SEGALL BRYANT & HAMILL, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$7.5T
Holdings
567
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (567 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 296,666 | $153.7B | 2.05% | |
| 2 | NVDANVIDIA CORP | 665,378 | $124.1B | 1.65% | |
| 3 | AAPLAPPLE INC. | 453,681 | $115.5B | 1.54% | |
| 4 | VMIVALMONT INDS INC COM | 287,882 | $111.6B | 1.49% | |
| 5 | AMZNAMAZON.COM INC. | 372,548 | $81.8B | 1.09% | |
| 6 | LFUSLITTELFUSE INC | 300,375 | $77.8B | 1.04% | |
| 7 | NGVTINGEVITY CORP | 1,298,661 | $71.7B | 0.95% | |
| 8 | VFCVF CORPORATION | 4,938,084 | $71.3B | 0.95% | |
| 9 | GOOGALPHABET INC CL C | 285,407 | $69.5B | 0.93% | |
| 10 | SSBSOUTHSTATE BANK CORP | 669,569 | $66.2B | 0.88% | |
| 11 | VVISA INC CL A | 182,054 | $62.1B | 0.83% | |
| 12 | PAHUSDELEMENT SOLUTIONS INC COM | 2,409,543 | $60.6B | 0.81% | |
| 13 | ANETARISTA NETWORKS INC | 410,712 | $59.8B | 0.80% | |
| 14 | SBG1SEACOAST BANKING CORP OF FLORIDA | 1,923,610 | $58.5B | 0.78% | |
| 15 | ENSGENSIGN GROUP INC | 331,596 | $57.3B | 0.76% | |
| 16 | GBCIGLACIER BANCORP INC | 1,173,967 | $57.1B | 0.76% | |
| 17 | PZZAPAPA JOHNS INTL INC | 1,174,369 | $56.5B | 0.75% | |
| 18 | ABCBAMERIS BANCORP | 757,748 | $55.6B | 0.74% | |
| 19 | ENSENERSYS | 483,494 | $54.6B | 0.73% | |
| 20 | 1RGREV GROUP INC | 936,389 | $53.1B | 0.71% | |
| 21 | MRCYMERCURY SYS INC COM | 684,123 | $53.0B | 0.71% | |
| 22 | JPMJP MORGAN CHASE & CO | 161,218 | $50.9B | 0.68% | |
| 23 | CADECADENCE BANK | 1,350,261 | $50.7B | 0.68% | |
| 24 | GOOGLALPHABET INC CL A | 195,348 | $47.5B | 0.63% | |
| 25 | NOWSERVICENOW INC | 51,465 | $47.4B | 0.63% | |
| 26 | AZZAZZ INC | 433,187 | $47.3B | 0.63% | |
| 27 | METAMETA PLATFORMS INC CL A | 61,949 | $45.5B | 0.61% | |
| 28 | SLGNSILGAN HOLDINGS INC | 1,057,515 | $45.5B | 0.61% | |
| 29 | STAGSTAG INDL INC COM | 1,268,565 | $44.8B | 0.60% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 87,589 | $44.0B | 0.59% | |
| 31 | NPOENPRO INC. | 191,417 | $43.3B | 0.58% | |
| 32 | AGIALAMOS GOLD INC NEW COM CL A | 1,229,830 | $42.9B | 0.57% | |
| 33 | MTRNMATERION CORP COM | 349,500 | $42.2B | 0.56% | |
| 34 | APOGAPOGEE ENTERPRISES INC COM | 957,102 | $41.7B | 0.56% | |
| 35 | AWNADVANCE AUTO PARTS INC. | 676,503 | $41.5B | 0.55% | |
| 36 | BDCBELDEN INC | 345,228 | $41.5B | 0.55% | |
| 37 | DSGDESCARTES SYS GROUP INC COM | 439,152 | $41.4B | 0.55% | |
| 38 | HWCHANCOCK WHITNEY CO | 649,088 | $40.6B | 0.54% | |
| 39 | —OWENS ILL INC | 3,068,371 | $39.8B | 0.53% | |
| 40 | CEGCONSTELLATION ENERGY CORP COM | 120,121 | $39.5B | 0.53% | |
| 41 | ONTOONTO INNOVATION INC | 305,228 | $39.4B | 0.53% | |
| 42 | TCBITEXAS CAPITAL BANCSHARES INC | 460,964 | $39.0B | 0.52% | |
| 43 | ALGMALLEGRO MICROSYSTEMS INC COM | 1,323,726 | $38.7B | 0.51% | |
| 44 | AHCOADAPTHEALTH CORP COMMON STOCK | 4,299,090 | $38.5B | 0.51% | |
| 45 | CWSTCASELLA WASTE SYS INC CL A | 401,973 | $38.1B | 0.51% | |
| 46 | RBCRBC BEARINGS INC | 97,574 | $38.1B | 0.51% | |
| 47 | NBHCNATIONAL BANK HOLDINGS CORPORATION | 964,261 | $37.3B | 0.50% | |
| 48 | OLEDUNIVERSAL DISPLAY CORP | 255,455 | $36.7B | 0.49% | |
| 49 | GLGLOBE LIFE INC COM | 254,563 | $36.4B | 0.48% | |
| 50 | LSCCLATTICE SEMICONDUCTOR CORP | 493,924 | $36.2B | 0.48% | |
| 51 | QDELQUIDEL CORP COM | 1,229,152 | $36.2B | 0.48% | |
| 52 | MCKMCKESSON CORPORATION | 45,902 | $35.5B | 0.47% | |
| 53 | NFLXNETFLIX INC | 29,507 | $35.4B | 0.47% | |
| 54 | MODMODINE MFG CO | 244,642 | $34.8B | 0.46% | |
| 55 | QA4AGENTHERM INC | 997,125 | $34.0B | 0.45% | |
| 56 | ICUIICU MEDICAL INC | 280,521 | $33.7B | 0.45% | |
| 57 | RGAREINSURANCE GROUP OF AMERICA | 172,304 | $33.1B | 0.44% | |
| 58 | SYNASYNAPTICS INC COM | 483,900 | $33.1B | 0.44% | |
| 59 | MPWRMONOLITHIC PWR SYS INC | 35,808 | $33.0B | 0.44% | |
| 60 | MTDRMATADOR RESOURCES CO | 731,572 | $32.9B | 0.44% | |
| 61 | GFFGRIFFON CORP COM | 430,209 | $32.8B | 0.44% | |
| 62 | WSBCWESBANCO INC | 1,000,100 | $31.9B | 0.43% | |
| 63 | DBRGDIGITALBRIDGE GROUP INC CL A COM | 2,724,845 | $31.9B | 0.42% | |
| 64 | ATDATI INC | 381,732 | $31.1B | 0.41% | |
| 65 | VTVVANGUARD VALUE ETF | 164,482 | $30.7B | 0.41% | |
| 66 | PODDINSULET CORP | 98,886 | $30.5B | 0.41% | |
| 67 | CRCRANE COMPANY | 165,651 | $30.5B | 0.41% | |
| 68 | CA8ACACI INTERNATIONAL INC | 60,370 | $30.1B | 0.40% | |
| 69 | MPMP MATERIALS CORP COM CL A | 448,099 | $30.1B | 0.40% | |
| 70 | PANWPALO ALTO NETWORKS INC | 146,607 | $29.9B | 0.40% | |
| 71 | TECHBIO-TECHNE CORP | 530,921 | $29.5B | 0.39% | |
| 72 | HDHOME DEPOT INC | 72,688 | $29.5B | 0.39% | |
| 73 | AGYSAGILYSYS INC | 279,622 | $29.4B | 0.39% | |
| 74 | GILGILDAN ACTIVEWEAR | 507,568 | $29.3B | 0.39% | |
| 75 | MSIMOTOROLA SOLUTIONS | 63,799 | $29.2B | 0.39% | |
| 76 | CVXCHEVRON CORP NEW COM | 187,213 | $29.1B | 0.39% | |
| 77 | ITTITT INC | 161,141 | $28.8B | 0.38% | |
| 78 | TJXTJX COMPANIES INC | 197,505 | $28.5B | 0.38% | |
| 79 | SCHFSCHWAB INTL EQUITY ETF | 1,221,436 | $28.4B | 0.38% | |
| 80 | PRGSPROGRESS SOFTWARE CORP | 643,145 | $28.3B | 0.38% | |
| 81 | RDNTRADNET INC COM | 368,934 | $28.1B | 0.37% | |
| 82 | AMBAAMBARELLA INC SHS | 339,201 | $28.0B | 0.37% | |
| 83 | ORLYOREILLY AUTOMOTIVE INC | 257,783 | $27.8B | 0.37% | |
| 84 | VSECVSE CORP | 167,131 | $27.8B | 0.37% | |
| 85 | GMEDGLOBUS MEDICAL INC | 481,636 | $27.6B | 0.37% | |
| 86 | VEAVANGUARD FTSE DEVELOPED ETF | 454,163 | $27.2B | 0.36% | |
| 87 | CDNSCADENCE DESIGN SYSTEMS INC | 76,225 | $26.8B | 0.36% | |
| 88 | RUSHARUSH ENTERPRISES INC CL A | 500,275 | $26.7B | 0.36% | |
| 89 | GTGOODYEAR TIRE AND RUBBER CO | 3,516,608 | $26.3B | 0.35% | |
| 90 | COLBCOLUMBIA BKG SYS INC | 1,021,658 | $26.3B | 0.35% | |
| 91 | MIRMIRION TECHNOLOGIES INC | 1,116,098 | $26.0B | 0.35% | |
| 92 | RMBS*RAMBUS INC DEL COM | 248,079 | $25.8B | 0.34% | |
| 93 | TXNMTXNM ENERGY INC | 456,156 | $25.8B | 0.34% | |
| 94 | UCBUNITED CMNTY BANKS GA | 820,427 | $25.7B | 0.34% | |
| 95 | TRNOTERRENO RLTY CORP | 449,695 | $25.5B | 0.34% | |
| 96 | CRGYCRESCENT ENERGY COMPANY CL A COM | 2,828,370 | $25.2B | 0.34% | |
| 97 | FELEFRANKLIN ELEC INC | 254,444 | $24.2B | 0.32% | |
| 98 | PCORPROCORE TECHNOLOGIES INC | 331,480 | $24.2B | 0.32% | |
| 99 | AEISADVANCED ENERGY INDS | 141,962 | $24.2B | 0.32% | |
| 100 | SSDSIMPSON MANUFACTURING CO INC COM | 144,142 | $24.1B | 0.32% |
Page 1 of 6Next