SEGALL BRYANT & HAMILL, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$7.5B

Holdings

567

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (567 positions)

StockValue
MSFTMICROSOFT CORP
$153.7M
NVDANVIDIA CORP
$124.1M
AAPLAPPLE INC.
$115.5M
VMIVALMONT INDS INC COM
$111.6M
AMZNAMAZON.COM INC.
$81.8M
LFUSLITTELFUSE INC
$77.8M
NGVTINGEVITY CORP
$71.7M
VFCVF CORPORATION
$71.3M
GOOGALPHABET INC CL C
$69.5M
SSBSOUTHSTATE BANK CORP
$66.2M
VVISA INC CL A
$62.1M
PAHUSDELEMENT SOLUTIONS INC COM
$60.6M
ANETARISTA NETWORKS INC
$59.8M
SBG1SEACOAST BANKING CORP OF FLORIDA
$58.5M
ENSGENSIGN GROUP INC
$57.3M
GBCIGLACIER BANCORP INC
$57.1M
PZZAPAPA JOHNS INTL INC
$56.5M
ABCBAMERIS BANCORP
$55.6M
ENSENERSYS
$54.6M
1RGREV GROUP INC
$53.1M
MRCYMERCURY SYS INC COM
$53.0M
JPMJP MORGAN CHASE & CO
$50.9M
CADECADENCE BANK
$50.7M
GOOGLALPHABET INC CL A
$47.5M
NOWSERVICENOW INC
$47.4M
AZZAZZ INC
$47.3M
METAMETA PLATFORMS INC CL A
$45.5M
SLGNSILGAN HOLDINGS INC
$45.5M
STAGSTAG INDL INC COM
$44.8M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$44.0M
NPOENPRO INC.
$43.3M
AGIALAMOS GOLD INC NEW COM CL A
$42.9M
MTRNMATERION CORP COM
$42.2M
APOGAPOGEE ENTERPRISES INC COM
$41.7M
AWNADVANCE AUTO PARTS INC.
$41.5M
BDCBELDEN INC
$41.5M
DSGDESCARTES SYS GROUP INC COM
$41.4M
HWCHANCOCK WHITNEY CO
$40.6M
OWENS ILL INC
$39.8M
CEGCONSTELLATION ENERGY CORP COM
$39.5M
ONTOONTO INNOVATION INC
$39.4M
TCBITEXAS CAPITAL BANCSHARES INC
$39.0M
ALGMALLEGRO MICROSYSTEMS INC COM
$38.7M
AHCOADAPTHEALTH CORP COMMON STOCK
$38.5M
CWSTCASELLA WASTE SYS INC CL A
$38.1M
RBCRBC BEARINGS INC
$38.1M
NBHCNATIONAL BANK HOLDINGS CORPORATION
$37.3M
OLEDUNIVERSAL DISPLAY CORP
$36.7M
GLGLOBE LIFE INC COM
$36.4M
LSCCLATTICE SEMICONDUCTOR CORP
$36.2M
QDELQUIDEL CORP COM
$36.2M
MCKMCKESSON CORPORATION
$35.5M
NFLXNETFLIX INC
$35.4M
MODMODINE MFG CO
$34.8M
QA4AGENTHERM INC
$34.0M
ICUIICU MEDICAL INC
$33.7M
RGAREINSURANCE GROUP OF AMERICA
$33.1M
SYNASYNAPTICS INC COM
$33.1M
MPWRMONOLITHIC PWR SYS INC
$33.0M
MTDRMATADOR RESOURCES CO
$32.9M
GFFGRIFFON CORP COM
$32.8M
WSBCWESBANCO INC
$31.9M
DBRGDIGITALBRIDGE GROUP INC CL A COM
$31.9M
ATDATI INC
$31.1M
VTVVANGUARD VALUE ETF
$30.7M
PODDINSULET CORP
$30.5M
CRCRANE COMPANY
$30.5M
CA8ACACI INTERNATIONAL INC
$30.1M
MPMP MATERIALS CORP COM CL A
$30.1M
PANWPALO ALTO NETWORKS INC
$29.9M
TECHBIO-TECHNE CORP
$29.5M
HDHOME DEPOT INC
$29.5M
AGYSAGILYSYS INC
$29.4M
GILGILDAN ACTIVEWEAR
$29.3M
MSIMOTOROLA SOLUTIONS
$29.2M
CVXCHEVRON CORP NEW COM
$29.1M
ITTITT INC
$28.8M
TJXTJX COMPANIES INC
$28.5M
SCHFSCHWAB INTL EQUITY ETF
$28.4M
PRGSPROGRESS SOFTWARE CORP
$28.3M
RDNTRADNET INC COM
$28.1M
AMBAAMBARELLA INC SHS
$28.0M
ORLYOREILLY AUTOMOTIVE INC
$27.8M
VSECVSE CORP
$27.8M
GMEDGLOBUS MEDICAL INC
$27.6M
VEAVANGUARD FTSE DEVELOPED ETF
$27.2M
CDNSCADENCE DESIGN SYSTEMS INC
$26.8M
RUSHARUSH ENTERPRISES INC CL A
$26.7M
GTGOODYEAR TIRE AND RUBBER CO
$26.3M
COLBCOLUMBIA BKG SYS INC
$26.3M
MIRMIRION TECHNOLOGIES INC
$26.0M
RMBS*RAMBUS INC DEL COM
$25.8M
TXNMTXNM ENERGY INC
$25.8M
UCBUNITED CMNTY BANKS GA
$25.7M
TRNOTERRENO RLTY CORP
$25.5M
CRGYCRESCENT ENERGY COMPANY CL A COM
$25.2M
FELEFRANKLIN ELEC INC
$24.2M
PCORPROCORE TECHNOLOGIES INC
$24.2M
AEISADVANCED ENERGY INDS
$24.2M
SSDSIMPSON MANUFACTURING CO INC COM
$24.1M
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