§ 13F · FUND PROFILE
SEGALL BRYANT & HAMILL, LLC.
AUM · $8.4B (13F)Positions · 590Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$520M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 693K | $139M | 1.6% | −70% |
| 2 | MRCY | MERCURY SYS INC COM | 1.03M | $126M | 1.5% | −45% |
| 3 | AAPL | APPLE INC. | 423K | $122M | 1.5% | −78% |
| 4 | TKR | TIMKEN CO | 828K | $120M | 1.4% | −8% |
| 5 | VMI | VALMONT INDS INC COM | 206K | $119M | 1.4% | −54% |
| 6 | MSFT | MICROSOFT CORP | 268K | $100M | 1.2% | −45% |
| 7 | AMZN | AMAZON.COM INC. | 398K | $95M | 1.1% | −77% |
| 8 | MTRN | MATERION CORP COM | 314K | $93M | 1.1% | −53% |
| 9 | LFUS | LITTELFUSE INC | 204K | $93M | 1.1% | −57% |
| 10 | MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | 216K | $82M | 1.0% | −66% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEGALL SIGNAL
AC read
SEGALL BRYANT & HAMILL, LLC is a Other fund managing $8.4 billion in assets. The fund runs a broad portfolio of 590 positions.
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