SEGALL BRYANT & HAMILL, LLC
Top Portfolio Positions
455 positions ·
$6,001,954,520 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
674,705 | $125,832,482 | 2.10% |
| MSFT |
Microsoft Corp
Technology
|
238,607 | $115,395,117 | 1.92% |
| AAPL |
Apple Inc.
Technology
|
397,783 | $108,141,286 | 1.80% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
345,451 | $79,736,999 | 1.33% |
| VFC |
V F Corp
Consumer Cyclical
|
4,283,186 | $77,440,002 | 1.29% |
| NGVT |
Ingevity Corp
Basic Materials
|
1,218,345 | $72,101,657 | 1.20% |
| LFUS |
Littelfuse Inc /De
Technology
|
279,983 | $70,813,300 | 1.18% |
| ENSG |
Ensign Group, Inc
Healthcare
|
340,850 | $59,376,070 | 0.99% |
| GOOGL |
Alphabet Inc.
Communication Services
|
189,052 | $59,173,276 | 0.99% |
| SBCF |
Seacoast Banking Corp Of Florida
Financial Services
|
1,839,615 | $57,800,703 | 0.96% |
Portfolio Trend
Holdings in OLED
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $34,787,127 | 297,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,691,001 | 255,455 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,667,233 | 243,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,709,797 | 213,004 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,305,077 | 91,006 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,885,397 | 109,030 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,928,387 | 90,028 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,358,098 | 103,046 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,687,545 | 113,393 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,679,062 | 99,873 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,667,821 | 101,768 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,686,467 | 94,672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,423,230 | 77,964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,323,918 | 77,625 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,950,340 | 68,720 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,822,837 | 58,837 | Shares | Sole | 2022-05-13 | |
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