SEGALL BRYANT & HAMILL, LLC
Sector Allocation
- Technology26.8%$2.3B
- Industrials18.5%$1.6B
- Financials13.8%$1.2B
- Healthcare12.3%$1.0B
- Materials7.6%$640.4M
- Consumer Discretionary6.9%$583.6M
- Energy3.6%$305.1M
- Real Estate3.3%$278.5M
- Other3.2%$270.9M
- Utilities1.7%$144.6M
AUM History
13fpro.ai/research/fund/segall-bryant-and-hamill-llc-1006378
Conviction and streaks
Diversifying · top 10 = 12.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$138.7MMRCY
$125.9MAAPL
$122.5MTKR
$120.4MVMI
$118.9MMSFT
$100.0MAMZN
$95.0MMTRN
$93.4MLFUS
$92.9MMTSI
$82.2MNGVT
$78.7MMOG-A
$77.2MESI
$69.3MGOOG
$68.0MBDC
$63.6MRBC
$63.6MABCB
$63.3MNPO
$60.7MLSCC
$60.3MGBCI
$59.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/segall-bryant-and-hamill-llc-1006378
SEGALL BRYANT & HAMILL, LLC 13F holdings — Q2 2026
$8.4B portfolio (+36.9% QoQ) · 590 holdings · Q2 2026 13F · top 10 are 13% of the stock portfolio
$138.7M
1.6% of stocks
-28%This quarter-3.6%Since filed3+ qtrsHeld$125.9M
1.5% of stocks
NewThis quarter-28.6%Since filedNew this quarterHeld$122.5M
1.4% of stocks
-63%This quarter+13.8%Since filed3+ qtrsHeld$120.4M
1.4% of stocks
NewThis quarter-15.2%Since filedNew this quarterHeld$118.9M
1.4% of stocks
NewThis quarter-13.1%Since filedNew this quarterHeld$100.0M
1.2% of stocks
NewThis quarter+8.2%Since filedNew this quarterHeld$95.0M
1.1% of stocks
-61%This quarter-6.8%Since filed3+ qtrsHeld$93.4M
1.1% of stocks
NewThis quarter-20.0%Since filedNew this quarterHeld$92.9M
1.1% of stocks
NewThis quarter-20.7%Since filedNew this quarterHeld$82.2M
1.0% of stocks
+8%This quarter-21.6%Since filed3+ qtrsHeld
All holdings — SEGALL BRYANT & HAMILL, LLC (Q2 2026)
590 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Ingevity Corp | Healthcare | $78.7M | 0.9% | 1.05M | -6% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MOOG INC. | Industrials | $77.2M | 0.9% | 182K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Element Solutions Inc | Materials | $69.3M | 0.8% | 1.45M | -17% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $68.0M | 0.8% | 192K | -77% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BELDEN INC. | Materials | $63.6M | 0.8% | 531K | +55% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | RBC Bearings INC | Industrials | $63.6M | 0.8% | 99K | +43% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Ameris Bancorp | Financials | $63.3M | 0.8% | 701K | +23% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Enpro Inc. | Materials | $60.7M | 0.7% | 161K | +41% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | LATTICE SEMICONDUCTOR CORP | Technology | $60.3M | 0.7% | 394K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GLACIER BANCORP, INC. | Financials | $59.9M | 0.7% | 1.16M | +22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | IPG PHOTONICS CORP | Technology | $58.5M | 0.7% | 499K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SouthState Bank Corp | Financials | $58.3M | 0.7% | 584K | +12% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ENSIGN GROUP, INC | Healthcare | $57.7M | 0.7% | 360K | +44% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TEREX CORP | Industrials | $57.6M | 0.7% | 796K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Capri Holdings Ltd | Consumer Discretionary | $57.5M | 0.7% | 3.09M | +31% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $STAG | STAG Industrial, Inc. | Real Estate | $57.3M | 0.7% | 1.51M | +37% | |||
| 27 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $57.0M | 0.7% | 532K | New | |||
| 28 | $V | VISA INC. | Financials | $55.8M | 0.7% | 163K | -61% | |||
| 29 | $PANW | Palo Alto Networks Inc | Technology | $54.9M | 0.7% | 161K | New | |||
| 30 | $EXP | EAGLE MATERIALS INC | Materials | $54.4M | 0.7% | 242K | +15% | |||
| 31 | $ANET | Arista Networks, Inc. | Technology | $54.4M | 0.7% | 320K | +2% | |||
| 32 | $SBCF | SEACOAST BANKING CORP OF FLORIDA | Financials | $54.3M | 0.6% | 1.63M | New | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $51.2M | 0.6% | 143K | -48% | |||
| 34 | $ATI | ATI INC | Materials | $47.8M | 0.6% | 243K | -31% | |||
| 35 | — | VANGUARD FTSE DEVELOPED ETF - VAN FTSE DEV MKT | — | $46.7M | 0.6% | 656K | New | |||
| 36 | $S | SentinelOne, Inc. | Technology | $45.8M | 0.5% | 2.70M | +99% | |||
| 37 | $THRM | Gentherm Inc | Industrials | $44.5M | 0.5% | 1.30M | +61% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $44.3M | 0.5% | 135K | -72% | |||
| 39 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $43.5M | 0.5% | 129K | +64% | |||
| 40 | $ONTO | ONTO INNOVATION INC. | Technology | $43.0M | 0.5% | 114K | New | |||
| 41 | $COHU | COHU INC | Technology | $42.5M | 0.5% | 575K | New | |||
| 42 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $42.0M | 0.5% | 433K | New | |||
| 43 | $AZZ | AZZ INC | Industrials | $41.7M | 0.5% | 269K | -29% | |||
| 44 | $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | Financials | $40.1M | 0.5% | 388K | -3% | |||
| 45 | $MKSI | MKS INC | Technology | $39.4M | 0.5% | 89K | +308% | |||
| 46 | $NBHC | National Bank Holdings Corp | Financials | $38.4M | 0.5% | 864K | New | |||
| 47 | $MARA | MARA Holdings, Inc. | Financials | $38.3M | 0.5% | 2.76M | New | |||
| 48 | $ENS | EnerSys | Technology | $37.5M | 0.5% | 160K | -27% | |||
| 49 | $VCYT | VERACYTE, INC. | Healthcare | $37.2M | 0.4% | 633K | +54% | |||
| 50 | $PWR | QUANTA SERVICES, INC. | Industrials | $36.9M | 0.4% | 51K | -82% | |||
| 51 | $MRVL | Marvell Technology, Inc. | Technology | $36.7M | 0.4% | 123K | New | |||
| 52 | $SNEX | StoneX Group Inc. | Financials | $36.1M | 0.4% | 304K | New | |||
| 53 | $GH | Guardant Health, Inc. | Healthcare | $35.5M | 0.4% | 236K | -0.0% | |||
| 54 | $WSBC | WESBANCO INC | Financials | $35.1M | 0.4% | 898K | New | |||
| 55 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $35.0M | 0.4% | 227K | New | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $34.0M | 0.4% | 28K | New | |||
| 57 | $MOD | MODINE MANUFACTURING CO | Industrials | $34.0M | 0.4% | 127K | New | |||
| 58 | $CORZ | Core Scientific, Inc./tx | Financials | $33.9M | 0.4% | 1.33M | -39% | |||
| 59 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $33.8M | 0.4% | 488K | New | |||
| 60 | $FBNC | FIRST BANCORP /NC/ | Financials | $33.8M | 0.4% | 528K | New | |||
| 61 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $33.7M | 0.4% | 161K | New | |||
| 62 | $AHCO | AdaptHealth Corp. | Healthcare | $33.5M | 0.4% | 3.22M | -14% | |||
| 63 | $TXN | TEXAS INSTRUMENTS INC | Technology | $33.3M | 0.4% | 112K | New | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $33.3M | 0.4% | 67K | -54% | |||
| 65 | $LPX | LOUISIANA-PACIFIC CORP | Industrials | $33.2M | 0.4% | 422K | New | |||
| 66 | $OI | O-I Glass, Inc. /DE/ | Materials | $33.2M | 0.4% | 3.44M | New | |||
| 67 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $33.1M | 0.4% | 268K | +19% | |||
| 68 | $ICUI | ICU MEDICAL INC/DE | Healthcare | $32.6M | 0.4% | 222K | -0.7% | |||
| 69 | $AGYS | AGILYSYS INC | Technology | $32.3M | 0.4% | 309K | +54% | |||
| 70 | $ITT | ITT INC. | Industrials | $32.2M | 0.4% | 163K | +51% | |||
| 71 | $MOH | MOLINA HEALTHCARE, INC. | Healthcare | $32.2M | 0.4% | 141K | -12% | |||
| 72 | $CR | Crane Co | Industrials | $31.9M | 0.4% | 143K | New | |||
| 73 | $GL | GLOBE LIFE INC. | Financials | $31.8M | 0.4% | 178K | -33% | |||
| 74 | $VFC | V F CORP | Consumer Discretionary | $31.7M | 0.4% | 1.90M | New | |||
| 75 | $FLS | FLOWSERVE CORP | Industrials | $31.6M | 0.4% | 427K | +45% | |||
| 76 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $31.5M | 0.4% | 66K | New | |||
| 77 | $TRNO | Terreno Realty Corp | Real Estate | $30.8M | 0.4% | 475K | +10% | |||
| 78 | $MTDR | Matador Resources Co | Energy | $30.3M | 0.4% | 609K | New | |||
| 79 | $SXI | STANDEX INTERNATIONAL CORP/DE/ | Industrials | $29.4M | 0.3% | 82K | New | |||
| 80 | $PZZA | PAPA JOHNS INTERNATIONAL INC | Consumer Discretionary | $29.3M | 0.3% | 797K | New | |||
| 81 | — | SCHWAB INTL EQUITY ETF - INTL EQTY ETF | — | $29.3M | 0.3% | 1.06M | New | |||
| 82 | $AVT | AVNET INC | Technology | $29.1M | 0.3% | 328K | New | |||
| 83 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $28.8M | 0.3% | 21K | New | |||
| 84 | $GFF | GRIFFON CORP | Industrials | $28.7M | 0.3% | 294K | New | |||
| 85 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $28.3M | 0.3% | 328K | -3% | |||
| 86 | $APH | AMPHENOL CORP /DE/ | Technology | $28.1M | 0.3% | 159K | -58% | |||
| 87 | $MSI | Motorola Solutions, Inc. | Technology | $27.6M | 0.3% | 66K | New | |||
| 88 | $IEX | IDEX CORP /DE/ | Industrials | $27.4M | 0.3% | 121K | New | |||
| 89 | $CNS | COHEN & STEERS, INC. | Financials | $26.9M | 0.3% | 354K | New | |||
| 90 | $CRGY | Crescent Energy Co | Energy | $26.7M | 0.3% | 2.71M | -0.2% | |||
| 91 | $CE | Celanese Corp | Materials | $26.6M | 0.3% | 579K | New | |||
| 92 | $ROCK | GIBRALTAR INDUSTRIES, INC. | Materials | $26.5M | 0.3% | 588K | New | |||
| 93 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $26.3M | 0.3% | 392K | New | |||
| 94 | $PTGX | Protagonist Therapeutics, Inc | Healthcare | $26.3M | 0.3% | 215K | -0.6% | |||
| 95 | $CTRE | CareTrust REIT, Inc. | Real Estate | $26.3M | 0.3% | 651K | +42% | |||
| 96 | $ALKS | Alkermes plc. | Healthcare | $26.1M | 0.3% | 498K | -18% | |||
| 97 | $EHC | Encompass Health Corp | Healthcare | $25.6M | 0.3% | 253K | +111% | |||
| 98 | $DBRG-PH | DigitalBridge Group, Inc. | Financials | $25.6M | 0.3% | 1.62M | -19% | |||
| 99 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $25.2M | 0.3% | 161K | -1% | |||
| 100 | $SYNA | SYNAPTICS Inc | Technology | $25.0M | 0.3% | 201K | -39% | |||
| 101 | $UCB | UNITED COMMUNITY BANKS INC | Financials | $25.0M | 0.3% | 713K | +4% | |||
| 102 | $AAP | ADVANCE AUTO PARTS INC | Consumer Discretionary | $25.0M | 0.3% | 402K | +2% | |||
| 103 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $24.9M | 0.3% | 318K | +41% | |||
| 104 | $SYK | STRYKER CORP | Healthcare | $24.8M | 0.3% | 79K | New | |||
| 105 | $MUR | MURPHY OIL CORP | Energy | $24.6M | 0.3% | 757K | New | |||
| 106 | $PDFS | PDF SOLUTIONS INC | Technology | $24.6M | 0.3% | 347K | New | |||
| 107 | $NX | Quanex Building Products CORP | Materials | $24.6M | 0.3% | 1.32M | New | |||
| 108 | $SU | SUNCOR ENERGY INC | Energy | $24.3M | 0.3% | 453K | New | |||
| 109 | $KRYS | Krystal Biotech, Inc. | Healthcare | $24.2M | 0.3% | 65K | New | |||
| 110 | $ADI | ANALOG DEVICES INC | Technology | $24.2M | 0.3% | 61K | -25% | |||
| 111 | $SLGN | SILGAN HOLDINGS INC | Industrials | $24.1M | 0.3% | 520K | New | |||
| 112 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $23.9M | 0.3% | 64K | -18% | |||
| 113 | $GMED | GLOBUS MEDICAL INC | Healthcare | $23.7M | 0.3% | 300K | New | |||
| 114 | $QDEL | QuidelOrtho Corp | Healthcare | $23.6M | 0.3% | 1.35M | New | |||
| 115 | $GKOS | GLAUKOS Corp | Healthcare | $23.5M | 0.3% | 168K | New | |||
| 116 | $NDSN | NORDSON CORP | Industrials | $23.5M | 0.3% | 78K | New | |||
| 117 | $CECO | CECO ENVIRONMENTAL CORP | Industrials | $23.5M | 0.3% | 259K | New | |||
| 118 | $BNY | Bank of New York Mellon Corp | Financials | $23.4M | 0.3% | 162K | +32% | |||
| 119 | $RGEN | REPLIGEN CORP | Healthcare | $23.2M | 0.3% | 170K | New | |||
| 120 | $ALGM | ALLEGRO MICROSYSTEMS, INC. | Technology | $23.1M | 0.3% | 332K | -68% | |||
| 121 | $ECL | ECOLAB INC. | Materials | $22.9M | 0.3% | 82K | New | |||
| 122 | $CVCO | CAVCO INDUSTRIES, INC. | Industrials | $22.9M | 0.3% | 37K | New | |||
| 123 | — | VANGUARD VALUE ETF - VALUE ETF | — | $22.8M | 0.3% | 105K | New | |||
| 124 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $22.8M | 0.3% | 712K | New | |||
| 125 | $KRC | KILROY REALTY CORP | Real Estate | $22.7M | 0.3% | 605K | -3% | |||
| 126 | — | ISHARES CORE DIVIDEND ETF - CORE DIVID ETF | — | $22.5M | 0.3% | 365K | -3% | |||
| 127 | $TXNM | TXNM ENERGY INC | Utilities | $22.4M | 0.3% | 395K | -5% | |||
| 128 | $HLI | HOULIHAN LOKEY, INC. | Financials | $22.4M | 0.3% | 167K | New | |||
| 129 | $GHM | GRAHAM CORP | Industrials | $22.3M | 0.3% | 180K | New | |||
| 130 | $PLD | Prologis, Inc. | Real Estate | $22.3M | 0.3% | 164K | +13% | |||
| 131 | $ACIW | ACI WORLDWIDE, INC. | Technology | $22.2M | 0.3% | 442K | +51% | |||
| 132 | $VVV | VALVOLINE INC | Energy | $22.2M | 0.3% | 561K | +511% | |||
| 133 | $PTCT | PTC THERAPEUTICS, INC. | Healthcare | $22.2M | 0.3% | 272K | +37% | |||
| 134 | $TECH | BIO-TECHNE Corp | Healthcare | $22.0M | 0.3% | 312K | -36% | |||
| 135 | $H | Hyatt Hotels Corp | Consumer Discretionary | $22.0M | 0.3% | 114K | New | |||
| 136 | $CARR | CARRIER GLOBAL Corp | Industrials | $22.0M | 0.3% | 300K | +29% | |||
| 137 | $CYTK | CYTOKINETICS INC | Healthcare | $21.9M | 0.3% | 257K | +40% | |||
| 138 | $IBP | Installed Building Products, Inc. | Industrials | $21.8M | 0.3% | 95K | +37% | |||
| 139 | $CNX | CNX Resources Corp | Energy | $21.8M | 0.3% | 643K | +59% | |||
| 140 | $SKWD | Skyward Specialty Insurance Group, Inc. | Financials | $21.7M | 0.3% | 372K | New | |||
| 141 | $ESE | ESCO TECHNOLOGIES INC | Technology | $21.6M | 0.3% | 62K | New | |||
| 142 | — | ISHARES CORE S&P SMALL-CAP ETF - CORE S&P SCP ETF | — | $21.6M | 0.3% | 145K | New | |||
| 143 | $HQY | HEALTHEQUITY, INC. | Industrials | $21.5M | 0.3% | 238K | +38% | |||
| 144 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $21.5M | 0.3% | 350K | +43% | |||
| 145 | $DX | DYNEX CAPITAL INC | Real Estate | $21.5M | 0.3% | 1.64M | +6% | |||
| 146 | $MCK | MCKESSON CORP | Consumer Staples | $21.4M | 0.3% | 28K | -70% | |||
| 147 | $GIL | Gildan Activewear Inc. | Consumer Discretionary | $21.3M | 0.3% | 414K | New | |||
| 148 | $RMBS | RAMBUS INC | Technology | $21.3M | 0.3% | 160K | New | |||
| 149 | — | ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF | — | $21.3M | 0.3% | 276K | New | |||
| 150 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $21.0M | 0.3% | 179K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 317 new, 106 added to, 156 trimmed, 284 sold out. Share-count changes; largest moves by dollar size first.
New positions (317)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+311 more in the Excel export
Added to (106)
$MKSIMKS INC+308%
now $39.4M · held 2 qtrs, 2 adds in a row
$SSentinelOne, Inc.+99%
now $45.8M · held 2 qtrs, 2 adds in a row
now $63.6M · held 3+ qtrs
now $63.6M · held 3+ qtrs
$VVVVALVOLINE INC+511%
now $22.2M · held 2 qtrs, 2 adds in a row
now $60.7M · held 3+ qtrs
+100 more in the Excel export
Trimmed (156)
now $68.0M · held 3+ qtrs
now $122.5M · held 3+ qtrs
$PWRQUANTA SERVICES, INC.-82%
now $36.9M · held 3+ qtrs
now $95.0M · held 3+ qtrs
$JPMJPMORGAN CHASE & CO-72%
now $44.3M · held 3+ qtrs
$VVISA INC.-61%
now $55.8M · held 3+ qtrs
+150 more in the Excel export
Holdings by quarter
Every 13F SEGALL BRYANT & HAMILL, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow SEGALL BRYANT & HAMILL?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SEGALL BRYANT & HAMILL's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-10.3%
Value-weighted move of the 10 largest stock positions
Turnover
43%
Last quarter
Top 10 weight
13%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SEGALL BRYANT & HAMILL, LLC disclosed 590 positions worth $8.4B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 1.6% of the equity portfolio, followed by $MRCY and $AAPL. During the quarter the fund opened 317 new positions and exited 284 — including a new stake in $MRCY and a full exit from $AVGO. The portfolio is most concentrated in Technology (26.8% of disclosed assets). All figures are sourced directly from SEGALL BRYANT & HAMILL, LLC’s Form 13F-HR filing with the SEC under CIK 1006378.
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AI-Powered Hedge Fund Analysis: SEGALL BRYANT & HAMILL, LLC
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Every holding in SEGALL BRYANT & HAMILL, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.