Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEGALL BRYANT & HAMILL, LLC (CIK 1006378) reported $6.98B across 571 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($114.8M, 1.64%), AAPL ($95.0M, 1.36%), MSFT ($90.8M, 1.30%), VMI ($88.8M, 1.27%), LFUS ($80.2M, 1.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $114.8M | 1.64% | 658,200 | Trimmed |
| 2 | AAPL | APPLE INC. | $95.0M | 1.36% | 374,207 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $90.8M | 1.30% | 245,390 | Added |
| 4 | VMI | VALMONT INDS INC COM | $88.8M | 1.27% | 222,248 | Trimmed |
| 5 | LFUS | LITTELFUSE INC | $80.2M | 1.15% | 236,284 | Trimmed |
| 6 | NGVT | INGEVITY CORP | $79.0M | 1.13% | 1.1M | Trimmed |
| 7 | AMZN | AMAZON.COM INC. | $73.2M | 1.05% | 351,689 | Added |
| 8 | MRCY | MERCURY SYS INC COM | $68.2M | 0.98% | 934,824 | Added |
| 9 | ENSG | ENSIGN GROUP INC | $63.6M | 0.91% | 315,719 | Trimmed |
| 10 | ESI | ELEMENT SOLUTIONS INC COM | $62.1M | 0.89% | 1.8M | Trimmed |
| 11 | SOUTHSTATE BANK CORP | $57.2M | 0.82% | 617,871 | Trimmed | |
| 12 | ONTO | ONTO INNOVATION INC | $56.5M | 0.81% | 275,689 | Trimmed |
| 13 | IPGP | IPG PHOTONICS CORP | $53.8M | 0.77% | 469,471 | Added |
| 14 | RBC | RBC BEARINGS INC | $53.1M | 0.76% | 97,826 | Trimmed |
| 15 | ABCB | AMERIS BANCORP | $52.8M | 0.76% | 677,608 | Trimmed |
| 16 | SBCF | SEACOAST BANKING CORP OF FLORIDA | $52.4M | 0.75% | 1.7M | Trimmed |
| 17 | GOOGL | ALPHABET INC CL A | $51.4M | 0.74% | 178,753 | Trimmed |
| 18 | GOOG | ALPHABET INC CL C | $51.5M | 0.74% | 179,513 | Trimmed |
| 19 | MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $49.2M | 0.71% | 221,729 | Trimmed |
| 20 | GBCI | GLACIER BANCORP INC | $49.8M | 0.71% | 1.1M | Trimmed |
| 21 | CPRI | CAPRI HOLDINGS LIMITED SHS | $48.2M | 0.69% | 2.7M | Added |
| 22 | MTRN | MATERION CORP COM | $48.4M | 0.69% | 334,337 | Trimmed |
| 23 | TEX | TEREX CORP | $47.4M | 0.68% | 802,573 | Added |
| 24 | MCK | MCKESSON CORPORATION | $47.2M | 0.68% | 54,515 | Trimmed |
| 25 | AZZ | AZZ INC | $47.7M | 0.68% | 381,362 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31