account_balance
Investment manager · 13F filer · SEC CIK 1006378
Segall Bryant & Hamill, LLC
Reported value$8.43Bas of Jun 30, 2026
Positions590 317 new, 286 sold out
Top 10 weight12.9%NVDA alone is 2%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
1.6%Trimmed −28%
MRCYMercury Sys Inc Com
1.5%New
AAPLApple Inc.
1.5%Trimmed −63%
TKRTimken Co
1.4%New
VMIValmont Inds Inc Com
1.4%New
MSFTMicrosoft Corp
1.2%New
AMZNAmazon.com Inc.
1.1%Trimmed −61%
MTRNMaterion Corp Com
1.1%New
LFUSLittelfuse Inc
1.1%New
MTSIMacom Tech Solutions Hldgs Inc Com
1.0%Added +8%
NGVTIngevity Corp
0.9%Trimmed −6%
MOG-AMoog Inc Cl A
0.9%New
NVDA1.6%MRCY1.5%AAPL1.5%
TKRTimken Co
1.4%New
VMIValmont Inds Inc Com
1.4%New
MSFTMicrosoft Corp
1.2%New
AMZN1.1%MTRN1.1%LFUS1.1%MTSI1.0%NGVT0.9%MOG-A0.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 1.6% Trimmed −28%MRCY Mercury Sys Inc Com 1.5% NewAAPL Apple Inc. 1.5% Trimmed −63%TKR Timken Co 1.4% NewVMI Valmont Inds Inc Com 1.4% NewMSFT Microsoft Corp 1.2% NewAMZN Amazon.com Inc. 1.1% Trimmed −61%MTRN Materion Corp Com 1.1% NewLFUS Littelfuse Inc 1.1% NewMTSI Macom Tech Solutions Hldgs Inc Com 1.0% Added +8%NGVT Ingevity Corp 0.9% Trimmed −6%MOG-A Moog Inc Cl A 0.9% New
What changed