Research report

Segall Bryant & Hamill, LLC Q1 2026 13F Holdings and Activi…

Verified Q1 2026 13F holdings for Segall Bryant & Hamill, LLC, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of：2026-03-31 Read the full public report

Segall Bryant & Hamill, LLC

Segall Bryant & Hamill, LLC

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

589

Market Value

$8.4B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

1.6%

% of Portfolio

2

$MRCY

Mercury Systems, Inc.

1.5%

% of Portfolio

3

$AAPL

Apple Inc.

1.4%

% of Portfolio

4

$TKR

The Timken Company

1.4%

% of Portfolio

5

$VMI

Valmont Industries, Inc.

1.4%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
NVDA1.6%2.9%1.7%1.6%
MRCY1.5%---
AAPL1.4%4.9%1.5%1.5%
TKR1.4%---
VMI1.4%-1.5%1.5%
MSFT1.2%-1.6%2.0%
AMZN1.1%3.5%1.1%1.1%
MTRN1.1%---
LFUS1.1%-1.0%1.0%
MTSI1.0%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

CRDO+892.38%
MSFT+31.44%
S+36.54%
RUSHA+0.72%
AMZN+3.20%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MTSI-33.81%
VMI-17.70%
IPGP-34.40%
AHCO-43.28%
ESI-32.77%

Sector Analysis

Energy3.3%
Others1.6%
Materials7.0%
Utilities1.4%
Financials13.6%
Healthcare12.6%
Technology23.6%
Industrials21.8%

Trading Summary

1

$MRCY

1.5%

2

$TKR

1.4%

3

$VMI

1.4%

4

$MSFT

1.2%

5

$MTRN

1.1%

6

$LFUS

1.1%

7

$MOG.A

0.9%

8

$LSCC

0.7%

9

$TEX

0.7%

10

$FELE

0.7%

11

$PANW

0.7%

12

$SBCF

0.6%

13

$ETF-VEA

0.6%

14

$ONTO

0.5%

15

$COHU

0.5%

16

$CWST

0.5%

17

$NBHC

0.5%

18

$MARA

0.5%

19

$MRVL

0.4%

20

$SNEX

0.4%

All Holdings

1

$NVDA

1.6%

2

$MRCY

1.5%

3

$AAPL

1.4%

4

$TKR

1.4%

5

$VMI

1.4%

6

$MSFT

1.2%

7

$AMZN

1.1%

8

$MTRN

1.1%

9

$LFUS

1.1%

10

$MTSI

1.0%

11

$NGVT

0.9%

12

$MOG.A

0.9%

13

$ESI

0.8%

14

$GOOG

0.8%

15

$BDC

0.8%

16

$RBC

0.8%

17

$ABCB

0.8%

18

$NPO

0.7%

19

$LSCC

0.7%

20

$GBCI

0.7%

21

$IPGP

0.7%

22

$SSB

0.7%

23

$ENSG

0.7%

24

$TEX

0.7%

25

$CPRI

0.7%

26

$STAG

0.7%

27

$FELE

0.7%

28

$V

0.7%

29

$PANW

0.7%

30

$EXP

0.7%

31

$ANET

0.7%

32

$SBCF

0.6%

33

$GOOGL

0.6%

34

$ATI

0.6%

35

$ETF-VEA

0.6%

36

$S

0.5%

37

$THRM

0.5%

38

$JPM

0.5%

39

$AIT

0.5%

40

$ONTO

0.5%

41

$COHU

0.5%

42

$CWST

0.5%

43

$AZZ

0.5%

44

$TCBI

0.5%

45

$MKSI

0.5%

46

$NBHC

0.5%

47

$MARA

0.5%

48

$ENS

0.5%

49

$VCYT

0.4%

50

$PWR

0.4%