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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 30
减持 72
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
—
REV GROUP INC
-$49.9M
0
-100%
减持
VFC
VF CORPORATION
-$46.6M
1,817,805
-58%
清仓
CADE
CADENCE BANK
-$43.4M
0
-100%
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。
增持
TEX
TEREX CORP
+$41.1M
802,573
+577%
清仓
VIAV
VIAVI SOLUTIONS INC
-$26.9M
0
-100%
减持
META
META PLATFORMS INC CL A
-$26.4M
14,320
-73%
建仓
CE
CELANESE CORP
+$26.3M
399,849
建仓
CFR
CULLEN/FROST BANKERS INC
+$25.8M
188,407
增持
MSFT
MICROSOFT CORP
-$24.6M
245,390
+3%
减持
VMI
VALMONT INDS INC COM
-$23.6M
222,248
-20%
增持
IPGP
IPG PHOTONICS CORP
+$23.5M
469,471
+11%
清仓
FICO
FAIR ISAAC CORP COM
-$21.8M
0
-100%
增持
MRCY
MERCURY SYS INC COM
+$21.7M
934,824
+47%
减持
AGI
ALAMOS GOLD INC NEW COM CL A
-$21.6M
409,251
-60%
建仓
LPX
LOUISIANA PAC CORP
+$21.5M
295,705
建仓
MOH
MOLINA HEALTHCARE INC.
+$21.5M
161,033
增持
SU
SUNCOR ENERGY INC
+$20.8M
445,249
+128%
建仓
DX
DYNEX CAPITAL INC
+$19.6M
1,534,596
增持
COHU
COHU INC COM
+$19.4M
955,344
+125%
增持
TXN
TEXAS INSTRUMENTS INC
+$19.1M
113,728
+564%
增持
FELE
FRANKLIN ELEC INC
+$19.0M
481,906
+81%
建仓
CNX
CNX RESOURCES CORP
+$18.6M
482,713
增持
CORZ
CORE SCIENTIFIC INC NEW
+$18.4M
2,305,498
+108%
清仓
SPGI
S&P GLOBAL INC
-$18.2M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$17.7M
215,063
+22%
建仓
KRC
KILROY RLTY CORP COM
+$17.5M
621,817
建仓
S
SENTINELONE INC CL A
+$17.4M
1,353,597
减持
APOG
APOGEE ENTERPRISES INC COM
-$16.7M
478,904
-47%
增持
MSI
MOTOROLA SOLUTIONS
+$16.6M
56,400
+175%
减持
TJX
TJX COMPANIES INC
-$16.3M
61,047
-64%
减持
HWC
HANCOCK WHITNEY CO
-$16.3M
337,752
-43%
增持
FBNC
FIRST BANCORP NC
+$16.3M
429,818
+176%
增持
TKR
TIMKEN CO
+$16.2M
451,516
+30%
减持
HUBG
HUB GROUP INC CL A
-$15.9M
284,591
-54%
减持
AMKR
AMKOR TECHNOLOGY INC COM
-$15.5M
443,750
-51%
增持
MOG/A
MOOG INC CL A
+$15.4M
147,960
+29%
减持
NOW
SERVICENOW INC
-$15.3M
135,952
-29%
减持
ENS
ENERSYS
-$15.2M
219,223
-40%
清仓
QTWO
Q2 HLDGS INC
-$15.1M
0
-100%
减持
VSEC
VSE CORP
-$14.8M
83,543
-52%
建仓
OLN
OLIN CORP
+$14.8M
496,791
减持
BAM
BROOKFIELD ASSET MANAGE-CL A
-$14.4M
81,933
-76%
减持
PZZA
PAPA JOHNS INTL INC
-$14.2M
821,314
-23%
减持
—
OWENS ILL INC
-$14.1M
2,754,970
-6%
减持
AGYS
AGILYSYS INC
-$14.1M
269,720
-4%
增持
IESC
IES HLDGS INC
+$13.6M
39,592
+192%
增持
—
CAPRI HOLDINGS LIMITED SHS
+$13.5M
2,734,735
+93%
清仓
SITM
SITIME CORP COM
-$13.4M
0
-100%
减持
AAPL
APPLE INC.
-$13.2M
374,207
-6%
建仓
WTFC
WINTRUST FINANCIAL CORPORATION
+$13.1M
94,092
减持
SLGN
SILGAN HOLDINGS INC
-$13.0M
694,644
-30%
建仓
OSIS
OSI SYSTEMS INC.
+$12.7M
47,909
清仓
—
AMBARELLA INC SHS
-$12.6M
0
-100%
建仓
—
TOPBUILD CORP COM
+$12.2M
34,819
减持
ANET
ARISTA NETWORKS INC
-$12.1M
309,050
-19%
减持
NEO
NEOGENOMICS INC
-$12.0M
1,133,026
-35%
减持
TRMB
TRIMBLE INC COM
-$11.8M
116,180
-53%
减持
CRGY
CRESCENT ENERGY COMPANY CL A COM
+$11.7M
2,594,152
-7%
建仓
VVV
VALVOLINE INC COM
+$11.5M
340,609
减持
DBRG
DIGITALBRIDGE GROUP INC CL A COM
-$11.4M
1,987,284
-28%
清仓
KBR
KBR INC
-$11.3M
0
-100%
减持
—
TECHNIPFMC PLC
-$11.2M
189,396
-65%
增持
PTGX
PROTAGONIST THERAPEUTICS INC COM
+$11.1M
212,714
+65%
减持
PRGS
PROGRESS SOFTWARE CORP
-$11.1M
570,077
-5%
建仓
—
STRATASYS LTD SHS
+$11.1M
1,422,191
减持
NVDA
NVIDIA CORP
-$11.0M
658,200
-2%
减持
PODD
INSULET CORP
-$10.9M
83,769
-16%
清仓
MKC
MCCORMICK & COMPANY INC
-$10.9M
0
-100%
清仓
PSN
PARSONS CORP DEL
-$10.8M
0
-100%
清仓
BL
BLACKLINE INC
-$10.6M
0
-100%
减持
THRM
GENTHERM INC
-$10.5M
924,089
-7%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$10.4M
200,371
+96%
减持
V
VISA INC CL A
-$10.3M
144,297
-6%
建仓
EVR
EVERCORE INC CLASS A
+$10.3M
34,507
减持
OLED
UNIVERSAL DISPLAY CORP
-$10.2M
268,760
-10%
清仓
J
JACOBS SOLUTIONS INC
-$10.0M
0
-100%
清仓
—
CLEARWATER ANALYTICS HLDGS INC
-$10.0M
0
-100%
清仓
—
VALARIS LTD
-$10.0M
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$9.8M
127,408
增持
BMI
BADGER METER INC COM
+$9.5M
86,478
+315%
减持
GT
GOODYEAR TIRE AND RUBBER CO
-$9.5M
2,317,713
-18%
增持
PTCT
PTC THERAPEUTICS INC COM
+$9.5M
195,380
+287%
减持
CR
CRANE COMPANY
-$9.5M
120,121
-26%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
+$9.4M
221,729
-5%
减持
LFUS
LITTELFUSE INC
+$9.4M
236,284
-16%
减持
PAR
PAR TECHNOLOGY CORP
-$9.1M
320,949
-13%
清仓
VECO
VEECO INSTRS INC
-$9.1M
0
-100%
增持
SNEX
STONEX GROUP INC COM
+$9.1M
299,088
+89%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$9.1M
0
-100%
建仓
MKSI
MKS INSTRUMENTS INC
+$9.1M
39,434
减持
CWST
CASELLA WASTE SYS INC CL A
-$8.9M
426,703
-2%
减持
ICUI
ICU MEDICAL INC
-$8.9M
224,163
-15%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$8.8M
92,298
-6%
增持
QDEL
QUIDEL CORP COM
-$8.8M
1,543,410
+29%
减持
GOOG
ALPHABET INC CL C
-$8.7M
179,513
-6%
减持
MANH
MANHATTAN ASSOCS INC COM
-$8.6M
47,573
-45%
减持
AZTA
AZENTA INC COM
-$8.4M
478,339
-14%
减持
AEIS
ADVANCED ENERGY INDS
-$8.3M
77,539
-51%
清仓
ALM
ALMONTY INDS INC
-$8.3M
0
-100%
减持
IRTC
IRHYTHM HOLDINGS INC
-$8.0M
99,796
-11%
增持
EXP
EAGLE MATERIALS INC
+$7.9M
236,441
+32%
减持
GOOGL
ALPHABET INC CL A
-$7.8M
178,753
-5%
减持
SMG
SCOTTS COMPANY (THE)-CL A
-$7.7M
54,884
-71%
减持
RBC
RBC BEARINGS INC
+$7.7M
97,826
-4%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$7.7M
0
-100%
减持
MUR
MURPHY OIL CORP
+$7.5M
886,984
-5%
清仓
GSHD
GOOSEHEAD INS INC COM CL A
-$7.5M
0
-100%
建仓
WMS
ADVANCED DRAIN SYS INC DEL COM
+$7.5M
54,391
增持
ESE
ESCO TECHNOLOGIES
+$7.3M
60,523
+22%
减持
ECL
ECOLAB INC
-$7.2M
74,085
-28%
减持
FEIM
FREQUENCY ELECTRS INC
-$7.1M
212,115
-31%
建仓
RPM
RPM INTL INC COM
+$7.0M
70,054
清仓
EME
EMCOR GROUP INC
-$7.0M
0
-100%
减持
NGVT
INGEVITY CORP
+$6.9M
1,109,048
-9%
减持
CHRD
CHORD ENERGY CORPORATION
+$6.8M
138,344
-1%
减持
MIR
MIRION TECHNOLOGIES INC
-$6.7M
1,111,874
-5%
清仓
BBCA
JP MORGAN EXCHANGE TRADED FD BETABULDRS CDA
-$6.7M
0
-100%
清仓
CSL
CARLISLE COMPANIES INCORPORATED
-$6.5M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$6.5M
0
-100%
增持
AMZN
AMAZON.COM INC.
-$6.5M
351,689
+2%
减持
ONTO
ONTO INNOVATION INC
-$6.5M
275,689
-31%
减持
PWR
QUANTA SERVICES INC
+$6.5M
54,554
-2%
减持
MTDR
MATADOR RESOURCES CO
+$6.5M
603,703
-19%
减持
STRL
STERLING INFRASTRUCTURE INC
+$6.4M
74,653
-5%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$6.3M
500,152
+4%
减持
ESI
ELEMENT SOLUTIONS INC COM
+$6.2M
1,819,380
-19%
减持
TECH
BIO-TECHNE CORP
-$6.2M
428,507
-12%
减持
—
FTAI AVIATION LTD
-$6.2M
46,551
-48%
减持
GIL
GILDAN ACTIVEWEAR
-$6.1M
414,183
-11%
建仓
BHE
BENCHMARK ELECTRS INC
+$6.1M
108,412
减持
VITL
VITAL FARMS INC
-$6.1M
311,746
-5%
减持
VCYT
VERACYTE INC
-$6.1M
591,488
-1%
减持
CHDN
CHURCHILL DOWNS INC
-$6.0M
152,213
-12%
增持
VEA
VANGUARD FTSE DEVELOPED ETF
+$5.9M
532,920
+18%
增持
RGEN
REPLIGEN CORP
-$5.8M
155,025
+5%
减持
RDNT
RADNET INC COM
-$5.8M
301,812
-5%
减持
GMED
GLOBUS MEDICAL INC
-$5.8M
253,885
-20%
建仓
APH
AMPHENOL CORP CL A - NEW
+$5.6M
44,611
减持
TRU
TRANSUNION
-$5.5M
93,585
-33%
减持
SBCF
SEACOAST BANKING CORP OF FLORIDA
-$5.4M
1,729,851
-6%
减持
TTAN
SERVICETITAN INC
-$5.3M
109,540
-5%
减持
IBP
INSTALLED BLDG PRODS INC
-$5.3M
49,917
-30%
减持
ARES
ARES MANAGEMENT CORPORATION
-$5.3M
11,584
-71%
减持
AAP
ADVANCE AUTO PARTS INC.
-$5.2M
397,330
-40%
清仓
MORN
MORNINGSTAR INC
-$5.2M
0
-100%
建仓
KMT
KENNAMETAL INC
+$5.1M
141,397
减持
STEP
STEPSTONE GROUP INC COM CL A
-$5.1M
256,294
-5%
增持
SYK
STRYKER CORP
+$4.9M
69,732
+36%
清仓
—
INTERDIGITAL INC
-$4.8M
0
-100%
增持
AIT
APPLIED INDUSTRIAL TECH INC
+$4.8M
110,642
+16%
