Segall Bryant & Hamill, LLC 13F 持仓 · 2026年Q2
Segall Bryant & Hamill 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 590 只证券，申报市值合计 84.29 亿美元。前几大持仓：NVDA（1.65%）、MRCY（1.49%）、AAPL（1.45%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $138.7M | 1.65% | 693,359 | 增持 |
| 2 | MRCY | MERCURY SYS INC COM | $125.9M | 1.49% | 1.0M | 增持 |
| 3 | AAPL | APPLE INC. | $122.5M | 1.45% | 423,265 | 增持 |
| 4 | TKR | TIMKEN CO | $120.4M | 1.43% | 828,448 | 增持 |
| 5 | VMI | VALMONT INDS INC COM | $118.9M | 1.41% | 205,924 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $100.0M | 1.19% | 268,006 | 增持 |
| 7 | AMZN | AMAZON.COM INC. | $95.0M | 1.13% | 398,457 | 增持 |
| 8 | MTRN | MATERION CORP COM | $93.4M | 1.11% | 313,988 | 减持 |
| 9 | LFUS | LITTELFUSE INC | $92.9M | 1.10% | 204,018 | 减持 |
| 10 | MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $82.2M | 0.98% | 216,179 | 减持 |
| 11 | NGVT | INGEVITY CORP | $78.7M | 0.93% | 1.1M | 减持 |
| 12 | MOGA | MOOG INC CL A | $77.2M | 0.92% | 182,181 | 增持 |
| 13 | ESI | ELEMENT SOLUTIONS INC COM | $69.3M | 0.82% | 1.5M | 减持 |
| 14 | GOOG | ALPHABET INC CL C | $68.0M | 0.81% | 192,428 | 增持 |
| 15 | ABCB | AMERIS BANCORP | $63.3M | 0.75% | 701,033 | 增持 |
| 16 | BDC | BELDEN INC | $63.6M | 0.75% | 530,661 | 增持 |
| 17 | RBC | RBC BEARINGS INC | $63.6M | 0.75% | 98,674 | 增持 |
| 18 | LSCC | LATTICE SEMICONDUCTOR CORP | $60.3M | 0.72% | 394,194 | 减持 |
| 19 | NPO | ENPRO INC. | $60.7M | 0.72% | 161,087 | 减持 |
| 20 | GBCI | GLACIER BANCORP INC | $59.9M | 0.71% | 1.2M | 增持 |
| 21 | ENSG | ENSIGN GROUP INC | $57.7M | 0.69% | 360,215 | 增持 |
| 22 | IPGP | IPG PHOTONICS CORP | $58.5M | 0.69% | 498,810 | 增持 |
| 23 | SSB | SOUTHSTATE BANK CORP | $58.3M | 0.69% | 583,656 | 减持 |
| 24 | CPRI | CAPRI HOLDINGS LIMITED SHS | $57.5M | 0.68% | 3.1M | 增持 |
| 25 | FELE | FRANKLIN ELEC INC | $57.0M | 0.68% | 532,057 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR