SEGALL BRYANT & HAMILL, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$7.4B
Holdings
570
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (570 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | LOARLOAR HOLDINGS INC | 183,355 | $12.5B | 168.75% | |
| 202 | DOCNDIGITALOCEAN HLDGS INC COM | 257,163 | $12.4B | 167.48% | |
| 203 | KRMNKARMAN HLDGS INC | 168,573 | $12.3B | 166.94% | |
| 204 | TTANSERVICETITAN INC | 115,198 | $12.3B | 166.05% | |
| 205 | RG6ROGERS CORPORATION | 132,125 | $12.1B | 163.75% | |
| 206 | CYTKCYTOKINETICS INC COM | 189,513 | $12.0B | 162.98% | |
| 207 | TRUTRANSUNION | 139,866 | $12.0B | 162.33% | |
| 208 | VWOVANGUARD FTSE EMERGING MKTS ETF | 220,793 | $11.9B | 160.65% | |
| 209 | FROGJFROG LTD | 189,422 | $11.8B | 160.13% | |
| 210 | TBBKBANCORP INC DEL COM | 171,857 | $11.6B | 157.05% | |
| 211 | OPCHOPTION CARE HEALTH INC COM NEW | 361,494 | $11.5B | 155.88% | |
| 212 | MDYGSPDR SERIES TRUST S&P 400 MDCP GRW | 124,338 | $11.5B | 155.54% | |
| 213 | VLTOVERALTO CORP | 113,960 | $11.4B | 153.89% | |
| 214 | PTGXPROTAGONIST THERAPEUTICS INC COM | 129,060 | $11.3B | 152.57% | |
| 215 | K6BKBR INC | 280,364 | $11.3B | 152.54% | |
| 216 | ECGEVERUS CONSTR GROUP | 131,510 | $11.3B | 152.28% | |
| 217 | PATKPATRICK INDUSTRIES INC | 102,870 | $11.2B | 150.97% | |
| 218 | SMGSCOTTS COMPANY (THE)-CL A | 189,677 | $11.1B | 149.79% | |
| 219 | CECOCECO ENVIROMENTAL CORP | 184,120 | $11.0B | 149.14% | |
| 220 | MCXMCCORMICK & COMPANY INC | 160,294 | $10.9B | 147.76% | |
| 221 | ARCBARCBEST CORP COM | 146,502 | $10.9B | 147.10% | |
| 222 | PSNPARSONS CORP DEL | 175,227 | $10.8B | 146.57% | |
| 223 | MDLZMONDELEZ INTERNATIONAL INC | 200,382 | $10.8B | 145.99% | |
| 224 | BLBLACKLINE INC | 191,031 | $10.6B | 142.96% | |
| 225 | EPACENERPAC TOOL GROUP CORP CL A COM | 275,997 | $10.6B | 142.85% | |
| 226 | UBSIUNITED BANKSHARES INC | 272,992 | $10.5B | 141.87% | |
| 227 | VITLVITAL FARMS INC | 327,898 | $10.5B | 141.75% | |
| 228 | NXTNEXTRACKER INC | 118,338 | $10.3B | 139.52% | |
| 229 | ASTEASTEC INDUSTRIES INC | 237,902 | $10.3B | 139.48% | |
| 230 | COHRCOHERENT INC COM | 55,505 | $10.2B | 138.65% | |
| 231 | ALGTALLEGIANT TRAVEL CO COM | 118,926 | $10.1B | 137.25% | |
| 232 | USFDUS FOODS HLDG CORP | 133,579 | $10.1B | 136.18% | |
| 233 | JJACOBS SOLUTIONS INC | 75,255 | $10.0B | 134.92% | |
| 234 | RMBS*RAMBUS INC DEL COM | 108,429 | $10.0B | 134.85% | |
| 235 | CWANCLEARWATER ANALYTICS HLDGS INC | 412,927 | $10.0B | 134.80% | |
| 236 | VALVALARIS LTD | 197,465 | $10.0B | 134.70% | |
| 237 | ATRAPTAR GROUP INC | 80,980 | $9.9B | 133.67% | |
| 238 | COHUCOHU INC COM | 423,683 | $9.9B | 133.44% | |
| 239 | ESEESCO TECHNOLOGIES | 49,671 | $9.7B | 131.36% | |
| 240 | RVLVREVOLVE GROUP INC CL A | 315,173 | $9.5B | 128.79% | |
| 241 | WCNWASTE CONNECTIONS INC | 52,634 | $9.2B | 124.91% | |
| 242 | VECOVEECO INSTRS INC | 319,388 | $9.1B | 123.55% | |
| 243 | GWREGUIDEWIRE SOFTWARE INC | 45,246 | $9.1B | 123.09% | |
| 244 | IJHISHARES CORE S&P MID-CAP ETF | 135,277 | $8.9B | 120.84% | |
| 245 | PCVXVAXCYTE INC | 193,423 | $8.9B | 120.79% | |
| 246 | DNLIDENALI THERAPEUTICS INC COM | 537,000 | $8.9B | 119.99% | |
| 247 | CRNXCRINETICS PHARMACEUTICALS INC COM | 189,477 | $8.8B | 119.38% | |
| 248 | CDNSCADENCE DESIGN SYSTEMS INC | 27,892 | $8.7B | 118.00% | |
| 249 | SUSUNCOR ENERGY INC | 195,345 | $8.7B | 117.28% | |
| 250 | PIIMPINJ INC COM | 49,413 | $8.6B | 116.37% | |
| 251 | CCBCOASTAL FINL CORP WA | 73,187 | $8.4B | 113.50% | |
| 252 | AIIALMONTY INDS INC | 939,185 | $8.3B | 111.99% | |
| 253 | ITRIITRON INC | 89,112 | $8.3B | 111.99% | |
| 254 | COCOVITA COCO CO INC | 154,893 | $8.2B | 111.12% | |
| 255 | ACLSAXCELIS TECHNOLOGIES INC | 102,187 | $8.2B | 111.11% | |
| 256 | TMOTHERMO FISHER SCIENTIFIC INC | 14,070 | $8.2B | 110.34% | |
| 257 | MGRCMCGRATH RENTCORP COM | 77,070 | $8.1B | 109.44% | |
| 258 | NBIXNEUROCRINE BIOSCIENCES INC COM | 56,470 | $8.0B | 108.40% | |
| 259 | FBNCFIRST BANCORP NC | 155,529 | $7.9B | 106.91% | |
| 260 | MSIMOTOROLA SOLUTIONS | 20,489 | $7.9B | 106.29% | |
| 261 | IWNISHARES RUSSELL 2000 VALUE INDEX FUND | 43,018 | $7.8B | 105.51% | |
| 262 | SITESITEONE LANDSCAPE SUPPLY INC | 61,480 | $7.7B | 103.64% | |
| 263 | JPEMJ P MORGAN EXCHANGE TRADED FD | 125,416 | $7.6B | 103.08% | |
| 264 | RIOTRIOT BLOCKCHAIN INC | 597,677 | $7.6B | 102.49% | |
| 265 | USLMUNITED STATES LIME & MINERALS COM | 63,137 | $7.6B | 102.32% | |
| 266 | GSHDGOOSEHEAD INS INC COM CL A | 101,399 | $7.5B | 101.08% | |
| 267 | CBRECBRE GROUP | 46,442 | $7.5B | 101.07% | |
| 268 | SCHXSCHWAB US LARGE CAP ETF | 276,549 | $7.4B | 100.71% | |
| 269 | MRVLMARVELL TECHNOLOGY INC | 86,904 | $7.4B | 99.96% | |
| 270 | JHXJAMES HARDIE INDS PLC | 350,703 | $7.3B | 98.49% | |
| 271 | BSXBOSTON SCIENTIFIC CORP COM | 75,523 | $7.2B | 97.47% | |
| 272 | SPXCSPX TECHNOLOGIES INC | 35,244 | $7.0B | 95.42% | |
| 273 | OUTOUTFRONT MEDIA INC | 289,345 | $7.0B | 94.38% | |
| 274 | EMEEMCOR GROUP INC | 11,367 | $7.0B | 94.12% | |
| 275 | CDECOEUR MNG INC | 385,870 | $6.9B | 93.12% | |
| 276 | PRCTPROCEPT BIOROBOTICS CORP | 218,343 | $6.9B | 92.97% | |
| 277 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 68,367 | $6.9B | 92.88% | |
| 278 | ADIANALOG DEVICES | 25,201 | $6.8B | 92.50% | |
| 279 | ETNEATON CORP PLC | 21,121 | $6.7B | 91.05% | |
| 280 | BBCAJP MORGAN EXCHANGE TRADED FD BETABULDRS CDA | 72,274 | $6.7B | 90.97% | |
| 281 | MMM3M COMPANY | 41,745 | $6.7B | 90.45% | |
| 282 | GONGERON CORPORATION | 5,048,936 | $6.7B | 90.20% | |
| 283 | QGENQIAGEN NV | 147,287 | $6.6B | 89.64% | |
| 284 | ARESARES MANAGEMENT CORPORATION | 40,517 | $6.5B | 88.63% | |
| 285 | CSLCARLISLE COMPANIES INCORPORATED | 20,396 | $6.5B | 88.29% | |
| 286 | LMATLEMAITRE VASCULAR INC | 80,242 | $6.5B | 88.07% | |
| 287 | ISRGINTUITIVE SURGICAL INC | 11,484 | $6.5B | 88.03% | |
| 288 | JXNJACKSON FINANCIAL INC COM CL A | 60,090 | $6.4B | 86.73% | |
| 289 | TEXTEREX CORP | 118,609 | $6.3B | 85.69% | |
| 290 | KNFKNIFE RIVER CORP COMMON STOCK | 87,812 | $6.2B | 83.61% | |
| 291 | AVDVAMERICAN CENTY ETF TR | 65,615 | $6.2B | 83.44% | |
| 292 | DFIVDIMENSIONAL INTL VALUE ETF | 123,519 | $6.2B | 83.42% | |
| 293 | PEBOPEOPLES BANCORP INC COM | 202,193 | $6.1B | 82.17% | |
| 294 | SANMSANMINA CORPORATION | 40,063 | $6.0B | 81.37% | |
| 295 | DONWISDOMTREE TR MIDCAP DIVI FD | 116,379 | $6.0B | 81.28% | |
| 296 | IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADR | 42,228 | $5.9B | 80.48% | |
| 297 | LMTLOCKHEED MARTIN CORP COM | 12,022 | $5.8B | 78.69% | |
| 298 | VPGVISHAY PRECISION GROUP INC COM | 150,506 | $5.8B | 78.42% | |
| 299 | TGTXTG THERAPEUTICS INC | 192,454 | $5.7B | 77.65% | |
| 300 | AVYAVERY DENNISON CORP | 31,202 | $5.7B | 76.81% |