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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 50
减持 51
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
SSB
SOUTHSTATE BANK CORP
+$66.2M
669,569
清仓
—
SOUTHSTATE CORP
-$59.6M
0
-100%
增持
NVDA
NVIDIA CORP
+$47.5M
665,378
+37%
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。
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$36.2M
493,924
增持
ONTO
ONTO INNOVATION INC
+$34.6M
305,228
+535%
增持
ANET
ARISTA NETWORKS INC
+$31.6M
410,712
+49%
增持
VFC
VF CORPORATION
+$30.8M
4,938,084
+43%
减持
—
REV GROUP INC
-$30.0M
936,389
-46%
增持
LFUS
LITTELFUSE INC
+$27.4M
300,375
+35%
清仓
FICO
FAIR ISAAC CORP COM
-$25.6M
0
-100%
建仓
FELE
FRANKLIN ELEC INC
+$24.2M
254,444
建仓
AEO
AMERICAN EAGLE OUTFITTERS
+$23.4M
1,367,353
建仓
ROCK
GIBRALTAR INDS INC COM
+$22.8M
362,393
增持
MTRN
MATERION CORP COM
+$20.7M
349,500
+29%
减持
MRVL
MARVELL TECHNOLOGY INC
-$20.4M
149,848
-65%
减持
PWR
QUANTA SERVICES INC
-$20.2M
33,938
-63%
建仓
SXI
STANDEX INTERNATIONAL CORPORATION
+$19.8M
93,266
减持
ARES
ARES MANAGEMENT CORPORATION
-$19.7M
55,345
-66%
减持
AAPL
APPLE INC.
+$19.1M
453,681
-4%
减持
GOOG
ALPHABET INC CL C
+$16.9M
285,407
-4%
减持
SAP
SAP AG ADR
-$16.6M
36,129
-58%
增持
NGVT
INGEVITY CORP
+$16.4M
1,298,661
+1%
增持
ACIW
ACI WORLDWIDE INC
+$16.3M
383,817
+345%
建仓
UAMY
UNITED STATES ANTIMONY CORP
+$15.4M
2,481,275
增持
ORLY
OREILLY AUTOMOTIVE INC
+$15.3M
257,783
+86%
增持
TJX
TJX COMPANIES INC
+$15.0M
197,505
+80%
增持
THRM
GENTHERM INC
+$14.7M
997,125
+47%
减持
SLGN
SILGAN HOLDINGS INC
-$14.7M
1,057,515
-5%
减持
INTU
INTUIT INC
-$14.5M
17,639
-48%
清仓
CBZ
CBIZ INC COM
-$14.4M
0
-100%
清仓
JBTM
JBT MAREL CORPORATION
-$14.1M
0
-100%
增持
AMKR
AMKOR TECHNOLOGY INC COM
+$14.0M
568,882
+465%
增持
ENS
ENERSYS
+$13.9M
483,494
+2%
减持
VMI
VALMONT INDS INC COM
+$13.6M
287,882
-4%
清仓
—
AZEK CO INC CL A
-$13.5M
0
-100%
减持
GT
GOODYEAR TIRE AND RUBBER CO
-$13.5M
3,516,608
-8%
增持
CDNS
CADENCE DESIGN SYSTEMS INC
+$13.5M
76,225
+77%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$13.4M
240,780
+156%
增持
VECO
VEECO INSTRS INC
+$12.8M
573,764
+152%
减持
ATR
APTAR GROUP INC
-$12.8M
108,229
-38%
建仓
PAR
PAR TECHNOLOGY CORP
+$12.5M
316,068
清仓
EME
EMCOR GROUP INC
-$12.1M
0
-100%
清仓
INSM
INSMED INC COM PAR $.01
-$12.0M
0
-100%
减持
GOOGL
ALPHABET INC CL A
+$11.7M
195,348
-4%
建仓
MOG/A
MOOG INC CL A
+$11.6M
56,049
清仓
KDP
KEURIG DR PEPPER INC
-$11.5M
0
-100%
增持
GFF
GRIFFON CORP COM
+$11.4M
430,209
+46%
增持
PZZA
PAPA JOHNS INTL INC
+$11.4M
1,174,369
+27%
建仓
ROG
ROGERS CORPORATION
+$11.4M
141,355
减持
NOW
SERVICENOW INC
-$11.2M
51,465
-10%
建仓
TTAN
SERVICETITAN INC
+$11.1M
110,063
清仓
LASR
NLIGHT INC COM
-$11.1M
0
-100%
清仓
—
PACIFIC PREMIER BANCORP COM
-$11.0M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED ETF
+$10.9M
454,163
+59%
清仓
ZTS
ZOETIS INC
-$10.7M
0
-100%
减持
CSL
CARLISLE COMPANIES INCORPORATED
-$10.6M
31,618
-44%
清仓
WAT
WATERS CORPORATION
-$10.6M
0
-100%
建仓
CVCO
CAVCO INDUSTRIES INC
+$10.6M
18,216
减持
SLB
SLB LTD
-$10.5M
11,215
-97%
建仓
FEIM
FREQUENCY ELECTRS INC
+$10.4M
307,440
清仓
CMG
CHIPOTLE MEXICAN GRILL-CL A
-$10.4M
0
-100%
减持
TTEK
TETRA TECH INC
-$10.4M
677,463
-26%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$10.3M
22,490
清仓
—
ICHOR HOLDINGS LTD
-$9.9M
0
-100%
增持
RDNT
RADNET INC COM
+$9.9M
368,934
+16%
清仓
IOSP
INNOSPEC INC
-$9.9M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$9.8M
187,213
+39%
减持
MP
MP MATERIALS CORP COM CL A
-$9.8M
448,099
-63%
清仓
SLAB
SILICON LABORATORIES INC COM
-$9.8M
0
-100%
减持
MOD
MODINE MFG CO
+$9.7M
244,642
-4%
增持
ABCB
AMERIS BANCORP
+$9.6M
757,748
+7%
减持
AGI
ALAMOS GOLD INC NEW COM CL A
+$9.3M
1,229,830
-3%
减持
BRBR
BELLRING BRANDS INC
-$9.1M
142,848
-42%
减持
RMBS
RAMBUS INC DEL COM
+$9.0M
248,079
-6%
增持
GH
GUARDANT HEALTH INC COM
+$9.0M
305,147
+58%
建仓
DOCN
DIGITALOCEAN HLDGS INC COM
+$9.0M
262,029
增持
GBCI
GLACIER BANCORP INC
+$8.8M
1,173,967
+5%
清仓
—
FOOT LOCKER INC
-$8.3M
0
-100%
建仓
TKR
TIMKEN CO
+$8.1M
107,835
建仓
USLM
UNITED STATES LIME & MINERALS COM
+$7.9M
60,330
清仓
COTY
COTY INC COM CL A
-$7.7M
0
-100%
清仓
—
HESS CORP
-$7.7M
0
-100%
减持
COLB
COLUMBIA BKG SYS INC
-$7.6M
1,021,658
-30%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A COM
+$7.6M
2,724,845
+16%
增持
LOAR
LOAR HOLDINGS INC
+$7.4M
175,152
+127%
增持
ENSG
ENSIGN GROUP INC
+$7.3M
331,596
+2%
减持
BDC
BELDEN INC
-$7.3M
345,228
-18%
增持
CYTK
CYTOKINETICS INC COM NEW
+$7.2M
181,050
+116%
清仓
MEDP
MEDPACE HLDGS INC
-$7.1M
0
-100%
清仓
—
EATON CORP PLC
-$7.1M
0
-100%
减持
CADE
CADENCE BANK
+$7.1M
1,350,261
-1%
减持
NX
QUANEX BUILDING PRODUCTS CORP COM
-$7.1M
1,300,978
-4%
减持
MD
PEDIATRIX MEDICAL GROUP INC
-$6.9M
143,716
-78%
增持
MANH
MANHATTAN ASSOCS INC COM
+$6.8M
101,020
+44%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$6.8M
70,262
-49%
减持
ALGM
ALLEGRO MICROSYSTEMS INC COM
-$6.8M
1,323,726
-0%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$6.7M
331,480
+30%
增持
VWO
VANGUARD FTSE EMERGING MKTS ETF
+$6.6M
220,793
+105%
增持
PSN
PARSONS CORP DEL
+$6.6M
167,370
+66%
清仓
GPK
GRAPHIC PACKAGING HLDG CO COM
-$6.5M
0
-100%
建仓
VEEV
VEEVA SYS INC CL A
+$6.4M
21,600
增持
VSEC
VSE CORP
+$6.4M
167,131
+2%
清仓
IBM
IBM
-$6.4M
0
-100%
减持
FIVN
FIVE9 INC
-$6.4M
498,010
-28%
减持
—
GLOBANT S A COM
-$6.3M
44,828
-54%
减持
—
OWENS ILL INC
-$6.2M
3,068,371
-2%
增持
PRGS
PROGRESS SOFTWARE CORP
-$6.1M
643,145
+19%
增持
GIL
GILDAN ACTIVEWEAR
+$6.0M
507,568
+7%
减持
MORN
MORNINGSTAR INC
-$5.9M
29,570
-28%
增持
CXT
CRANE NXT CO COM
+$5.9M
306,813
+13%
减持
CECO
CECO ENVIROMENTAL CORP
+$5.9M
260,058
-0%
增持
SAIA
SAIA INC
+$5.9M
48,584
+53%
减持
NPO
ENPRO INC.
+$5.9M
191,417
-2%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$5.8M
528,597
+36%
增持
EXP
EAGLE MATERIALS INC
+$5.7M
99,319
+15%
清仓
AJG
GALLAGHER ARTHUR J
-$5.7M
0
-100%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$5.7M
58,611
减持
GNTX
GENTEX CORP
-$5.7M
257,822
-56%
减持
V
VISA INC CL A
-$5.7M
182,054
-5%
清仓
COO
COOPER COS INC
-$5.7M
0
-100%
减持
AHCO
ADAPTHEALTH CORP COMMON STOCK
-$5.7M
4,299,090
-8%
减持
KNF
KNIFE RIVER CORP COMMON STOCK
-$5.6M
83,865
-43%
减持
EHC
ENCOMPASS HEALTH CORP
-$5.6M
127,903
-28%
增持
FLS
FLOWSERVE CORPORATION
+$5.5M
443,057
+28%
增持
TBBK
BANCORP INC DEL COM
+$5.5M
282,343
+2%
增持
VCYT
VERACYTE INC
+$5.4M
533,432
+12%
减持
ICUI
ICU MEDICAL INC
-$5.4M
280,521
-5%
减持
KRYS
KRYSTAL BIOTECH INC COM
-$5.4M
85,263
-43%
减持
SBCF
SEACOAST BANKING CORP OF FLORIDA
+$5.3M
1,923,610
-0%
减持
—
AMBARELLA INC SHS
+$5.2M
339,201
-2%
增持
ECG
EVERUS CONSTR GROUP
+$5.2M
218,158
+3%
减持
NFLX
NETFLIX INC
-$5.2M
29,507
-3%
增持
HWKN
HAWKINS INC
+$5.1M
115,245
+3%
清仓
SPT
SPROUT SOCIAL INC COM CL A
-$5.0M
0
-100%
建仓
CLSK
CLEANSPARK INC
+$4.9M
335,620
减持
TXRH
TEXAS ROADHOUSE INC
-$4.8M
132,222
-8%
增持
IBP
INSTALLED BLDG PRODS INC
+$4.8M
68,202
+3%
减持
AAP
ADVANCE AUTO PARTS INC.
+$4.8M
676,503
-14%
增持
DSGX
DESCARTES SYS GROUP INC COM
+$4.7M
439,152
+22%
减持
ROAD
CONSTRUCTION PARTNERS INC
-$4.7M
134,880
-34%
减持
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
-$4.7M
383,535
-56%
增持
—
FTAI AVIATION LTD
+$4.7M
85,304
+2%
减持
CIVI
CIVITAS RESOURCES INC
-$4.4M
61,101
-74%
增持
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK
+$4.4M
195,106
+61%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
+$4.3M
172,452
+44%
清仓
LNTH
LANTHEUS HLDGS INC COM
-$4.3M
0
-100%
清仓
TGNA
TEGNA INC
-$4.3M
0
-100%
减持
CHE
CHEMED CORP NEW COM
-$4.3M
28,714
-19%
增持
PRCT
PROCEPT BIOROBOTICS CORP
-$4.3M
208,539
+3%
清仓
PDFS
PDF SOLUTIONS INC COM
-$4.2M
0
-100%
