StockDriftsStockDriftsTop 50 Segall Bryant & Hamill LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 1.65% | 693.4K | $138.7M | -27.85%(-267.62K) | $140.09(+57.37%) | 2026-06-30 | |
| MRCY | MERCURY SYS INC COM | 1.49% | 1.03M | $125.9M | new | $64.85(+67.90%) | 2026-06-30 | |
| AAPL | APPLE INC. | 1.45% | 423.3K | $122.5M | -63.37%(-732.30K) | $231.69(+32.36%) | 2026-06-30 | |
| TKR | TIMKEN CO | 1.43% | 828.4K | $120.4M | new | $103.06(+24.77%) | 2026-06-30 | |
| VMI | VALMONT INDS INC COM | 1.41% | 205.9K | $118.9M | new | $250.45(+99.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.19% | 268.0K | $100.0M | new | $311.42(+61.44%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC. | 1.13% | 398.5K | $95.0M | -60.60%(-612.89K) | $199.00(+38.17%) | 2026-06-30 | |
| MTRN | MATERION CORP COM | 1.11% | 314.0K | $93.4M | new | $104.63(+171.33%) | 2026-06-30 | |
| LFUS | LITTELFUSE INC | 1.1% | 204.0K | $92.9M | new | $247.29(+89.91%) | 2026-06-30 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | 0.98% | 216.2K | $82.2M | +7.63%(+15.32K) | $129.34(+137.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.84% | +85.34% | +10.94% | +68.03% |
| Top 20 Holdings Unweighted | +21.55% | +79.58% | +10.83% | +67.19% |
Segall Bryant & Hamill LLC reports $8.43B in US-listed equity holdings across 590 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (1.6%), MRCY (1.5%) and AAPL (1.4%). The top 20 holdings account for 20.82% of reported assets. Its disclosed equity book has returned +85.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Segall Bryant & Hamill LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1006378). View Segall Bryant & Hamill LLC’s 13F filings on SEC