13F filer

Segall Bryant & Hamill

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1006378 SEC filings ↗
13F Value
$8.43B
Positions
590
Top Position
NVDA1.6%
Top 5
7.4%

Latest filing changes

vs Mar 31, 2026
1 TKR Timken +83.5%+$54.8M
2 S Sentinelone +99.5%+$22.8M
3 MKSI Mks +124.7%+$21.9M
4 BDC Belden +50.6%+$21.4M
5 APH Amphenol +257.5%+$20.3M
Holdings590
# Trend (4Q)
1 NVDA 1.6% $138.7M +5.3% 693.4K 1.6% Common Stock
2 MRCY 1.5% $125.9M +10.1% 1.03M 1.0% Common Stock
3 AAPL 1.5% $122.5M +13.1% 423.3K 1.4% Common Stock
4 TKR 1.4% $120.4M +83.5% 828.4K 0.7% Common Stock
5 VMI 1.4% $118.9M -7.3% 205.9K 1.3% Common Stock
6 MSFT 1.2% $100.0M +9.2% 268.0K 1.3% Common Stock
7 AMZN 1.1% $95.0M +13.3% 398.5K 1.0% Common Stock
8 MTRN 1.1% $93.4M -6.1% 314.0K 0.7% Common Stock
9 LFUS 1.1% $92.9M -13.7% 204.0K 1.1% Common Stock
10 MTSI 1.0% $82.2M -2.5% 216.2K 0.7% Common Stock
11 NGVT 0.9% $78.7M -4.9% 1.05M 1.1% Common Stock
12 MOG.A 0.9% $77.2M +23.1% 182.2K 0.6% Common Stock
13 ESI 0.8% $69.3M -20.2% 1.45M 0.9% Common Stock
14 GOOG 0.8% $68.0M +7.2% 192.4K 0.7% Common Stock
15 BDC 0.8% $63.6M +50.6% 530.7K 0.6% Common Stock
16 RBC 0.8% $63.6M +0.9% 98.7K 0.8% Common Stock
17 ABCB 0.8% $63.3M +3.5% 701.0K 0.8% Common Stock
18 NPO 0.7% $60.7M -0.1% 161.1K 0.6% Common Stock
19 LSCC 0.7% $60.3M -18.5% 394.2K 0.6% Common Stock
20 GBCI 0.7% $59.9M +4.2% 1.16M 0.7% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing89
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.