Segall Bryant & Hamill, LLC Top Holdings and 13F Report (2025) About Segall Bryant & Hamill, LLCInvestment ActivitySegall Bryant & Hamill, LLC has $7.27 billion in total holdings as of December 31, 2024.Segall Bryant & Hamill, LLC owns shares of 576 different stocks, but just 209 companies or ETFs make up 80% of its holdings.Approximately 11.49% of the portfolio was purchased this quarter.About 11.74% of the portfolio was sold this quarter.This quarter, Segall Bryant & Hamill, LLC has purchased 562 new stocks and bought additional shares in 161 stocks.Segall Bryant & Hamill, LLC sold shares of 282 stocks and completely divested from 71 stocks this quarter.Largest Holdings Microsoft $142,357,066Apple $139,034,638REV Group $101,893,075Valmont Industries $88,910,380VF $83,152,800 Largest New Holdings this Quarter Advance Auto Parts $34,585,731 HoldingCapri $24,616,887 HoldingRepligen $19,020,663 HoldingFoot Locker $18,639,660 HoldingTrimble $17,696,373 Holding Largest Purchases this Quarter Advance Auto Parts 731,354 shares (about $34.59M)QuidelOrtho 617,592 shares (about $27.51M)Capri 1,168,893 shares (about $24.62M)Globant 92,661 shares (about $19.87M)Repligen 132,143 shares (about $19.02M) Largest Sales this Quarter Regal Rexnord 246,619 shares (about $38.26M)SPX Technologies 242,186 shares (about $35.24M)KBR 386,008 shares (about $22.36M)Novo Nordisk A/S 219,357 shares (about $18.87M)Alkermes 613,480 shares (about $17.64M) 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$142,357,066$5,646,417 ▼-3.8%337,7392.0%Computer and TechnologyAAPLApple$139,034,638$2,180,156 ▲1.6%555,2061.9%Computer and TechnologyREVGREV Group$101,893,075$15,004,523 ▼-12.8%3,197,1471.4%TransportationVMIValmont Industries$88,910,380$395,298 ▲0.4%289,9221.2%Industrial ProductsVFCVF$83,152,800$4,537,502 ▲5.8%3,874,7811.1%Consumer DiscretionaryNVDANVIDIA$78,410,471$13,920,773 ▼-15.1%583,8891.1%Computer and TechnologySUMSummit Materials$77,067,139$1,226,848 ▼-1.6%1,523,0661.1%ConstructionAMZNAmazon.com$69,571,640$8,708,905 ▲14.3%317,1141.0%Retail/WholesaleSLGNSilgan$67,219,556$670,508 ▲1.0%1,291,4420.9%Industrial ProductsVVisa$65,863,406$102,397 ▼-0.2%208,4020.9%Business ServicesNOWServiceNow$64,557,068$2,672,563 ▼-4.0%60,8960.9%Computer and TechnologyBRK.BBerkshire Hathaway$62,783,949$755,166 ▼-1.2%138,5100.9%FinanceSSBSouthState$61,505,898$379,019 ▼-0.6%618,2740.8%FinanceGOOGAlphabet$59,021,622$358,028 ▼-0.6%309,9220.8%Computer and TechnologyESIElement Solutions$53,424,692$2,560,089 ▲5.0%2,100,8530.7%Basic MaterialsMRCYMercury Systems$53,374,482$81,732 ▲0.2%1,270,8210.7%AerospaceGBCIGlacier Bancorp$53,348,405$604,398 ▲1.1%1,062,2940.7%FinanceNGVTIngevity$52,456,701$4,151,040 ▲8.6%1,287,2810.7%Basic MaterialsSBCFSeacoast Banking Co. of Florida$51,155,778$323,890 ▲0.6%1,858,1830.7%FinanceDSGXThe Descartes Systems Group$50,870,989$1,051,368 ▲2.1%447,8080.7%Computer and TechnologyAZZAZZ$50,806,948$7,374,193 ▼-12.7%620,2020.7%Industrial ProductsBDCBelden$49,713,824$3,928,175 ▼-7.3%441,4690.7%Industrial ProductsMTDRMatador Resources$49,499,011$4,485,272 ▼-8.3%879,8260.7%Oils/EnergyICUIICU Medical$47,608,794$4,131,712 ▼-8.0%306,8170.7%MedicalMRVLMarvell Technology$47,314,019$5,090,309 ▲12.1%428,3750.7%Computer and TechnologyAPOGApogee Enterprises$47,313,267$735,166 ▼-1.5%662,5580.7%Industrial ProductsCRGYCrescent Energy$46,911,351$2,023,441 ▲4.5%3,210,9070.6%Oils/EnergyQDELQuidelOrtho$46,628,213$27,513,724 ▲143.9%1,046,6490.6%MedicalMCKMcKesson$46,289,682$9,404,631 ▲25.5%81,2230.6%MedicalCADECadence Bank$46,227,353$370,544 ▲0.8%1,341,8680.6%FinanceLFUSLittelfuse$46,014,433$6,706,128 ▲17.1%195,2660.6%Computer and TechnologyAHCOAdaptHealth$45,733,899$10,492,687 ▲29.8%4,803,9810.6%MedicalUNHUnitedHealth Group$45,110,057$989,462 ▲2.2%89,1750.6%MedicalJPMJPMorgan Chase & Co.$44,098,775$157,010 ▼-0.4%183,9670.6%FinanceABCBAmeris Bancorp$43,631,500$1,760,157 ▲4.2%697,3230.6%FinanceGOOGLAlphabet$42,219,627$12,178,629 ▼-22.4%223,0300.6%Computer and TechnologyCOLBColumbia Banking System$40,758,603$696,291 ▼-1.7%1,509,0190.6%FinanceENSGThe Ensign Group$39,835,680$1,383,073 ▲3.6%299,8320.5%MedicalHWCHancock Whitney$39,834,683$1,947,266 ▲5.1%727,9730.5%FinanceARESAres Management$39,491,498$1,227,172 ▼-3.0%223,0780.5%FinanceNBHCNational Bank$39,164,362$1,157,496 ▼-2.9%909,5300.5%FinanceTCBITexas Capital Bancshares$38,319,408$1,799,929 ▲4.9%490,0180.5%FinanceENSEnerSys$38,115,267$7,612,812 ▲25.0%412,3690.5%Industrial ProductsTECHBio-Techne$37,816,375$3,394,700 ▲9.9%525,0090.5%MedicalPRGSProgress Software$37,534,413$884,411 ▼-2.3%576,1230.5%Computer and TechnologyCEGConstellation Energy$37,446,157$4,182,707 ▼-10.0%167,3870.5%Oils/EnergySTAGSTAG Industrial$37,273,834$303,365 ▲0.8%1,102,1240.5%FinanceGTGoodyear Tire & Rubber$36,069,417$847,071 ▼-2.3%4,007,7130.5%Auto/Tires/TrucksNFLXNetflix$35,559,211$841,406 ▼-2.3%39,8950.5%Consumer DiscretionaryAZEKAZEK$35,527,070$3,751,079 ▼-9.6%748,4110.5%ConstructionMURMurphy Oil$35,289,182$3,699,255 ▲11.7%1,166,1990.5%Oils/EnergyOIO-I Glass$35,151,410$8,423,070 ▲31.5%3,242,7500.5%Industrial ProductsNEONeoGenomics$34,835,787$3,632,439 ▲11.6%2,113,8220.5%MedicalAAPAdvance Auto Parts$34,585,731$34,585,731 ▲New Holding731,3540.5%Retail/WholesaleRGAReinsurance Group of America$34,500,096$248,451 ▲0.7%161,4950.5%FinanceCWSTCasella Waste Systems$34,431,738$278,174 ▲0.8%325,4110.5%Business ServicesVTVVanguard Value ETF$33,962,645$1,404,684 ▼-4.0%200,6060.5%ETFPWRQuanta Services$33,365,399$6,361,454 ▼-16.0%105,5700.5%ConstructionPANWPalo Alto Networks$33,302,865$16,221,916 ▲95.0%183,0230.5%Computer and TechnologyGMEDGlobus Medical$33,237,675$1,167,948 ▲3.6%401,8580.5%MedicalHDHome Depot$33,149,217$1,620,526 ▼-4.7%85,2190.5%Retail/WholesaleTJXTJX Companies$32,420,204$2,389,017 ▼-6.9%268,3570.4%Retail/WholesaleGLGlobe Life$30,695,880$1,702,353 ▼-5.3%275,2500.4%FinanceTRNOTerreno Realty$30,140,524$225,737 ▼-0.7%509,6470.4%FinanceRRCRange Resources$30,014,912$4,662,684 ▼-13.4%834,2110.4%Oils/EnergyCDNSCadence Design Systems$29,352,538$804,632 ▲2.8%97,6920.4%Computer and TechnologyFICOFair Isaac$29,344,317$2,570,291 ▼-8.1%14,7390.4%Computer and TechnologyCBUCommunity Bank System$28,536,869$1,059,971 ▼-3.6%462,6600.4%FinanceSCHFSchwab International Equity ETF$28,529,870$13,688,706 ▲92.2%1,542,1550.4%ETFITTITT$28,433,406$931,149 ▲3.4%199,0020.4%Multi-Sector ConglomeratesCHDNChurchill Downs$28,107,766$2,954,439 ▲11.7%210,4820.4%Consumer DiscretionaryUCBIUnited Community Banks$27,534,808$2,436,142 ▲9.7%852,2070.4%FinanceCMCOColumbus McKinnon$27,189,855$13,266,080 ▲95.3%730,1250.4%Industrial ProductsCRCrane$26,875,380$1,004,888 ▼-3.6%177,1030.4%IndustrialsZBRAZebra Technologies$26,728,355$11,384,993 ▲74.2%69,2050.4%Industrial ProductsODFLOld Dominion Freight Line$26,659,351$643,684 ▼-2.4%151,1300.4%TransportationGERNGeron$26,359,813$11,926,954 ▲82.6%7,446,2750.4%MedicalHUBGHub Group$26,252,123$9,910,367 ▲60.6%589,1410.4%TransportationORLYO'Reilly Automotive$25,844,511$97,236 ▲0.4%21,7950.4%Retail/WholesaleRUSHARush Enterprises$25,688,565$6,661,204 ▲35.0%468,8550.4%Retail/WholesaleAGIAlamos Gold$25,551,409$907,709 ▼-3.4%1,385,6510.4%Basic MaterialsNPOEnpro$25,427,063$1,170,763 ▲4.8%147,4460.3%Business ServicesWSBCWesBanco$25,395,648$5,105,624 ▲25.2%780,4440.3%FinanceGLOBGlobant$25,315,497$19,868,371 ▲364.7%118,0650.3%Computer and TechnologyNXQuanex Building Products$25,287,410$3,855,323 ▼-13.2%1,043,2100.3%ConstructionSXTSensient Technologies$25,230,601$173,661 ▼-0.7%354,0640.3%Basic MaterialsARCBArcBest$25,013,306$120,476 ▼-0.5%268,0380.3%TransportationTXRHTexas Roadhouse$24,964,295$6,363,225 ▼-20.3%138,3600.3%Retail/WholesaleCPRICapri$24,616,887$24,616,887 ▲New Holding1,168,8930.3%Retail/WholesaleSHOOSteven Madden$24,396,020$566,792 ▲2.4%573,7540.3%Consumer DiscretionaryPNMPNM Resources$24,121,671$624,754 ▼-2.5%490,5770.3%UtilitiesTTEKTetra Tech$24,069,432$2,270,164 ▼-8.6%604,1520.3%Industrial ProductsDIVBiShares Core Dividend ETF$24,057,956$1,057,541 ▼-4.2%507,5520.3%ETFMTRNMaterion$23,860,733$1,999,749 ▲9.1%241,3100.3%Basic MaterialsRBCRBC Bearings$23,827,099$14,938,154 ▲168.1%79,6520.3%Industrial ProductsPZZAPapa Johns International$23,669,832$13,442,211 ▲131.4%576,3290.3%Retail/WholesaleKRYSKrystal Biotech$23,390,748$1,227,431 ▼-5.0%149,3090.3%MedicalMDLZMondelez International$23,360,967$1,806,237 ▼-7.2%391,1090.3%Consumer StaplesQTWOQ2$23,183,117$3,597,734 ▼-13.4%230,3340.3%Computer and TechnologyVRTXVertex Pharmaceuticals$22,645,665$640,288 ▼-2.7%56,2350.3%MedicalShowing largest 100 holdings. 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