SEGALL BRYANT & HAMILL, LLC — 13F holdings

SEGALL BRYANT & HAMILL, LLC reported 590 holdings worth $8.43B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $139M (1.6%)
2. MRCY MERCURY SYS INC — $126M (1.5%)
3. AAPL APPLE INC — $122M (1.5%)
4. TKR TIMKEN CO — $120M (1.4%)
5. VMI VALMONT INDS INC — $119M (1.4%)
6. MSFT MICROSOFT CORP — $100.0M (1.2%)
7. AMZN AMAZON COM INC — $95.0M (1.1%)
8. MTRN MATERION CORP — $93.4M (1.1%)
9. LFUS LITTELFUSE INC — $92.9M (1.1%)
10. MTSI MACOM TECH SOLUTIONS HLDGS I — $82.2M (1.0%)