Segall Bryant & Hamill, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$6.2B
Holdings
585
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 6.6% (11.5k → 10.7k shares)
4.9%
02
$GOOG
ALPHABET INC
Q1 2026: Sold 15.3% (3.4k → 2.9k shares)
4.2%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 3.3% (5.1k → 4.9k shares)
3.5%
04
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
3.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 1.8% (6.2k → 6.1k shares)
3.1%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 5.3% (6.4k → 6.1k shares)
2.9%
07
$PWR
QUANTA SVCS INC
Held since at least Q1 2024
2.7%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 16.9% (1.3k → 1.1k shares)
2.2%
09
$V
VISA INC
Q1 2026: Sold 8.2% (3.5k → 3.2k shares)
2.1%
10
$AVGO
BROADCOM INC
Q4 2025: New position (1.9k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:26 UTC.