SEGALL BRYANT & HAMILL, LLC

CIK 0001006378 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

SEGALL BRYANT & HAMILL, LLC reported 590 positions worth $8.43B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NVDA (1.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.43B
2026 Q2
Positions
590
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
12.9%
Est. Net Flow (Q)
2026 Q2
10 / 590 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPSH$138.7M1.65%693,359
2MRCYMERCURY SYS INC COMSH$125.9M1.49%1,029,491
3AAPLAPPLE INC.SH$122.5M1.45%423,265
4TKRTIMKEN COSH$120.4M1.43%828,448
5VMIVALMONT INDS INC COMSH$118.9M1.41%205,924
6MSFTMICROSOFT CORPSH$100.0M1.19%268,006
7AMZNAMAZON.COM INC.SH$95.0M1.13%398,457
8MTRNMATERION CORP COMSH$93.4M1.11%313,988
9LFUSLITTELFUSE INCSH$92.9M1.10%204,018
10MTSIMACOM TECH SOLUTIONS HLDGS INC COMSH$82.2M0.98%216,179

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SEGALL BRYANT & HAMILL, LLC hold as of Q2 2026?

SEGALL BRYANT & HAMILL, LLC reported 590 positions worth $8.43B in its Q2 2026 13F filing. Largest positions: NVDA (1.6%), MRCY (1.5%), AAPL (1.5%), TKR (1.4%) and VMI (1.4%).

What did SEGALL BRYANT & HAMILL, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SEGALL BRYANT & HAMILL, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.