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CIK: 0001006378
Total reported value
$8.4B
$8.4B
573 檔
5.8%
According to the latest 13F quarterly dataset, Segall Bryant & Hamill, LLC managed an equity portfolio of $8.4B at the end of Q1 2025, spanning 573 distinct U.S. exchange-listed positions.
In Q1 2025, Segall Bryant & Hamill, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 573 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.11% | -3.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.09% | -4.37% | |
| 3 | 1RG | Rev Group Inc | Stock-Other | 1.45% | — | -6.09% | |
| 4 | VMI | Valmont Industries | Stock-Industrials | 1.31% | +0.14% | +3.44% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.03% | -9.10% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.04% | -10.54% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.08% | +6.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.01% | -5.52% | |
| 9 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.86% | — | -1.74% | |
| 10 | SLGN | Silgan Holdings Inc | Stock-Consumer Disc | 0.86% | -0.10% | -15.40% | |
| 11 | AHCO | Adapthealth CORP | Stock-Other | 0.79% | -0.19% | -1.04% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 0.78% | -0.43% | -7.04% | |
| 13 | NGVT | Ingevity CORP | Stock-Other | 0.78% | -0.20% | -0.62% | |
| 14 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.76% | -0.11% | +3.15% | |
| 15 | ESI | Element Solutions Inc | Stock-Materials | 0.75% | -0.07% | +3.22% | |
| 16 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.71% | — | -2.01% | |
| 17 | AZZ | Azz Inc | Stock-Industrials | 0.70% | -0.18% | -11.31% | |
| 18 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.69% | -0.10% | +0.41% | |
| 19 | QDEL | Quidelortho CORP | Stock-Other | 0.69% | -0.08% | +23.13% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.07% | -7.86% | |
| 21 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.68% | +0.51% | -19.29% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.68% | -0.05% | -8.95% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | — | -6.29% | |
| 24 | BDC | Belden Inc | Stock-Tech | 0.66% | +0.17% | -2.99% | |
| 25 | CADE | Cadence Bank | Stock-Other | 0.64% | — | +2.11% | |
| 26 | ICUI | Icu Medical Inc | Stock-Other | 0.63% | -0.02% | -2.98% | |
| 27 | LFUS | Littelfuse Inc | Stock-Tech | 0.63% | -0.05% | +7.56% | |
| 28 | VFC | Vf CORP | Stock-Consumer Disc | 0.63% | -0.06% | -32.01% | |
| 29 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.62% | +0.04% | +1.45% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.07% | -10.92% | |
| 31 | ABCB | Ameris Bancorp | Stock-Financials | 0.61% | -0.01% | -1.64% | |
| 32 | ENS | Enersys | Stock-Industrials | 0.58% | -0.10% | +0.97% | |
| 33 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.57% | -0.23% | -3.85% | |
| 34 | HWC | Hancock Whitney CORP | Stock-Financials | 0.57% | -0.12% | -2.42% | |
| 35 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.57% | +0.02% | +1.90% | |
| 36 | COLB | Columbia Banking System Inc | Stock-Financials | 0.56% | -0.06% | -2.30% | |
| 37 | ✓ | Stock-Other | 0.56% | — | -1.93% | ||
| 38 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.55% | -0.22% | EXIT | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.15% | -4.44% | |
| 40 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.54% | -0.07% | -3.04% | |
| 41 | AZEK | Azek Co Inc/the | Stock-Other | 0.53% | — | -4.62% | |
| 42 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.53% | -0.12% | -5.84% | |
| 43 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.53% | -0.18% | -4.48% | |
| 44 | NBHC | National Bank Hold-cl A | Stock-Other | 0.52% | -0.04% | -1.99% | |
| 45 | APOG | Apogee Enterprises Inc | Stock-Other | 0.51% | -0.23% | EXIT | |
| 46 | MTDR | Matador Resources Co | Stock-Energy | 0.51% | -0.19% | -25.58% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.41% | +42.82% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.13% | -3.92% | |
| 49 | ALGM | Allegro Microsystems Inc | Stock-Other | 0.51% | -0.20% | — | |
| 50 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.49% | -0.03% | +9.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | 1RG | Rev Group Inc | — | NEW | New buy |
| 4 | VMI | Valmont Industries | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | SSBUSD | Southstate Bank CORP | — | NEW | New buy |
| 10 | SLGN | Silgan Holdings Inc | — | NEW | New buy |
| 11 | AHCO | Adapthealth CORP | — | NEW | New buy |
| 12 | MCK | Mckesson CORP | — | NEW | New buy |
| 13 | NGVT | Ingevity CORP | — | NEW | New buy |
| 14 | SBCF | Seacoast Banking Corp/fl | — | NEW | New buy |
| 15 | ESI | Element Solutions Inc | — | NEW | New buy |
| 16 | GBCI | Glacier Bancorp Inc | — | NEW | New buy |
| 17 | AZZ | Azz Inc | — | NEW | New buy |
| 18 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 19 | QDEL | Quidelortho CORP | — | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | MRCY | Mercury Systems Inc | — | NEW | New buy |
| 22 | NOW | Servicenow Inc | — | NEW | New buy |
| 23 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 24 | BDC | Belden Inc | — | NEW | New buy |
| 25 | CADE | Cadence Bank | — | NEW | New buy |
| 26 | ICUI | Icu Medical Inc | — | NEW | New buy |
| 27 | LFUS | Littelfuse Inc | — | NEW | New buy |
| 28 | VFC | Vf CORP | — | NEW | New buy |
| 29 | STAG | Stag Industrial Inc | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | ABCB | Ameris Bancorp | — | NEW | New buy |
| 32 | ENS | Enersys | — | NEW | New buy |
| 33 | ENSG | Ensign Group Inc/the | — | NEW | New buy |
| 34 | HWC | Hancock Whitney CORP | — | NEW | New buy |
| 35 | CWST | Casella Waste Systems Inc-a | — | NEW | New buy |
| 36 | COLB | Columbia Banking System Inc | — | NEW | New buy |
| 37 | ✓ | — | NEW | New buy | |
| 38 | GT | Goodyear Tire & Rubber Co | — | NEW | New buy |
| 39 | NFLX | Netflix Inc | — | NEW | New buy |
| 40 | TCBI | Texas Capital Bancshares Inc | — | NEW | New buy |
| 41 | AZEK | Azek Co Inc/the | — | NEW | New buy |
| 42 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 43 | CRGY | Crescent Energy Inc-a | — | NEW | New buy |
| 44 | NBHC | National Bank Hold-cl A | — | NEW | New buy |
| 45 | APOG | Apogee Enterprises Inc | — | NEW | New buy |
| 46 | MTDR | Matador Resources Co | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | ALGM | Allegro Microsystems Inc | — | NEW | New buy |
| 50 | GMED | Globus Medical Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Segall Bryant & Hamill, LLC reported a total U.S. public equity portfolio value of $8.4B across 573 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, 1RG) accounted for 5.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $122.5M
During Q1 2025, Segall Bryant & Hamill, LLC's top holdings by market value included MSFT (1.9%)、AAPL (1.8%)、1RG (1.4%). The largest single position, MSFT, represented 1.9% of total portfolio value.
In Q1 2025, Segall Bryant & Hamill, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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