103 | $21.8B | 306.69% | |
| 106 | ROADCONSTRUCTION PARTNERS INC | 205,441 | $21.8B | 306.60% | |
| 107 | ECLECOLAB INC | 81,004 | $21.8B | 306.47% | |
| 108 | SYKSTRYKER CORP | 54,700 | $21.6B | 303.88% | |
| 109 | MTRNMATERION CORP COM | 271,151 | $21.5B | 302.20% | |
| 110 | OGEOGE ENERGY CORP | 483,861 | $21.5B | 301.53% | |
| 111 | GFFGRIFFON CORP COM | 295,222 | $21.4B | 300.01% | |
| 112 | VSECVSE CORP | 163,069 | $21.4B | 299.92% | |
| 113 | IRTCIRHYTHM TECHNOLOGIES INC COM | 137,293 | $21.1B | 296.81% | |
| 114 | CSLCARLISLE COMPANIES INCORPORATED | 56,371 | $21.0B | 295.57% | |
| 115 | MAMASTERCARD INC-CLASS A | 37,127 | $20.9B | 292.96% | |
| 116 | KRYSKRYSTAL BIOTECH INC COM | 148,614 | $20.4B | 286.86% | |
| 117 | TRMBTRIMBLE INC COM | 267,307 | $20.3B | 285.19% | |
| 118 | QTWOQ2 HLDGS INC | 216,420 | $20.3B | 284.42% | |
| 119 | LINLINDE PLC | 42,578 | $20.0B | 280.51% | |
| 120 | BAMBROOKFIELD ASSET MANAGE-CL A | 360,221 | $19.9B | 279.62% | |
| 121 | PLDPROLOGIS TRUST | 188,417 | $19.8B | 278.12% | |
| 122 | SPGIS&P GLOBAL INC | 36,814 | $19.4B | 272.58% | |
| 123 | CVXCHEVRON CORP NEW COM | 134,553 | $19.3B | 270.54% | |
| 124 | CARRCARRIER GLOBAL CORPORATION COM | 263,155 | $19.3B | 270.45% | |
| 125 | QA4AGENTHERM INC | 679,879 | $19.2B | 270.08% | |
| 126 | AIRAAR CORP | 277,714 | $19.1B | 268.26% | |
| 127 | VRTXVERTEX PHARMACEUTICALS INC | 42,328 | $18.8B | 264.61% | |
| 128 | CPRICAPRI HOLDINGS LIMITED SHS | 1,056,658 | $18.7B | 262.62% | |
| 129 | RGENREPLIGEN CORP | 148,599 | $18.5B | 259.53% | |
| 130 | FIVNFIVE9 INC | 695,749 | $18.4B | 258.70% | |
| 131 | HUBGHUB GROUP INC CL A | 550,979 | $18.4B | 258.64% | |
| 132 | RDNTRADNET INC COM | 319,407 | $18.2B | 255.25% | |
| 133 | SKWDSKYWARD SPECIALTY INS GROUP IN | 314,395 | $18.2B | 255.13% | |
| 134 | FLSFLOWSERVE CORPORATION | 345,600 | $18.1B | 254.05% | |
| 135 | BOOTBOOT BARN HLDGS INC COM | 116,497 | $17.7B | 248.65% | |
| 136 | FTITECHNIPFMC PLC | 508,047 | $17.5B | 245.69% | |
| 137 | BOXBOX INC CL A | 511,920 | $17.5B | 245.63% | |
| 138 | PCORPROCORE TECHNOLOGIES INC | 255,630 | $17.5B | 245.60% | |
| 139 | EXPEAGLE MATERIALS INC | 86,172 | $17.4B | 244.56% | |
| 140 | HQYHEALTHEQUITY INC | 165,742 | $17.4B | 243.81% | |
| 141 | NEONEOGENOMICS INC | 2,362,049 | $17.3B | 242.46% | |
| 142 | BLBLACKLINE INC | 304,460 | $17.2B | 242.06% | |
| 143 | CHECHEMED CORP NEW COM | 35,237 | $17.2B | 240.93% | |
| 144 | MTSIMACOM TECH SOLUTIONS HLDGS INC COM | 119,513 | $17.1B | 240.47% | |
| 145 | VIAVVIAVI SOLUTIONS INC | 1,692,434 | $17.0B | 239.31% | |
| 146 | BKBANK OF NEW YORK MELLON CORP | 187,029 | $17.0B | 239.28% | |
| 147 | ALKSALKERMES PLC | 593,938 | $17.0B | 238.61% | |
| 148 | RMBS*RAMBUS INC DEL COM | 262,577 | $16.8B | 236.05% | |
| 149 | WMTWALMART INC COM | 170,221 | $16.6B | 233.72% | |
| 150 | VEAVANGUARD FTSE DEVELOPED ETF | 286,523 | $16.3B | 229.37% | |
| 151 | AZTAAZENTA INC COM | 530,014 | $16.3B | 229.08% | |
| 152 | SHOOSTEVEN MADDEN LTD | 680,017 | $16.3B | 228.98% | |
| 153 | FRFIRST INDUSTRIAL REALTY TRUST, INC | 337,815 | $16.3B | 228.31% | |
| 154 | HALOHALOZYME THERAPEUTICS, INC. | 310,830 | $16.2B | 227.05% | |
| 155 | HWKNHAWKINS INC | 112,431 | $16.0B | 224.34% | |
| 156 | NJRNEW JERSEY RESOURCES CORP | 355,605 | $15.9B | 223.80% | |
| 157 | TBBKBANCORP INC DEL COM | 275,478 | $15.7B | 220.37% | |
| 158 | RRCRANGE RESOURCES CORP | 377,224 | $15.3B | 215.43% | |
| 159 | IJRISHARES CORE S&P SMALL-CAP ETF | 139,959 | $15.3B | 214.79% | |
| 160 | FROGJFROG LTD | 347,326 | $15.2B | 214.01% | |
| 161 | —WNS HOLDINGS LTD | 235,533 | $14.9B | 209.16% | |
| 162 | HLNEHAMILTON LANE INC CL A | 104,553 | $14.9B | 208.65% | |
| 163 | HLIHOULIHAN LOKEY INC | 81,957 | $14.7B | 207.09% | |
| 164 | CXTCRANE NXT CO COM | 271,676 | $14.6B | 205.62% | |
| 165 | SSENTINELONE INC CL A | 794,243 | $14.5B | 203.87% | |
| 166 | CBZCBIZ INC COM | 200,835 | $14.4B | 202.23% | |
| 167 | BRBRBELLRING BRANDS INC | 247,014 | $14.3B | 200.93% | |
| 168 | FDLOFIDELITY COVINGTON TRUST | 227,641 | $14.3B | 200.74% | |
| 169 | JBTJBT MAREL CORPORATION | 117,174 | $14.1B | 197.87% | |
| 170 | STRLSTERLING INFRASTRUCTURE INC | 61,004 | $14.1B | 197.65% | |
| 171 | LMBLIMBACH HLDGS INC COM | 100,392 | $14.1B | 197.50% | |
| 172 | GLPGGALAPAGOS NV | 501,077 | $14.0B | 196.94% | |
| 173 | K6BKBR INC | 291,569 | $14.0B | 196.28% | |
| 174 | STEPSTEPSTONE GROUP INC COM CL A | 251,133 | $13.9B | 195.71% | |
| 175 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 137,856 | $13.9B | 194.91% | |
| 176 | MANHMANHATTAN ASSOCS INC COM | 70,226 | $13.9B | 194.73% | |
| 177 | TJXTJX COMPANIES INC | 109,877 | $13.6B | 190.53% | |
| 178 | AZEKAZEK CO INC CL A | 249,208 | $13.5B | 190.19% | |
| 179 | ECGEVERUS CONSTR GROUP | 212,798 | $13.5B | 189.83% | |
| 180 | ANGOANGIODYNAMICS INC | 1,356,692 | $13.5B | 188.98% | |
| 181 | TRUTRANSUNION | 151,948 | $13.4B | 187.76% | |
| 182 | CDNSCADENCE DESIGN SYSTEMS INC | 43,164 | $13.3B | 186.77% | |
| 183 | 1GSNNOVANTA INC | 101,054 | $13.0B | 182.95% | |
| 184 | GNTXGENTEX CORP | 591,391 | $13.0B | 182.61% | |
| 185 | VCYTVERACYTE INC | 476,295 | $12.9B | 180.78% | |
| 186 | MORNMORNINGSTAR INC | 40,792 | $12.8B | 179.82% | |
| 187 | ARCBARCBEST CORP COM | 165,592 | $12.8B | 179.07% | |
| 188 | GKOSGLAUKOS CORP COM | 122,396 | $12.6B | 177.52% | |
| 189 | BROBROWN & BROWN INC COM | 113,762 | $12.6B | 177.11% | |
| 190 | ORLYOREILLY AUTOMOTIVE INC | 138,621 | $12.5B | 175.44% | |
| 191 | CMCOCOLUMBUS MCKINNON CORP | 814,202 | $12.4B | 174.58% | |
| 192 | VLTOVERALTO CORP | 122,893 | $12.4B | 174.20% | |
| 193 | RSGREPUBLIC SERVICES INC | 50,134 | $12.4B | 173.61% | |
| 194 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | 53,881 | $12.2B | 171.36% | |
| 195 | MDYGSPDR SERIES TRUST S&P 400 MDCP GRW | 140,262 | $12.2B | 171.09% | |
| 196 | EMEEMCOR GROUP INC | 22,589 | $12.1B | 169.66% | |
| 197 | KNFKNIFE RIVER CORP COMMON STOCK | 147,721 | $12.1B | 169.34% | |
| 198 | IBPINSTALLED BLDG PRODS INC | 66,538 | $12.0B | 168.48% | |
| 199 | IM8NINSMED INC COM PAR $.01 | 119,136 | $12.0B | 168.36% | |
| 200 | SITESITEONE LANDSCAPE SUPPLY INC | 98,737 | $11.9B | 167.68% |