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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
$2.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 54
减持 75
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON.COM INC.
-$122.0M
1,450,868
+1614%
减持
MRVL
MARVELL TECHNOLOGY INC
-$73.9M
2,257,677
-6%
减持
HAIN
HAIN CELESTIAL GROUP
-$68.0M
3,163,435
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-24%
建仓
SPXC
SPX TECHNOLOGIES INC
+$64.8M
1,227,334
清仓
—
SPX CORPORATION
-$61.0M
0
-100%
增持
CMP
COMPASS MINERALS INTL INC
-$48.4M
1,857,704
+2%
减持
GOOG
ALPHABET INC CL C
-$43.8M
66,684
-2%
减持
WAL
WESTERN ALLIANCE BANCORP
-$39.7M
150,030
-75%
减持
VYX
NCR CORP
-$36.8M
2,289,832
-15%
减持
ARES
ARES MANAGEMENT CORPORATION
-$34.0M
1,339,514
-1%
增持
MSFT
MICROSOFT CORP
-$33.6M
724,765
+2%
减持
—
SIX FLAGS ENTMT CORP NEW COM
-$33.5M
81,788
-90%
增持
AAPL
APPLE INC.
-$32.7M
1,333,477
+8%
减持
ADBE
ADOBE INC.
-$32.3M
312,679
-3%
增持
—
UNILEVER PLC
+$28.4M
664,457
+1355%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
-$28.3M
248,623
+1%
减持
ROP
ROPER TECHNOLOGIES
-$27.8M
276,794
-5%
建仓
—
PERRIGO COMPANY PLC
+$27.7M
684,450
增持
—
ORTHOFIX MED INC
-$24.3M
2,749,921
+1%
减持
RRX
REGAL REXNORD CORP
-$24.1M
632,788
-2%
清仓
—
ANAPLAN INC
-$22.7M
0
-100%
减持
TECH
BIO-TECHNE CORP
-$22.4M
217,241
-4%
减持
—
FARO TECHNOLOGIES INC
-$21.9M
829,389
-9%
减持
SPGI
S&P GLOBAL INC
-$21.5M
197,561
-8%
增持
—
JACOBS ENGINEERING GROUP
+$21.2M
245,366
+238%
减持
KEYS
KEYSIGHT TECHNOLOGIES
-$20.3M
369,509
-18%
减持
CRL
CHARLES RIV LABS INTL INC
-$19.8M
116,344
-26%
增持
—
SOUTHSTATE CORP
+$19.5M
335,859
+329%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$18.1M
245,231
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$16.6M
903,409
-2%
增持
—
GLATFELTER CORP
-$16.6M
3,432,883
+6%
减持
MPWR
MONOLITHIC PWR SYS INC
-$16.5M
93,174
-14%
减持
—
BEACON ROOFING SUPPLY INC.
-$15.6M
232,082
-50%
减持
DHR
DANAHER CORPORATION
-$15.5M
327,911
-2%
减持
HOG
HARLEY-DAVIDSON INC
-$15.4M
802,554
-22%
清仓
BUSE
FIRST BUSEY CORP
-$15.4M
0
-100%
减持
V
VISA INC CL A
-$14.6M
549,775
-1%
增持
JPM
JP MORGAN CHASE & CO
-$13.8M
689,492
+3%
减持
DOV
DOVER CORP
-$13.7M
272,961
-8%
增持
—
CIRCOR INTL INC
-$13.1M
1,323,695
+1%
减持
ITW
ILLINOIS TOOL WORKS CO
-$12.7M
348,353
-4%
减持
COTY
COTY INC COM CL A
-$12.7M
11,830,027
-1%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$12.5M
272,821
-13%
减持
UAA
UNDER ARMOUR INC CL A
-$12.2M
1,174,628
-9%
减持
COST
COSTCO WHOLESALE CORP.
-$12.2M
111,184
-2%
减持
ZTS
ZOETIS INC
-$12.1M
615,885
-1%
减持
TJX
TJX COMPANIES INC
-$11.8M
811,499
-14%
增持
FNV
FRANCO NEVADA CORP
-$11.6M
425,114
+0%
减持
CSCO
CISCO SYSTEMS INC
-$11.6M
167,427
-50%
减持
GIL
GILDAN ACTIVEWEAR
-$11.3M
1,267,093
-1%
减持
—
REV GROUP INC
-$10.9M
3,005,487
-8%
建仓
TXRH
TEXAS ROADHOUSE INC
+$10.3M
140,502
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$10.1M
51,064
-1%
增持
—
QUOTIENT TECHNOLOGY INC
-$10.1M
3,572,434
+10%
减持
DIS
DISNEY WALT CO
-$9.9M
157,505
-13%
减持
APOG
APOGEE ENTERPRISES INC COM
-$9.7M
903,372
-5%
减持
—
CMC MATERIALS INC
-$9.5M
9,362
-84%
清仓
—
CRANE COMPANY
-$9.2M
0
-100%
减持
PWR
QUANTA SERVICES INC
-$9.2M
907,214
-3%
减持
—
CAPRI HOLDINGS LIMITED SHS
-$9.1M
561,179
-10%
减持
—
NXP SEMICONDUCTORS N.V.
-$9.0M
159,743
-9%
建仓
—
DIGITALBRIDGE GROUP INC CL A COM
+$8.9M
1,830,157
减持
CMCSA
COMCAST CL A
-$8.8M
593,946
-14%
建仓
—
GLOBANT S A COM
+$8.7M
50,142
增持
CUZ
COUSINS PPTYS INC
-$8.7M
929,225
+4%
增持
—
DRIL-QUIP INC
-$8.7M
765,682
+1%
减持
RNST
RENASANT CORP
-$8.5M
186,893
-55%
减持
TGT
TARGET CORPORATION
-$8.5M
105,121
-4%
建仓
—
AVALARA INC
+$8.4M
119,408
减持
MCK
MCKESSON CORPORATION
-$8.4M
253,894
-15%
建仓
CXT
CRANE COMPANY
+$8.3M
94,836
增持
ESI
ELEMENT SOLUTIONS INC COM
-$8.1M
2,100,998
+1%
增持
ENS
ENERSYS
-$8.1M
530,777
+0%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$8.1M
236,020
-7%
减持
ULTA
ULTA SALON COSMETICS & FRANGRANCE INC
-$8.1M
12,492
-61%
增持
GOOGL
ALPHABET INC CL A
-$8.0M
13,909
+1%
减持
TKR
TIMKEN CO
-$8.0M
35,898
-78%
增持
EMN
EASTMAN CHEMICAL CO
-$7.9M
357,447
+0%
建仓
BMI
BADGER METER INC COM
+$7.7M
95,317
增持
—
TURNING POINT THERAPEUTICS INC
+$7.3M
130,011
+42%
减持
EL
ESTEE LAUDER COMPANIES - CLASS A
-$7.3M
205,095
-6%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$6.9M
809,410
+68%
减持
PEGA
PEGASYSTEMS INC
-$6.9M
52,822
-55%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
-$6.9M
98,318
+13%
减持
NKE
NIKE INC
-$6.6M
194,866
-1%
减持
—
ALCON INC ORD SHS
-$6.5M
389,108
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$6.5M
45,842
-2%
增持
KBR
KBR INC
-$6.4M
1,294,122
+3%
减持
PSTG
PURE STORAGE INC CL A
-$6.4M
643,831
-1%
减持
AVGO
BROADCOM INC
-$6.4M
39,467
-3%
增持
AZZ
AZZ INC
-$6.4M
873,061
+0%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE GA COM
-$6.2M
1,484,965
+1%
减持
—
UMPQUA HOLDINGS CORP
-$6.2M
2,289,775
-3%
减持
—
HORIZON PHARMA PLC
-$6.1M
137,621
-15%
增持
—
AZEK CO INC CL A
-$6.1M
1,920,011
+24%
增持
NOW
SERVICENOW INC
+$6.0M
111,394
+32%
增持
STRL
STERLING INFRASTRUCTURE INC
-$6.0M
1,248,659
+0%
清仓
—
ZENDESK INC COM
-$5.9M
0
-100%
建仓
TW
TRADEWEB MKTS INC CL A
+$5.8M
85,117
减持
ABT
ABBOTT LABS
-$5.8M
537,609
-1%
增持
SU
SUNCOR ENERGY INC
+$5.8M
916,427
+13%
增持
—
AMEDISYS INC
-$5.8M
153,151
+21%
减持
UNP
UNION PACIFIC CORP
-$5.7M
93,134
-1%
增持
—
SUMMIT MATLS INC CL A
-$5.6M
740,251
+1%
减持
LKFN
LAKELAND FINANCIAL CORP
-$5.6M
196,873
-23%
增持
CVX
CHEVRON CORP NEW COM
-$5.5M
437,867
+4%
增持
CMCO
COLUMBUS MCKINNON CORP
-$5.3M
388,738
+1%
减持
TENB
TENABLE HLDGS INC COM
-$5.2M
354,605
-4%
减持
—
CSG SYS INTL INC
-$5.2M
488,989
-9%
清仓
ROG
ROGERS CORPORATION
-$5.1M
0
-100%
建仓
HWC
HANCOCK WHITNEY CO
+$5.1M
115,336
减持
CABO
CABLE ONE INC
-$5.0M
23,416
-3%
减持
HON
HONEYWELL INTERNATIONAL INC.
-$4.9M
209,924
-1%
建仓
CHE
CHEMED CORP NEW COM
+$4.8M
10,256
增持
SYY
SYSCO CORPORATION
+$4.7M
408,288
+11%
增持
HURN
HURON CONSULTING GROUP INC
+$4.6M
239,434
+0%
建仓
ENSG
ENSIGN GROUP INC
+$4.5M
60,580
减持
MLM
MARTIN MARIETTA MATERIALS
-$4.3M
46,336
-2%
清仓
—
FOCUS FINL PARTNERS INC COM CL A
-$4.2M
0
-100%
减持
NTRS
NORTHERN TR CORP
-$4.1M
200,032
-1%
减持
—
LIVENT CORP
-$4.1M
326,363
-26%
减持
—
AON PLC CL A
-$4.1M
61,689
-3%
减持
MCO
MOODYS CORP
-$4.1M
60,883
-0%
减持
HUN
HUNTSMAN CORP
-$4.0M
347,283
-6%
增持
HD
HOME DEPOT INC
-$4.0M
171,690
+1%
增持
AIR
AAR CORP
-$3.9M
635,517
+1%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$3.9M
1,823,209
+93%
增持
—
PACIFIC PREMIER BANCORP COM
-$3.9M
760,513
+3%
增持
AVY
AVERY DENNISON CORP
-$3.8M
384,298
+1%
增持
—
PDC ENERGY
-$3.7M
440,472
+4%
清仓
AVAV
AEROVIRONMENT INC
-$3.6M
0
-100%
减持
WDAY
WORKDAY INC
-$3.6M
10,723
-50%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$3.6M
70,539
-9%
增持
—
ALTERYX INC CL A
-$3.5M
185,808
+6%
增持
WRBY
WARBY PARKER INC CL A COM
-$3.5M
280,006
+42%
增持
FRCB
FIRST REPUBLIC BANK/SAN FRAN
-$3.4M
231,773
+2%
清仓
LEA
LEAR CORP
-$3.4M
0
-100%
增持
WRB
BERKLEY W R CORP
+$3.4M
292,614
+18%
增持
RRC
RANGE RESOURCES CORP
-$3.4M
651,742
+1%
减持
RGA
REINSURANCE GROUP OF AMERICA
+$3.4M
453,187
-0%
增持
ESRT
EMPIRE STATE REALTY TRUST-A
-$3.4M
1,262,745
+1%
增持
—
RITCHIE BROS. AUCTIONEERS INC.
+$3.3M
143,031
+41%
增持
THC
TENET HEALTHCARE CORP
-$3.3M
211,760
+26%
增持
EHTH
EHEALTH INC
-$3.3M
1,128,159
+2%
增持
MOD
MODINE MFG CO
+$3.2M
1,911,713
+2%
增持
—
CATALENT INC
+$3.2M
751,460
+8%
减持
GLD
SPDR GOLD SHARES
-$3.1M
237,676
-1%
减持
EFA
ISHARES MSCI EAFE INDEX FUND
-$3.1M
137,608
-13%
减持
DRI
DARDEN RESTAURANTS INC
-$3.1M
151,870
-1%
减持
—
ACCENTURE LTD CL A
-$3.1M
51,087
-0%