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SEGALL BRYANT & HAMILL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEGALL BRYANT & HAMILL, LLC
报告期 2026-03-31 · CIK 0001006378
持仓数
576
前50大市值合计
$2.57B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
NVDA
NVIDIA CORP
COM
$114.8M
658,200
4.5%
AAPL
APPLE INC.
COM
$95.0M
374,207
3.7%
MSFT
MICROSOFT CORP
COM
$90.8M
245,390
3.5%
VMI
VALMONT INDS INC COM
COM
$88.8M
222,248
3.5%
LFUS
LITTELFUSE INC
COM
$80.2M
236,284
3.1%
NGVT
INGEVITY CORP
COM
$79.0M
1,109,048
3.1%
AMZN
AMAZON.COM INC.
COM
$73.2M
351,689
2.9%
MRCY
MERCURY SYS INC COM
COM
$68.2M
934,824
2.7%
ENSG
ENSIGN GROUP INC
COM
$63.6M
315,719
2.5%
ESI
ELEMENT SOLUTIONS INC COM
COM
$62.1M
1,819,380
2.4%
SSB
SOUTHSTATE BANK CORP
COM
$57.2M
617,871
2.2%
ONTO
ONTO INNOVATION INC
COM
$56.5M
275,689
2.2%
IPGP
IPG PHOTONICS CORP
COM
$53.8M
469,471
2.1%
RBC
RBC BEARINGS INC
COM
$53.1M
97,826
2.1%
ABCB
AMERIS BANCORP
COM
$52.8M
677,608
2.1%
SBCF
SEACOAST BANKING CORP OF FLORIDA
COM
$52.4M
1,729,851
2.0%
GOOG
ALPHABET INC CL C
COM
$51.5M
179,513
2.0%
GOOGL
ALPHABET INC CL A
COM
$51.4M
178,753
2.0%
GBCI
GLACIER BANCORP INC
COM
$49.8M
1,114,326
1.9%
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
COM
$49.2M
221,729
1.9%
MTRN
MATERION CORP COM
COM
$48.4M
334,337
1.9%
—
CAPRI HOLDINGS LIMITED SHS
COM
$48.2M
2,734,735
1.9%
AZZ
AZZ INC
COM
$47.7M
381,362
1.9%
TEX
TEREX CORP
COM
$47.4M
802,573
1.8%
MCK
MCKESSON CORPORATION
COM
$47.2M
54,515
1.8%
TKR
TIMKEN CO
COM
$45.4M
451,516
1.8%
STAG
STAG INDL INC COM
RE
$45.0M
1,247,215
1.8%
LSCC
LATTICE SEMICONDUCTOR CORP
COM
$44.9M
483,876
1.7%
EXP
EAGLE MATERIALS INC
COM
$44.8M
236,441
1.7%
CVX
CHEVRON CORP NEW COM
COM
$44.5M
215,063
1.7%
FELE
FRANKLIN ELEC INC
COM
$44.4M
481,906
1.7%
V
VISA INC CL A
COM
$43.6M
144,297
1.7%
MOG/A
MOOG INC CL A
COM
$43.3M
147,960
1.7%
AHCO
ADAPTHEALTH CORP COMMON STOCK
COM
$41.4M
3,478,592
1.6%
BDC
BELDEN INC
COM
$40.5M
352,324
1.6%
NPO
ENPRO INC.
COM
$40.4M
161,327
1.6%
ATI
ATI INC
COM
$40.3M
277,371
1.6%
TCBI
TEXAS CAPITAL BANCSHARES INC
COM
$38.2M
402,395
1.5%
MTDR
MATADOR RESOURCES CO
COM
$38.1M
603,703
1.5%
ENS
ENERSYS
COM
$38.1M
219,223
1.5%
ANET
ARISTA NETWORKS INC
COM
$37.9M
309,050
1.5%
MUR
MURPHY OIL CORP
COM
$36.6M
886,984
1.4%
MOD
MODINE MFG CO
COM
$36.4M
167,769
1.4%
DSGX
DESCARTES SYS GROUP INC COM
COM
$35.1M
490,898
1.4%
CRGY
CRESCENT ENERGY COMPANY CL A COM
COM
$35.0M
2,594,152
1.4%
NBHC
NATIONAL BANK HOLDINGS CORPORATION
COM
$34.7M
885,370
1.4%
CORZ
CORE SCIENTIFIC INC NEW
COM
$34.5M
2,305,498
1.3%
VEA
VANGUARD FTSE DEVELOPED ETF
ETF
$34.1M
532,920
1.3%
CWST
CASELLA WASTE SYS INC CL A
COM
$33.9M
426,703
1.3%
ALGM
ALLEGRO MICROSYSTEMS INC COM
COM
$32.9M
1,044,984
1.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
21%
前 6 大占比
NVDA
4.5%
AAPL
3.7%
MSFT
3.5%
VMI
3.5%
LFUS
3.1%
NGVT
3.1%
其他
78.6%
