Segall Bryant & Hamill, LLC

Segall Bryant & Hamill, LLC

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

557

Market Value

$6.2B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Segall Bryant & Hamill, LLC (SB&H) stands as a prominent fixture in the institutional investment landscape, characterized by a sophisticated approach to asset management that blends rigorous fundamental research with a disciplined risk management framework. As of the first quarter of 2026, the institution manages a reported portfolio value of approximately...

With a total of 557 individual holdings, Segall Bryant & Hamill, LLC maintains a highly diversified structure. This large number of stocks suggests a "multi-sleeve" investment strategy where various portfolio managers may oversee different niche strategies—ranging from small-cap value to large-cap growth—under a single institutional umbrella. However,...

The institutional "psychological portrait" that emerges from the Q1 2026 data is one of strategic re-alignment. While the sheer number of holdings points toward a desire to smooth out idiosyncratic risks across the broader market, the aggressive scaling of core positions indicates a shift toward a "conviction-heavy" posture at the top of the pyramid. The...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$AAPL

Apple Inc.

4.9%

% of Portfolio

2

$GOOG

Alphabet Inc.

4.2%

% of Portfolio

3

$AMZN

Amazon.com, Inc.

3.5%

% of Portfolio

4

$NVDA

NVIDIA Corporation

2.9%

% of Portfolio

5

$PWR

Quanta Services, Inc.

2.6%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
AAPL4.9%1.5%1.5%1.4%
GOOG4.2%-0.9%-
AMZN3.5%1.1%1.1%1.2%
NVDA2.9%1.7%1.6%1.1%
PWR2.6%---
JPM2.2%---
V2.1%--0.9%
AVGO1.7%---
COST1.7%---
MCK1.4%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

GOOG+24.30%
PWR+24.48%
AMZN+13.57%
AAPL+13.35%
NVDA+17.47%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MCK-9.03%
RTX-4.50%
ABT-12.13%
NOW-1.41%
ENSG-26.98%

Sector Analysis

Energy2.9%
Others1.8%
Materials4.5%
Financials14.9%
Healthcare13.5%
Technology23.9%
Industrials15.3%
Real Estate3.7%

Trading Summary

1

$AVGO

1.7%

2

$COST

1.7%

3

$APH

0.8%

4

$ABBV

0.7%

5

$ABT

0.7%

6

$ASML

0.5%

7

$DBRG

0.5%

8

$XOM

0.5%

9

$ETF-GLD

0.5%

10

$MOH

0.4%

11

$TT

0.4%

12

$UBER

0.4%

13

$DX

0.3%

14

$S

0.3%

15

$KRC

0.3%

16

$CNX

0.3%

17

$IDXX

0.3%

18

$ORCL

0.3%

19

$ETF-VCIT

0.3%

20

$AMAT

0.2%

All Holdings

1

$AAPL

4.9%

2

$GOOG

4.2%

3

$AMZN

3.5%

4

$NVDA

2.9%

5

$PWR

2.6%

6

$JPM

2.2%

7

$V

2.1%

8

$AVGO

1.7%

9

$COST

1.7%

10

$MCK

1.4%

11

$GOOGL

1.4%

12

$RTX

1.2%

13

$ORLY

1.2%

14

$NGVT

1.2%

15

$BRK.B

1.2%

16

$META

1.1%

17

$ESI

0.9%

18

$IPGP

0.9%

19

$ATI

0.9%

20

$ENSG

0.9%

21

$APH

0.8%

22

$NFLX

0.8%

23

$AZZ

0.8%

24

$SSB

0.8%

25

$MTSI

0.7%

26

$ABBV

0.7%

27

$ANET

0.7%

28

$ABCB

0.7%

29

$GBCI

0.7%

30

$CPRI

0.7%

31

$BDC

0.7%

32

$STAG

0.7%

33

$EXP

0.7%

34

$ABT

0.7%

35

$RBC

0.6%

36

$SPGI

0.6%

37

$GL

0.6%

38

$AHCO

0.6%

39

$TCBI

0.6%

40

$ENS

0.6%

41

$CORZ

0.6%

42

$ALGM

0.6%

43

$ISRG

0.6%

44

$NOW

0.5%

45

$ASML

0.5%

46

$CRGY

0.5%

47

$DBRG

0.5%

48

$XOM

0.5%

49

$ETF-GLD

0.5%

50

$ICUI

0.5%