SEGALL BRYANT & HAMILL, LLC
CIK 1006378
13F filing for Q2 2026・No. 634
- Holdings
- US$8.43B
- Quarter change
- +US$1.45B
- Entries
- 590
- Net bought (estimate)
- +US$446.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 102
- Sold out 88
- Cut 228
- Added 215
- Corporate actions 0
- Unchanged 45
Largest holdings
590 stocks worth US$8.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 693,359 | US$138.73M | 1.65% |
| MRCYMERCURY SYS INC COMCOM | Added | 1,029,491 | US$125.94M | 1.49% |
| AAPLAppleCOM | Added | 423,265 | US$122.48M | 1.45% |
| TKRTIMKEN COCOM | Added | 828,448 | US$120.39M | 1.43% |
| VMIVALMONT INDS INC COMCOM | Cut | 205,924 | US$118.94M | 1.41% |
| MSFTMicrosoftCOM | Added | 268,006 | US$99.97M | 1.19% |
| AMZNAmazonCOM | Added | 398,457 | US$94.97M | 1.13% |
| MTRNMATERION CORP COMCOM | Cut | 313,988 | US$93.38M | 1.11% |
| LFUSLITTELFUSE INCCOM | Cut | 204,018 | US$92.9M | 1.10% |
| MTSIMACOM TECH SOLUTIONS HLDGS INC COMCOM | Cut | 216,179 | US$82.23M | 0.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.