SEGALL BRYANT & HAMILL, LLC
Top Portfolio Positions
540 positions ·
$6,533,765,637 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
658,200 | $114,790,080 | 1.76% |
| AAPL |
Apple Inc.
Technology
|
374,207 | $94,969,994 | 1.45% |
| MSFT |
Microsoft Corp
Technology
|
245,390 | $90,836,016 | 1.39% |
| VMI |
Valmont Industries Inc
Industrials
|
222,248 | $88,803,633 | 1.36% |
| LFUS |
Littelfuse Inc /De
Technology
|
236,284 | $80,182,975 | 1.23% |
| NGVT |
Ingevity Corp
Basic Materials
|
1,109,048 | $78,997,489 | 1.21% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
351,689 | $73,246,268 | 1.12% |
| MRCY |
Mercury Systems Inc
Industrials
|
934,824 | $68,158,017 | 1.04% |
| ENSG |
Ensign Group, Inc
Healthcare
|
315,719 | $63,617,378 | 0.97% |
| ESI |
Element Solutions Inc
Basic Materials
|
1,819,380 | $62,113,633 | 0.95% |
Holdings in CECO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,429,717 | 175,054 | Shares | Sole | 2026-05-22 | |
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