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 $8.43B across 590 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($138.7M, 1.65%), MRCY ($125.9M, 1.49%), AAPL ($122.5M, 1.45%), TKR ($120.4M, 1.43%), VMI ($118.9M, 1.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $138.7M | 1.65% | 693,359 | Added |
| 2 | MRCY | MERCURY SYS INC COM | $125.9M | 1.49% | 1.0M | Added |
| 3 | AAPL | APPLE INC. | $122.5M | 1.45% | 423,265 | Added |
| 4 | TKR | TIMKEN CO | $120.4M | 1.43% | 828,448 | Added |
| 5 | VMI | VALMONT INDS INC COM | $118.9M | 1.41% | 205,924 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $100.0M | 1.19% | 268,006 | Added |
| 7 | AMZN | AMAZON.COM INC. | $95.0M | 1.13% | 398,457 | Added |
| 8 | MTRN | MATERION CORP COM | $93.4M | 1.11% | 313,988 | Trimmed |
| 9 | LFUS | LITTELFUSE INC | $92.9M | 1.10% | 204,018 | Trimmed |
| 10 | MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $82.2M | 0.98% | 216,179 | Trimmed |
| 11 | NGVT | INGEVITY CORP | $78.7M | 0.93% | 1.1M | Trimmed |
| 12 | MOGA | MOOG INC CL A | $77.2M | 0.92% | 182,181 | Added |
| 13 | ESI | ELEMENT SOLUTIONS INC COM | $69.3M | 0.82% | 1.5M | Trimmed |
| 14 | GOOG | ALPHABET INC CL C | $68.0M | 0.81% | 192,428 | Added |
| 15 | RBC | RBC BEARINGS INC | $63.6M | 0.75% | 98,674 | Added |
| 16 | BDC | BELDEN INC | $63.6M | 0.75% | 530,661 | Added |
| 17 | ABCB | AMERIS BANCORP | $63.3M | 0.75% | 701,033 | Added |
| 18 | LSCC | LATTICE SEMICONDUCTOR CORP | $60.3M | 0.72% | 394,194 | Trimmed |
| 19 | NPO | ENPRO INC. | $60.7M | 0.72% | 161,087 | Trimmed |
| 20 | GBCI | GLACIER BANCORP INC | $59.9M | 0.71% | 1.2M | Added |
| 21 | SSB | SOUTHSTATE BANK CORP | $58.3M | 0.69% | 583,656 | Trimmed |
| 22 | IPGP | IPG PHOTONICS CORP | $58.5M | 0.69% | 498,810 | Added |
| 23 | ENSG | ENSIGN GROUP INC | $57.7M | 0.69% | 360,215 | Added |
| 24 | CPRI | CAPRI HOLDINGS LIMITED SHS | $57.5M | 0.68% | 3.1M | Added |
| 25 | TEX | TEREX CORP | $57.6M | 0.68% | 795,783 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30