SEGALL BRYANT & HAMILL, LLC Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$7.3B

Holdings

562

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (562 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
351,135$151.1T2060175.83%
2
AAPLAPPLE INC.
546,500$127.3T1736222.40%
3
1RGREV GROUP INC
3,667,951$102.9T1403364.24%
4
VMIVALMONT INDS INC COM
288,633$83.7T1141112.09%
5
NVDANVIDIA CORP
687,551$83.5T1138480.70%
6
VFCVF CORPORATION
3,663,341$73.1T996504.95%
7
SLGNSILGAN HOLDINGS INC
1,278,560$67.1T915249.77%
8
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
140,176$64.5T879703.39%
9
ICUIICU MEDICAL INC
333,444$60.8T828472.63%
10
SSBUSDSOUTHSTATE CORP
622,084$60.5T824299.69%
11
7SUSUMMIT MATLS INC CL A
1,547,312$60.4T823447.01%
12
AZZAZZ INC
710,219$58.7T799989.20%
13
VVISA INC CL A
208,726$57.4T782508.65%
14
NOWSERVICENOW INC
63,417$56.7T773378.05%
15
BDCBELDEN INC
476,352$55.8T760773.46%
16
PAHUSDELEMENT SOLUTIONS INC COM
2,000,181$54.3T740727.17%
17
GOOGALPHABET INC CL C
311,802$52.1T710802.53%
18
AMZNAMAZON.COM INC.
277,418$51.7T704817.43%
19
UNHUNITEDHEALTH GROUP INCORPORATED
87,219$51.0T695328.16%
20
HP5AEQUITY COMMONWEALTH
2,526,058$50.3T685418.16%
21
SBG1SEACOAST BANKING CORP OF FLORIDA
1,846,418$49.2T670944.28%
22
CEGCONSTELLATION ENERGY CORP COM
186,084$48.4T659744.45%
23
GBCIGLACIER BANCORP INC
1,050,259$48.0T654442.99%
24
GOOGLALPHABET INC CL A
287,365$47.7T649843.28%
25
K6BKBR INC
730,950$47.6T649124.45%
26
MTDRMATADOR RESOURCES CO
959,550$47.4T646590.86%
27
RRXREGAL REXNORD CORP
284,850$47.3T644272.16%
28
APOGAPOGEE ENTERPRISES INC COM
672,853$47.1T642348.18%
29
MRCYMERCURY SYS INC COM
1,268,875$46.9T640147.09%
30
NGVTINGEVITY CORP
1,185,415$46.2T630368.12%
31
SPXCSPX TECHNOLOGIES INC
289,482$46.2T629408.41%
32
DSGDESCARTES SYS GROUP INC COM
438,553$45.2T615672.61%
33
LFUSLITTELFUSE INC
166,808$44.2T603297.44%
34
STAGSTAG INDL INC COM
1,093,154$42.7T582647.96%
35
CADECADENCE BANK
1,331,112$42.4T578073.75%
36
ABCBAMERIS BANCORP
669,192$41.8T569278.71%
37
ENSGENSIGN GROUP INC
289,422$41.6T567557.72%
38
AHCOADAPTHEALTH CORP COMMON STOCK
3,701,808$41.6T566830.04%
39
COLBCOLUMBIA BKG SYS INC
1,534,798$40.1T546408.33%
40
PRGSPROGRESS SOFTWARE CORP
589,698$39.7T541695.73%
41
NBHCNATIONAL BANK HOLDINGS CORPORATION
936,411$39.4T537536.32%
42
JPMJP MORGAN CHASE & CO
184,622$38.9T530807.92%
43
AZEKAZEK CO INC CL A
827,431$38.7T528003.57%
44
TECHBIO-TECHNE CORP
477,880$38.2T520819.93%
45
NVONOVO-NORDISK A S ADR
318,540$37.9T517160.74%
46
PWRQUANTA SERVICES INC
125,698$37.5T511001.76%
47
VTVVANGUARD VALUE ETF
208,903$36.5T497247.83%
48
GTGOODYEAR TIRE AND RUBBER CO
4,101,832$36.3T494971.68%
49
HDHOME DEPOT INC
89,385$36.2T493845.74%
50
ARESARES MANAGEMENT CORPORATION
230,010$35.8T488747.86%
51
HWCHANCOCK WHITNEY CO
692,387$35.4T483084.98%
52
MURMURPHY OIL CORP
1,043,950$35.2T480268.37%
53
RGAREINSURANCE GROUP OF AMERICA
160,332$34.9T476294.78%
54
TRNOTERRENO RLTY CORP
513,464$34.3T467886.67%
55
CA8ACACI INTERNATIONAL INC
67,740$34.2T466033.59%
56
TJXTJX COMPANIES INC
288,132$33.9T461781.30%
57
ENSENERSYS
330,006$33.7T459191.73%
58
CRGYCRESCENT ENERGY COMPANY CL A COM
3,072,410$33.6T458725.09%
59
TCBITEXAS CAPITAL BANCSHARES INC
467,001$33.4T455030.00%
60
NXQUANEX BUILDING PRODUCTS CORP COM
1,202,258$33.4T454904.13%
61
ALKSALKERMES PLC
1,183,100$33.1T451526.83%
62
SCHFSCHWAB INTL EQUITY ETF
802,225$33.0T449788.82%
63
OWENS ILL INC
2,465,714$32.4T441098.67%
64
CWSTCASELLA WASTE SYS INC CL A
322,782$32.1T437872.78%
65
PANWPALO ALTO NETWORKS INC
93,872$32.1T437489.21%
66
MCKMCKESSON CORPORATION
64,721$32.0T436312.77%
67
TTEKTETRA TECH INC
661,134$31.2T425130.55%
68
FICOFAIR ISAAC CORP COM
16,030$31.2T424797.31%
69
MDLZMONDELEZ INTERNATIONAL INC
421,349$31.0T423245.11%
70
GLGLOBE LIFE INC COM
290,515$30.8T419531.67%
71
ODFLOLD DOMINION FREIGHT LINE INC
154,779$30.7T419214.84%
72
TXRHTEXAS ROADHOUSE INC
173,627$30.7T418087.49%
73
RRCRANGE RESOURCES CORP
963,802$29.6T404234.50%
74
ARCBARCBEST CORP COM
269,329$29.2T398264.77%
75
CRCRANE COMPANY
183,725$29.1T396509.42%
76
NFLXNETFLIX INC
40,839$29.0T394953.45%
77
ITTITT INC
192,485$28.8T392397.60%
78
AGIALAMOS GOLD INC NEW COM CL A
1,434,876$28.6T390120.53%
79
KRYSKRYSTAL BIOTECH INC COM
157,144$28.6T390031.77%
80
SSFSENSIENT TECHNOLOGIES CORP
356,501$28.6T389944.34%
81
NEONEOGENOMICS INC
1,893,407$27.9T380798.48%
82
CBUCOMMUNITY FINANCIAL SYSTEM INC
479,845$27.9T379937.37%
83
GMEDGLOBUS MEDICAL INC
387,737$27.7T378220.79%
84
TMOTHERMO FISHER SCIENTIFIC INC
44,701$27.7T377024.54%
85
MRVLMARVELL TECHNOLOGY INC
382,288$27.6T375928.80%
86
SHOOSTEVEN MADDEN LTD
560,424$27.5T374354.78%
87
MODMODINE MFG CO
204,512$27.2T370291.18%
88
VRTXVERTEX PHARMACEUTICALS INC
57,825$26.9T366691.84%
89
CDNSCADENCE DESIGN SYSTEMS INC
95,014$25.8T351126.96%
90
DIVBISHARES TR
529,863$25.7T350039.42%
91
ULUNILEVER PLC
393,287$25.5T348349.21%
92
CHRCHURCHILL DOWNS INC
188,358$25.5T347257.87%
93
STESTERIS PLC
103,547$25.1T342436.54%
94
ORLYOREILLY AUTOMOTIVE INC
21,713$25.0T340942.16%
95
MTRNMATERION CORP COM
221,086$24.7T337205.98%
96
GWREGUIDEWIRE SOFTWARE INC
126,133$23.1T314627.45%
97
PLXSPLEXUS CORP
168,169$23.0T313476.82%
98
LINLINDE PLC
48,053$22.9T312442.22%
99
OLEDUNIVERSAL DISPLAY CORP
109,030$22.9T312045.31%
100
OGEOGE ENERGY CORP
556,616$22.8T311322.53%
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