Segall Bryant & Hamill, LLC Top Holdings and 13F Report (2025) About Segall Bryant & Hamill, LLCInvestment ActivitySegall Bryant & Hamill, LLC has $7.12 billion in total holdings as of June 30, 2025.Segall Bryant & Hamill, LLC owns shares of 569 different stocks, but just 204 companies or ETFs make up 80% of its holdings.Approximately 12.20% of the portfolio was purchased this quarter.About 10.20% of the portfolio was sold this quarter.This quarter, Segall Bryant & Hamill, LLC has purchased 573 new stocks and bought additional shares in 210 stocks.Segall Bryant & Hamill, LLC sold shares of 239 stocks and completely divested from 78 stocks this quarter.Largest Holdings Microsoft $153,479,057Valmont Industries $97,990,921Apple $96,465,933Amazon.com $83,946,293REV Group $83,034,318 Largest New Holdings this Quarter 34354P105 - Flowserve $18,092,160 Holding921943858 - Vanguard FTSE Developed Markets ETF $16,334,679 Holding89400J107 - TransUnion $13,371,424 Holding49271V100 - Keurig Dr Pepper $11,514,891 Holding448579102 - Hyatt Hotels $10,630,577 Holding Largest Purchases this Quarter Meta Platforms 46,319 shares (about $34.19M)Marvell Technology 247,932 shares (about $19.19M)ARISTA NETWORKS INC 182,943 shares (about $18.72M)Quanta Services 48,034 shares (about $18.16M)Flowserve 345,600 shares (about $18.09M) Largest Sales this Quarter REV Group 1,257,602 shares (about $59.85M)AZEK 464,594 shares (about $25.25M)McKesson 29,921 shares (about $21.93M)Foot Locker 742,774 shares (about $18.20M)TJX Companies 140,004 shares (about $17.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSegall Bryant & Hamill, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$153,479,057$8,821,081 ▼-5.4%308,5562.2%Computer and TechnologyVMIValmont Industries$97,990,921$52,251 ▲0.1%300,0611.4%IndustrialsAAPLApple$96,465,933$12,470,223 ▼-11.4%470,1761.4%Computer and TechnologyAMZNAmazon.com$83,946,293$10,139,767 ▲13.7%382,6351.2%Retail/WholesaleREVGREV Group$83,034,318$59,849,279 ▼-41.9%1,744,7851.2%TransportationNVDANVIDIA$76,668,400$10,486,423 ▼-12.0%485,2741.1%Computer and TechnologyVVisa$67,850,725$1,656,307 ▲2.5%191,1021.0%Business ServicesSLGNSilgan$60,208,934$1,013,003 ▲1.7%1,111,2760.8%IndustrialsSSBSouthState$59,596,603$3,688,930 ▲6.6%647,5780.8%FinanceNOWServiceNow$58,609,813$1,609,973 ▲2.8%57,0090.8%Computer and TechnologyESIElement Solutions$57,910,025$8,794,746 ▲17.9%2,556,7340.8%Basic MaterialsNGVTIngevity$55,293,519$170,119 ▲0.3%1,283,2100.8%Basic MaterialsMRCYMercury Systems$53,816,104$1,423,897 ▼-2.6%999,1850.8%AerospaceSBCFSeacoast Banking Corporation of Florida$53,229,734$289,292 ▲0.5%1,927,2170.7%FinanceGOOGAlphabet$52,632,394$1,974,176 ▲3.9%296,7040.7%Computer and TechnologyJPMJPMorgan Chase & Co.$51,174,655$3,666,204 ▲7.7%176,5190.7%FinanceAZZAZZ$51,135,316$834,258 ▼-1.6%541,2290.7%IndustrialsLFUSLittelfuse$50,374,418$2,754,316 ▲5.8%222,1780.7%Computer and TechnologyENSGThe Ensign Group$49,995,820$5,526,364 ▲12.4%324,1010.7%MedicalBDCBelden$48,791,635$801,799 ▼-1.6%421,3440.7%IndustrialsGBCIGlacier Bancorp$48,319,777$3,477,633 ▲7.8%1,121,6290.7%FinanceOIO-I Glass$46,041,864$831,763 ▼-1.8%3,123,6000.6%IndustrialsABCBAmeris Bancorp$45,944,376$1,568,134 ▲3.5%710,1140.6%FinanceSTAGStag Industrial$45,855,671$5,292,345 ▲13.0%1,263,9380.6%FinanceALGMAllegro MicroSystems$45,413,004$571,930 ▲1.3%1,328,2540.6%Computer and TechnologyBRK.BBerkshire Hathaway$45,329,759$15,829,833 ▼-25.9%93,3150.6%FinancePZZAPapa John's International$45,162,272$7,176,562 ▲18.9%922,8090.6%Retail/WholesaleAHCOAdaptHealth$44,154,777$673,613 ▼-1.5%4,682,3730.6%MedicalMETAMeta Platforms$43,973,203$34,187,602 ▲349.4%59,5770.6%Computer and TechnologyCADECadence Bank$43,585,190$234,797 ▼-0.5%1,362,8890.6%FinanceCWSTCasella Waste Systems$42,078,278$3,819,770 ▲10.0%364,6930.6%Business ServicesENSEnersys$40,670,504$4,957,506 ▲13.9%474,1810.6%IndustrialsNFLXNetflix$40,547,517$10,506,814 ▼-20.6%30,2790.6%Consumer DiscretionaryHWCHancock Whitney$40,505,630$267,140 ▼-0.7%705,6730.6%FinanceVFCV.F.$40,454,498$9,499,570 ▲30.7%3,442,9360.6%Consumer DiscretionaryCEGConstellation Energy$40,054,425$2,308,374 ▼-5.4%124,1000.6%EnergyGTGoodyear Tire & Rubber$39,839,798$612,452 ▼-1.5%3,841,8320.6%Auto/Tires/TrucksMPMP Materials$39,820,930$794,754 ▲2.0%1,196,9020.6%Basic MaterialsICUIICU Medical$39,073,451$264,300 ▼-0.7%295,6750.5%MedicalOLEDUniversal Display$37,667,233$4,766,636 ▲14.5%243,8640.5%Computer and TechnologyAPOGApogee Enterprises$37,581,025$8,187,112 ▲27.9%925,6410.5%IndustrialsQDELQuidelOrtho$37,471,649$330,796 ▲0.9%1,300,1960.5%MedicalNPOEnpro$37,391,518$4,733,392 ▲14.5%195,2050.5%Business ServicesTCBITexas Capital Bancshares$37,270,757$452,659 ▼-1.2%469,4050.5%FinanceAAPAdvance Auto Parts$36,765,408$151,790 ▲0.4%790,8240.5%Retail/WholesaleDSGXThe Descartes Systems Group$36,660,404$9,042,543 ▼-19.8%360,6710.5%Computer and TechnologyGOOGLAlphabet$35,815,956$1,947,343 ▼-5.2%203,2340.5%Computer and TechnologyGLGlobe Life$35,748,911$5,598,270 ▲18.6%287,6250.5%FinanceRBCRBC Bearings$35,546,285$4,114,282 ▲13.1%92,3760.5%IndustrialsRGAReinsurance Group of America$35,232,866$5,698,877 ▲19.3%177,6210.5%FinancePRGSProgress Software$34,380,011$806,938 ▼-2.3%538,5340.5%Computer and TechnologyPWRQuanta Services$34,307,357$18,160,695 ▲112.5%90,7410.5%ConstructionMTDRMatador Resources$34,156,544$2,912,065 ▲9.3%715,7700.5%EnergyNBHCNational Bank$33,942,649$415,703 ▲1.2%902,4900.5%FinanceCOLBColumbia Banking System$33,936,538$531,287 ▼-1.5%1,451,5200.5%FinanceCRCrane$33,653,445$976,035 ▲3.0%177,2260.5%IndustrialsAGIAlamos Gold$33,591,979$1,060,275 ▼-3.1%1,264,7580.5%Basic MaterialsMCKMcKesson$33,404,615$21,925,580 ▼-39.6%45,5860.5%MedicalPANWPalo Alto Networks$33,399,908$2,249,403 ▼-6.3%163,2130.5%Computer and TechnologyTTEKTetra Tech$33,008,075$4,789,584 ▲17.0%917,9110.5%IndustrialsMRVLMarvell Technology$32,968,607$19,189,937 ▲139.3%425,9510.5%Computer and TechnologyATIATI$32,211,986$16,794,684 ▲108.9%373,0830.5%Basic MaterialsSYNASynaptics$32,076,242$273,994 ▼-0.8%494,8510.5%Computer and TechnologyWSBCWesBanco$31,724,068$3,523,392 ▲12.5%1,002,9740.4%FinanceAGYSAgilysys$31,235,502$10,849,530 ▲53.2%272,4660.4%Computer and TechnologyVTVVanguard Value ETF$30,665,458$717,918 ▼-2.3%173,5060.4%ETFPODDInsulet$29,417,302$1,036,794 ▲3.7%93,6320.4%MedicalTECHBio-Techne$29,100,155$2,512,714 ▲9.5%565,6010.4%MedicalMPWRMonolithic Power Systems$28,762,981$13,950,342 ▲94.2%39,3270.4%Computer and TechnologySCHFSchwab International Equity ETF$28,627,961$992,931 ▼-3.4%1,295,3830.4%ETFARESAres Management$28,567,435$3,498,294 ▼-10.9%164,9390.4%FinanceCACICACI International$28,385,578$9,881,514 ▲53.4%59,5460.4%Computer and TechnologyMSIMotorola Solutions$28,225,059$4,775,164 ▲20.4%67,1290.4%Computer and TechnologyARISTA NETWORKS INC$28,211,164$18,716,898 ▲197.1%275,7420.4%COMHDHome Depot$27,754,374$1,323,575 ▼-4.6%75,6990.4%Retail/WholesaleGMEDGlobus Medical$27,624,488$1,743,392 ▲6.7%468,0530.4%MedicalATRAptarGroup$27,267,000$6,095,921 ▲28.8%174,3080.4%IndustrialsPNMPNM Resources$27,077,079$593,275 ▲2.2%480,7720.4%UtilitiesTXRHTexas Roadhouse$26,816,872$282,614 ▲1.1%143,0920.4%Retail/WholesaleINTUIntuit$26,514,776$13,224,308 ▲99.5%33,6640.4%Computer and TechnologySXTSensient Technologies$26,327,007$572,598 ▼-2.1%267,2250.4%Basic MaterialsCRGYCrescent Energy$26,312,311$65,248 ▼-0.2%3,059,5710.4%EnergySAPSAP$26,226,192$13,198,548 ▲101.3%86,2420.4%Computer and TechnologyRUSHARush Enterprises$26,023,470$741,074 ▲2.9%505,2120.4%Retail/WholesaleNXQuanex Building Products$25,602,205$248,422 ▼-1.0%1,354,6140.4%ConstructionFICOFair Isaac$25,551,225$1,317,959 ▲5.4%13,9780.4%Computer and TechnologyTRNOTerreno Realty$25,268,506$1,523,029 ▲6.4%450,6600.4%FinanceMODModine Manufacturing$25,105,483$4,369,066 ▲21.1%254,8780.4%Auto/Tires/TrucksCASYCasey's General Stores$24,895,053$2,865,166 ▼-10.3%48,7880.3%Retail/WholesaleITTITT$24,710,135$1,010,926 ▲4.3%157,5600.3%Multi-Sector ConglomeratesUCBIUnited Community Banks$24,457,918$172,365 ▼-0.7%821,0110.3%FinanceDBRGDigitalBridge Group$24,257,665$9,624,671 ▲65.8%2,343,7360.3%FinanceCHDNChurchill Downs$24,121,325$1,474,701 ▲6.5%238,8250.3%Consumer DiscretionaryCBUCommunity Financial System$23,829,099$648,545 ▼-2.6%419,0100.3%FinanceMDLZMondelez International$23,579,139$1,185,934 ▼-4.8%349,6310.3%Consumer StaplesMURMurphy Oil$23,556,938$532,688 ▼-2.2%1,046,9750.3%EnergyMIRMirion Technologies$23,450,842$8,135,498 ▲53.1%1,089,2170.3%Business ServicesGILGildan Activewear$23,367,925$887,009 ▲3.9%474,5720.3%Consumer DiscretionaryAMBAAmbarella$22,781,458$2,333,019 ▲11.4%344,8340.3%Computer and TechnologyAEISAdvanced Energy Industries$22,580,783$943,533 ▲4.4%170,4210.3%Computer and TechnologyShowing largest 100 holdings. 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