Segall Bryant & Hamill, LLC holds a diversified book of 576 stocks worth $7.0B as of Q1 2026 (disclosed May 22, 2026, a ~45-day 13F lag). This quarter they opened Celanese Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 2% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1006378/holdings"
Use Arkolith to show SEGALL BRYANT & HAMILL, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $114.8M | 658.2K | 1.6% | ▼−2.4% Reduced · −17K sh | |
| 2 | Apple Inc. COM | $95.0M | 374.2K | 1.4% | ▼−5.9% Reduced · −24K sh | |
| 3 | Microsoft Corp COM | $90.8M | 245.4K | 1.3% | ▲+2.8% Added · +7K sh | |
| 4 | Valmont Inds Inc Com COM | $88.8M | 222.2K | 1.3% | ▼−20% Reduced · −57K sh | |
| 5 | Littelfuse Inc COM | $80.2M | 236.3K | 1.1% | ▼−16% Reduced · −44K sh | |
| 6 | Ingevity Corp COM | $79.0M | 1.11M | 1.1% | ▼−9.0% Reduced · −109K sh | |
| 7 | Amazon.com Inc. COM | $73.2M | 351.7K | 1.0% | ▲+1.8% Added · +6K sh | |
| 8 | Mercury Sys Inc Com COM | $68.2M | 934.8K | 1.0% | ▲+47% Added · +298K sh | |
| 9 | Ensign Group Inc COM | $63.6M | 315.7K | 0.9% | ▼−7.4% Reduced · −25K sh | |
| 10 | Element Solutions Inc Com COM | $62.1M | 1.82M | 0.9% | ▼−19% Reduced · −416K sh | |
| 11 | Southstate Bank Corp COM | $57.2M | 617.9K | 0.8% | ▼−5.1% Reduced · −33K sh | |
| 12 | Onto Innovation Inc COM | $56.5M | 275.7K | 0.8% | ▼−31% Reduced · −124K sh | |
| 13 | Ipg Photonics Corp COM | $53.8M | 469.5K | 0.8% | ▲+11% Added · +47K sh | |
| 14 | RBC Bearings Inc COM | $53.1M | 97.8K | 0.8% | ▼−3.5% Reduced · −4K sh | |
| 15 | Ameris Bancorp COM | $52.8M | 677.6K | 0.8% | ▼−6.9% Reduced · −50K sh | |
| 16 | Seacoast Banking Corp Of Florida COM | $52.4M | 1.73M | 0.8% | ▼−6.0% Reduced · −110K sh | |
| 17 | Alphabet Inc CL C COM | $51.5M | 179.5K | 0.7% | ▼−6.4% Reduced · −12K sh | |
| 18 | Alphabet Inc CL A COM | $51.4M | 178.8K | 0.7% | ▼−5.4% Reduced · −10K sh | |
| 19 | Glacier Bancorp Inc COM | $49.8M | 1.11M | 0.7% | ▼−3.9% Reduced · −45K sh | |
| 20 | Macom Tech Solutions Hldgs Inc Com COM | $49.2M | 221.7K | 0.7% | ▼−4.6% Reduced · −11K sh | |
| 21 | Materion Corp Com COM | $48.4M | 334.3K | 0.7% | ▼−7.3% Reduced · −26K sh | |
| 22 | Capri Holdings Limited SHS COM | $48.2M | 2.73M | 0.7% | ▲+93% Added · +1.3M sh | |
| 23 | Azz Inc COM | $47.7M | 381.4K | 0.7% | ▼−15% Reduced · −67K sh | |
| 24 | Terex Corp COM | $47.4M | 802.6K | 0.7% | ▲+577% Added · +684K sh | |
| 25 | McKesson Corporation COM | $47.2M | 54.5K | 0.7% | ▼−2.6% Reduced · −1K sh | |
| 26 | Timken Co COM | $45.4M | 451.5K | 0.7% | ▲+30% Added · +104K sh | |
| 27 | Stag Indl Inc Com RE | $45.0M | 1.25M | 0.6% | ▲+1.2% Added · +15K sh | |
| 28 | Lattice Semiconductor Corp COM | $44.9M | 483.9K | 0.6% | ▼−11% Reduced · −63K sh | |
| 29 | Eagle Materials Inc COM | $44.8M | 236.4K | 0.6% | ▲+32% Added · +58K sh | |
| 30 | Chevron Corp New Com COM | $44.5M | 215.1K | 0.6% | ▲+22% Added · +39K sh | |
| 31 | Franklin Elec Inc COM | $44.4M | 481.9K | 0.6% | ▲+81% Added · +216K sh | |
| 32 | Visa Inc CL A COM | $43.6M | 144.3K | 0.6% | ▼−6.2% Reduced · −10K sh | |
| 33 | Moog Inc CL A COM | $43.3M | 148.0K | 0.6% | ▲+29% Added · +33K sh | |
| 34 | Adapthealth Corp Common Stock COM | $41.4M | 3.48M | 0.6% | ▼−11% Reduced · −446K sh | |
| 35 | Belden Inc COM | $40.5M | 352.3K | 0.6% | ▼−0.4% Reduced · −1K sh | |
| 36 | Enpro Inc. COM | $40.4M | 161.3K | 0.6% | ▼−6.4% Reduced · −11K sh | |
| 37 | Ati Inc COM | $40.3M | 277.4K | 0.6% | ▼−14% Reduced · −44K sh | |
| 38 | Texas Capital Bancshares Inc COM | $38.2M | 402.4K | 0.5% | ▼−3.8% Reduced · −16K sh | |
| 39 | Matador Resources Co COM | $38.1M | 603.7K | 0.5% | ▼−19% Reduced · −143K sh | |
| 40 | Enersys COM | $38.1M | 219.2K | 0.5% | ▼−40% Reduced · −144K sh | |
| 41 | Arista Networks Inc COM | $37.9M | 309.1K | 0.5% | ▼−19% Reduced · −73K sh | |
| 42 | Murphy Oil Corp COM | $36.6M | 887.0K | 0.5% | ▼−4.7% Reduced · −44K sh | |
| 43 | Modine MFG Co COM | $36.4M | 167.8K | 0.5% | ▼−40% Reduced · −110K sh | |
| 44 | Descartes Sys Group Inc Com COM | $35.1M | 490.9K | 0.5% | ▲+10% Added · +46K sh | |
| 45 | Crescent Energy Company CL A Com COM | $35.0M | 2.59M | 0.5% | ▼−6.7% Reduced · −187K sh | |
| 46 | National Bank Holdings Corporation COM | $34.7M | 885.4K | 0.5% | ▼−3.4% Reduced · −31K sh | |
| 47 | Core Scientific Inc New COM | $34.5M | 2.31M | 0.5% | ▲+108% Added · +1.2M sh | |
| 48 | Vanguard Ftse Developed ETF ETF | $34.1M | 532.9K | 0.5% | ▲+18% Added · +81K sh | |
| 49 | Casella Waste Sys Inc CL A COM | $33.9M | 426.7K | 0.5% | ▼−2.2% Reduced · −10K sh | |
| 50 | Allegro Microsystems Inc Com COM | $32.9M | 1.04M | 0.5% | ▼−16% Reduced · −203K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 22, 2026 | 576 | $7.0B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 570 | $7.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 567 | $7.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 569 | $7.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 573 | $6.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 576 | $7.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 562 | $7.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 409 | $5.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 301 | $5.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 299 | $5.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 505 | $8.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 704 | $9.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 716 | $9.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 712 | $9.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 722 | $8.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 724 | $8.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 743 | $10.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 596 | $10.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Dec 30, 2021 | 781 | $10.5B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 763 | $10.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 810 | $10.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 733 | $9.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.