SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 96.4%  Shares   Value 
Consumer Discretionary - 6.3%          
Automobiles & Components - 1.2%          
Gentherm, Inc. (a)   81,164   $2,254,736 
Goodyear Tire & Rubber Co. (The) (a)   358,702    2,378,194 
         4,632,930 
Consumer Discretionary Distribution & Retail - 0.9%          
Advance Auto Parts, Inc.   65,923    3,477,438 
           
Consumer Durables & Apparel - 2.8%          
Capri Holdings, Ltd. (a)   307,242    5,413,604 
VF Corp.   310,943    5,282,922 
         10,696,526 
Consumer Services - 1.4%          
Papa John's International, Inc.   173,123    5,610,917 
           
Energy - 5.5%          
Energy - 5.5%          
CNX Resources Corp. (a)   101,449    3,910,859 
Crescent Energy Co. - Class A   422,506    5,703,831 
Helmerich & Payne, Inc.   109,097    3,930,765 
Murphy Oil Corp.   188,750    7,785,937 
         21,331,392 
Financials - 18.1%          
Banks - 15.3%          
Ameris Bancorp   65,797    5,131,508 
Columbia Banking System, Inc.   125,616    3,445,647 
Community Bank System, Inc.   78,002    4,574,817 
First Bancorp   69,870    3,937,175 
Glacier Bancorp, Inc.   98,150    4,384,361 
Hancock Whitney Corp.   56,916    3,619,288 
National Bank Holdings Corp. - Class A   161,049    6,306,679 
Peoples BanCorp, Inc.   55,099    1,811,104 
Seacoast Banking Corp. of Florida   185,009    5,603,923 
Southstate Bank Corp.   51,590    4,773,107 
Texas Capital Bancshares, Inc. (a)   72,257    6,855,744 
United Community Banks, Inc.   104,805    3,300,309 

 

 

SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 96.4% (Continued)  Shares   Value 
Financials - 18.1% (Continued)          
Banks - 15.3% (Continued)          
WesBanco, Inc.   162,017   $5,587,966 
         59,331,628 
Financial Services - 2.8%          
DigitalBridge Group, Inc. - Class A   432,108    6,663,106 
Dynex Capital, Inc.   322,045    4,109,294 
         10,772,400 
Health Care - 7.3%          
Health Care Equipment & Services - 6.6%          
Adapthealth Corp. (a)   634,960    7,556,024 
AngioDynamics, Inc. (a)   205,492    2,336,444 
ICU Medical, Inc. (a)   39,879    5,150,373 
Molina Healthcare, Inc. (a)   29,838    3,977,405 
NeoGenomics, Inc. (a)   221,418    1,642,922 
QuidelOrtho Corp. (a)   292,457    4,805,068 
         25,468,236 
Pharmaceuticals, Biotechnology & Life Sciences - 0.7%          
Galapagos N.V. ADR (Belgium) (a)   94,152    2,824,560 
           
Industrials - 21.4%          
Capital Goods - 19.9%          
AAR Corp. (a)   23,181    2,537,392 
Apogee Enterprises, Inc.   88,102    2,954,941 
Astec Industries, Inc.   36,160    1,946,855 
AZZ, Inc.   59,843    7,488,155 
Columbus McKinnon Corp.   104,612    1,520,012 
Enerpac Tool Group Corp. - Class A   56,727    2,068,834 
EnerSys   32,970    5,727,548 
Franklin Electric Co., Inc.   70,685    6,515,037 
Gibraltar Industries, Inc. (a)   62,007    2,472,219 
Mercury Systems, Inc. (a)   169,163    12,333,674 
Quanex Building Products Corp.   206,323    3,707,624 
Stratasys Ltd. (Israel) (a)   299,264    2,337,252 
Terex Corp.   111,801    6,607,439 
Timken Co., (The)   78,107    7,855,221 

 

 

SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 96.4% (Continued)  Shares   Value 
Industrials - 21.4% (Continued)          
Capital Goods - 19.9% (Continued)          
Valmont Industries, Inc.   26,697   $10,667,320 
         76,739,523 
Transportation - 1.5%          
ArcBest Corp.   30,796    3,029,095 
GXO Logistics, Inc. (a)   55,200    2,862,120 
         5,891,215 
Information Technology - 16.7%          
Semiconductors & Semiconductor Equipment - 4.6%          
Allegro MicroSystems, Inc. (a)   93,947    2,962,149 
Axcelis Technologies, Inc. (a)   42,000    3,909,360 
Cohu, Inc. (a)   45,977    1,407,816 
Onto Innovation, Inc. (a)   15,452    3,168,742 
Synaptics, Inc. (a)   52,614    3,685,084 
Universal Display Corp.   27,159    2,489,394 
         17,622,545 
Software & Services - 4.0%          
Core Scientific, Inc. (a)   449,133    6,719,030 
Progress Software Corp. (a)   125,860    3,228,309 
Riot Platforms, Inc. (a)   150,342    1,858,227 
SentinelOne, Inc. - Class A (a)   283,487    3,651,312 
         15,456,878 
Technology Hardware & Equipment - 8.1%          
Belden, Inc.   55,143    6,332,071 
Frequency Electronics, Inc. (a)   44,766    1,981,343 
IPG Photonics Corp. (a)   85,825    9,834,687 
Littelfuse, Inc.   27,170    9,220,139 
Rogers Corp. (a)   17,163    1,842,105 
Vishay Precision Group, Inc. (a)   47,836    2,077,039 
         31,287,384 
Materials - 13.5%          
Materials - 13.5%          
Alamos Gold, Inc. - Class A (Canada)   86,558    3,845,772 
Celanese Corp.   68,847    4,528,067 
Eagle Materials, Inc.   26,283    4,979,314 
Element Solutions, Inc.   167,764    5,727,463 

 

 

SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 96.4% (Continued)  Shares   Value 
Materials - 13.5% (Continued)          
Materials - 13.5% (Continued)          
Ingevity Corp. (a)   174,353   $12,419,164 
Louisiana-Pacific Corp.   49,369    3,591,595 
MP Materials Corp. (a)   61,017    2,944,680 
O-I Glass, Inc. (a)   464,951    4,886,635 
Olin Corp.   119,468    3,551,784 
Sensient Technologies Corp.   49,659    4,292,524 
Silgan Holdings, Inc.   33,210    1,288,548 
         52,055,546 
Real Estate - 4.0%          
Equity Real Estate Investment Trusts (REITs) - 4.0%          
CareTrust REIT, Inc.   98,412    3,606,800 
Empire State Realty Trust, Inc. - Class A   160,851    836,425 
Kilroy Realty Corp.   132,919    3,749,645 
STAG Industrial, Inc.   121,753    4,390,413 
Terreno Realty Corp.   43,710    2,684,668 
         15,267,951 

 

 

SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 96.4% (Continued)  Shares   Value 
Utilities - 3.6%          
Utilities - 3.6%          
New Jersey Resources Corp.   70,967   $3,897,508 
OGE Energy Corp.   93,887    4,502,820 
TXNM Energy, Inc.   94,862    5,545,633 
         13,945,961 

Investments at Value - 96.4% (Cost $297,504,387)

       $372,413,030 
           
Other Assets in Excess of Liabilities - 3.6%        13,769,410 
           
Net Assets - 100.0%       $386,182,440 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of Segall Bryant & Hamill, LLC (the "Adviser"), the adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease. Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL SMALL CAP GROWTH FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 97.2%  Shares   Value 
Consumer Discretionary - 8.0%          
Automobiles & Components - 1.0%          
Patrick Industries, Inc.   27,567   $3,061,867 
           
Consumer Discretionary Distribution & Retail - 2.2%          
Boot Barn Holdings, Inc. (a)   20,766    3,039,312 
Revolve Group, Inc. (a)   144,187    3,260,068 
         6,299,380 
Consumer Durables & Apparel - 4.2%          
Cavco Industries, Inc. (a)   10,277    4,977,048 
Installed Building Products, Inc.   14,070    3,730,660 
TopBuild Corp. (a)   9,809    3,445,902 
         12,153,610 
Consumer Services - 0.6%          
Kura Sushi USA, Inc. - Class A (a)   26,493    1,848,946 
           
Consumer Staples - 1.5%          
Food, Beverage & Tobacco - 1.5%          
Freshpet, Inc. (a)   21,686    1,278,606 
Vita Coco Company, Inc. (The) (a)   41,635    1,994,733 
Vital Farms, Inc. (a)   88,105    1,244,043 
         4,517,382 
Energy - 3.8%          
Energy - 3.8%          
Matador Resources Co.   38,486    2,431,546 
Range Resources Corp.   108,740    4,912,873 
TechnipFMC PLC (United Kingdom)   53,355    3,688,431 
         11,032,850 
Financials - 10.4%          
Banks - 1.3%          
Bancorp, Inc. (The) (a)   46,195    2,482,058 
Coastal Financial Corp. (a)   19,673    1,497,115 
         3,979,173 
Financial Services - 7.6%          
Dave, Inc. (a)   6,839    1,190,601 
Evercore, Inc. - Class A   9,697    2,894,651 

 

 

SEGALL BRYANT & HAMILL SMALL CAP GROWTH FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.2% (Continued)  Shares   Value 
Financials - 10.4% (Continued)          
Financial Services - 7.6% (Continued)          
Hamilton Lane, Inc. - Class A   29,947   $2,976,732 
Houlihan Lokey, Inc.   33,897    4,868,287 
StepStone Group, Inc. - Class A   72,051    3,438,274 
StoneX Group, Inc. (a)   84,303    6,799,037 
         22,167,582 
Insurance - 1.5%          
Skyward Specialty Insurance Group, Inc. (a)   102,426    4,473,968 
           
Health Care - 21.2%          
Health Care Equipment & Services - 9.9%          
Ensign Group, Inc. (The)   31,588    6,364,982 
Glaukos Corp. (a)   34,917    3,759,164 
Guardant Health, Inc. (a)   65,642    6,063,351 
HealthEquity, Inc. (a)   47,776    3,992,640 
Option Care Health, Inc. (a)   96,087    2,586,662 
PROCEPT BioRobotics Corp. (a)   58,259    1,457,058 
RadNet, Inc. (a)   85,249    4,764,567 
         28,988,424 
Pharmaceuticals, Biotechnology & Life Sciences - 11.3%          
Alkermes PLC (Ireland) (a)   125,727    4,445,707 
Crinetics Pharmaceuticals, Inc. (a)   50,653    1,839,717 
Cytokinetics, Inc. (a)   50,739    3,344,208 
Denali Therapeutics, Inc. (a)   144,292    2,770,406 
Madrigal Pharmaceuticals, Inc. (a)   8,964    4,692,385 
Mirum Pharmaceuticals, Inc. (a)   49,684    4,589,808 
Protagonist Therapeutics, Inc. (a)   52,885    5,574,079 
PTC Therapeutics, Inc. (a)   41,427    2,822,422 
Vaxcyte, Inc. (a)   51,513    2,993,420 
         33,072,152 
Industrials - 28.5%          
Capital Goods - 25.7%          
CECO Environmental Corp. (a)   49,240    2,933,719 
Construction Partners, Inc. - Class A (a)   38,063    4,229,560 
CSW Industrials, Inc.   12,359    3,220,508 
ESCO Technologies, Inc.   17,007    4,785,259 

 

 

SEGALL BRYANT & HAMILL SMALL CAP GROWTH FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.2% (Continued)  Shares   Value 
Industrials - 28.5% (Continued)          
Capital Goods - 25.7% (Continued)          
Everus Construction Group, Inc. (a)   17,353   $2,048,695 
FTAI Aviation, Ltd. (Bermuda)   13,009    3,187,205 
Griffon Corp.   37,228    2,705,731 
IES Holdings, Inc. (a)   11,175    5,324,552 
Karman Holdings, Inc. (a)   30,556    2,446,008 
Limbach Holdings, Inc. (a)   47,360    3,696,448 
Loar Holdings, Inc. (a)   49,017    2,808,184 
McGrath RentCorp   20,553    2,266,585 
Mercury Systems, Inc. (a)   40,737    2,970,135 
Modine Manufacturing Co. (a)   25,374    5,498,799 
Moog, Inc. - Class A   11,834    3,463,102 
Nextpower, Inc. - Class A (a)   31,865    3,841,326 
Primoris Services Corp.   30,115    4,307,650 
Simpson Manufacturing Co., Inc.   15,729    2,699,411 
Sterling Infrastructure, Inc. (a)   20,999    8,552,263 
VSE Corp.   23,514    4,335,982 
         75,321,122 
Commercial & Professional Services - 1.6%          
Casella Waste Systems, Inc. - Class A (a)   60,453    4,796,341 
           
Transportation - 1.2%          
Saia, Inc. (a)   9,869    3,466,783 
           
Information Technology - 17.8%          
Semiconductors & Semiconductor Equipment - 8.9%          
Allegro MicroSystems, Inc. (a)   80,633    2,542,359 
Credo Technology Group Holding, Ltd. (Cayman Islands) (a)   26,682    2,504,639 
Impinj, Inc. (a)   13,283    1,364,164 
Lattice Semiconductor Corp. (a)   59,466    5,516,066 
MACOM Technology Solutions Holdings, Inc. (a)   17,862    3,966,614 
Onto Innovation, Inc. (a)   30,163    6,185,527 
Rambus, Inc. (a)   44,450    3,824,034 
         25,903,403 
Software & Services - 3.8%          
Descartes Systems Group, Inc. (The) (Canada) (a)   42,715    3,056,686 

 

 

SEGALL BRYANT & HAMILL SMALL CAP GROWTH FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.2% (Continued)  Shares   Value 
Information Technology - 17.8% (Continued)          
Software & Services - 3.8% (Continued)          
JFrog, Ltd. (a)   55,297   $2,595,088 
Procore Technologies, Inc. (a)   63,418    3,614,826 
ServiceTitan, Inc. - Class A (a)   30,666    1,946,064 
         11,212,664 
Technology Hardware & Equipment - 5.1%          
Itron, Inc. (a)   23,751    2,128,802 
Mirion Technologies, Inc. (a)   313,718    5,832,018 
Novanta, Inc. (Canada) (a)   29,178    3,446,213 
OSI Systems, Inc. (a)   13,443    3,569,251 
         14,976,284 
Materials - 4.7%          
Materials - 4.7%          
Hawkins, Inc.   24,807    3,810,355 
Knife River Corp. (a)   23,667    1,932,411 
Materion Corp.   40,973    5,926,744 
United States Lime & Minerals, Inc.   16,824    2,197,383 
         13,866,893 
Real Estate - 1.3%          
Equity Real Estate Investment Trusts (REITs) - 1.3%          
Terreno Realty Corp.   61,356   $3,768,485 
           

Investments at Value - 97.2% (Cost $243,009,772)

       $284,907,309 
           
Other Assets in Excess of Liabilities - 2.8%        8,114,833 
           
Net Assets - 100.0%       $293,022,142 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.  

 

 

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 94.8%  Shares   Value 
Consumer Discretionary - 7.8%        
Automobiles & Components - 0.7%          
Gentherm, Inc. (a)   26,000   $722,280 
           
Consumer Discretionary Distribution & Retail - 0.4%          
Bath & Body Works, Inc.   18,939    353,591 
           
Consumer Durables & Apparel - 3.8%          
Capri Holdings, Ltd. (a)   57,136    1,006,736 
Columbia Sportswear Co.   8,621    472,517 
Gildan Activewear, Inc. (Canada)   24,559    1,366,708 
Steven Madden, Ltd.   23,980    813,402 
         3,659,363 
Consumer Services - 2.9%          
Churchill Downs, Inc.   9,735    874,495 
Pursuit Attractions and Hospitality, Inc. (a)   19,110    700,000 
Texas Roadhouse, Inc.   7,116    1,175,136 
         2,749,631 
Consumer Staples - 1.0%          
Consumer Staples Distribution & Retail - 1.0%          
Casey's General Stores, Inc.   1,241    903,274 
           
Energy - 2.9%          
Energy - 2.9%          
Chord Energy Corp.   7,199    1,023,554 
Matador Resources Co.   27,139    1,714,642 
         2,738,196 
Financials - 11.0%          
Banks - 11.0%          
Ameris Bancorp   21,100    1,645,589 
Cullen/Frost Bankers, Inc.   11,135    1,526,386 
First Bancorp   16,765    944,708 
Glacier Bancorp, Inc.   30,919    1,381,152 
Seacoast Banking Corp. of Florida   43,056    1,304,166 
Southstate Bank Corp.   18,626    1,723,277 
United Bankshares, Inc.   23,312    965,583 

 

 

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND

STATEMENT OF INVESTMENTS (Continued) 

 

COMMON STOCKS - 94.8% (Continued)  Shares   Value 
Financials - 11.0% (Continued)        
Banks - 11.0% (Continued)          
United Community Banks, Inc.   33,200   $1,045,468 
         10,536,329 
Health Care - 13.4%          
Health Care Equipment & Services - 7.8%          
Chemed Corp.   933    352,431 
Encompass Health Corp.   10,899    1,054,260 
Ensign Group, Inc. (The)   11,287    2,274,331 
Globus Medical, Inc. - Class A (a)   14,575    1,255,782 
Insulet Corp. (a)   4,223    886,154 
IRhythm Holdings, Inc. (a)   6,514    768,782 
LeMaitre Vascular, Inc.   8,315    907,749 
         7,499,489 
Pharmaceuticals, Biotechnology & Life Sciences - 5.6%          
Azenta, Inc. (a)   30,817    651,163 
Bio-Techne Corp.   21,316    1,113,974 
Halozyme Therapeutics, Inc. (a)   14,743    952,840 
Repligen Corp. (a)   7,782    916,875 
Veracyte, Inc. (a)   30,456    980,988 
Vericel Corp. (a)   21,939    705,778 
         5,321,618 
Industrials - 29.4%          
Capital Goods - 25.8%          
AAR Corp. (a)   6,698    733,163 
Applied Industrial Technologies, Inc.   6,266    1,662,495 
Columbus McKinnon Corp.   14,591    212,007 
Crane Co.   6,794    1,161,774 
Enpro, Inc.   9,486    2,377,666 
Flowserve Corp.   24,422    1,795,261 
Griffon Corp.   12,551    912,207 
ITT, Inc.   8,500    1,619,505 
Modine Manufacturing Co. (a)   4,681    1,014,420 
Moog, Inc. - Class A   6,265    1,833,390 
RBC Bearings, Inc. (a)   5,630    3,057,766 
Regal Rexnord Corp.   3,866    723,947 
Rush Enterprises, Inc. - Class A   19,080    1,261,379 

 

 

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 94.8% (Continued)  Shares   Value 
Industrials - 29.4% (Continued)          
Capital Goods - 25.8% (Continued)          
Simpson Manufacturing Co., Inc.   5,592   $959,699 
SPX Technologies, Inc. (a)   4,464    892,532 
Standex International Corp.   5,030    1,281,946 
Terex Corp.   14,315    846,016 
UFP Industries, Inc.   6,507    599,425 
Valmont Industries, Inc.   4,197    1,676,995 
         24,621,593 
Commercial & Professional Services - 2.4%          
CACI International, Inc. - Class A (a)   2,032    1,105,144 
Casella Waste Systems, Inc. - Class A (a)   15,199    1,205,888 
         2,311,032 
Transportation - 1.2%          
Allegiant Travel Co. (a)   5,849    474,003 
Hub Group, Inc. - Class A   18,765    676,291 
         1,150,294 
Information Technology - 18.5%          
Semiconductors & Semiconductor Equipment - 7.3%          
Allegro MicroSystems, Inc. (a)   26,041    821,073 
Cohu, Inc. (a)   27,375    838,223 
Lattice Semiconductor Corp. (a)   15,686    1,455,033 
MACOM Technology Solutions Holdings, Inc. (a)   8,606    1,911,134 
Onto Innovation, Inc. (a)   5,554    1,138,959 
Universal Display Corp.   9,080    832,273 
         6,996,695 
Software & Services - 5.2%          
ACI Worldwide, Inc. (a)   25,028    1,026,398 
Agilysys, Inc. (a)   17,311    1,231,505 
Descartes Systems Group, Inc. (The) (Canada) (a)   19,470    1,393,273 
PAR Technology Corp. (a)   21,543    287,168 
Procore Technologies, Inc. (a)   18,201    1,037,457 
         4,975,801 
Technology Hardware & Equipment - 6.0%          
Advanced Energy Industries, Inc.   4,628    1,493,502 
Badger Meter, Inc.   5,092    775,766 
Benchmark Electronics, Inc.   17,137    960,700 

 

 

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 94.8% (Continued)  Shares   Value 
Information Technology - 18.5% (Continued)          
Technology Hardware & Equipment - 6.0% (Continued)          
Crane NXT Co.   18,085   $734,070 
Littelfuse, Inc.   5,078    1,723,220 
         5,687,258 
Materials - 8.6%          
Materials - 8.6%          
AptarGroup, Inc.   5,630    709,493 
Eagle Materials, Inc.   5,522    1,046,143 
Element Solutions, Inc.   49,918    1,704,200 
Ingevity Corp. (a)   22,086    1,573,186 
James Hardie Industries PLC ADR (Ireland) (a)   25,229    477,837 
Materion Corp.   11,900    1,721,335 
Silgan Holdings, Inc.   25,559    991,689 
         8,223,883 
Real Estate - 2.2%          
Equity Real Estate Investment Trusts (REITs) - 2.2%          
First Industrial Realty Trust, Inc.   18,800    1,087,580 
STAG Industrial, Inc.   29,000    1,045,740 
         2,133,320 
           
Investments at Value - 94.8% (Cost $70,072,148)       $90,583,647 
           
Other Assets in Excess of Liabilities - 5.2%        4,963,704 
           
Net Assets - 100.0%       $95,547,351 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.  

 

 

SEGALL BRYANT & HAMILL ALL CAP FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 99.2%  Shares   Value 
Communication Services - 6.5%        
Media & Entertainment - 6.5%          
Alphabet, Inc. - Class C   7,435   $2,132,804 
Meta Platforms, Inc. - Class A   1,775    1,015,531 
         3,148,335 
Consumer Discretionary - 11.3%          
Consumer Discretionary Distribution & Retail - 8.7%          
Amazon.com, Inc. (a)   8,102    1,687,403 
Home Depot, Inc. (The)   1,722    566,349 
O'Reilly Automotive, Inc. (a)   11,009    1,016,241 
TJX Cos., Inc. (The)   6,043    965,067 
         4,235,060 
Consumer Services - 2.6%          
InterContinental Hotels Group PLC ADR (United Kingdom)   5,024    670,503 
Starbucks Corp.   6,515    583,679 
         1,254,182 
Consumer Staples – 3.9%          
Consumer Staples Distribution & Retail - 1.3%          
Costco Wholesale Corp.   632    629,743 
           
Food, Beverage & Tobacco - 1.1%          
Mondelez International, Inc. - Class A   9,545    550,174 
           
Household & Personal Products - 1.5%          
Church & Dwight Co., Inc.   8,031    749,453 
           
Energy - 5.1%          
Energy - 5.1%          
Chevron Corp.   5,362    1,109,398 
Suncor Energy, Inc. (Canada)   21,095    1,394,590 
         2,503,988 
Financials - 13.2%          
Banks - 3.3%          
JPMorgan Chase & Co.   5,435    1,598,760 

 

 

SEGALL BRYANT & HAMILL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 99.2% (Continued)  Shares   Value 
Financials - 13.2% (Continued)        
Financial Services - 5.0%          
Berkshire Hathaway, Inc. - Class B (a)   1,381   $661,775 
Nasdaq, Inc.   6,526    553,992 
Visa, Inc. - Class A   4,076    1,231,930 
         2,447,697 
Insurance - 4.9%          
Globe Life, Inc.   8,228    1,145,091 
Reinsurance Group of America, Inc.   6,078    1,240,884 
         2,385,975 
Health Care - 12.8%          
Health Care Equipment & Services - 7.7%          
Boston Scientific Corp. (a)   9,141    573,598 
IDEXX Laboratories, Inc. (a)   1,243    698,429 
Intuitive Surgical, Inc. (a)   1,181    544,429 
McKesson Corp.   1,582    1,369,000 
STERIS PLC (Ireland)   2,609    576,928 
         3,762,384 
Pharmaceuticals, Biotechnology & Life Sciences - 5.1%          
Bio-Techne Corp.   9,280    484,973 
Eli Lilly & Co.   883    812,157 
Repligen Corp. (a)   3,810    448,894 
Thermo Fisher Scientific, Inc.   1,513    743,685 
         2,489,709 
Industrials - 15.6%          
Capital Goods - 12.2%          
3M Co.   3,358    487,682 
ATI, Inc. (a)   12,720    1,850,251 
Dover Corp.   3,167    660,161 
Quanta Services, Inc.   2,478    1,360,472 
RTX Corp.   5,732    1,105,703 
Trane Technologies PLC (Ireland)   1,140    475,084 
         5,939,353 
Commercial & Professional Services - 3.4%          
CACI International, Inc. - Class A (a)   1,278    695,066 
Cintas Corp.   2,579    436,212 

 

 

SEGALL BRYANT & HAMILL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 99.2% (Continued)  Shares   Value 
Industrials - 15.6% (Continued)        
Commercial & Professional Services - 3.4% (Continued)          
Republic Services, Inc.   2,369   $518,858 
         1,650,136 
Information Technology - 28.2%          
Semiconductors & Semiconductor Equipment - 12.5%          
Analog Devices, Inc.   3,016    959,510 
MACOM Technology Solutions Holdings, Inc. (a)   4,009    890,278 
Marvell Technology, Inc.   8,876    879,168 
Monolithic Power Systems, Inc.   1,191    1,302,180 
NVIDIA Corp.   11,787    2,055,653 
         6,086,789 
Software & Services - 7.4%          
Cadence Design Systems, Inc. (a)   2,611    725,519 
Microsoft Corp.   4,953    1,833,452 
Palo Alto Networks, Inc. (a)   6,738    1,080,236 
         3,639,207 
Technology Hardware & Equipment - 8.3%          
Amphenol Corp. - Class A   5,261    664,727 
Apple, Inc.   4,650    1,180,124 
Arista Networks, Inc. (a)   8,851    1,086,726 
Motorola Solutions, Inc.   2,600    1,128,322 
         4,059,899 
Materials - 1.2%          
Materials - 1.2%          
Avery Dennison Corp.   3,568    616,122 

 

 

SEGALL BRYANT & HAMILL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 99.2% (Continued)  Shares   Value 
Real Estate - 1.4%        
Real Estate Management & Development - 1.4%          
CBRE Group, Inc. - Class A (a)   4,973   $673,643 
           

Investments at Value - 99.2% (Cost $26,703,344)

       $48,420,609 
           
Other Assets in Excess of Liabilities - 0.8%        369,832 
           
Net Assets - 100.0%       $48,790,441 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 97.5%  Shares   Value 
Communication Services - 7.7%        
Media & Entertainment - 4.7%          
37 Interactive Entertainment Network Technology (China)   272,300   $857,908 
Grupo Televisa S.A.B. ADR (Mexico)   112,900    328,539 
Innocean Worldwide, Inc. (South Korea)   5,232    62,631 
Megacable Holdings S.A.B. de C.V. (Mexico) (a)   14,900    51,595 
Taiwan Optical Platform Co., Ltd. (Taiwan)   20,000    47,898 
Tencent Holdings, Ltd. (China)   45,300    2,857,259 
Zee Entertainment Enterprises, Ltd. (India)   24,187    18,872 
         4,224,702 
Telecommunication Services - 3.0%          
Almendral S.A. (Chile)   1,334,327    36,381 
Axtel S.A.B. de C.V. (Mexico)   11,409    1,579 
China Tower Corp., Ltd. - H Shares (China) (b)   392,000    536,002 
Empresa Nacional de Telecomunicaciones S.A. (Chile)   9,474    37,456 
Etihad Etisalat Co. (Saudi Arabia)   32,900    572,858 
Indosat Tbk P.T. (Indonesia)   401,100    49,530 
Indus Towers, Ltd. (India) (a)   97,471    440,794 
LG Uplus Corp. (South Korea)   29,898    316,616 
Mobile Telecommunications Co. KSCP (Kuwait)   90,462    167,468 
Ooredoo Q.P.S.C. (Qatar)   43,679    149,006 
Telkom S.A. SOC, Ltd. (South Africa)   93,115    323,631 
Turk Telekomunikasyon A.S. (Turkey) (a)   24,394    31,980 
         2,663,301 
Consumer Discretionary - 10.2%          
Automobiles & Components - 3.8%          
Apollo Tyres, Ltd. (India)   27,645    122,874 
Astra Otoparts Tbk P.T. (Indonesia)   268,800    41,271 
Automotive Axles, Ltd. (India)   4,786    79,885 
Brilliance China Automotive Holdings, Ltd. (China)   184,000    65,815 
CEAT, Ltd. (India)   5,239    183,633 
FIEM Industries, Ltd. (India)   4,505    93,448 
Geely Automobile Holdings, Ltd. (China)   243,000    648,332 
Hankook & Co., Ltd. (South Korea)   3,723    62,310 
Hankook Tire & Technology Co., Ltd. (South Korea)   2,391    89,624 
Hero MotoCorp, Ltd. (India)   7,767    426,475 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Consumer Discretionary - 10.2% (Continued)        
Automobiles & Components - 3.8% (Continued)          
Hu Lane Associate, Inc. (Taiwan)   6,300   $21,666 
Huayu Automotive Systems Co., Ltd. - Class A (China)   187,600    526,198 
Hyundai Wia Corp. (South Korea)   1,226    65,890 
JK Tyre & Industries, Ltd. (India)   48,308    199,246 
Kia Corp. (South Korea)   3,496    351,477 
Minth Group, Ltd. (China)   10,000    41,777 
Nexen Tire Corp. (South Korea)   16,289    79,388 
SL Corp. (South Korea)   1,287    49,936 
SNT Holdings Co., Ltd. (South Korea)   2,817    111,903 
Thai Stanley Electric PCL (Thailand)   17,267    104,525 
Yadea Group Holdings, Ltd. (China) (b)   40,000    68,016 
         3,433,689 
Consumer Discretionary Distribution & Retail - 3.7%          
Alibaba Group Holding, Ltd. ADR (China)   11,770    1,476,664 
Autohellas S.A. (Greece)   6,278    78,802 
Bermaz Auto Bhd (Malaysia)   192,700    42,301 
Chow Tai Fook Jewellery Group, Ltd. (China)   49,600    69,719 
Far Eastern Department Stores, Ltd. (Taiwan)   62,000    44,528 
Hyundai Home Shopping Network Corp. (South Korea)   1,318    70,696 
Lewis Group, Ltd. (South Africa)   27,681    130,316 
Organizacion Terpel S.A. (Colombia)   12,336    58,950 
Oriental Holdings Bhd (Malaysia)   21,500    37,966 
PDD Holdings, Inc. ADR (China) (a)   2,850    291,213 
Pop Mart International Group, Ltd. (China) (b)   6,000    111,623 
Super Group, Ltd. (South Africa)   106,957    107,729 
Test Rite International Co., Ltd. (Taiwan)   67,000    42,051 
Vipshop Holdings, Ltd. ADR (China)   49,400    776,568 
         3,339,126 
Consumer Durables & Apparel - 2.3%          
361 Degrees International, Ltd. (China)   602,000    483,990 
Bosideng International Holdings, Ltd. (China)   80,000    41,179 
China Dongxiang Group Co., Ltd. (China)   1,420,000    75,856 
Cuckoo Holdings Co., Ltd. (South Korea)   3,625    67,139 
Cyrela Brazil Realty S.A. Empreendimentos e Participacoes (Brazil)   9,500    50,255 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Consumer Discretionary - 10.2% (Continued)        
Consumer Durables & Apparel - 2.3% (Continued)          
F&F Holdings Co., Ltd. (South Korea)   5,997   $72,079 
Guararapes Confeccoes S.A. (Brazil)   46,800    84,392 
Haier Smart Home Co., Ltd. - H Shares (China)   67,800    181,638 
Hisense Home Appliances Group Co., Ltd. - H Shares (China)   16,000    40,847 
Li Ning Co., Ltd. (China)   42,000    116,042 
Pou Chen Corp. (Taiwan)   88,000    79,066 
TCL Electronics Holdings, Ltd. (China)   258,000    424,129 
Topkey Corp. (Taiwan)   6,000    28,229 
Vaibhav Global, Ltd. (India)   16,638    31,653 
VRG S.A. (Poland)   67,538    84,467 
Xtep International Holdings, Ltd. (China)   176,500    101,233 
Youngone Corp. (South Korea)   1,241    67,343 
         2,029,537 
Consumer Services - 0.4%          
Cogna Educacao S.A. (Brazil)   168,080    103,193 
DoubleUGames Co., Ltd. (South Korea)   2,108    71,090 
New Oriental Education & Technology Group, Inc. (China) (c)   21,900    124,051 
Tongcheng Travel Holdings, Ltd. (China) (b)   27,200    62,932 
YDUQS Participacoes S.A. (Brazil)   14,600    34,135 
         395,401 
Consumer Staples - 3.4%          
Consumer Staples Distribution & Retail - 0.2%          
Almacenes Exito S.A. (Colombia)   41,882    50,377 
GS Retail Co., Ltd. (South Korea)   3,656    54,956 
Robinsons Retail Holdings, Inc. (Philippines)   102,000    77,811 
         183,144 
Food, Beverage & Tobacco - 3.0%          
China Foods, Ltd. (China)   136,000    64,880 
China Resources Beer Holdings Co., Ltd. (China)   16,000    52,953 
Dongwon Industries Co., Ltd. (South Korea)   2,528    65,734 
GFPT Public Co., Ltd. (Thailand)   239,600    69,761 
Great Wall Enterprise Co., Ltd. (Taiwan)   26,000    44,381 
Grupo Herdez S.A.B. de C.V. (Mexico) (a)   52,425    248,143 
Hey Song Corp. (Taiwan)   50,000    56,335 
Indofood Sukses Makmur Tbk P.T. (Indonesia)   142,600    53,193 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Consumer Staples - 3.4% (Continued)        
Food, Beverage & Tobacco - 3.0% (Continued)          
Japfa Comfeed Indonesia Tbk P.T. (Indonesia)   403,100   $56,329 
JBS N.V. - Class A (Brazil)   16,800    301,728 
KRBL, Ltd. (India)   130,856    397,144 
Minerva S.A. (Brazil)   221,100    181,420 
Namchow Holdings Co., Ltd. (Taiwan)   42,000    48,162 
Orion Holdings Corp. (South Korea)   3,288    51,888 
Perusahaan Perkebunan London Sumatra Tbk P.T. (Indonesia)   455,300    38,569 
Salim Ivomas Pratama Tbk P.T. (Indonesia)   1,466,400    55,370 
Samyang Holdings Corp. (South Korea)   1,645    74,505 
Sarawak Oil Palms Bhd (Malaysia)   48,400    56,182 
Sinar Mas Agro Resources & Technology Tbk P.T. (Indonesia)   95,700    28,712 
Ta Ann Holdings Bhd (Malaysia)   47,800    64,148 
Thai Vegetable Oil PCL (Thailand)   125,100    96,045 
Thaifoods Group PCL (Thailand)   793,500    210,784 
Tingyi Caymen Islands Holding Corp. (China)   230,000    384,003 
Ulker Biskuvi Sanayi A.S. (Turkey)   18,063    47,914 
         2,748,283 
Household & Personal Products - 0.2%          
Bajaj Consumer Care, Ltd. (India) (a)   12,187    45,702 
Kimberly-Clark de Mexico S.A.B. de C.V. - Class A (Mexico)   26,800    63,463 
TCI Co., Ltd (Taiwan)   12,000    47,787 
         156,952 
Energy - 4.0%          
Energy - 4.0%          
3R Petroleum Oleo e Gas S.A. (Brazil) (a)   1    2 
Adaro Andalan Indonesia P.T. (Indonesia)   73,547    48,782 
Bharat Petroleum Corp., Ltd. (India)   44,273    134,840 
Chennai Petroleum Corp., Ltd. (India)   5,305    55,695 
China Coal Energy Co., Ltd. - H Shares (China)   85,000    143,260 
China Oilfield Services, Ltd. - H Shares (China)   58,000    66,458 
China Shenhua Energy Co., Ltd. - H Shares (China)   52,000    307,805 
China Suntien Green Energy Corp., Ltd. - H Shares (China)   72,000    35,904 
Coal India, Ltd. (India)   71,469    347,101 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Energy - 4.0% (Continued)        
Energy - 4.0% (Continued)          
Gazprom PJSC (Russia) *(a)(d)   101,150   $0 
Hindustan Petroleum Corp., Ltd. (India)   33,106    119,842 
Indian Oil Corp., Ltd. (India)   96,330    139,688 
LUKOIL PJSC ADR (Russia) *(a)(d)   2,253    0 
MOL Hungarian Oil & Gas PLC (Hungary)   4,218    50,546 
Motor Oil (Hellas) Corinth Refineries S.A. (Greece)   1,403    61,783 
Oil & Natural Gas Corp., Ltd. (India)   67,381    206,208 
ORLEN S.A. (Poland)   8,557    310,080 
PetroChina Co., Ltd. - H Shares (China)   300,000    411,570 
Petroleo Brasileiro S.A. ADR (Brazil)   20,700    429,525 
PTT Exploration & Production PCL (Thailand)   44,100    215,195 
Rosneft Oil Co. PJSC (Russia) *(a)(d)   16,950    0 
Saudi Arabian Oil Co. (Saudi Arabia) (c)   16,125    116,715 
Thai Oil PCL (Thailand)   40,000    59,959 
Turkiye Petrol Rafinerileri A.S. (Turkey)   13,500    78,426 
Velesto Energy Bhd (Malaysia)   854,400    72,210 
Yankuang Energy Group Co., Ltd. - H Shares (China)   96,000    178,748 
         3,590,342 
Financials - 20.7%          
Banks - 15.1%          
Absa Group, Ltd. (South Africa)   42,367    610,413 
Agricultural Bank of China, Ltd. - H Shares (China)   358,000    256,086 
Albaraka Turk Katilim Bankasi A.S. (Turkey)   184,875    33,526 
Alior Bank S.A. (Poland)   2,317    69,414 
Banco Bradesco S.A. ADR (Brazil)   43,800    159,870 
Banco Bradesco S.A. (Brazil)   154,900    499,730 
Banco Itau Chile S.A. (Chile)   3,640    75,484 
Bank CIMB Niaga Tbk P.T. (Indonesia)   419,700    43,643 
Bank of Ayudhya PCL (Thailand)   97,000    75,960 
Bank of Baroda (India)   105,269    281,895 
Bank of Changsha Co., Ltd. - Class A (China)   33,900    47,486 
Bank of China, Ltd. - H Shares (China)   1,527,000    975,072 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Financials - 20.7% (Continued)        
Banks - 15.1% (Continued)          
Bank of Chongqing Co., Ltd. - H Shares (China)   45,000   $45,690 
Bank of India (India)   82,260    122,242 
Bank of Jiangsu Co., Ltd. - Class A (China)   67,600    107,015 
Bank of Maharashtra (India)   163,906    109,747 
Bank of Ningbo Co., Ltd. - Class A (China)   13,000    57,386 
Bank of Suzhou Co., Ltd. - Class A (China)   39,700    48,199 
Bank Pembangunan Daerah Jawa Barat Dan Banten Tbk P.T. (Indonesia)   1,194,500    56,918 
Bank Pembangunan Daerah Jawa Timur Tbk P.T. (Indonesia)   4,432,500    148,628 
Bank Polska Kasa Opieki S.A. (Poland)   3,893    230,693 
Bank Saint Petersburg PJSC (Russia) *(a)(d)   136,120    0 
Bank Tabungan Negara Persero Tbk P.T. (Indonesia)   657,500    49,060 
Banque Saudi Fransi (Saudi Arabia)   39,641    211,433 
BNK Financial Group, Inc. (South Korea)   4,570    56,438 
BNPP Bank Polska S.A. (Poland)   3,777    148,654 
Canara Bank (India)   219,140    293,271 
China CITIC Bank Corp., Ltd. - H Shares (China)   171,000    173,213 
China Construction Bank Corp. - H Shares (China)   1,026,000    1,107,305 
China Everbright Bank Co., Ltd. - H Shares (China)   293,000    114,025 
China Zheshang Bank Co., Ltd. - Class A (China)   200,200    87,314 
Chongqing Rural Commercial Bank Co., Ltd. - H Shares (China)   67,000    58,019 
City Union Bank, Ltd. (India)   33,384    87,002 
Commercial Bank P.S.Q.C. (The) (Qatar)   155,582    182,314 
CTBC Financial Holding Co., Ltd. (Taiwan)   195,000    317,166 
DCB Bank, Ltd. (India)   53,153    91,497 
East West Banking Corp. (Philippines)   316,400    67,802 
Emirates NBD Bank PJSC (United Arab Emirates)   69,164    521,047 
Faisal Islamic Bank of Egypt (Egypt)   49,046    29,838 
Grupo Cibest S.A. ADR (Colombia)   2,300    167,463 
Hana Financial Group, Inc. (South Korea)   2,720    201,906 
HDFC Bank, Ltd. ADR (India)   6,600    164,208 
Hong Leong Financial Group Bhd (Malaysia)   25,200    117,984 
Housing & Development Bank (Egypt)   32,964    99,569 
Huaxia Bank Co., Ltd. - Class A (China)   92,200    98,019 
Huishang Bank Corp., Ltd. - H Shares (China)   75,384    44,400 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Financials - 20.7% (Continued)        
Banks - 15.1% (Continued)          
IDBI Bank, Ltd. (India)   118,589   $78,945 
iM Financial Group Co., Ltd. (South Korea)   4,574    52,435 
Indian Bank (India)   41,510    378,605 
Intercorp Financial Services, Inc. (Peru)   1,100    55,220 
Jammu & Kashmir Bank, Ltd. (The) (India)   68,198    81,112 
Karnataka Bank, Ltd. (The) (India)   35,155    84,712 
Karur Vysya Bank, Ltd. (The) (India)   103,558    323,926 
National Commercial Bank (Saudi Arabia)   23,592    266,286 
Philippine National Bank (Philippines)   101,600    94,366 
Ping An Bank Co., Ltd. - Class A (China)   33,000    53,208 
Piraeus Bank S.A. (Greece)   34,084    280,023 
Punjab National Bank (India)   118,787    129,274 
Qatar National Bank QPSC (Qatar)   69,753    326,491 
Qatar National Bank S.A.E. (Egypt)   85,141    64,020 
Regional S.A.B. de C.V. (Mexico)   20,000    171,867 
Riyad Bank (Saudi Arabia)   60,834    481,818 
Saudi Awwal Bank (Saudi Arabia)   52,101    520,655 
Saudi Investment Bank (The) (Saudi Arabia)   29,500    104,555 
Sberbank of Russia PJSC (Russia) *(a)(d)   19,830    0 
Shanghai Commercial & Savings Bank, Ltd. (The) (Taiwan)   73,000    89,556 
Shanghai Rural Commercial Bank Co., Ltd. - Class A (China)   33,800    44,639 
South Indian Bank, Ltd. (The) (India)   226,048    83,786 
State Bank of India (India)   29,656    314,176 
TS Financial Holding Co., Ltd. (Taiwan)   405,000    298,145 
Union Bank of India, Ltd. (India)   102,542    182,629 
VTB Bank PJSC (Russia) *(a)(d)   67,952    0 
Warba Bank KSCP (Kuwait)   314,306    300,418 
Woori Financial Group, Inc. (South Korea)   6,783    151,416 
         13,556,327 
Financial Services - 2.4%          
AEON Credit Service M Bhd (Malaysia)   41,900    55,984 
Can Fin Homes, Ltd. (India)   8,988    77,335 
Chailease Holding Co., Ltd. (Taiwan)   44,965    155,955 
China Galaxy Securities Co., Ltd. - H Shares (China)   63,500    64,735 
Daou Data Corp. (South Korea)   2,541    38,831 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Financials - 20.7% (Continued)        
Financial Services - 2.4% (Continued)          
Daou Technology, Inc. (South Korea)   2,035   $60,241 
DB Securities Co., Ltd. (South Korea)   8,393    69,202 
Gentera S.A.B. de C.V. (Mexico)   128,400    363,019 
IIFL Finance, Ltd. (India)   13,854    64,808 
Inversiones La Construccion S.A. (Chile)   2,626    54,880 
JM Financial, Ltd. (India)   57,572    70,050 
Korea Investment Holdings Co., Ltd. (South Korea)   1,333    189,372 
KRUK S.A. (Poland)   664    80,907 
Kyobo Securities Co., Ltd. (South Korea)   5,503    43,571 
LIC Housing Finance, Ltd. (India)   16,064    85,909 
Maharashtra Scooters, Ltd. (India)   632    75,793 
Muthoot Finance, Ltd. (India)   3,924    133,857 
Power Finance Corp., Ltd. (India)   10,763    44,193 
Qifu Technology, Inc. ADR (China)   1,900    24,529 
REC, Ltd. (India)   84,235    278,664 
Samsung Securities Co., Ltd. (South Korea)   804    51,752 
Turkiye Sinai Kalkinma Bankasi A.S. (Turkey)   101,252    25,437 
Yuanta Securities Korea Co., Ltd. (South Korea)   15,541    47,070 
         2,156,094 
Insurance - 3.2%          
Allianz Malaysia Bhd (Malaysia)   33,296    168,413 
Anadolu Anonim Turk Sigorta Sirketi (Turkey)   89,817    55,094 
Cathay Financial Holding Co., Ltd. (Taiwan)   140,000    313,282 
China Life Insurance Co., Ltd. - H Shares (China)   92,000    293,510 
China Pacific Insurance Co., Ltd. - H Shares (China)   33,400    136,797 
DB Insurance Co., Ltd. (South Korea)   662    75,611 
Fubon Financial Holdings Co., Ltd. (Taiwan)   101,000    276,743 
Hanwha General Insurance Co., Ltd. (South Korea) (a)   17,418    75,820 
KGI Financial Holding Co., Ltd. (Taiwan)   233,680    143,666 
MNRB Holdings Bhd (Malaysia)   89,300    49,403 
Momentum Metropolitan Holdings (South Africa)   101,936    219,159 
New China Life Insurance Co., Ltd. - A Class (China)   8,200    74,094 
New China Life Insurance Co., Ltd. - H Shares (China)   18,100    107,760 
Old Mutual, Ltd. (South Africa)   111,312    90,798 
People's Insurance Co. Group of China, Ltd. (The) - Class A (China)   67,200    71,597 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Financials - 20.7% (Continued)        
Insurance - 3.2% (Continued)          
People's Insurance Co. Group of China, Ltd. (The) - H Shares (China)   181,000   $126,057 
PICC Property & Casualty Co., Ltd. - H Shares (China)   98,000    180,401 
Ping An Insurance Group Co. of China, Ltd. - H Shares (China)   8,500    65,360 
Powszechny Zaklad Ubezpieczen S.A. (Poland)   12,575    218,909 
Syarikat Takaful Malaysia Keluarga Bhd (Malaysia)   72,900    59,757 
Taiwan Fire & Marine Insurance Co., Ltd. (Taiwan)   42,000    61,637 
Wiz Co. Participacoes e Correragem de Seguros S.A. (Brazil)   27,400    47,557 
         2,911,425 
Health Care - 2.7%          
Health Care Equipment & Services - 0.7%          
Diagnosticos da America S.A. (Brazil) (a)   64,300    35,381 
Genertec Universal Medical Group Co., Ltd. (China) (b)   255,500    189,527 
Guangzhou Baiyunshan Pharmaceutical Holdings Co., Ltd. - H Shares (China)   88,000    189,621 
Life Healthcare Group Hooldings, Ltd. (South Africa)   64,444    43,996 
TaiDoc Technology Corp. (Taiwan)   12,000    45,644 
United Orthopedic Corp. (China)   44,000    136,830 
         640,999 
Pharmaceuticals, Biotechnology & Life Sciences - 2.0%          
Dong-A Socio Holdings Co., Ltd. (South Korea)   114    7,170 
Green Cross Holdings Corp. (South Korea)   26,302    237,394 
Livzon Pharmaceutical Group, Inc. - H Shares (China)   95,100    332,566 
Lotus Pharmaceutical Co., Ltd. (Taiwan)   6,000    39,670 
Pfizer, Ltd. (India)   914    46,582 
Shandong Xinhua Pharmaceutical Co., Ltd. - H Shares (China)   233,488    189,685 
Shanghai Haohai Biological Technology Co., Ltd. - H Shares (China) (b)   45,500    129,085 
Strides Pharma Science, Ltd. (India)   55,860    568,266 
TTY Biopharm Co., Ltd. (China)   19,000    43,693 
WuXi AppTec Co., Ltd. - Class A (China)   15,400    223,734 
         1,817,845 
Industrials - 7.2%          
Capital Goods - 4.4%          
Astra International Tbk P.T. (Indonesia)   502,400    185,419 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Industrials - 7.2% (Continued)        
Capital Goods - 4.4% (Continued)          
Balmer Lawrie & Co., Ltd. (India)   95,386   $153,560 
BOC Aviation, Ltd. (China) (b)   13,600    135,728 
CITIC Resources Holdings, Ltd. (China)   852,000    56,503 
CITIC, Ltd. (China)   37,000    56,347 
Ellaktor S.A. (Greece)   58,394    80,990 
Far Eastern New Century Corp. (Taiwan)   48,000    39,978 
FSP Technology, Inc. (Taiwan)   47,000    75,136 
Goldwind Science & Technology Co., Ltd. (China)   27,200    49,835 
GS Holdings Corp. (South Korea)   3,363    148,009 
HD Korea Shipbuilding & Offshore Engineering Co., Ltd. (South Korea)   1,168    275,656 
Hyundai GF Holdings (South Korea)   24,923    234,147 
Jamna Auto Industries, Ltd. (India)   88,431    107,195 
Korea Electric Terminal Co., Ltd. (South Korea)   1,388    72,259 
Leoch Energy, Inc. (China) (d)   241,000    38,875 
Leoch International Technology, Ltd. (China)   241,000    16,403 
LG Balakrishnan & Bros, Ltd. (India)   4,654    81,723 
Lonking Holdings, Ltd. (China)   147,000    56,276 
Lotte Corp. (South Korea)   6,806    128,653 
LT Group, Inc. (Philippines)   386,000    93,437 
LX Hausys, Ltd. (South Korea)   1,809    34,057 
LX International Corp. (South Korea)   2,630    77,936 
Nava, Ltd. (India)   16,911    97,077 
Samsung E&A Co., Ltd. (South Korea)   9,004    225,216 
Sime Darby Bhd (Malaysia)   88,500    49,777 
SK Square Co., Ltd. (South Korea) (a)   1,979    663,509 
SK, Inc. (South Korea)   1,003    209,982 
Swaraj Engines, Ltd. (India)   3,026    108,365 
Vitzrocell Co., Ltd. (South Korea)   14,094    345,041 
ZMJ Group Co., Ltd. - H Shares (China)   20,000    46,632 
         3,943,721 
Commercial & Professional Services - 0.1%          
eClerx Services, Ltd. (India)   5,210    78,191 
NICE Information Service Co., Ltd. (South Korea)   1,102    11,829 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Industrials - 7.2% (Continued)        
Commercial & Professional Services - 0.1% (Continued)          
Tianjin Capital Environmental Protection Group Co., Ltd. - H Shares (China)   86,000   $46,038 
         136,058 
Transportation - 2.7%          
Aegean Airlines S.A. (Greece)   4,362    59,491 
Anhui Expressway Co., Ltd. - H Shares (China)   44,000    83,331 
Cebu Air, Inc. (Philippines) (a)   91,800    43,276 
China Airlines, Ltd. (Taiwan)   47,000    26,673 
Chinese Maritime Transport, Ltd. (Taiwan)   33,000    56,235 
COSCO SHIPPING Holdings Co., Ltd. - Class A (China)   62,800    137,307 
COSCO SHIPPING Holdings Co., Ltd. - H Shares (China)   68,500    130,446 
EcoRodovias Infraestrutura e Logistica S.A. (Brazil)   124,200    201,903 
Eva Airways Corp. (Taiwan)   103,000    111,070 
Evergreen Marine Corp. Taiwan, Ltd. (Taiwan)   21,200    133,842 
Gujarat Pipavav Port, Ltd. (India)   62,274    94,965 
Latam Airlines Group S.A. ADR (Chile)   6,100    301,584 
Qingdao Port International Co., Ltd. - H Shares (China) (b)   44,000    38,215 
Shipping Corp. of India, Ltd. (India)   54,359    129,076 
Sichuan Expressway Co., Ltd. - H Shares (China)   92,000    64,909 
Sinotrans, Ltd. - H Shares (China)   109,000    66,278 
Taiwan Navigation Co., Ltd. (Taiwan)   61,000    57,576 
Thai Airways International PCL (Thailand)   233,600    44,582 
Tianjin Port Development Holdings, Ltd. (China)   210,471    18,078 
Turk Hava Yollari AO (Turkey)   22,100    146,732 
VRL Logistics, Ltd. (India)   44,689    113,278 
YTO Express Group Co., Ltd. - Class A (China)   44,800    131,761 
Yuexiu Transport Infrastructure, Ltd. (China)   122,000    60,700 
Zhejiang Expressway Co., Ltd. - H Shares (China)   44,160    40,591 
ZTO Express, Inc. (China) (c)   5,100    125,529 
         2,417,428 
Information Technology - 31.3%          
Semiconductors & Semiconductor Equipment - 17.7%          
ADATA Technology Co., Ltd. (Taiwan)   4,000    44,417 
ChipMOS Technologies, Inc. (Taiwan)   52,000    91,003 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Information Technology - 31.3% (Continued)        
Semiconductors & Semiconductor Equipment - 17.7% (Continued)          
Elite Semiconductor Microelectronics Technology, Inc. (Taiwan)   18,000   $89,285 
Global Mixed Mode Technology, Inc. (Taiwan)   21,000    151,647 
Nanya Technology Corp. (Taiwan)   45,000    300,203 
Phison Electronics Corp. (Taiwan)   1,000    49,776 
Powertech Technology, Inc. (Taiwan)   8,000    49,020 
Sino-American Silicon Products, Inc. (Taiwan)   13,000    45,209 
SK Hynix, Inc. (South Korea)   5,244    3,029,684 
Taiwan Semiconductor Manufacturing Co., Ltd. ADR (Taiwan)   32,180    10,875,231 
United Microelectronics Corp. (Taiwan)   348,000    624,352 
Waaree Energies, Ltd. (India)   6,789    226,109 
Windbond Electronics Corp. (Taiwan)   123,000    373,767 
         15,949,703 
Software & Services - 1.1%          
Altron, Ltd. - Class A (South Africa)   38,530    45,599 
Infosys, Ltd. ADR (India)   46,600    629,566 
Tech Mahindra, Ltd. (India)   8,206    123,821 
Wipro, Ltd. ADR (India)   90,100    191,012 
         989,998 
Technology Hardware & Equipment - 12.5%          
ASROCK, Inc. (Taiwan)   11,000    71,897 
Catcher Technology Co., Ltd. (Taiwan)   13,000    77,044 
Chang Wah Electromaterials, Inc. (Taiwan)   106,000    144,305 
Cheng Uei Precision Industry Co., Ltd. (Taiwan)   42,000    45,936 
Clevo Co. (Taiwan)   73,000    86,476 
Ennoconn Corp. (Taiwan)   11,000    95,507 
Genius Electronic Optical Co. (Taiwan)   10,000    140,031 
Holy Stone Enterprise Co., Ltd. (Taiwan)   14,000    62,896 
Hon Hai Precision Industry Co., Ltd. (Taiwan)   183,000    1,119,582 
Innodisk Corp. (Taiwan)   2,000    55,020 
Kingboard Holdings, Ltd. (China)   97,500    412,674 
Lenovo Group, Ltd. (China)   430,000    517,181 
Mitac Holdings Corp. (Taiwan)   54,000    129,398 
Netronix, Inc. (Taiwan)   41,000    124,762 
Posiflex Technology, Inc. (Taiwan)   25,000    133,841 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Information Technology - 31.3% (Continued)        
Technology Hardware & Equipment - 12.5% (Continued)          
Q Technology Group Co., Ltd. (China)   436,000   $415,308 
Samsung Electronics Co., Ltd. (South Korea)   43,433    5,172,903 
Simplo Technology Co., Ltd. (Taiwan)   11,000    115,864 
Sunrex Technology Corp. (Taiwan)   110,649    140,054 
Synnex Technology International Corp. (Taiwan)   22,000    53,033 
Taiwan PCB Techvest Co., Ltd. (Taiwan)   42,000    42,777 
TPK Holding Co., Ltd. (Taiwan)   71,000    98,993 
Tripod Technology Corp. (Taiwan)   15,000    163,983 
Wah Lee Industrial Corp. (Taiwan)   12,000    44,844 
Wasion Holdings, Ltd. (China)   120,000    435,651 
Weikeng Industrial Co., Ltd. (Taiwan)   141,000    143,443 
Wistron Corp. (Taiwan)   124,000    493,517 
Wiwynn Corp. (Taiwan)   4,000    430,788 
WT Microelectronics Co., Ltd. (Taiwan)   34,000    235,844 
         11,203,552 
Materials - 7.0%          
Materials - 7.0%          
Aluminum Corp of China, Ltd. - H Shares (China)   188,900    318,148 
Aluminum Corp. of China, Ltd. - Class A (China)   112,000    163,857 
Aneka Tambang Tbk P.T. (Indonesia)   273,600    57,239 
Arabian Cement Co. (Egypt)   79,154    75,248 
Boryszew S.A. (Poland)   49,667    64,551 
Chambal Fertilisers and Chemicals, Ltd. (India)   9,463    43,540 
China Hongqiao Group, Ltd. (China)   81,000    365,904 
China Lumena New Materials Corp. (China) (a)(d)   1,700    0 
CMOC Group, Ltd. - Class A (China)   24,900    63,588 
CMOC Group, Ltd. - H Shares (China)   27,000    56,787 
Dongkuk Holdings Co., Ltd. (South Korea)   10,287    67,985 
Dongyue Group, Ltd. (China)   30,000    41,894 
Fufeng Group, Ltd. (China)   44,000    39,283 
Gold Fields, Ltd. ADR (South Africa)   9,500    431,300 
Hanil Holdings Co., Ltd. (South Korea)   7,551    87,555 
Harmony Gold Mining Co., Ltd. ADR (South Africa)   21,800    335,066 
Hindalco Industries, Ltd. (India)   18,404    176,788 
Hindustan Zinc, Ltd. (India)   19,234    105,364 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Materials - 7.0% (Continued)        
Materials - 7.0% (Continued)          
Hume Cement Industries Bhd (Malaysia)   60,900   $48,130 
Impala Platinum Holdings, Ltd. (South Africa)   10,891    154,922 
Industrias Penoles S.A.B. de C.V. (Mexico) (a)   7,000    312,063 
Jaya Tiasa Holdings Bhd (Malaysia)   199,800    59,900 
Magnitogorsk Iron & Steel Works PJSC (Russia) *(a)(d)   194,390    0 
Malayan Cement Bhd (Malaysia)   26,200    39,148 
Mineros S.A. (Brazil)   10,886    39,104 
Minsur S.A. (Colombia)   25,950    47,453 
National Aluminium Co., Ltd. (India)   22,172    92,977 
Nexa Resources Peru S.A. (Peru)   78,596    78,598 
Nickel Asia Corp. (Philippines)   851,000    59,705 
NMDC, Ltd. (India)   452,568    374,122 
Novolipetsk Steel PJSC (Russia) *(a)(d)   2,870    0 
SABIC Agri-Nutrients Co. (Saudi Arabia)   6,167    236,799 
SeAH Holdings Corp. (South Korea)   517    52,383 
Sharda Cropchem, Ltd. (India)   4,327    40,878 
Shinkong Synthetic Fibers Corp. (Taiwan)   101,000    49,691 
Sibanye-Stillwater, Ltd. ADR (South Africa)   26,800    330,176 
Sinofert Holdings, Ltd. (China)   228,000    44,604 
Steel Authority of India, Ltd. (India)   36,367    59,981 
Tata Steel, Ltd. (India)   106,652    222,283 
Tharisa PLC (South Africa)   116,481    172,196 
TKG Huchems Co., Ltd. (South Korea)   3,192    38,135 
Universal Cement Corp. (Taiwan)   37,000    34,415 
Vale S.A. ADR (Brazil)   36,674    583,483 
Vedanta, Ltd. (India)   19,482    138,849 
Yem Chio Co., Ltd. (Taiwan)   46,920    20,204 
Yung Chi Paint & Varnish Manufacturing Co., Ltd. (Taiwan)   12,000    28,234 
Zijin Mining Group Co., Ltd. - H Shares (China)   56,000    251,923 
Zijin Mining Group Co., Ltd. - Class A (China)   39,600    192,601 
         6,297,054 
Real Estate - 1.4%          
Equity Real Estate Investment Trusts (REITs) - 0.2%          
Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. (Turkey)   101,687    43,935 
Halk Gayrimenkul Yatirim Ortakligi A.S. (Turkey)   540,509    56,709 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Real Estate - 1.4% (Continued)        
Equity Real Estate Investment Trusts (REITs) - 0.2% (Continued)          
Yeni Gimat Gayrimenkul Ortakligi A.S. (Turkey)   21,598   $101,372 
         202,016 
Real Estate Management & Development - 1.2%          
Barwa Real Estate Co. (Qatar)   126,733    80,777 
China Overseas Property Holdings, Ltd. (China)   75,000    38,055 
Chong Hong Construction Co., Ltd. (Taiwan)   18,097    44,709 
Da-Li Development Co., Ltd. (Taiwan)   29,000    43,009 
Emaar Properties PJSC (United Arab Emirates)   163,685    535,620 
Fu Hua Innovation Co., Ltd. (Taiwan)   66,000    30,742 
Highwealth Construction Corp. (Taiwan)   41,000    45,128 
Kingdom Development Co., Ltd. (Taiwan)   42,000    42,413 
KSL Holdings Bhd (Malaysia)   63,400    47,226 
Megaworld Corp. (Philippines)   2,052,000    71,456 
Shui on Land, Ltd. (China)   1,835,000    120,539 
         1,099,674 
Utilities - 1.9%          
Utilities - 1.9%          
Aygaz A.S. (Turkey)   10,450    54,835 
Centrais Eletricas de Santa Catarina S.A. (Brazil)   7,147    198,698 
CESC, Ltd. (India)   45,714    74,164 
Colbun S.A. (Chile)   267,294    37,433 
Datang International Power Generation Co., Ltd. - H Shares (China)   144,000    46,380 
Enea S.A. (Poland)   7,803    52,182 
Engie Energia Chile S.A. (Chile)   31,711    50,973 
ENN Energy Holdings, Ltd. (China)   18,300    149,010 
First Philippine Holdings Corp. (Philippines)   33,416    40,334 
Guangdong Investment, Ltd. (China)   50,000    50,081 
Huaneng Power International, Inc. - Class A (China)   114,200    116,734 
Huaneng Power International, Inc. - H Shares (China)   114,000    86,322 
Indraprastha Gas, Ltd. (India)   39,451    62,062 
Korea District Heating Corp. (South Korea)   1,418    68,065 
Korea Electric Power Corp. (South Korea)   5,882    170,286 
NTPC, Ltd. (India)   47,001    188,044 
OGK-2 PJSC (Russia) *(a)(d)   5,740,000    0 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.5% (Continued)  Shares   Value 
Utilities - 1.9% (Continued)        
Utilities - 1.9% (Continued)          
Perusahaan Gas Negara Tbk P.T. (Indonesia)   862,000   $94,282 
PTC India, Ltd. (India)   55,116    93,919 
Tianjin Development Holdings, Ltd. (China)   158,000    48,040 
         1,681,844 
           
Total Common Stocks (Cost $65,852,582)       $87,768,215 

 

PREFERRED STOCKS - 2.6%  Shares   Value 
Energy - 0.5%          
Energy - 0.5%          
Petroleo Brasileiro S.A. ADR, 1.02% (Brazil)   24,900   $466,875 
Surgutneftegas PJSC (Russia) *(a)(d)   541,500    0 
         466,875 
Financials - 0.8%          
Banks - 0.8%          
Banco ABC Brasil S.A. (Brazil)   63,675    312,256 
Banco do Estado do Rio Grande do Sul S.A. - Series B (Brazil) (c)   95,900    319,386 
Banco Pine S.A. (Brazil)   21,800    55,767 
         687,409 
Information Technology - 0.8%          
Technology Hardware & Equipment - 0.8%          
Samsung Electronics Co., Ltd. (South Korea)   8,837    726,402 
           
Utilities - 0.5%          
Utilities - 0.5%          
Cia de Saneamento do Parana (Brazil)   242,400    398,263 
           
Total Preferred Stocks (Cost $1,764,802)       $2,278,949 

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

STATEMENT OF INVESTMENTS (Continued)

 

WARRANT - 0.0% (e)  Shares   Value 
Consumer Staples - 0.0% (e)        
Food, Beverage & Tobacco - 0.0% (e)          
Guan Chong Bhd - (Malaysia) (Cost $0)   11,025   $286 
           
Investments at Value - 100.1% (Cost $67,617,384)       $90,047,450 
           
Liabilities in Excess of Other Assets - (0.1%)        (53,833)
           
Net Assets - 100.0%       $89,993,617 

 

*Security has been suspended from trading due to the ongoing conflict in Russia and Ukraine. As result, management made the decision to value the security at $0.
(a)Non-income producing security.
(b)Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933. This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.
(c)Security is considered a restricted security however such restriction has not resulted in an illiquid classification. The total value of these securities is $685,681, which represents 0.8% of new assets as of March 31, 2026.
(d)Level 3 securities fair valued under procedures established by the Board of Trustees, represents 0.0%(e) of net assets. The total value of these securities is $38,875.
(e)Percentage rounds to less than 0.1%.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND

Country Breakdown

March 31, 2026 (Unaudited)

 

Country  Value   % of Net Assets 
China  $22,895,575    25.4%
Taiwan   19,984,367    22.2%
South Korea   14,983,126    16.6%
India   11,102,493    12.3%
Brazil   4,502,923    5.0%
South Africa   2,995,301    3.3%
Saudi Arabia   2,511,119    2.8%
Mexico   1,540,268    1.7%
Poland   1,259,857    1.4%
United Arab Emirates   1,056,667    1.2%
Indonesia   1,006,945    1.1%
Malaysia   968,815    1.1%
Thailand   876,811    1.0%
Qatar   738,588    0.8%
Turkey   675,960    0.8%
Chile   594,191    0.7%
Greece   561,089    0.6%
Philippines   548,187    0.6%
Kuwait   467,886    0.5%
Colombia   324,243    0.4%
Egypt   268,675    0.3%
Peru   133,818    0.2%
Hungary   50,546    0.1%
Russia   0    0%
Total Investments  $90,047,450    100.1%
Liabilities in Excess of Other Assets   (53,833)   (0.1%)
Net Assets  $89,993,617    100.0%

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 97.4%  Shares   Value 
Communication Services - 4.3%        
Media & Entertainment - 1.8%          
Daiichikosho Co., Ltd. (Japan)   12,564   $134,598 
DeNA Co., Ltd. (Japan)   10,200    158,982 
Future PLC (United Kingdom)   14,495    56,941 
ITV PLC (United Kingdom)   235,560    238,229 
MFE-MediaForEurope N.V. - Class A (Italy)   80,904    243,593 
Nine Entertainment Co. Holdings, Ltd. (Australia)   461,063    306,881 
SKY Perfect JSAT Holdings, Inc. (Japan)   8,400    159,270 
TV Asahi Holdings Corp. (Japan)   6,762    149,345 
         1,447,839 
Telecommunication Services - 2.5%          
Bezeq The Israeli Telecommunication Corp., Ltd. (Israel)   185,370    443,483 
Gamma Communications PLC (United Kingdom)   3,615    33,971 
Millicom International Cellular S.A. (Sweden)   13,122    983,363 
Proximus S.A.D.P. (Belgium)   67,281    544,344 
         2,005,161 
Consumer Discretionary - 11.5%          
Automobiles & Components - 4.2%          
Aisan Industry Co., Ltd. (Japan)   17,500    208,279 
Amotiv, Ltd. (Australia)   20,102    94,367 
CIE Automotive S.A. (Spain)   2,243    70,613 
FCC Co., Ltd. (Japan)   18,593    388,246 
Gestamp Automocion S.A. (Spain) (a)   91,240    313,346 
G-Tekt Corp. (Japan)   22,211    258,510 
KYB Corp. (Japan)   4,700    126,545 
Opmobility (France)   12,256    215,815 
Stanley Electric Co., Ltd. (Japan)   7,900    145,051 
Tokai Rika Co., Ltd. (Japan)   13,800    263,062 
Toyo Tire Corp. (Japan)   10,700    251,016 
Toyoda Gosei Co., Ltd. (Japan)   10,400    272,597 
Toyota Boshoku Corp. (Japan)   15,800    247,689 
Valeo S.E. (France)   10,594    129,727 
Yokohama Rubber Co., Ltd. (The) (Japan)   8,400    322,278 
         3,307,141 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Consumer Discretionary - 11.5% (Continued)        
Consumer Discretionary Distribution & Retail - 2.4%          
AOKI Holdings, Inc. (Japan)   24,853   $254,436 
Currys PLC (United Kingdom)   453,346    750,726 
Delek Automotive Systems, Ltd. (Israel)   43,935    283,706 
Harvey Norman Holdings, Ltd. (Australia)   33,536    115,210 
Inchcape PLC (United Kingdom)   14,165    140,611 
Max Stock, Ltd. (Israel)   17,504    148,135 
Super Retail Group, Ltd. (Australia)   15,997    143,028 
Synsam A.B. (Sweden)   11,644    84,749 
         1,920,601 
Consumer Durables & Apparel - 2.3%          
Chow Sang Sang Holdings International, Ltd. (Hong Kong)   151,000    264,227 
Noritsu Koki Co., Ltd. (Japan)   27,700    359,710 
Open House Co., Ltd. (Japan)   5,700    365,304 
Sankyo Co., Ltd. (Japan)   25,600    316,645 
Tsuburaya Fields Holdings, Inc. (Japan)   34,400    312,252 
Yue Yuen Industrial Holdings, Ltd. (Hong Kong)   107,500    209,716 
         1,827,854 
Consumer Services - 2.6%          
AcadeMedia A.B. (Sweden) (a)   12,374    131,461 
Betsson A.B. - Class B (Sweden)   44,829    478,489 
Carnival PLC (United Kingdom)   3,528    89,965 
Cie des Alpes (France)   1,548    42,493 
Cirsa Enterprises S.A. (Spain)   9,847    155,012 
Elior Group S.A. (France) (a)   58,266    166,434 
Flight Centre Travel Group, Ltd. (Australia)   37,290    279,019 
ME Group International PLC (United Kingdom)   168,549    306,094 
Mitchells & Butlers PLC (United Kingdom) (b)   95,259    321,506 
TUI A.G. (Germany) (c)   15,404    121,302 
         2,091,775 
Consumer Staples - 5.4%          
Consumer Staples Distribution & Retail - 1.2%          
Ain Holdings, Inc. (Japan)   7,200    258,079 
Cawachi, Ltd. (Japan)   6,549    124,284 
Colruyt Group N.V. (Belgium)   954    40,004 
Life Corp. (Japan)   12,400    199,830 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Consumer Staples - 5.4% (Continued)        
Consumer Staples Distribution & Retail - 1.2% (Continued)          
Sonae SGPS S.A. (Portugal)   25,243   $56,064 
Valor Holdings Co., Ltd. (Japan)   10,431    243,166 
         921,427 
Food, Beverage & Tobacco - 4.2%          
Austevoll Seafood A.S.A. (Norway)   23,824    256,460 
First Pacific Co., Ltd. (Hong Kong)   292,000    204,076 
First Resources, Ltd. (Singapore)   256,914    580,564 
GrainCorp, Ltd. - Class A (Australia)   7,935    36,425 
Greencore Group PLC (United Kingdom)   12,844    41,224 
Inghams Group, Ltd. (Australia)   43,646    59,963 
Megmilk Snow Brand Co., Ltd. (Japan)   11,100    226,573 
Morinaga & Co., Ltd. (Japan)   19,100    326,062 
Morinaga Milk Industry Co., Ltd. (Japan)   8,600    259,692 
Prima Meat Packers, Ltd. (Japan)   13,300    230,983 
Sakata Seed Corp. (Japan)   7,500    204,660 
Scandinavian Tobacco Group A/S (Denmark) (a)   19,551    205,997 
Schouw & Co. A/S (Denmark)   1,308    135,057 
Showa Sangyo Co., Ltd. (Japan)   11,206    231,205 
Starzen Co., Ltd. (Japan)   14,115    113,652 
Umios Corp. (Japan)   27,900    259,804 
         3,372,397 
Energy - 3.6%          
Energy - 3.6%          
Beach Energy, Ltd. (Australia)   46,968    41,490 
Cosmo Energy Holdings Co., Ltd. (Japan)   4,600    130,126 
Hafnia, Ltd. (Singapore)   14,208    109,850 
Harbour Energy PLC (United Kingdom)   83,537    332,169 
Karoon Energy, Ltd. (Australia)   170,464    238,352 
North Atlantic Energies (France)   1,170    90,292 
Paz Retail and Energy, Ltd. (Israel)   1,850    455,513 
Saipem S.p.A. (Italy)   91,597    419,071 
SBM Offshore N.V. (Netherlands)   12,261    488,921 
Serica Energy PLC (United Kingdom)   36,051    140,284 
United Energy Group, Ltd. (Hong Kong)   3,214,460    222,215 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Energy - 3.6% (Continued)        
Energy - 3.6% (Continued)          
Yancoal Australia, Ltd. (Australia)   29,950   $172,736 
         2,841,019 
Financials - 12.5%          
Banks - 5.8%          
77 Bank, Ltd. (The) (Japan)   18,000    356,472 
Dah Sing Banking Group, Ltd. (Hong Kong)   154,991    241,894 
Dah Sing Financial Holdings, Ltd. (Hong Kong)   52,000    269,884 
FIBI Holdings, Ltd. (Israel)   3,356    324,111 
Hyakujushi Bank, Ltd. (The) (Japan)   24,000    324,841 
Jyske Bank A/S (Denmark)   4,517    620,014 
Lion Finance Group PLC (United Kingdom)   6,676    828,595 
Nanto Bank, Ltd. (The) (Japan)   39,000    354,256 
Noba Bank Group A.B. (Sweden)   4,241    36,860 
Norion Bank A.B. (Sweden) (b)   62,193    371,804 
Raiffeisen Bank International A.G. (Austria)   10,002    428,336 
Sydbank A/S (Denmark)   2,346    188,608 
TOMONY Holdings, Inc. (Japan)   53,200    281,259 
         4,626,934 
Financial Services - 5.6%          
Acom Co., Ltd. (Japan)   147,200    435,147 
Aiful Corp. (Japan) (d)   111,500    303,797 
Banca Farmafactoring S.p.A. (Italy) (a)(b)   80,341    135,232 
Banca IFIS S.p.A. (Italy)   4,229    102,548 
Credit Corp. Group, Ltd. (Australia)   8,488    63,457 
EFG International A.G. (Switzerland)   4,355    92,449 
eToro Group, Ltd. (Israel) (b)   10,400    312,312 
Helia Group, Ltd. (Australia)   144,048    528,315 
Investec PLC (United Kingdom)   5,428    41,836 
Magellan Financial Group, Ltd. (Australia)   16,995    116,778 
Mizuho Leasing Co., Ltd. (Japan)   35,200    311,685 
Molten Ventures PLC (United Kingdom) (b)   27,355    166,733 
Mutares S.E. & Co., KGaA (Germany)   10,683    358,507 
OSB Group PLC (United Kingdom)   38,605    268,561 
Pepper Money, Ltd. (Australia)   47,161    57,463 
Polar Capital Holdings PLC (United Kingdom)   34,340    280,307 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Financials - 12.5% (Continued)        
Financial Services - 5.6% (Continued)          
Ratos A.B. (Sweden)   11,044   $38,022 
Swissquote Group Holding S.A. (Switzerland)   147    73,023 
Tokyo Century Corp. (Japan)   40,300    521,635 
Vontobel Holding A.G. (Switzerland)   1,003    86,854 
Yangzijiang Financial Holding, Ltd. (Singapore)   920,500    181,132 
         4,475,793 
Insurance - 1.1%          
Lancashire Holdings, Ltd. (United Kingdom)   55,700    432,741 
SCOR S.E. (France)   10,308    368,397 
Vaudoise Assurances Holding S.A. (Switzerland)   32    32,177 
         833,315 
Health Care - 4.9%          
Health Care Equipment & Services - 2.9%          
Ambea A.B. (Sweden) (a)   39,788    563,079 
Ansell, Ltd. (Australia)   3,698    72,572 
Attendo A.B. (Sweden) (a)   58,450    629,388 
ConvaTec Group PLC (United Kingdom) (a)   26,769    77,211 
CVS Group PLC (United Kingdom)   2,474    36,978 
Medmix A.G. (Switzerland) (a)   10,982    120,845 
PHC Holdings Corp. (Japan)   38,577    270,126 
Ramsay Health Care, Ltd. (Australia)   18,225    495,700 
Uniphar PLC (Ireland)   9,738    43,455 
         2,309,354 
Pharmaceuticals, Biotechnology & Life Sciences - 2.0%          
H Lundbeck A/S (Denmark)   69,288    434,010 
Nippon Shinyaku Co., Ltd. (Japan)   19,600    644,742 
Ono Pharmaceutical Co., Ltd. (Japan)   29,400    471,847 
         1,550,599 
Industrials - 23.0%          
Capital Goods - 14.1%          
Chiyoda Corp. (Japan) (b)   53,100    311,298 
Construcciones y Auxiliar de Ferrocarriles S.A. (Spain)   4,452    302,304 
Danieli & C. Officine Meccaniche S.p.A. (Italy)   8,842    437,158 
Elco, Ltd. (Israel)   3,789    159,434 
Galilei Co., Ltd. (Japan)   10,875    246,024 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Industrials - 23.0% (Continued)        
Capital Goods - 14.1% (Continued)          
Hanwa Co., Ltd. (Japan)   14,500   $145,412 
Hino Motors, Ltd. (Japan) (b)   130,000    306,659 
Hitachi Construction Machinery Co., Ltd. (Japan)   3,500    120,174 
Implenia A.G. (Switzerland)   9,692    763,689 
Inabata & Co., Ltd. (Japan)   11,700    295,058 
INDUS Holding A.G. (Germany)   5,348    166,454 
INFRONEER Holdings, Inc. (Japan)   27,900    387,047 
Inrom Construction Industries, Ltd. (Israel)   6,328    49,813 
Japan Pulp & Paper Co., Ltd. (Japan)   72,986    484,173 
JGC Holdings Corp. (Japan)   30,100    442,690 
Kalmar Corp. (Finland)   799    40,508 
Kanamoto Co., Ltd. (Japan)   13,055    363,924 
Keller Group PLC (United Kingdom)   28,098    714,778 
Kier Group PLC (United Kingdom)   247,560    635,754 
Koninklijke BAM Groep N.V. (Netherlands)   85,450    865,358 
Manitou BF S.A. (France)   5,253    119,271 
Mersen S.A. (France)   3,078    80,418 
Mota-Engil SGPS S.A. (Portugal)   15,218    78,880 
Nisshinbo Holdings, Inc. (Japan)   36,700    343,125 
NRW Holdings, Ltd. (Australia)   112,698    417,535 
NSK, Ltd. (Japan)   57,000    403,910 
Porr A.G. (Austria)   3,720    155,340 
Stadler Rail A.G. (Switzerland)   17,435    448,006 
Strabag S.E. (Austria)   663    65,626 
Takara Standard Co., Ltd. (Japan)   20,000    348,444 
Tokai Holdings Corp. (Japan)   49,100    361,469 
Tokyu Construction Co., Ltd. (Japan)   24,800    223,168 
Valmet OYJ (Finland)   1,768    50,587 
Wakita & Co., Ltd. (Japan)   22,300    267,672 
Yangzijiang Shipbuilding Holdings, Ltd. (Singapore)   197,600    586,931 
         11,188,091 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Industrials - 23.0% (Continued)        
Commercial & Professional Services - 4.7%          
Adecco Group A.G. (Switzerland)   4,430   $106,555 
Bilfinger S.E. (Germany)   1,332    154,226 
Cewe Stiftung & Co. KGaA (Germany)   333    36,106 
Derichebourg S.A. (France)   33,658    321,282 
IPH, Ltd. (Australia)   175,509    399,585 
Johnson Service Group PLC (United Kingdom)   148,440    250,694 
Nomura Co., Ltd. (Japan)   44,300    364,130 
Park24 Co., Ltd. (Japan)   19,700    240,310 
Prestige International, Inc. (Japan)   48,900    209,818 
Persol Holdings Co., Ltd. (Japan)   245,500    362,267 
Prosegur Cia de Seguridad S.A. (Spain)   53,231    159,041 
Smartgroup Corp., Ltd. (Australia)   44,789    256,578 
Teleperformance S.E (France)   5,588    328,353 
transcosmos, Inc. (Japan)   8,700    214,745 
TRE Holdings Corp. (Japan)   30,800    309,665 
         3,713,355 
Transportation - 4.2%          
easyJet PLC (United Kingdom)   18,015    83,818 
Finnair OYJ (Finland)   105,766    339,026 
Hoegh Autoliners A.S.A. (Norway) (a)   25,431    368,315 
Kelsian Group, Ltd. (Australia)   105,699    284,415 
MPC Container Ships A.S.A. (Norway)   165,898    394,807 
Nishi-Nippon Railroad Co., Ltd. (Japan)   12,400    238,168 
Norwegian Air Shuttle A.S.A. (Norway)   76,839    113,593 
NS United Kaiun Kaisha, Ltd. (Japan)   7,400    348,957 
T.S. Lines, Ltd. (Hong Kong) (a)   35,000    35,576 
Wallenius Wilhelmsen A.S.A. (Norway)   52,928    673,749 
Zigup PLC (United Kingdom)   83,148    420,945 
ZIM Integrated Shipping Services, Ltd. (Israel)   2,000    52,700 
         3,354,069 
Information Technology - 8.5%          
Software & Services - 3.2%          
Alten S.A. (France)   1,250    77,497 
ATEA A.S.A. (Norway)   12,806    187,427 
Computacenter PLC (United Kingdom)   9,451    378,805 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Information Technology - 8.5% (Continued)        
Software & Services - 3.2% (Continued)          
Econocom Group S.A./N.V. (Belgium)   29,440   $47,638 
Formula Systems (1985), Ltd. (Israel)   2,579    312,041 
GFT Technologies S.E. (Germany)   13,763    284,547 
IRESS, Ltd. (Australia)   64,399    315,018 
Kontron A.G. (Germany)   11,270    251,491 
Sopra Steria Group (France)   1,487    208,216 
Systena Corp. (Japan)   77,900    206,942 
Temenos A.G. (Switzerland)   2,309    202,383 
TietoEVRY OYJ (Finland)   2,885    63,106 
         2,535,111 
Technology Hardware & Equipment - 5.3%          
Ai Holdings Corp. (Japan)   15,897    274,396 
ALSO Holding A.G. (Switzerland)   143    25,220 
Barco N.V. (Belgium)   2,699    30,095 
Brother Industries, Ltd. (Japan)   25,700    475,761 
Daiwabo Holdings Co., Ltd. (Japan)   18,400    362,257 
Dicker Data, Ltd. (Australia)   50,119    298,174 
Elecom Co., Ltd. (Japan)   29,700    304,180 
Hosiden Corp. (Japan)   15,900    262,494 
Ituran Location and Control, Ltd. (Israel)   7,500    367,575 
Kaga Electronics Co., Ltd. (Japan)   15,300    366,364 
Konica Minolta, Inc. (Japan)   61,000    204,655 
Nippon Signal Co., Ltd. (Japan)   22,505    231,056 
PAX Global Technology, Ltd. (Hong Kong)   65,000    35,646 
Ryoyo Ryosan Holdings, Inc. (Japan)   20,000    385,415 
SeSa S.p.A. (Italy)   2,370    220,237 
SoftwareOne Holding A.G. (Switzerland)   47,656    418,466 
         4,261,991 
Materials - 11.0%          
Materials - 11.0%          
Bekaert S.A. (Belgium)   8,945    421,185 
Cementir Holding N.V. (Italy)   2,966    53,019 
Clariant A.G. (Switzerland)   18,982    186,239 
Endeavour Mining PLC (United Kingdom)   13,138    791,536 
Fuji Seal International, Inc. (Japan)   21,200    350,498 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Materials - 11.0% (Continued)        
Materials - 11.0% (Continued)          
Kaneka Corp. (Japan)   10,400   $318,321 
Kobe Steel, Ltd. (Japan)   68,600    832,498 
Nippon Kayaku Co., Ltd. (Japan)   22,900    257,902 
Nippon Light Metal Holdings Co., Ltd. (Japan)   6,900    124,190 
Pan African Resources PLC (United Kingdom)   34,880    64,628 
Pantoro Gold, Ltd. (Australia) (b)   101,439    236,720 
Perenti, Ltd. (Australia)   454,259    622,101 
Perseus Mining, Ltd. (Australia)   125,761    460,755 
Regis Resources, Ltd. (Australia)   164,136    777,968 
Rengo Co., Ltd. (Japan)   44,700    362,290 
Sakata INX Corp. (Japan)   23,400    340,393 
SSAB A.B. - B Shares (Sweden)   39,103    308,202 
Sumitomo Osaka Cement Co., Ltd. (Japan)   9,200    225,748 
thyssenkrupp A.G. (Germany)   24,414    215,115 
Tokuyama Corp. (Japan)   14,800    359,458 
Umicore S.A. (Belgium)   2,110    40,252 
Vicat SACA (France)   3,638    265,531 
Voestalpine A.G. (Austria)   8,086    358,777 
West African Resources, Ltd. (Australia) (b)   83,700    190,837 
Westgold Resources, Ltd. (Australia)   45,900    193,102 
Zeon Corp. (Japan)   31,100    354,406 
         8,711,671 
Real Estate - 9.9%          
Equity Real Estate Investment Trusts (REITs) - 6.5%          
AIMS APAC REIT (Singapore)   115,400    128,495 
British Land Co. PLC (The) (United Kingdom)   91,722    433,864 
Carmila S.A. (France)   10,049    195,267 
Centuria Office REIT (Australia)   375,450    240,909 
Cromwell Property Group (Australia)   1,169,340    320,739 
Eagle Hospitality Trust (Singapore) (b)(d)   1,204,600    0 
Global One Real Estate Investment Corp. (Japan)   442    335,489 
Growthpoint Properties Australia, Ltd. (Australia)   201,962    293,896 
Hoshino Resorts REIT, Inc. (Japan)   236    362,216 
Invincible Investment Corp. (Japan)   1,300    489,100 
Japan Hotel REIT Investment Corp. (Japan)   787    373,498 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.4% (Continued)  Shares   Value 
Real Estate - 9.9% (Continued)        
Equity Real Estate Investment Trusts (REITs) - 6.5% (Continued)          
Japan Metropolitan Fund Investment (Japan)   416   $292,931 
Primary Health Properties PLC (United Kingdom)   396,341    476,581 
Retail Estates N.V. (Belgium)   4,573    351,220 
Samty Residential Investment Corp. (Japan)   386    256,853 
Sasseur Real Estate Investment Trust (Singapore)   179,200    88,728 
Starhill Global REIT (Singapore)   565,070    235,926 
Stoneweg Europe Stapled Trust (Singapore)   79,007    135,041 
Unite Group PLC (United Kingdom)   23,743    143,850 
         5,154,603 
Real Estate Management & Development - 3.4%          
Amot Investments, Ltd. (Israel)   45,966    283,102 
Aroundtown S.A. (Germany)   73,834    196,555 
Hang Lung Group, Ltd. (Hong Kong)   25,000    47,797 
Hiag Immobilien Holding A.G. (Switzerland)   1,677    284,638 
Intershop Holding A.G. (Switzerland)   1,584    335,050 
Platzer Fastigheter Holding A.B. (Sweden)   14,748    105,140 
PropNex, Ltd. (Singapore)   26,600    34,736 
Sagax A.B. - D Shares (Sweden)   151,342    537,869 
Summit Real Estate Holdings, Ltd. (Israel)   20,162    346,261 
Tokyu Fudosan Holdings Corp. (Japan)   61,900    528,293 
         2,699,441 
Utilities - 2.8%          
Utilities - 2.8%          
A2A S.p.A. (Italy)   48,580    137,554 
AGL Energy, Ltd. (Australia)   13,995    95,808 
Contact Energy, Ltd. (New Zealand)   14,400    76,543 
Drax Group PLC (United Kingdom)   35,554    420,155 
Hokuriku Electric Power Co. (Japan)   48,900    335,976 
Iren S.p.A. (Italy)   146,730    415,067 
Kenon Holdings, Ltd. (Israel)   4,193    346,222 
Rubis SCA (France)   1,663    67,386 
Shikoku Electric Power Co., Inc. (Japan)   27,600    310,143 
         2,204,854 
           
Total Common Stocks (Cost $65,757,373)       $77,354,395 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND
STATEMENT OF INVESTMENTS (Continued)

 

PREFERRED STOCKS - 1.1%  Shares   Value 
Health Care - 0.8%        
Health Care Equipment & Services - 0.8%          
Draegerwerk A.G. & Co. KGaA (Germany)   6,468   $688,384 
           
Industrials - 0.3%          
Transportation - 0.3%          
Sixt S.E. (Germany)   3,521    223,489 
           
Total Preferred Stocks (Cost $562,977)       $911,873 
           
Investments at Value - 98.5% (Cost $66,320,350)       $78,266,268 
           
Other Assets in Excess of Liabilities - 1.5%        1,173,038 
           
Net Assets - 100.0%       $79,439,306 

 

(a) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  
(b) Non-income producing security.
(c) Security is considered a restricted security however such restriction has not resulted in an illiquid classification.  The total value of these securities is $121,302, which represents 0.2% of net assets as of March 31, 2026.
(d) Level 3 securities fair valued under procedures established by the Board of Trustees, represents 0.4% of net assets.  The total value of these securities is $303,797.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL SMALL CAP FUND

Country Breakdown

March 31, 2026 (Unaudited)

 

Country  Value   % of Net Assets 
Japan  $28,999,768    36.5%
United Kingdom   9,400,090    11.8%
Australia   8,225,896    10.3%
Sweden   4,268,426    5.4%
Israel   3,884,408    4.9%
Switzerland   3,175,594    4.0%
Germany   2,696,176    3.4%
France   2,676,379    3.4%
Italy   2,163,479    2.7%
Singapore   2,081,403    2.6%
Norway   1,994,351    2.5%
Denmark   1,583,686    2.0%
Hong Kong   1,531,031    1.9%
Belgium   1,474,738    1.8%
Netherlands   1,354,279    1.7%
Austria   1,008,079    1.3%
Spain   1,000,316    1.3%
Finland   493,227    0.6%
Portugal   134,944    0.2%
New Zealand   76,543    0.1%
Ireland   43,455    0.1%
Total Investments  $78,266,268    98.5%
Other Assets in Excess of Liabilities   1,173,038    1.5%
Net Assets  $79,439,306    100.0%

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 98.6%  Shares   Value 
Communication Services - 4.3%        
Media & Entertainment - 0.8%          
Anycolor, Inc. (Japan)   300   $5,582 
Autohome, Inc. (China)   1,500    6,527 
Canal+ S.A. (United Kingdom)   5,087    13,535 
Havas N.V. (Netherlands)   262    4,588 
Ipsos Group S.A. (France)   354    13,983 
MFE-MediaForEurope N.V. - Class B (Italy)   1,729    6,668 
Nexon Co., Ltd. (Japan)   2,800    52,740 
Publicis Groupe S.A. (France)   89    7,366 
TV Tokyo Holdings Corp. (Japan)   300    7,908 
         118,897 
Telecommunication Services - 3.5%          
Bezeq The Israeli Telecommunication Corp., Ltd. (Israel)   1,648    3,943 
Deutsche Telekom A.G. (Germany)   1,347    50,272 
Hutchison Telecommunications Hong Kong Holdings, Ltd. (Cayman Islands)   52,000    7,767 
KDDI Corp. (Japan)   7,768    132,257 
Millicom International Cellular S.A. (Sweden)   1,800    134,892 
Orange S.A. (France)   1,320    27,063 
Proximus S.A.D.P. (Belgium)   3,908    31,618 
Telstra Group, Ltd. (Australia)   6,319    23,327 
Vantage Towers A.G. (Germany)   158    6,976 
Vodafone Group PLC (United Kingdom)   44,937    67,779 
         485,894 
Consumer Discretionary - 8.0%          
Automobiles & Components - 4.5%          
Aisan Industry Co., Ltd. (Japan)   1,700    20,233 
Aisin Corp. (Japan)   900    12,679 
Bayerische Motoren Werke A.G. (Germany)   675    62,439 
Burelle S.A. (France)   33    14,325 
FCC Co., Ltd. (Japan)   1,000    20,881 
Gestamp Automocion S.A. (Spain) (a)   2,024    6,951 
JTEKT Corp. (Japan)   1,000    10,728 
KYB Corp. (Japan)   900    24,232 
Mazda Motor Corp. (Japan)   1,000    6,839 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Consumer Discretionary - 8.0% (Continued)        
Automobiles & Components - 4.5% (Continued)          
Opmobility (France)   1,544   $27,188 
Stanley Electric Co., Ltd. (Japan)   500    9,180 
Subaru Corp. (Japan)   6,300    101,497 
Sumitomo Rubber Industries, Ltd. (Japan)   500    6,594 
Suzuki Motor Corp. (Japan)   7,200    87,754 
Tokai Rika Co., Ltd. (Japan)   400    7,625 
Toyo Tire Corp. (Japan)   900    21,114 
Toyoda Gosei Co., Ltd. (Japan)   600    15,727 
Toyota Boshoku Corp. (Japan)   1,400    21,947 
Toyota Motor Corp. (Japan)   300    6,236 
Valeo S.E. (France)   587    7,188 
Volkswagon A.G. (Germany)   1,182    123,621 
Yokohama Rubber Co., Ltd. (The) (Japan)   400    15,347 
         630,325 
Consumer Discretionary Distribution & Retail - 1.4%          
AOKI Holdings, Inc. (Japan)   1,800    18,428 
Currys PLC (United Kingdom)   13,814    22,876 
Dor Alon Energy In Israel (1988), Ltd. (Israel)   176    11,713 
Frasers Group, PLC (United Kingdom) (b)   1,065    9,057 
Inchcape PLC (United Kingdom)   1,998    19,833 
Industria de Diseno Textil S.A. (Spain)   1,033    60,127 
Max Stock, Ltd. (Israel)   1,511    12,787 
Prosus N.V. (Netherlands)   613    28,378 
Wesfarmers, Ltd. (Australia)   172    8,782 
         191,981 
Consumer Durables & Apparel - 1.6%          
Aux Electric Co., Ltd. (Cayman Islands) (c)   6,600    7,853 
Chow Sang Sang Holdings International, Ltd. (Hong Kong)   9,000    15,749 
Dream International, Ltd. (Hong Kong)   12,000    10,597 
Noritsu Koki Co., Ltd. (Japan)   900    11,687 
Panasonic Holdings Corp. (Japan)   4,600    77,145 
Sankyo Co., Ltd. (Japan)   1,100    13,606 
Swatch Group A.G. (The) (Switzerland)   1,956    86,669 
         223,306 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Consumer Discretionary - 8.0% (Continued)        
Consumer Services - 0.5%          
Cie des Alpes (France)   941   $25,831 
Cirsa Enterprises S.A. (Spain)   580    9,130 
Evolution A.B. (Sweden) (a)   143    8,986 
Flight Centre Travel Group, Ltd. (Australia)   3,214    24,048 
         67,995 
Consumer Staples - 7.2%          
Consumer Staples Distribution & Retail - 2.6%          
Ain Holdings, Inc. (Japan)   400    14,338 
Carrefour S.A. (France)   9,053    167,617 
Heiwado Co., Ltd. (Japan)   500    9,344 
J Sainsbury PLC (United Kingdom)   31,386    140,824 
Kato Sangyo Co., Ltd. (Japan)   200    8,505 
Life Corp. (Japan)   500    8,058 
Valor Holdings Co., Ltd. (Japan)   900    20,981 
         369,667 
Food, Beverage & Tobacco - 4.6%          
Bell Food Group A.G. (Switzerland)   81    20,714 
British American Tobacco PLC (United Kingdom)   126    7,315 
Bumitama Agri, Ltd. (Singapore)   8,800    12,645 
First Resources, Ltd. (Singapore)   10,500    23,727 
ForFarmers N.V. (Netherlands)   3,449    24,994 
Imperial Brands PLC (United Kingdom)   1,500    60,820 
Kirin Holdings Co., Ltd. (Japan)   3,400    54,078 
Megmilk Snow Brand Co., Ltd. (Japan)   400    8,165 
Morinaga & Co., Ltd. (Japan)   600    10,243 
MP Evans Group PLC (United Kingdom)   4,703    93,498 
Nestle S.A. (Switzerland)   1,660    162,837 
Prima Meat Packers, Ltd. (Japan)   500    8,684 
Schouw & Co. A/S (Denmark)   104    10,738 
Showa Sangyo Co., Ltd. (Japan)   400    8,253 
Sipef N.V. (Belgium)   622    71,460 
Umios Corp. (Japan)   1,000    9,312 
WH Group, Ltd. (Hong Kong) (a)   31,500    41,406 
Yamazaki Baking Co., Ltd. (Japan)   500    11,176 
         640,065 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Energy - 3.9%        
Energy - 3.9%          
Beach Energy, Ltd. (Australia)   15,214   $13,439 
BP PLC (United Kingdom)   7,678    60,092 
Delek Group, Ltd. (Israel)   25    8,415 
Harbour Energy PLC (United Kingdom)   5,710    22,705 
Inpex Corp. (Japan)   1,200    35,494 
North Atlantic Energies (France)   196    15,126 
OMV A.G. (Austria)   655    47,918 
Repsol S.A. (Spain)   4,165    117,233 
Santos, Ltd. (Australia)   2,165    11,850 
SBM Offshore N.V. (Netherlands)   651    25,959 
Shell PLC (United Kingdom)   3,295    152,603 
Totalenergies EP Gabon (France)   50    13,249 
United Energy Group, Ltd. (Hong Kong)   174,000    12,029 
         536,112 
Financials - 24.2%          
Banks - 15.2%          
AIB Group PLC (Ireland)   1,481    15,809 
ANZ Group Holdings, Ltd. (Australia)   6,224    156,504 
Banco Bilbao Vizcaya Argentaria S.A. (Spain)   10,332    223,158 
Bank of Iwate, Ltd. (The) (Japan)   800    8,230 
Bank of Qingdao Co., Ltd. - H Shares (Hong Kong) (a)   18,000    10,009 
Bank of Tianjin Co., Ltd. - H Shares (Hong Kong) (c)   82,000    24,260 
Barclays PLC (United Kingdom)   18,908    98,952 
BNP Paribas S.A. (France)   2,104    200,426 
BOC Hong Kong Holdings, Ltd. (Hong Kong)   7,500    41,379 
BPER Banca S.p.A (Italy)   9,140    119,777 
Caisse Regionale de Credit Agricole Mutuel Brie Picardie (France)   473    15,020 
Credit Agricole S.A. (France)   2,468    46,062 
Dah Sing Financial Holdings, Ltd. (Hong Kong)   1,600    8,304 
Danske Bank A/S (Denmark)   3,555    175,251 
Heartland Group Holdings, Ltd. (New Zealand)   12,325    8,428 
HSBC Holdings PLC (United Kingdom)   3,829    62,880 
Hyakujushi Bank, Ltd. (The) (Japan)   800    10,828 
Lion Finance Group PLC (United Kingdom)   138    17,128 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Financials - 24.2% (Continued)        
Banks - 15.2% (Continued)          
Mizrahi Tefahot Bank, Ltd. (Israel)   946   $69,130 
Nanto Bank, Ltd. (The) (Japan)   3,000    27,251 
NatWest Group PLC (United Kingdom)   23,970    177,563 
Nordea Bank Abp (Sweden)   3,040    52,136 
Norion Bank A.B. (Sweden) (b)   3,703    22,137 
Oversea-Chinese Banking Corp., Ltd. (Singapore)   4,000    68,509 
Raiffeisen Bank International A.G. (Austria)   828    35,459 
Societe Generale S.A. (France)   962    70,239 
Standard Chartered PLC (United Kingdom)   3,767    78,501 
TOMONY Holdings, Inc. (Japan)   3,100    16,389 
Unicaja Banco, S.A. (Spain) (a)   2,900    8,606 
UniCredit S.p.A. (Italy)   2,274    163,139 
United Overseas Bank, Ltd. (Singapore)   3,200    91,600 
         2,123,064 
Financial Services - 4.8%          
Acom Co., Ltd. (Japan)   2,300    6,799 
Aiful Corp. (Japan) (d)   3,100    8,446 
Credit Corp. Group, Ltd. (Australia)   1,080    8,074 
Deutsche Bank A.G. (Germany)   5,107    151,978 
Helia Group, Ltd. (Australia)   6,824    25,028 
Industrivarden A.B. (Sweden)   345    17,180 
Industrivarden A.B. - C Shares (Sweden)   380    18,833 
Investec PLC (United Kingdom)   1,948    15,014 
Investor A.B. - B Shares (Sweden)   194    7,347 
Liberty Financial Group, Ltd. (Australia)   6,437    15,544 
Mutares S.E. & Co. KGaA (Germany)   402    13,491 
Nomura Holdings, Inc. (Japan)   20,100    158,260 
ORIX Corp. (Japan)   600    17,802 
OSB Group PLC (United Kingdom)   1,497    10,414 
Qfin Holdings, Inc. - Class A (Hong Kong) (c)   2,250    14,492 
Regal Partners, Ltd. (Australia)   7,131    13,023 
SBI Holdings, Inc. (Japan)   7,400    137,014 
Tokyo Century Corp. (Japan)   1,900    24,593 
Yangzijiang Financial Holding, Ltd. (Singapore)   30,500    6,002 
         669,334 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Financials - 24.2% (Continued)        
Insurance - 4.2%          
Dai-ichi Life Holdings, Inc. (Japan)   5,800   $53,485 
Lancashire Holdings, Ltd. (United Kingdom)   3,062    23,789 
MS&AD Insurance Group Holdings, Inc. (Japan)   3,593    93,757 
NN Group N.V. (Netherlands)   1,987    155,170 
QBE Insurance Group, Ltd. (Australia)   10,554    155,743 
SCOR S.E. (France)   588    21,014 
Swiss Re A.G. (Switzerland)   486    81,640 
         584,598 
Health Care - 11.2%          
Health Care Equipment & Services - 1.1%          
Ambea A.B. (Sweden) (a)   1,063    15,044 
Attendo A.B. (Sweden) (a)   3,127    33,672 
Fresenius Medical Care A.G. (Germany)   1,088    49,303 
Paul Hartmann A.G. (Germany)   44    10,680 
Ramsay Health Care, Ltd. (Australia)   434    11,804 
Sonic Healthcare, Ltd. (Australia)   869    12,347 
Uniphar PLC (Ireland)   2,624    11,709 
         144,559 
Pharmaceuticals, Biotechnology & Life Sciences - 10.1%          
Astellas Pharma, Inc. (Japan)   8,300    135,298 
AstraZeneca PLC (United Kingdom)   322    62,962 
Bayer A.G. (Germany)   3,705    171,454 
CSL, Ltd. (Australia)   351    34,475 
GSK PLC (United Kingdom)   7,873    216,858 
H Lundbeck A/S (Denmark)   5,632    35,278 
Hikma Pharmaceuticals PLC (United Kingdom)   889    14,931 
Ipsen S.A. (France)   394    73,629 
Kyowa Kirin Co., Ltd. (Japan)   2,600    42,550 
Nippon Shinyaku Co., Ltd. (Japan)   300    9,869 
Novartis A.G. (Switzerland)   1,680    257,880 
Roche Holding, Ltd. (Switzerland)   801    319,684 
Sanofi S.A. (France)   327    31,577 
United Laboratories International Holdings, Ltd. (The) (Hong Kong)   6,000    7,437 
         1,413,882 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Industrials - 19.5%        
Capital Goods - 14.4%          
ABB, Ltd. (Switzerland)   285   $23,174 
ACS Actividades de Construccion y Servicios S.A. (Spain)   90    10,976 
AerCap Holdings N.V. (Netherlands)   1,100    150,898 
AF Gruppen A.S.A. (Norway)   723    12,757 
Bonheur A.S.A. (Norway)   654    16,313 
Chiyoda Corp. (Japan) (b)   4,300    25,209 
Chori Co., Ltd. (Japan)   1,200    32,306 
Construcciones y Auxiliar de Ferrocarriles S.A. (Spain)   514    34,902 
Eiffage S.A. (France)   949    145,540 
Forbo Holding A.G. - Registered Shares (Switzerland)   59    55,088 
Galilei Co., Ltd. (Japan)   1,500    33,934 
Hino Motors, Ltd. (Japan) (b)   13,600    32,081 
Indus Holding A.G. (Germany)   486    15,127 
INFRONEER Holdings, Inc. (Japan)   2,800    38,843 
ITOCHU Corp. (Japan)   15,000    190,798 
Japan Pulp & Paper Co., Ltd. (Japan)   5,000    33,169 
Jardine Cycle & Carriage, Ltd. (Singapore)   2,100    56,742 
Kanamoto Co., Ltd. (Japan)   1,000    27,876 
Keller Group PLC (United Kingdom)   4,087    103,968 
Kier Group PLC (United Kingdom)   11,969    30,737 
Kitz Corp. (Japan)   1,900    21,865 
Komatsu, Ltd. (Japan)   200    7,964 
Koninklijke BAM Groep N.V. (Netherlands)   5,784    58,575 
Manitou BF S.A. (France)   887    20,140 
Nisshinbo Holdings, Inc. (Japan)   2,300    21,504 
NSK, Ltd. (Japan)   5,100    36,139 
Raito Kogyo Co., Ltd. (Japan)   1,200    29,468 
Rolls-Royce Holdings PLC (United Kingdom)   1,729    26,267 
Siemens Energy A.G. (Germany)   1,027    177,098 
Skanska A.B. - B Shares (Sweden)   254    6,869 
SKF A.B. - B Shares (Sweden)   606    14,606 
Stadler Rail A.G. (Switzerland)   5,524    141,944 
Strabag S.E. (Austria)   154    15,243 
Takara Standard Co., Ltd. (Japan)   2,100    36,587 
Tokai Holdings Corp. (Japan)   4,700    34,601 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Industrials - 19.5% (Continued)        
Capital Goods - 14.4% (Continued)          
Traton S.E. (Germany)   1,225   $44,934 
Veidekke A.S.A. (Norway)   897    17,533 
Vestas Wind Systems A/S (Denmark)   1,409    42,523 
Vinci S.A. (France)   1,066    159,999 
Volvo A.B. - B Shares (Sweden)   620    20,382 
Yangzijiang Shipbuildings Holdings, Ltd. (Singapore)   3,300    9,802 
         2,014,481 
Commercial & Professional Services - 1.3%          
Adecco Group A.G. (Switzerland)   1,181    28,407 
Befesa S.A. (Luxembourg) (a)   265    9,069 
GL Events SACA (France)   435    14,862 
ISS A/S (Denmark)   1,230    44,814 
Johnson Service Group PLC (United Kingdom)   5,928    10,011 
Nomura Co., Ltd. (Japan)   3,500    28,769 
Prosegur Cia de Seguridad S.A. (Spain)   2,452    7,326 
Smartgroup Corp., Ltd. (Australia)   1,695    9,710 
Teleperformance S.E. (France)   113    6,640 
Transcosmos, Inc. (Japan)   1,000    24,683 
         184,291 
Transportation - 3.8%          
ANA Holdings, Inc. (Japan)   900    16,118 
Central Japan Railway Co. (Japan)   4,000    104,000 
Deutsche Lufthansa A.G. (Germany)   10,753    91,566 
Hoegh Autoliners A.S.A. (Norway) (a)   216    3,128 
International Consolidated Airlines Group S.A. (Spain)   6,859    32,554 
International Consolidated Airlines Group S.A. (United Kingdom)   23,360    109,929 
Japan Airlines Co., Ltd. (Japan)   900    14,693 
Kelsian Group, Ltd. (Australia)   2,332    6,275 
Nishi-Nippon Railroad Co., Ltd. (Japan)   600    11,524 
Norwegian Air Shuttle A.S.A. (Norway)   4,795    7,089 
NS United Kaiun Kaisha, Ltd. (Japan)   300    14,147 
Odfjell S.E. - A Shares (Norway)   553    6,837 
Qantas Airways, Ltd. (Australia)   11,225    65,938 
SITC International Holdings Co., Ltd. (Hong Kong)   2,000    8,757 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Industrials - 19.5% (Continued)        
Transportation - 3.8% (Continued)          
Transport International Holdings, Ltd. (Hong Kong)   6,800   $9,219 
TS Lines, Ltd. (Hong Kong) (a)   8,000    8,132 
Wallenius Wilhelmsen A.S.A. (Norway)   178    2,266 
Zigup PLC (United Kingdom)   2,048    10,368 
         522,540 
Information Technology - 8.8%          
Semiconductors & Semiconductor Equipment - 3.6%          
ASML Holding N.V. (Netherlands)   175    232,698 
Infineon Technologies A.G. (Germany)   2,444    110,870 
Kioxia Holdings Corp. (Japan) (b)   700    91,415 
Tekscend Photomask Corp. (Japan)   3,900    75,145 
         510,128 
Software & Services - 1.7%          
Alten S.A. (France)   199    12,338 
Capgemeni S.E. (France)   485    57,227 
Check Point Software Technologies, Ltd. (Israel) (b)   100    14,285 
Econocom Group S.A./N.V. (Belgium)   30,319    49,060 
Formula Systems 1985, Ltd. (Israel)   41    4,961 
Hansen Technologies, Ltd. (Australia)   7,028    24,059 
Innoscripta A.G. (Germany)   93    7,331 
IRESS, Ltd. (Australia)   1,973    9,651 
Nice, Ltd. (Israel) (b)   85    9,385 
SAP S.E. (Germany)   93    15,854 
Sopra Steria Group S.A.C.A. (France)   85    11,902 
Systena Corp. (Japan)   5,900    15,673 
         231,726 
Technology Hardware & Equipment - 3.5%          
Alps Alpine Co., Ltd. (Japan)   2,000    27,125 
Brother Industries, Ltd. (Japan)   1,200    22,215 
Canon, Inc. (Japan)   1,862    51,663 
Comba Telecom Systems Holdings, Ltd. (Cayman Islands)   28,000    5,413 
Cowell e Holdings, Inc. (Hong Kong)   2,000    6,703 
Daiwabo Holdings Co., Ltd. (Japan)   1,200    23,625 
Elecom Co., Ltd. (Japan)   2,700    27,653 
Hosiden Corp. (Japan)   1,200    19,811 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Information Technology - 8.8% (Continued)        
Technology Hardware & Equipment - 3.5% (Continued)          
Ituran Location and Control, Ltd. (Israel)   200   $9,802 
Kaga Electronics Co., Ltd. (Japan)   900    21,551 
Konica Minolta, Inc. (Japan)   5,300    17,782 
Nokia OYJ (Finland)   12,824    102,870 
Ryoyo Ryosan Holdings, Inc. (Japan)   1,200    23,125 
SeSa S.p.A. (Italy)   87    8,085 
Telefonaktiebolaget LM Ericsson - B Shares (Sweden)   9,440    107,600 
VSTECS Holdings, Ltd. (Hong Kong)   10,000    11,028 
         486,051 
Materials - 6.0%          
Materials - 6.0%          
Alkane Resources, Ltd. (Australia) (b)   9,461    9,580 
ArcelorMittal S.A. (France)   1,895    98,273 
artience Co., Ltd. (Japan)   500    12,046 
Bekaert S.A. (Belgium)   461    21,707 
BHP Group, Ltd. (Australia)   3,492    126,349 
Caltagirone S.p.A. (Italy)   1,326    13,255 
Dowa Holdings Co., Ltd. (Japan)   200    11,450 
Endeavour Mining PLC (United Kingdom)   2,204    132,786 
Evolution Mining, Ltd. (Australia)   2,771    24,952 
Evraz PLC (United Kingdom) (b)(d)   354    0 
Heidelberg Materials A.G. (Germany)   35    7,386 
Holcim A.G. (Switzerland)   593    49,020 
Ishihara Sangyo Kaisha, Ltd. (Japan)   300    5,403 
Kobe Steel, Ltd. (Japan)   1,300    15,776 
Nippon Light Metal Holdings Co., Ltd. (Japan)   500    8,999 
Pan African Resources PLC (United Kingdom)   6,283    11,641 
Regis Resources, Ltd. (Australia)   5,615    26,614 
Rio Tinto PLC (United Kingdom)   747    69,300 
Sakata INX Corp. (Japan)   1,000    14,547 
Tokuyama Corp. (Japan)   300    7,286 
Umicore S.A. (Belgium)   366    6,982 
Vault Minerals, Ltd. (Australia)   2,998    8,946 
Vicat S.A.C.A. (France)   256    18,685 
West African Resources, Ltd. (Australia) (b)   12,071    27,522 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Materials - 6.0% (Continued)        
Materials - 6.0% (Continued)          
Westgold Resources, Ltd. (Australia)   2,616   $11,006 
Yara International A.S.A. (Norway)   1,579    92,324 
Zeon Corp. (Japan)   900    10,256 
         842,091 
Real Estate - 1.4%          
Equity Real Estate Investment Trusts (REITs) - 0.6%          
British Land Co. PLC (The) (United Kingdom)   3,060    14,475 
Cromwell Property Group (Australia)   58,544    16,058 
Global One Real Estate Investment Corp. (Japan)   10    7,590 
Growthpoint Properties Australia, Ltd. (Australia)   6,325    9,204 
Hoshino Resorts REIT, Inc. (Japan)   5    7,674 
Japan Hotel REIT Investment Corp. (Japan)   24    11,390 
NTT DC REIT (Singapore) (b)   7,900    7,263 
Retail Estates S.A. (Belgium)   96    7,373 
Star Asia Investment Corp. (Japan)   22    7,676 
         88,703 
Real Estate Management & Development - 0.8%          
Aroundtown S.A. (Germany)   2,432    6,474 
Daiwa House Industry Co., Ltd. (Japan)   200    6,274 
Dios Fastigheter A.B. (Sweden)   996    6,639 
Hang Lung Group, Ltd. (Hong Kong)   2,000    3,824 
Hysan Development Co., Ltd. (Hong Kong)   4,000    9,602 
Platzer Fastigheter Holding A.B. (Sweden)   1,410    10,052 
Property & Building Corp., Ltd. (Israel)   64    6,797 
Tokyu Fudosan Holdings Corp. (Japan)   4,000    34,138 
Vonovia S.E. (Germany)   247    6,178 
Wharf Real Estate Investment Co., Ltd. (Hong Kong)   7,000    20,372 
         110,350 
Utilities - 4.1%          
Utilities - 4.1%          
Drax Group PLC (United Kingdom)   1,220    14,417 
EDP S.A. (Portugal)   3,340    17,673 
Enel S.p.A. (Italy)   13,354    145,991 
Engie S.A. (France)   4,643    149,626 
Genesis Energy, Ltd. (New Zealand)   6,051    7,616 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 98.6% (Continued)  Shares   Value 
Utilities - 4.1% (Continued)        
Utilities - 4.1% (Continued)          
Iren S.p.A. (Italy)   3,578   $10,121 
Kansai Electric Power Co., Inc. (The) (Japan)   4,500    74,814 
National Grid PLC (United Kingdom)   1,260    21,268 
Naturgy Energy Group S.A. (Spain)   2,640    79,029 
United Utilities Group PLC (United Kingdom)   2,575    44,897 
         565,452 
           
Total Common Stocks (Cost $12,307,840)       $13,755,492 

 

PREFERRED STOCKS - 0.5%  Shares   Value 
Consumer Discretionary - 0.2%        
Automobiles & Components - 0.2%          
Volkswagen A.G. (Germany)   311   $31,811 
           
Health Care - 0.2%          
Health Care Equipment & Services - 0.2%          
Draegerwerk A.G. & Co. KGaA (Germany)   235    25,011 
           
Real Estate - 0.1%          
Real Estate Management & Development - 0.1%          
Hulic Co., Ltd. (Japan)   3,578   $10,121 
           
Total Preferred Stocks (Cost $58,579)       $66,147 

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

RIGHT - 0.0% (e)  Shares   Value 
Utilities - 0.0% (e)          
Utilities - 0.0% (e)          
Genesis Energy, Ltd. (New Zealand) (d) (Cost $130)   765   $0 
           
Investments at Value - 99.1% (Cost $12,366,549)       $13,821,639 
           
Other Assets in Excess of Liabilities - 0.9%        131,110 
           
Net Assets - 100.0%       $13,952,749 

 

(a) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  
(b) Non-income producing security.
(c) Security is considered a restricted security however such restriction has not resulted in an illiquid classification.  The total value of these securities is $46,605, which represents 0.3% of net assets as of March 31, 2026.
(d) Level 3 securities fair valued under procedures established by the Board of Trustees, represents 0.1% of net assets.  The total value of these securities is $8,446.
(e) Percentage rounds to less than 0.1%.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.  

 

 

SEGALL BRYANT & HAMILL INTERNATIONAL EQUITY FUND

Country Breakdown

March 31, 2026 (Unaudited)

 

Country  Value   % of Net Assets 
Japan  $3,142,873    22.5%
United Kingdom   2,049,993    14.7%
France   1,472,135    10.6%
Switzerland   1,227,057    8.8%
Germany   1,179,854    8.5%
Australia   889,852    6.4%
Netherlands   681,260    4.9%
Spain   589,992    4.2%
Sweden   476,375    3.4%
Italy   467,036    3.3%
Denmark   308,604    2.2%
Singapore   276,290    2.0%
Hong Kong   263,299    1.9%
Belgium   188,200    1.4%
Norway   158,247    1.1%
Israel   151,218    1.1%
Finland   102,870    0.7%
Austria   98,620    0.7%
Ireland   27,518    0.2%
Cayman Islands   21,033    0.2%
Portugal   17,673    0.1%
New Zealand   16,044    0.1%
Luxembourg   9,069    0.1%
China   6,527    0.0%
Total Investments  $13,821,639    99.1%
Other Assets in Excess of Liabilities   131,110    0.9%
Net Assets  $13,952,749    100.0%

 

 

SEGALL BRYANT & HAMILL GLOBAL ALL CAP FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 97.9%  Shares   Value 
Communication Services - 6.5%        
Media & Entertainment - 6.5%          
Alphabet, Inc. - Class C   4,268   $1,224,319 
Meta Platforms, Inc. - Class A   785    449,122 
Spotify Technology S.A. (Luxembourg) (a)   874    423,811 
         2,097,252 
Consumer Discretionary - 14.2%          
Automobiles & Components - 1.6%          
Ferrari N.V. (Netherlands)   1,538    520,536 
           
Consumer Discretionary Distribution & Retail - 8.3%          
Amazon.com, Inc. (a)   4,062    845,993 
D'ieteren Group (Belgium)   5,029    931,096 
Dollarama, Inc. (Canada)   4,036    495,239 
O'Reilly Automotive, Inc. (a)   4,680    432,011 
         2,704,339 
Consumer Durables & Apparel - 1.1%          
Brunello Cucinelli S.p.A. (Italy)   4,006    350,087 
           
Consumer Services - 3.2%          
Compass Group PLC (United Kingdom)   17,561    489,952 
InterContinental Hotels Group PLC (United Kingdom)   4,156    548,072 
         1,038,024 
Consumer Staples - 3.8%          
Consumer Staples Distribution & Retail - 1.5%          
Costco Wholesale Corp.   480    478,286 
           
Food, Beverage & Tobacco - 2.3%          
Lotus Bakeries N.V. (Belgium)   67    756,450 
           
Energy - 5.2%          
Energy - 5.2%          
Chevron Corp.   3,257    673,873 
Suncor Energy, Inc. (Canada)   15,299    1,011,417 
         1,685,290 

 

 

SEGALL BRYANT & HAMILL GLOBAL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.9% (Continued)  Shares   Value 
Financials - 15.3%        
Banks - 5.4%          
Intesa Sanpaolo S.p.A. (Italy)   120,859   $730,911 
JPMorgan Chase & Co.   3,424    1,007,204 
         1,738,115 
Financial Services - 3.6%          
Partners Group Holding A.G. (Switzerland)   383    412,829 
Visa, Inc. - Class A   2,555    772,223 
         1,185,052 
Insurance - 6.3%          
Beazley PLC (United Kingdom)   34,088    575,945 
Globe Life, Inc.   5,785    805,098 
Reinsurance Group of America, Inc.   3,289    671,482 
         2,052,525 
Health Care - 8.4%          
Health Care Equipment & Services - 3.4%          
Boston Scientific Corp. (a)   4,212    264,303 
IDEXX Laboratories, Inc. (a)   677    380,400 
STERIS PLC (Ireland)   2,040    451,105 
         1,095,808 
Pharmaceuticals, Biotechnology & Life Sciences - 5.0%          
AstraZeneca plc (United Kingdom)   2,326    454,811 
Eli Lilly & Co.   412    378,945 
Lonza Group A.G. (Switzerland)   611    391,983 
Thermo Fisher Scientific, Inc.   829    407,478 
         1,633,217 
Industrials - 17.8%          
Capital Goods - 15.6%          
ATI, Inc. (a)   6,079    884,252 
Fluidra S.A. (Spain)   21,510    498,928 
Parker-Hannifin Corp.   530    474,477 
Quanta Services, Inc.   1,294    710,432 
Safran S.A. (France)   2,768    905,733 
Schneider Electric S.E. (France)   2,354    641,160 
Siemens Energy A.G. (Germany)   3,664    631,829 
Trane Technologies PLC (Ireland)   731    304,637 
         5,051,448 

 

 

SEGALL BRYANT & HAMILL GLOBAL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.9% (Continued)  Shares   Value 
Industrials - 17.8% (Continued)        
Commercial & Professional Services - 2.2%          
CACI International, Inc. - Class A (a)   622   $338,287 
Waste Connections, Inc. (Canada)   2,407    390,993 
         729,280 
Information Technology - 23.7%          
Semiconductors & Semiconductor Equipment - 9.3%          
Infineon Technologies A.G. (Germany)   10,939    496,240 
Marvell Technology, Inc.   4,808    476,232 
Monolithic Power Systems, Inc.   813    888,894 
NVIDIA Corp.   6,688    1,166,387 
         3,027,753 
Software & Services - 6.7%          
Cadence Design Systems, Inc. (a)   1,304    362,343 
Microsoft Corp.   3,185    1,178,991 
Palo Alto Networks, Inc. (a)   3,971    636,631 
         2,177,965 
Technology Hardware & Equipment - 7.7%          
Amphenol Corp. - Class A   2,777    350,874 
Apple, Inc.   2,950    748,680 
Arista Networks, Inc. (a)   4,572    561,350 
Flex Ltd. (Singapore) (a)   6,970    456,256 
Motorola Solutions, Inc.   878    381,026 
         2,498,186 
Materials - 1.6%          
Materials - 1.6%          
Linde PLC (Ireland)   1,038    514,599 

 

 

SEGALL BRYANT & HAMILL GLOBAL ALL CAP FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 97.9% (Continued)  Shares   Value 
Real Estate - 1.4%        
Real Estate Management & Development - 1.4%          
CBRE Group, Inc. - Class A (a)   3,251   $440,380 
           

Investments at Value - 97.9% (Cost $21,711,963)

       $31,774,592 
           
Other Assets in Excess of Liabilities - 2.1%        684,370 
           
Net Assets - 100.0%       $32,458,962 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.  

 

 

SEGALL BRYANT & HAMILL GLOBAL ALL CAP FUND

Country Breakdown

March 31, 2026 (Unaudited)

 

Country  Value   % of Net Assets 
United States  $18,389,973    56.7%
United Kingdom   2,068,780    6.4%
Canada   1,897,649    5.8%
Belgium   1,687,546    5.2%
France   1,546,893    4.8%
Ireland   1,270,341    3.9%
Germany   1,128,069    3.5%
Italy   1,080,998    3.3%
Switzerland   804,812    2.5%
Netherlands   520,536    1.6%
Spain   498,928    1.5%
Singapore   456,256    1.4%
Luxembourg   423,811    1.3%
Total Investments  $31,774,592    97.9%
Other Assets in Excess of Liabilities   684,370    2.1%
Net Assets  $32,458,962    100.0%

 

 

SEGALL BRYANT & HAMILL SHORT TERM PLUS FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

CORPORATE BONDS - 80.9%  Coupon   Maturity  Par Value   Value 
Finance - 7.6%        
Banking - 4.3%                  
Bank of America Corp. (SOFR + 157) (a)   5.819%  09/15/29  $235,000   $242,423 
JPMorgan Chase & Co. (SOFR + 157) (a)   6.087%  10/23/29   210,000    218,206 
                 460,629 
Real Estate Investment Trusts - 3.3%                  
Host Hotels & Resorts LP, Series N   4.250%  12/15/28   140,000    138,341 
Ventas Realty LP   4.400%  01/15/29   215,000    213,767 
                 352,108 
Industrial - 59.1%                  
Aerospace / Defense - 1.7%                  
Hexcel Corp.   4.200%  02/15/27   185,000    184,387 
                   
Building Products - 1.5%                  
Vulcan Materials Co.   4.950%  12/01/29   155,000    157,356 
                   
Construction Machinery - 2.9%                  
CNH Industrial Capital LLC   4.550%  04/10/28   160,000    160,131 
United Rentals North America, Inc.   4.875%  01/15/28   155,000    154,327 
                 314,458 
Diversified Manufacturing - 4.0%                  
Keysight Technologies, Inc.   4.600%  04/06/27   210,000    210,237 
Roper Technologies, Inc.   4.250%  09/15/28   215,000    213,597 
                 423,834 
Electronics - 1.6%                  
Analog Devices, Inc. (b)   3.450%  06/15/27   175,000    173,499 
                   
Environmental - 2.3%                  
Waste Management, Inc.   3.875%  01/15/29   245,000    242,654 
                   
Healthcare Facilities / Supplies - 4.2%                  
HCA, Inc.   5.625%  09/01/28   215,000    219,266 
Teleflex, Inc.   4.625%  11/15/27   235,000    232,936 
                 452,202 
Independent Energy - 1.5%                  
EOG Resources, Inc.   4.400%  07/15/28   155,000    155,475 

 

 

SEGALL BRYANT & HAMILL SHORT TERM PLUS FUND
STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 80.9% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 59.1% (continued)        
Information / Data Technology - 0.7%                  
S&P Global, Inc.   4.750%  08/01/28  $75,000   $75,795 
                   
Lease / Rent - 4.3%                  
American Airlines, Inc., Series 2016-1, Class A   4.100%  01/15/28   8,646    8,490 
Sprint Spectrum Co. LLC/Sprint Spectrum Co. II LLC/Sprint Spectrum Co. III LLC, Series 2018-1 (b)   5.152%  03/20/28   140,000    140,691 
Union Pacific Railroad Co., Series 2014-1   3.227%  05/14/26   279,721    279,434 
United Airlines, Series 2020-1, Class A   5.875%  04/15/29   35,817    36,415 
                 465,030 
Media - Cable - 2.1%                  
CCO Holdings LLC (b)   5.125%  05/01/27   63,000    62,929 
TCI Communications, Inc., Series 2021-3, Class D   7.125%  02/15/28   150,000    157,395 
                 220,324 
Media - Non-Cable - 1.5%                  
Omnicom Group Inc.   4.650%  10/01/28   160,000    160,303 
                   
Metals / Mining - 1.2%                  
Freeport-McMoran, Inc. (c)   4.375%  08/01/28   135,000    134,005 
                   
Midstream Energy - 1.6%                  
Transcontinental Gas Pipeline Corp.   7.250%  12/01/26   165,000    167,920 
                   
Other Industrial - 2.1%                  
Cintas Corp.   4.200%  05/01/28   225,000    224,618 
                   
Packaging - 3.2%                  
Berry Global, Inc.   5.500%  04/15/28   155,000    158,024 
Crown Americas LLC   4.250%  09/30/26   180,000    179,312 
                 337,336 
Paper & Forest Products - 2.2%                  
Georgia Pacific Corp.   7.250%  06/01/28   225,000    238,250 

 

 

SEGALL BRYANT & HAMILL SHORT TERM PLUS FUND
STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 80.9% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 59.1% (continued)        
Railroads - 2.0%                  
Burlington Northern Santa Fe Corp.   6.700%  08/01/28  $205,000   $214,797 
                   
Restaurants - 3.5%                  
Darden Restaurants, Inc.   4.350%  10/15/27   160,000    159,629 
McDonald's Corp.   5.000%  05/17/29   205,000    209,654 
                 369,283 
Retail Stores - 6.2%                  
AutoNation, Inc.   3.800%  11/15/27   220,000    217,287 
Bath & Body, Inc.   6.694%  01/15/27   78,000    79,318 
Dick's Sporting Goods, Inc. (b)   4.000%  10/01/29   130,000    126,493 
O'Reilly Automotive, Inc.   3.900%  06/01/29   250,000    245,925 
                 669,023 
Services - 1.8%                  
Service Corp. International   7.500%  04/01/27   185,000    189,361 
                   
Supermarkets - 2.2%                  
Alimentation Couche-Tard, Inc. (b)(c)   3.550%  07/26/27   240,000    237,229 
                   
Vehicle Parts - 1.4%                  
Allison Transmission, Inc. (b)   4.750%  10/01/27   155,000    154,039 
                   
Wireless Telecommunications - 1.0%                  
Sprint Capital Corp.   6.875%  11/15/28   100,000    105,731 
                   
Wireline Telecommunications - 2.4%                  
AT&T, Inc.   6.375%  06/01/28   245,000    252,783 
                   
Utility - 14.2%                  
Electric - 14.2%                  
Ameren Corp.   1.750%  03/15/28   165,000    156,896 
DTE Energy Co.   3.800%  03/15/27   280,000    276,749 
Duke Power Co. LLC, Series A   6.000%  12/01/28   210,000    218,890 

 

 

SEGALL BRYANT & HAMILL SHORT TERM PLUS FUND
STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 80.9% (Continued)  Coupon   Maturity  Par Value   Value 
Utility - 14.2% (continued)        
Electric - 14.2% (continued)                  
National Rural Utilities Cooperative Finance Corp.   3.700%  03/15/29  $220,000   $215,773 
Oklahoma Gas & Electric Co.   6.650%  07/15/27   230,000    236,028 
Pacific Gas & Electric Co.   6.100%  01/15/29   245,000    253,521 
Wec Energy Group, Inc.   5.150%  10/01/27   155,000    156,669 
                 1,514,526 
                   
Total Corporate Bonds (Cost $8,626,507)               $8,646,955 

 

ASSET BACKED SECURITIES - 5.3%  Coupon   Maturity  Par Value   Value 
CNH Equipment Trust, Series 2022-B, Class A-4   3.910%  03/15/28  $20,000   $19,969 
Daimler Trucks Retail Trust, Series 2023-1, Class A-3   5.900%  03/15/27   69,688    69,882 
Daimler Trucks Retail Trust, Series 2024-1, Class A-3   5.490%  12/15/27   67,130    67,504 
FHLMC Multifamily Structured, Series K-J46, Class A-1   4.777%  06/25/28   77,869    78,318 
FHLMC Multifamily Structured, Series K-080, Class A-2   3.926%  07/25/28   6,000    5,969 
John Deere Owner Trust, Series 2024-B, Class A-3   5.200%  03/15/29   219,193    221,298 
Mercedes-Benz Auto Receivable Trust, Series 2023-1, Class A-3   4.510%  11/15/27   1,520    1,521 
World Omni Auto Receivable Trust, Series 2024-A, Class A-3   4.860%  03/15/29   106,620    107,080 
Total Asset Backed Securities (Cost $567,125)               $571,541 

 

 

 

SEGALL BRYANT & HAMILL SHORT TERM PLUS FUND

STATEMENT OF INVESTMENTS (Continued)

 

U.S. TREASURY BONDS & NOTES - 7.8%  Coupon   Maturity  Par Value   Value 
United States Treasury   4.250%  03/15/27  $350,000   $351,690 
United States Treasury   4.125%  10/31/27   160,000    160,663 
United States Treasury   4.875%  10/31/28   315,000    323,035 
Total U.S. Treasury Bonds & Notes (Cost $833,651)               $835,388 
                   
Investments at Value - 94.0% (Cost $10,027,283)               $10,053,884 
                   
Other Assets in Excess of Liabilities - 6.0%                641,180 
                   
Net Assets - 100.0%               $10,695,064 

 

(a) Variable rate security.  Interest rate resets periodically.  The rate shown is the effective interest rate as of March 31, 2026.  For securities based on a published reference rate and spread, the reference rate and spread (in basis points) are indicated parenthetically.  Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions.  These securities, therefore, do not indicate a reference rate and spread.
(b) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  
(c) Security can be called and redeemed at the option of the issuer prior to the stated maturity date which is included in the Statement of Investments.  

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

CORPORATE BONDS - 38.5%  Coupon   Maturity  Par Value   Value 
Finance - 11.3%    
Banking - 5.7%                  
American Express Co. (SOFR +109) (a)   5.532%  04/25/30  $5,041,000   $5,190,474 
Bank of America Corp., Series N, (SOFR + 153) (a)   1.898%  07/23/31   13,475,000    12,001,424 
Citigroup, Inc. (SOFR + 116.7) (a)   2.561%  05/01/32   6,362,000    5,691,087 
JP Morgan Chase & Co. (3M SOFR + 110.5) (a)   1.764%  11/19/31   4,850,000    4,257,727 
PNC Financial Services Group, Inc. (SOFR + 228.4) (a)(b)   6.875%  10/20/34   6,585,000    7,274,910 
Wells Fargo & Co., Series Q (TSFR3M + 157.161) (a)   3.584%  05/22/28   5,635,000    5,581,749 
Wells Fargo & Co., Series U (SOFR + 150) (a)   3.350%  03/02/33   2,072,000    1,902,481 
                 41,899,852 
Mortgage Banking - 0.5%                  
Provident Funding Associates LP/PFG Finance Corp. (c)   9.750%  09/15/29   3,650,000    3,747,079 
                   
Noncaptive Diversified Financial Companies - 1.1%                  
Aviation Capital Group LLC (c)   6.250%  04/15/28   2,875,000    2,955,166 
GATX Corp.   3.500%  06/01/32   5,797,000    5,340,419 
                 8,295,585 
Real Estate Investment Trusts - 4.0%                  
Host Hotels & Resorts LP, Series J (b)   2.900%  12/15/31   7,809,000    6,942,400 
IIP Operating Partnership LP   5.500%  05/25/26   7,570,000    7,477,885 
MPT Operating Partnership LP/MPT Finance Corp.   5.000%  10/15/27   6,175,000    5,747,906 
Ventas Realty LP   5.000%  01/15/35   4,845,000    4,754,069 
Vici Properties, Inc. (c)   4.500%  01/15/28   4,000,000    3,976,364 
                 28,898,624 
Industrial - 20.4%                  
Automobile Manufacturing - 1.1%                  
Ford Motor Credit Co., LLC   7.350%  11/04/27   3,425,000    3,534,762 
General Motors Financial Co., Inc.   5.050%  04/04/28   3,855,000    3,888,467 
Goodyear Tire & Rubber Co.   5.000%  07/15/29   500,000    473,156 
                 7,896,385 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 38.5% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 20.4% (continued)    
Beverage / Bottling - 0.2%                  
Anheuser-Busch InBev Worldwide, Inc.   6.625%  08/15/33  $1,575,000   $1,750,462 
                   
Building Products - 2.0%                  
Allegion US Holding Co., Inc.   3.550%  10/01/27   2,550,000    2,513,682 
Martin Marietta Materials, Inc.   2.400%  07/15/31   6,500,000    5,785,178 
Masco Corp.   6.500%  08/15/32   6,205,000    6,688,280 
                 14,987,140 
Construction Machinery - 1.1%                  
Brunswick Corp.   2.400%  08/18/31   4,798,000    4,160,372 
BWX Technologies, Inc. (c)   4.125%  06/30/28   4,169,000    4,053,608 
                 8,213,980 
Consumer Products - 0.5%                  
Church & Dwight Co., Inc.   5.600%  11/15/32   3,500,000    3,680,371 
                   
Diversified Manufacturing - 1.5%                  
Eaton Corp.   4.500%  03/06/33   4,855,000    4,788,442 
Otis Worldwide Corp.   5.125%  11/19/31   3,566,000    3,647,898 
Vontier Corp.   2.400%  04/01/28   2,800,000    2,683,804 
                 11,120,144 
Electronics - 0.5%                  
QORVO, Inc.   4.375%  10/15/29   3,325,000    3,251,523 
                   
Healthcare Facilities / Supplies - 1.0%                  
HCA, Inc.   3.500%  09/01/30   4,250,000    4,035,975 
Tenet Healthcare Corp.   4.250%  06/01/29   3,655,000    3,544,075 
                 7,580,050 
Home Building - 0.5%                  
KB Home   4.800%  11/15/29   3,594,000    3,499,702 
                   
Independent Energy - 2.0%                  
Occidental Petroleum Corp.   7.500%  05/01/31   6,085,000    6,772,714 
Range Resources Corp. (c)   4.750%  02/15/30   4,320,000    4,212,242 
SM Energy Co.   6.500%  07/15/28   3,652,000    3,661,532 
                 14,646,488 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 38.5% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 20.4% (continued)    
Media - Cable - 0.6%                  
CCO Holdings LLC/CCO Holdings Capital Corp. (c)   5.000%  02/01/28  $4,140,000   $4,106,012 
                   
Midstream Energy - 1.6%                  
Tennessee Gas Pipeline Co., LLC   8.375%  06/15/32   6,309,000    7,406,071 
Transcontinental Gas Pipe Line Co., LLC   3.250%  05/15/30   4,840,000    4,600,781 
                 12,006,852 
Other Industrial - 1.4%                  
Fedex Freight Holding Co., CV (c)   5.250%  03/15/36   1,650,000    1,596,357 
LKQ Corp. (b)   6.250%  06/15/33   4,550,000    4,687,431 
Quanta Services, Inc.   2.900%  10/01/30   4,000,000    3,710,199 
                 9,993,987 
Packaging - 1.4%                  
Avery Dennison Corp.   2.650%  04/30/30   2,485,000    2,297,058 
Avery Dennison Corp.   2.250%  02/15/32   2,865,000    2,488,805 
Crown Americas LLC   5.250%  04/01/30   3,542,000    3,538,348 
Silgan Holdings, Inc.   4.125%  02/01/28   1,925,000    1,882,572 
                 10,206,783 
Pharmaceuticals - 1.0%                  
Pfizer Investment Enterprises Pte., Ltd.   4.450%  05/19/28   6,000,000    6,035,610 
Teva Pharmaceuticals Finance   3.150%  10/01/26   1,571,000    1,555,382 
                 7,590,992 
Retail Stores - 1.0%                  
Dick's Sporting Goods, Inc.   3.150%  01/15/32   3,825,000    3,476,645 
Group 1 Automotive, Inc. (c)   4.000%  08/15/28   3,615,000    3,498,284 
                 6,974,929 
Services - 1.2%                  
Block Financial LLC   3.875%  08/15/30   3,675,000    3,465,496 
Rayonier LP   2.750%  05/17/31   6,000,000    5,393,140 
                 8,858,636 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 38.5% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 20.4% (continued)    
Supermarkets - 0.5%    
Alimentation Couch-Tard, Inc. (c)   5.077%  09/29/35  $3,790,000   $3,750,893 
                   
Transportation Services - 1.3%                  
Fedex Corp.   3.900%  02/01/35   2,245,000    2,053,483 
Fedex Corp.   5.100%  01/15/44   4,000,000    3,648,856 
XPO CNW, Inc.   6.700%  05/01/34   3,592,000    3,680,769 
                 9,383,108 
Utility - 6.8%                  
Electric - 6.8%                  
Duke Energy Carolinas LLC   4.950%  01/15/33   7,670,000    7,785,820 
National Rural Utility Cooperative Finance Corp.   2.400%  03/15/30   1,650,000    1,532,020 
National Rural Utility Cooperative Finance Corp.   2.750%  04/15/32   2,270,000    2,032,901 
Nevada Power Co.   6.750%  07/01/37   3,956,000    4,386,536 
Oglethorpe Power Corp., Series 2022A (b)   4.500%  04/01/47   8,334,000    6,812,041 
Peco Energy Co.   4.900%  06/15/33   3,954,000    3,979,463 
PG&E Corp.   5.000%  07/01/28   4,866,000    4,827,911 
PG&E Corp.   5.250%  07/01/30   2,500,000    2,466,980 
Pinnacle West Capital Corp.   4.900%  05/15/28   2,774,000    2,794,860 
Virginia Electric & Power Co., Series A   6.000%  05/15/37   6,321,000    6,645,422 
Vistra Operations Corp. (c)   6.875%  04/15/32   3,388,000    3,506,402 
Wisconsin Electric Power Co.   4.750%  09/30/32   3,460,000    3,474,418 
                 50,244,774 
                   
Total Corporate Bonds (Cost $285,819,743)               $287,038,733 

 

MUNICIPAL BONDS – 1.9%  Coupon   Maturity  Par Value   Value 
California - 0.8%    
California Municipal Finance Authority, Series 2021 (b)(d)   3.637%  07/01/30  $6,720,000   $6,132,490 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS – 1.9% (Continued)  Coupon   Maturity  Par Value   Value 
Nebraska - 0.5%    
City of Blair Nebraska Water System, Series 2023 (b)   6.100%  05/15/27  $3,840,000   $3,841,985 
                   
New Hampshire - 0.6%                  
National Finance Authority, Series 2021   3.778%  01/01/36   5,975,000    4,397,480 
                   
Total Municipal Bonds (Cost $16,774,087)               $14,371,955 

 

ASSET BACKED SECURITIES - 2.0%  Coupon   Maturity  Par Value   Value 
Toyota Auto Receivables Owner Trust, Series 2025-A, Class A-3   4.640%  08/15/29  $2,535,000   $2,551,387 
Trinity Rail Leasing LP, Series 2022-1, Class A (c)   4.550%  05/19/52   4,518,490    4,454,385 
Verizon Master Trust, Series 2024-6, Class A-1A   4.170%  08/20/30   6,000,000    5,999,189 
Verizon Master Trust, Series 2024-8, Class A-1A   4.620%  11/20/30   1,850,000    1,863,257 
Total Asset Backed Securities (Cost $14,855,036)               $14,868,218 

 

MORTGAGE-BACKED SECURITIES PASSTHROUGH - 29.7%  Coupon   Maturity  Par Value   Value 
Federal Home Loan Mortgage Corp. - 13.6%                  
Pool #781958(H15T1Y + 225) (a)   6.375%  09/01/34  $9,790   $10,070 
Pool #G08061   5.500%  06/01/35   20,913    21,607 
Pool #A42128   5.500%  01/01/36   60,212    62,154 
Pool #G02386   6.000%  11/01/36   127,482    133,872 
Pool #G08607   4.500%  09/01/44   420,261    415,133 
Pool #SD8092   3.000%  09/01/50   5,175,722    4,561,026 
Pool #SD8129   2.500%  02/01/51   3,665,929    3,116,037 
Pool #SD8151   2.500%  06/01/51   9,261,298    7,857,598 
Pool #SD8194   2.500%  02/01/52   2,519,965    2,133,301 
Pool #SD8196   3.500%  02/01/52   9,196,044    8,483,425 
Pool #SD8202   3.500%  02/01/52   12,596,493    11,623,946 
Pool #SD8201   3.000%  03/01/52   5,882,014    5,178,921 
Pool #RA6910   3.500%  03/01/52   3,583,892    3,310,263 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

MORTGAGE-BACKED SECURITIES PASSTHROUGH - 29.7% (Continued)  Coupon   Maturity  Par Value   Value 
Federal Home Loan Mortgage Corp. - 13.6% (continued)                  
Pool #SD8214   3.500%  05/01/52  $2,538,722   $2,330,190 
Pool #SD8215   4.000%  05/01/52   6,593,644    6,243,000 
Pool #RA7554   4.000%  06/01/52   3,949,945    3,744,384 
Pool #SD8231   4.500%  07/01/52   7,084,339    6,868,007 
Pool #SD8235   3.000%  08/01/52   3,913,567    3,444,737 
Pool #SD8238   4.500%  08/01/52   5,608,561    5,429,207 
Pool #SD8246   5.000%  09/01/52   5,794,253    5,743,538 
Pool #SD8420   5.500%  04/01/54   6,265,020    6,299,813 
Pool #SD8494   5.500%  01/01/55   5,158,982    5,184,980 
Pool #SD8533   5.500%  05/01/55   7,300,057    7,336,885 
                 99,532,094 
Federal National Mortgage Association - 12.7%                  
Pool #735897   5.500%  10/01/35   162,692    167,088 
Pool #888016   5.500%  05/01/36   266,083    274,577 
Pool #AL3287, Series 2013   4.500%  09/01/41   672,366    665,413 
Pool #MA1700, Series 2013   4.500%  12/01/43   540,146    532,889 
Pool #MA1971   4.500%  06/01/44   101,975    100,605 
Pool #MA2005   4.500%  08/01/44   220,078    217,121 
Pool #CB3110   2.500%  03/01/47   965,167    822,249 
Pool #MA4020   3.000%  05/01/50   4,215,212    3,744,508 
Pool #CA5960   2.500%  06/01/50   6,753,808    5,796,103 
Pool #MA4048   3.000%  06/01/50   4,108,334    3,650,845 
Pool #CA8256   2.500%  08/01/50   7,041,799    5,933,062 
Pool #MA4097   3.000%  08/01/50   4,102,557    3,641,886 
Pool #FM6110   3.000%  09/01/50   3,884,159    3,488,975 
Pool #MA4121   3.000%  09/01/50   3,078,903    2,731,263 
Pool #FS0672   2.000%  01/01/51   4,185,322    3,425,170 
Pool #BT0417   2.500%  06/01/51   3,126,678    2,651,798 
Pool #MA4379   2.500%  07/01/51   3,434,004    2,912,983 
Pool #MA4438   2.500%  10/01/51   4,829,991    4,094,149 
Pool #MA4514   3.500%  01/01/52   1,339,465    1,236,194 
Pool #MA4580   3.500%  04/01/52   1,089,152    999,744 
Pool #BV7245   4.000%  05/01/52   2,635,719    2,494,816 
Pool #MA4644   4.000%  05/01/52   10,781,430    10,208,082 
Pool #MA4732   4.000%  09/01/52   684,948    649,177 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

MORTGAGE-BACKED SECURITIES PASSTHROUGH - 29.7% (Continued)  Coupon   Maturity  Par Value   Value 
Federal National Mortgage Association - 12.7% (continued)                  
Pool #MA4761   5.000%  09/01/52  $5,918,761   $5,866,957 
Pool #MA4894   6.000%  01/01/53   945,130    967,900 
Pool #MA5008   4.500%  05/01/53   6,205,124    6,010,511 
Pool #MA5164   5.000%  10/01/53   5,218,646    5,164,935 
Pool #MA5216   6.000%  12/01/53   3,655,752    3,732,874 
Pool #MA5295   6.000%  03/01/54   1,930,616    1,968,007 
Pool #MA5531   5.500%  11/01/54   6,702,491    6,736,643 
Pool #MA5674   6.000%  04/01/55   2,080,102    2,120,387 
                 93,006,911 
Government National Mortgage Association - 3.4%                  
Pool #MA7590M   3.000%  09/20/51   6,263,442    5,596,395 
Pool #MA7769M   3.500%  12/20/51   3,889,915    3,604,003 
Pool #MA8801M   5.500%  04/20/53   4,955,361    5,029,638 
Pool #MB0816M   6.500%  12/20/55   2,186,842    2,280,537 
Pool #MB0874M   6.500%  01/20/56   8,066,528    8,402,403 
                 24,912,976 
                   
Total Mortgage-Backed Securities Passthrough (Cost $227,688,038)           $217,451,981 

 

U.S. TREASURY BONDS & NOTES - 25.3%  Coupon   Maturity  Par Value   Value 
United States Treasury   2.375%  05/15/27  $15,608,000   $15,362,906 
United States Treasury   2.625%  02/15/29   12,860,000    12,442,050 
United States Treasury   0.625%  08/15/30   14,208,000    12,338,760 
United States Treasury   3.625%  12/31/30   8,001,000    7,892,236 
United States Treasury   2.750%  08/15/32   13,961,000    12,912,289 
United States Treasury   3.375%  05/15/33   24,117,000    22,974,269 
United States Treasury   4.625%  02/15/35   14,776,000    15,160,407 
United States Treasury   3.125%  11/15/41   15,742,000    12,881,383 
United States Treasury   4.625%  11/15/55   2,250,000    2,149,805 
United States Treasury   1.125%  05/15/40   8,800,000    5,543,313 
United States Treasury   1.750%  08/15/41   21,234,000    14,196,090 
United States Treasury   2.500%  02/15/45   24,725,000    17,339,372 
United States Treasury   1.375%  08/15/50   36,650,000    17,921,277 

 

 

SEGALL BRYANT & HAMILL PLUS BOND FUND

STATEMENT OF INVESTMENTS (Continued)

 

U.S. TREASURY BONDS & NOTES - 25.3% (Continued)  Coupon   Maturity  Par Value   Value 
United States Treasury   2.875%  05/15/52  $23,137,000   $16,045,871 
Total U.S. Treasury Bonds & Notes (Cost $187,653,550)               $185,160,028 
                   
Investments at Value - 97.4% (Cost $732,790,454)               $714,436,530 
                   
Other Assets in Excess of Liabilities - 2.6%                18,904,572 
                   
Net Assets - 100.0%               $733,341,102 

 

(a) Variable rate security.  Interest rate resets periodically.  The rate shown is the effective interest rate as of March 31, 2026.  For securities based on a published reference rate and spread, the reference rate and spread (in basis points) are indicated parenthetically.  Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions.  These securities, therefore, do not indicate a reference rate and spread.
(b) Security can be called and redeemed at the option of the issuer prior to the stated maturity date which is included in the Statement of Investments.  
(c) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  
(d) Security is considered a restricted security however such restriction has not resulted in an illiquid classification.  The total value of these securities is $6,132,490, which represents 0.8% of net assets as of March 31, 2026.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL QUALITY HIGH YIELD FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

CORPORATE BONDS - 96.6%  Coupon   Maturity  Par Value   Value 
Finance - 11.2%        
Mortgage Banking - 1.6%                  
Provident Funding Associates LP/PFG Finance Corp. (a)   9.750%  09/15/29  $966,000   $991,693 
                   
Other Finance - 2.4%                  
Outfront Media Capital LLC (a)   4.250%  01/15/29   1,550,000    1,494,201 
                   
Real Estate Investment Trusts - 7.2%                  
Host Hotels & Resorts LP, Series J (b)   2.900%  12/15/31   1,330,000    1,182,404 
IIP Operating Partnership LP   5.500%  05/25/26   1,950,000    1,926,271 
MPT Operating Partnership LP/MPT Finance Corp.   5.000%  10/15/27   1,500,000    1,396,252 
                 4,504,927 
Industrial - 77.9%                  
Aerospace / Defense - 0.4%                  
Hexcel Corp.   4.200%  02/15/27   265,000    264,121 
                   
Automobile Manufacturing - 3.4%                  
Ford Motor Co.   7.400%  11/01/46   640,000    646,588 
Goodyear Tire & Rubber Co.   4.875%  03/15/27   1,450,000    1,435,547 
                 2,082,135 
Building Products - 1.7%                  
Quikrete Holdings, Inc. (a)   6.375%  03/01/32   747,000    757,460 
Quikrete Holdings, Inc. (a)   6.750%  03/01/33   300,000    304,692 
                 1,062,152 
Chemicals - 4.5%                  
Axalta Coating Systems LLC (a)   4.750%  06/15/27   520,000    516,482 
Axalta Coating Systems LLC (a)   3.375%  02/15/29   1,000,000    946,166 
Olin Corp.   5.625%  08/01/29   676,000    667,880 
Olin Corp.   5.000%  02/01/30   675,000    646,573 
                 2,777,101 
Construction Machinery - 7.4%                  
Brunswick Corp.   2.400%  08/18/31   1,389,000    1,204,409 
BWX Technologies, Inc. (a)   4.125%  06/30/28   1,540,000    1,497,375 
United Rentals North America, Inc.   4.875%  01/15/28   961,000    956,828 

 

 

SEGALL BRYANT & HAMILL QUALITY HIGH YIELD FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 96.6% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 77.9% (continued)        
Construction Machinery - 7.4% (continued)                  
United Rentals, Inc.   3.875%  02/15/31  $1,020,000   $958,871 
                 4,617,483 
Consumer Products - 4.1%                  
Central Garden & Pet Co.   4.125%  10/15/30   1,350,000    1,270,107 
Scotts Miracle-Gro Co.   4.500%  10/15/29   500,000    488,787 
Scotts Miracle-Gro Co.   4.000%  04/01/31   875,000    808,362 
                 2,567,256 
Diversified Manufacturing - 4.2%                  
ATS Automation Tooling Systems, Inc. (a)   4.125%  12/15/28   1,315,000    1,267,296 
Griffon Corp.   5.750%  03/01/28   1,336,000    1,333,187 
                 2,600,483 
Electronics - 1.9%                  
QORVO, Inc.   4.375%  10/15/29   1,181,000    1,154,902 
                   
Environmental - 1.6%                  
Clean Harbors, Inc. (a)   5.125%  07/15/29   995,000    982,783 
                   
Healthcare Facilities / Supplies - 2.8%                  
Teleflex, Inc.   4.625%  11/15/27   1,333,000    1,321,295 
Tenet Healthcare Corp.   6.125%  10/01/28   436,000    437,013 
                 1,758,308 
Home Builders - 2.1%                  
KB Home   6.875%  06/15/27   1,310,000    1,322,001 
                   
Independent Energy - 7.6%                  
APA Corp.   4.250%  01/15/30   680,000    669,233 
Occidental Petroleum Corp.   7.875%  09/15/31   1,300,000    1,475,869 
Range Resources Corp. (a)   4.750%  02/15/30   1,315,000    1,282,199 
SM Energy Co.   6.500%  07/15/28   1,325,000    1,328,458 
                 4,755,759 
Media - Cable - 4.0%                  
Nexstar Escrow, Inc. (a)   5.625%  07/15/27   1,135,000    1,134,460 
Sirius XM Radio, Inc. (a)   5.500%  07/01/29   1,350,000    1,345,433 
                 2,479,893 

 

 

SEGALL BRYANT & HAMILL QUALITY HIGH YIELD FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 96.6% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 77.9% (continued)        
Media - Non-Cable - 4.2%                  
Discovery Communications, LLC   3.625%  05/15/30  $885,000   $822,807 
Lamar Media Corp.   3.750%  02/15/28   775,000    753,781 
Lamar Media Corp.   4.875%  01/15/29   815,000    805,290 
Nexstar Broadcasting, Inc. (a)   4.750%  11/01/28   225,000    221,234 
                 2,603,112 
Metals / Mining - 2.1%                  
FMG Resources August 2006 Pty., Ltd. (a)   4.500%  09/15/27   1,319,000    1,306,105 
                   
Other Industrial - 1.5%                  
Fedex Freight Holding Co., CV (a)   5.250%  03/15/36   315,000    304,759 
LKQ Corp. (b)   6.250%  06/15/33   600,000    618,123 
                 922,882 
Packaging - 4.7%                  
Ball Corp.   2.875%  08/15/30   350,000    318,562 
Crown Americas LLC   5.250%  04/01/30   1,250,000    1,248,711 
Silgan Holdings, Inc.   4.125%  02/01/28   1,358,000    1,328,069 
                 2,895,342 
Pharmaceuticals - 1.0%                  
Teva Pharmaceuticals Financial Netherlands B.V.   3.150%  10/01/26   653,000    646,508 
                   
Restaurants - 2.0%                  
Papa Johns International, Inc. (a)   3.875%  09/15/29   1,000,000    947,696 
YUM Brands, Inc.   3.625%  03/15/31   350,000    323,321 
                 1,271,017 
Retail Stores - 6.2%                  
Asbury Automotive Group, Inc.   4.500%  03/01/28   1,225,000    1,202,950 
Dick's Sporting Goods, Inc.   4.100%  01/15/52   435,000    308,106 
Group 1 Automotive, Inc. (a)   4.000%  08/15/28   1,064,000    1,029,647 
L Brands, Inc.   5.250%  02/01/28   1,303,000    1,301,700 
                 3,842,403 
Services - 4.5%                  
AECOM (a)   6.000%  08/01/33   930,000    928,978 
Service Corp. International   4.625%  12/15/27   1,200,000    1,187,846 

 

 

SEGALL BRYANT & HAMILL QUALITY HIGH YIELD FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 96.6% (Continued)  Coupon   Maturity  Par Value   Value 
Industrial - 77.9% (continued)        
Services - 4.5% (continued)                  
TopBuild Corp. (a)   3.625%  03/15/29  $697,000   $663,743 
                 2,780,567 
Steel - 1.0%                  
ATI, Inc.   4.875%  10/01/29   650,000    641,330 
                   
Transportation Services - 2.1%                  
XPO Logistics, Inc.   6.700%  05/01/34   1,290,000    1,321,880 
                   
Vehicle Parts - 2.1%                  
Allison Transmission, Inc. (a)   4.750%  10/01/27   649,000    644,977 
Allison Transmission, Inc. (a)   3.750%  01/30/31   704,000    655,305 
                 1,300,282 
Wireline Telecommunications - 0.8%                  
DIRECTV Financing LLC (a)   5.875%  08/15/27   481,000    480,493 

 

 

SEGALL BRYANT & HAMILL QUALITY HIGH YIELD FUND

STATEMENT OF INVESTMENTS (Continued)

 

CORPORATE BONDS - 96.6% (Continued)  Coupon   Maturity  Par Value   Value 
Utility - 7.5%        
Electric - 7.5%        
NextEra Energy, Inc. (c)   6.500%  08/15/55   150,000    154,789 
NRG Energy, Inc. (a)   3.625%  02/15/31   1,352,000    1,244,991 
PG&E Corp.   5.000%  07/01/28   950,000    942,564 
PG&E Corp.   5.250%  07/01/30   704,000    694,702 
Southern Co., Series 2025-B (c)   6.375%  03/15/55   155,000    159,424 
Vistra Operations Corp. (a)   6.875%  04/15/32   1,390,000    1,438,577 
                 4,635,047 
                   
Investments at Value - 96.6% (Cost $61,294,446)               $60,062,166 
                   
Other Assets in Excess of Liabilities - 3.4%                2,125,682 
                   
Net Assets - 100.0%               $62,187,848 

 

(a) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  
(b) Security can be called and redeemed at the option of the issuer prior to the stated maturity date which is included in the Statement of Investments.  
(c) Variable rate security.  Interest rate resets periodically.  The rate shown is the effective interest rate as of March 31, 2026.  For securities based on a published reference rate and spread, the reference rate and spread (in basis points) are indicated parenthetically.  Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions.  These securities, therefore, do not indicate a reference rate and spread.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

MUNICIPAL BONDS - 80.6%  Coupon   Maturity  Par Value   Value 
CMBS - 1.1%        
Multi-Family Housing - 1.1%                  
Federal Home Loan Mortgage Corp., Series ML-28   4.534%  11/25/42  $2,000,000   $2,044,135 
                   
General Obligation - 12.7%                  
Local - 12.7%                  
Chambers County Texas Improvement District No. 1, Series 2020 (a)   2.000%  09/01/27   1,450,000    1,430,365 
Chambers County Texas Improvement District No. 1, Series 2020 (a)   2.000%  09/01/28   1,450,000    1,384,913 
Chambers County Texas Improvement District No. 1, Series 2020 (a)   2.000%  09/01/29   1,455,000    1,361,930 
City of Austin TX, Series 2025   5.000%  09/01/43   1,000,000    1,085,067 
Cool Water Municipal Utility District, BAM, Series 2023-A (a)(b)   7.000%  08/15/30   380,000    428,009 
Eanes Independent School District, Series 2025   5.250%  08/01/42   835,000    911,730 
Fairfield Independent School District, Series 2025   5.250%  08/15/42   570,000    624,937 
Fairfield Independent School District, Series 2025   5.250%  08/15/43   345,000    375,836 
Harris County Texas Municipal Utility District No. 504, Series 2019   3.125%  09/01/49   225,000    157,500 
Jackson County Consolidated School District No. 4, Series 2025   5.750%  03/01/41   400,000    457,717 
Jackson County Consolidated School District No. 4, Series 2025   5.750%  03/01/43   250,000    282,661 
Jackson County Consolidated School District No. 4, Series 2025   5.750%  03/01/44   525,000    589,068 
Jackson County Consolidated School District No. 4, Series 2025   5.750%  03/01/45   500,000    556,424 
Kaufman County Texas Municipal Utility District No. 5, Series 2021 (a)   3.000%  03/01/35   450,000    406,750 
King County Washington Public Hospital District No. 2, Series 2024   5.250%  12/01/45   2,350,000    2,484,307 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
General Obligation - 12.7% (continued)        
Local - 12.7% (Continued)                  
Ohio EHOVE Joint Vocational School District, Series 2025   5.500%  12/01/41  $880,000   $954,732 
Osage County School District No. R-II, Series 2024   5.500%  03/01/44   525,000    569,306 
Sanitary and Improvement District No. 425 of Douglas County Nebraska, Series 2023   4.900%  11/01/33   4,000,000    4,095,567 
Southern Boone County R-I School District, Series 2024   6.000%  03/01/44   2,520,000    2,844,154 
Sunfield Municipal Utility District No. 3, Series 2021 (a)   3.000%  09/01/35   525,000    474,887 
Sunfield Municipal Utility District No. 3, Series 2021 (a)   3.000%  09/01/36   540,000    478,776 
Sunfield Municipal Utility District No. 3, Series 2021 (a)   3.000%  09/01/37   550,000    477,145 
Texas Transportation Commission, Series 2014-B   0.650%  10/01/41   685,000    685,000 
Travis County Texas Municipal Utility District No. 21, Series 2016 (a)   3.000%  09/01/27   100,000    99,196 
Travis County Texas Municipal Utility District No. 21, Series 2016 (a)   3.500%  09/01/33   215,000    208,783 
West Harris County Texas Municipal District No. 5, Series 2015 (a)   3.375%  09/01/27   105,000    104,004 
                 23,528,764 
Local Authority - 3.0%                  
Education - 2.5%                  
Administrators of the Tulane Educational Fund, Series 2013-C (a)   5.000%  10/01/47   170,000    154,422 
Public Finance Authority Taxable Educational Facilities Wisconsin, Series 2021-A (a)   5.625%  06/01/50   4,550,000    4,502,412 
                 4,656,834 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Local Authority - 3.0% (continued)        
Public Services - 0.5%                  
Port of Greater Cincinnati Ohio Development Authority, Series 2020 (a)(c)   5.250%  12/01/35  $880,000   $851,920 
                   
Revenue – 49.9%                  
Education - 0.0% (d)                  
Minnewaukan Public School District No. 5, Series 2016   2.700%  08/01/26   60,000    59,837 
Pennsylvania Higher Educational Facilities Authority, Series 2016 (a)   3.000%  05/01/37   15,000    12,787 
                 72,624 
Healthcare - 1.0%                  
Illinois Finance Authority, Series 2019   3.691%  11/01/34   1,930,000    1,932,396 
                   
Housing - 29.7%                  
California State Department of Veteran Affairs, Series 2016-B   3.250%  12/01/36   65,000    61,507 
California State Department of Veteran Affairs, Series 2016-B   3.375%  12/01/41   775,000    725,569 
California State Department of Veteran Affairs, Series 2016-B   3.500%  12/01/46   120,000    106,182 
City of Raleigh North Carolina Housing Authority, Series 2025   3.150%  01/01/44   2,225,000    2,230,540 
Columbus Franklin County Ohio Finance Authority, Series 2025   3.190%  06/01/44   1,100,000    1,103,483 
Connecticut Housing Finance Authority, Series 2016-E   3.000%  11/15/36   205,000    184,145 
Connecticut Housing Finance Authority, Series 2016-A   3.500%  05/15/51   145,000    134,597 
Connecticut Housing Finance Authority, Series 2021D-SUB-D1 (a)   3.000%  05/15/51   480,000    471,943 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Housing - 29.7% (Continued)                  
Florida Housing Finance Corp., Series 2025-F-2   3.650%  05/01/28  $360,000   $361,921 
Florida Housing Finance Corp., Series 2025-SFR   2.850%  10/01/43   715,000    711,706 
Florida Housing Finance Corp., Series 2024-L (a)   3.500%  07/01/58   2,000,000    2,013,347 
Georgia Housing & Finance Authority, Series 2016-A   3.350%  12/01/41   665,000    595,607 
Georgia Housing & Finance Authority, Series 2017-B   3.550%  12/01/42   70,000    65,248 
Georgia Housing & Finance Authority, Series 2013-A   3.900%  12/01/43   5,000    4,840 
Georgia Housing & Finance Authority, Series 2017-B   3.600%  06/01/44   205,000    184,242 
Georgia Housing & Finance Authority, Series 2016-B-1   3.500%  12/01/46   65,000    55,326 
Housing Authority of the City of College Park Georgia, Series 2025   3.450%  04/01/44   2,035,000    2,048,455 
Knoxville Tennessee Community Development Corp., Series 2025   3.150%  05/01/46   4,475,000    4,482,178 
Lee County Florida Housing Finance Authority, Series 2025   3.500%  12/01/42   1,000,000    1,004,630 
Maryland Community Development Administration Department, Series 2021-A   1.050%  03/01/29   500,000    460,060 
Metropolitan Government of Nashville and Davidson County, Tennessee (The), Series 2025   5.000%  10/01/28   2,765,000    2,844,869 
Michigan State Housing Development Authority, Series 2019-B   3.100%  12/01/44   240,000    198,834 
Minnesota State Housing Finance Agency, Series 2021-F (a)   1.850%  07/01/32   470,000    410,285 
Mississippi Home Corp. Single Family Mortgage, Series 2026-A   5.500%  06/01/45   1,850,000    1,975,665 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Housing - 29.7% (Continued)                  
Missouri Housing Development Commission, Series 2016-B   3.100%  11/01/41  $20,000   $17,706 
Nebraska Investment Finance Authority, Series 2019-D   3.050%  09/01/42   800,000    679,953 
Nebraska Investment Finance Authority, Series 2024-E   5.000%  03/01/49   1,750,000    1,776,047 
Nevada Housing Division Single-Family Mortgage, Series 2026-B   5.500%  10/01/46   1,500,000    1,619,597 
Nevada Housing Division Single-Family Mortgage, Series 2024E   7.000%  04/01/49   2,000,000    2,379,457 
New Hampshire Single-Family Mortgage, Series 2026-A   6.000%  07/01/51   3,250,000    3,488,636 
New Mexico Mortgage Finance Authority, Series 2020-B   1.700%  01/01/30   195,000    180,155 
New York City Housing Development Corp., Series 2019-E-1   3.000%  11/01/39   395,000    358,273 
New York City Housing Development Corp., Series 2022-F-2-A   3.400%  11/01/62   2,500,000    2,500,938 
New York State Housing Finance Agency, Series 2020-H   1.800%  11/01/30   560,000    524,631 
New York State Housing Finance Agency, Series 2021-A   2.350%  11/01/41   500,000    378,757 
New York State Mortgage Agency, Series 233   1.650%  04/01/30   775,000    717,655 
New York State Mortgage Agency, Series 223   3.000%  10/01/39   1,350,000    1,179,529 
New York State Mortgage Agency, Series 195   3.550%  04/01/40   100,000    93,800 
New York State Mortgage Agency, Series 203   3.500%  10/01/41   300,000    276,283 
New York State Mortgage Agency, Series 189   3.850%  10/01/44   20,000    18,512 
New York State Mortgage Agency, Series 190   3.850%  10/01/45   10,000    9,268 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Housing - 29.7% (Continued)                  
Norfolk Redevelopment & Housing Authority, Series 2023 (a)   5.000%  05/01/43  $325,000   $325,564 
Ohio Housing Finance Agency, Series 2024-C (a)   7.500%  03/01/49   2,395,000    2,840,507 
Pennsylvania Housing Finance Agency, Series 2017-123-B   3.450%  10/01/32   620,000    612,368 
Pennsylvania Housing Finance Agency, Series 2015-117-B (a)   3.900%  10/01/35   10,000    9,621 
Pennsylvania Housing Finance Agency Single Family Mortgage, Series 2015-118B   3.800%  10/01/35   50,000    49,344 
Pennsylvania Housing Finance Agency Single Family Mortgage, Series 2016-120   3.200%  04/01/40   185,000    162,905 
Pennsylvania Housing Finance Agency Single Family Mortgage, Series 2016-121   3.200%  10/01/41   210,000    181,888 
Rhode Island Housing & Mortgage Finance Corp., Series 84-A   5.000%  04/01/49   615,000    627,282 
Rhode Island Housing & Mortgage Finance Corp., Series 83-A   5.250%  10/01/49   300,000    308,578 
South Dakota Housing Development Authority, Series 2020-C (a)   3.500%  05/01/51   445,000    443,408 
Texas Department of Housing & Community Affairs, Series 2019-A (a)   3.625%  09/01/44   915,000    819,247 
Utah Housing Corp., Series 2026   2.650%  03/01/45   1,080,000    1,062,823 
Utah Housing Corp., Series 2021-IA   2.500%  08/21/51   5,987,123    5,064,236 
Virginia Housing Development Authority, Series 2012-C-2   3.450%  04/01/38   165,000    165,019 
Washington State Housing Finance Commission, Series 2013 1N   3.500%  12/01/33   530,000    517,847 
West Virginia Housing Development Fund, Series 2026   2.875%  11/01/28   525,000    523,693 
West Virginia Housing Development Fund, Series 2019-B   3.050%  11/01/44   135,000    111,983 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Housing - 29.7% (Continued)                  
West Virginia Housing Development Fund, Series 2020-A   2.750%  11/01/45  $1,100,000   $819,918 
West Virginia Housing Development Fund, Series 2020-A   2.800%  11/01/50   600,000    427,186 
West Virginia Housing Development Fund, Series 2024-A   4.650%  11/01/54   170,000    164,160 
Wyoming Community Development Authority, Series 2016-2   3.200%  12/01/41   1,200,000    1,043,796 
                 54,915,749 
Industrial Development - 5.1%                  
Bartow County Georgia Development Authority Pollution Control, Series 1997-1 (a)   1.800%  09/01/29   3,900,000    3,612,085 
Burke County Georgia Development Authority Pollution Control, Series 1995-5 (a)   2.200%  10/01/32   1,900,000    1,683,747 
Fayette County Development Authority, Series 2024   5.000%  10/01/40   465,000    483,556 
Fayette County Development Authority, Series 2024   5.000%  10/01/41   640,000    663,155 
South Carolina Jobs-Economic Development Authority, Series 2024 (c)   3.700%  12/15/27   3,000,000    2,999,965 
                 9,442,508 
Lease / Rent - 0.5%                  
Noblesville High School Building Corp., Series 2023 (a)   6.000%  01/15/43   830,000    928,849 
                   
Other - 0.0% (d)                  
Colorado Education & Cultural Facilities Authority, Series 2015-B (a)   4.000%  12/01/38   45,000    41,653 
                   
Recreation - 1.6%                  
City of Fort Worth Texas, Series 2025   5.500%  03/01/42   400,000    432,708 
City of Fort Worth Texas, Series 2025   5.500%  03/01/43   210,000    224,727 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Recreation - 1.6% (Continued)                  
City of Fort Worth Texas, Series 2025   5.500%  03/01/44  $2,195,000   $2,333,049 
                 2,990,484 
State and Non-State Appropriated Tobacco - 0.1%                  
California County Tobacco Securitization Agency (The), Series 2020-A (a)   4.000%  06/01/34   150,000    149,282 
                   
Tax - 2.5%                  
Denver Colorado Urban Renewal Authority Tax Increment, Series 2018-A (a)(c)   5.250%  12/01/39   1,900,000    1,904,553 
Denver Colorado Urban Renewal Authority Tax Increment, Series 2018-A (a)(c)   5.250%  12/01/39   900,000    901,864 
Northglenn Urban Renewal Authority, Series 2019 (a)   4.000%  12/01/34   400,000    399,010 
Northglenn Urban Renewal Authority, Series 2019 (a)   4.000%  12/01/35   525,000    519,319 
Village Community Development District No. 7, Series 2015 (a)   4.000%  05/01/36   985,000    960,082 
                 4,684,828 
Transportation - 5.4%                  
Colorado High Performance Transportation Enterprise, Series 2014 (a)   5.750%  01/01/44   750,000    750,493 
Dallas Fort Worth International Airport, Series 2025-B   5.250%  11/01/43   1,240,000    1,358,748 
Dallas Fort Worth International Airport, Series 2025-B   5.250%  11/01/44   2,250,000    2,447,007 
La Paz County Arizona Industrial Development Authority, Series 2016-A (a)(c)   7.000%  11/15/38   1,575,000    1,553,107 
La Paz County Arizona Industrial Development Authority, Series 2016-A (a)(c)   7.125%  11/15/45   735,000    699,082 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 49.9% (continued)        
Transportation - 5.4% (Continued)                  
Love Field Airport Modernization Corp., Series 2017 (a)   5.000%  11/01/33  $400,000   $403,404 
Pennsylvania Turnpike Commission, Series 2009-E   6.000%  12/01/30   475,000    499,198 
Pharr Texas International Toll Bridge System, Series 2021 (a)   4.000%  08/15/33   5,000    5,086 
Public Finance Authority Air Cargo, Series 2023   5.000%  07/01/26   450,000    451,479 
Public Finance Authority Air Cargo, Series 2023   5.000%  07/01/27   250,000    254,072 
Public Finance Authority Air Cargo, Series 2023   5.000%  07/01/28   500,000    514,081 
Triborough Bridge and Tunnel Authority, Series 2021-A-2   2.000%  05/15/45   1,000,000    999,312 
                 9,935,069 
Utilities - 4.0%                  
Long Island Power Authority, Series 2021-B   1.500%  09/01/26   4,385,000    4,354,807 
Louisville and Jefferson County Metropolitan Sewer District, Series 2016-A   3.000%  05/15/46   265,000    209,717 
Orlando Florida Utilities Commission, Series 2021-B   1.250%  10/01/46   1,125,000    1,049,344 
San Antonia Texas Electric & Gas Systems, Series 2015-D   1.125%  12/01/45   1,770,000    1,736,873 
                 7,350,741 
Variable Rate Demand Note - 13.9%                  
Connecticut Health & Educational Facilities, Series 2010A-4   2.550%  07/01/49   4,150,000    4,150,000 
Iowa Finance Authority, Series 2019-E   2.420%  01/01/49   4,000,000    4,000,000 
King County Washington Sewer, Series 2025-B   2.700%  01/01/42   2,000,000    2,000,000 
New York City Municipal Water Authority, Series 2025-BB   2.650%  03/15/44   4,000,000    4,000,000 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 80.6% (Continued)  Coupon   Maturity  Par Value   Value 
Variable Rate Demand Note - 13.9% (continued)                  
State of Ohio University Hospital Health System, Series 2025-C   2.800%  01/15/50  $2,000,000   $2,000,000 
Tarrant County Texas Cultural Education Facilities, Series 2024-A   2.550%  08/01/50   5,000,000    5,000,000 
Tarrant County Texas Cultural Education Facilities, Series 2011-C   2.650%  11/15/50   4,500,000    4,500,000 
                 25,650,000 
                   
Total Municipal Bonds (Cost $150,368,294)               $149,175,836 

 

CORPORATE BONDS - 4.5%  Coupon   Maturity  Par Value   Value 
Industrial - 4.5%    
Services - 4.5%    
IPMI 3 LLC, Series 2021 (e) (Cost $9,052,547)   3.900%  12/01/28  $9,000,000   $8,219,017 

 

 

SEGALL BRYANT & HAMILL MUNICIPAL OPPORTUNITIES FUND

STATEMENT OF INVESTMENTS (Continued)

 

U.S. TREASURY BONDS & NOTES - 5.3%  Coupon   Maturity  Par Value   Value 
United States Treasury (Cost $9,783,235)   3.750%  10/31/32  $10,000,000   $9,796,094 
                   
Investments at Value - 90.4% (Cost $169,204,076)               $167,190,947 
                   
Other Assets in Excess of Liabilities - 9.6%                17,821,726 
                   
Net Assets - 100.0%               $185,012,673 

 

(a) Security can be called and redeemed at the option of the issuer prior to the stated maturity date which is included in the Statement of Investments.  
(b) This security is insured. In the event of a default by the bond issuer, as noted in the security description, guarantees that scheduled principal and interest payments will be made when due.   
(c) Security is considered a restricted security however such restriction has not resulted in an illiquid classification.  The total value of these securities is $8,910,491, which represents 4.8% of net assets as of March 31, 2026.
(d) Percentage rounds to less than 0.1%.
(e) Security was purchased in a transaction exempt from registration in compliance with Rule 144A of the Securities Act of 1933.  This security may be resold in transactions exempt from registration, normally to qualified institutional buyers.  

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

MUNICIPAL BONDS - 85.3%  Coupon   Maturity  Par Value   Value 
Certificate Participation - 6.2%    
Lease / Rent - 6.2%                  
Adams & Arapahoe Joint School District COP, BAM, Series 2025 (a)   5.000%  12/01/40  $970,000   $1,040,835 
City of Aurora Colorado COP, Series 2017 (b)   5.000%  12/01/35   615,000    623,024 
City of Aurora Colorado COP, Series 2025   5.250%  12/01/45   525,000    565,548 
Crested Butte Colorado COP, Series 2024   5.000%  12/01/43   1,000,000    1,051,092 
Denver Health & Hospital Authority COP, Series 2018 (b)   5.000%  12/01/30   350,000    363,749 
Denver Health & Hospital Authority COP, Series 2018 (b)   5.000%  12/01/31   350,000    362,654 
Denver Health & Hospital Authority COP, Series 2018 (b)   5.000%  12/01/32   225,000    232,349 
Denver Health & Hospital Authority COP, Series 2018 (b)   5.000%  12/01/33   240,000    247,270 
Evergreen Park & Recreation District COP, Series 2025   5.000%  12/01/40   720,000    778,034 
Evergreen Park & Recreation District COP, Series 2025   5.000%  12/01/41   510,000    548,892 
Fraser Valley Metropolitan Recreation District COP, Series 2023 (b)   5.250%  12/01/53   500,000    509,650 
Grand County Colorado COP, Series 2025   5.000%  12/01/42   455,000    487,225 
Grand County Colorado COP, Series 2025   5.000%  12/01/43   500,000    532,251 
Grand County Colorado COP, Series 2025   5.000%  12/01/44   640,000    675,690 
Grand County Colorado COP, Series 2025   5.000%  12/01/45   495,000    519,349 
Hyland Hills Park and Recreation District COP, Series 2022   5.000%  12/15/41   2,430,000    2,554,689 
Platteville-Gilcrest Fire Protection District COP, Series 2018 (b)   5.000%  12/01/33   175,000    182,449 
State of Colorado Building Excellent Schools Today COP, Series 2025-T   5.000%  03/15/42   750,000    812,683 
State of Colorado Building Excellent Schools Today COP, Series 2025-T   5.000%  03/15/43   315,000    339,701 
State of Colorado Building Excellent Schools Today COP, Series 2025-T   5.000%  03/15/44   780,000    833,395 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Certificate Participation - 6.2% (continued)    
Lease / Rent - 6.2% (Continued)                  
Telluride Colorado COP, Series 2024   5.000%  12/01/43  $500,000   $527,397 
Telluride Colorado COP, Series 2025   5.000%  12/01/45   350,000    367,894 
Town of Breckenridge Colorado COP, Series 2022   5.000%  12/01/42   2,325,000    2,456,521 
Town of Silverthorne Colorado COP, Series 2024   5.000%  12/01/44   2,650,000    2,797,780 
                 19,410,121 
General Obligation - 10.6%                  
Local - 10.6%                  
Adams & Arapahoe Joint School District, Series 2025   5.500%  12/01/41   4,250,000    4,880,736 
Basalt & Rural Fire Protection District, Series 2024-A   5.000%  12/01/43   615,000    658,704 
BNC Metropolitan District No. 1, BAM, Series 2017-A (a)(b)   5.000%  12/01/37   545,000    555,643 
Bradburn Metropolitan District No. 2, Series 2018-A (b)   5.000%  12/01/38   600,000    597,150 
Carbondale & Rural Fire Protection District, BAM, Series 2026   5.500%  12/01/40   400,000    461,986 
Carbondale & Rural Fire Protection District, BAM, Series 2026   5.500%  12/01/41   400,000    460,923 
Carbondale & Rural Fire Protection District, BAM, Series 2026   5.500%  12/01/43   505,000    572,920 
Carbondale & Rural Fire Protection District, BAM, Series 2026   5.500%  12/01/46   750,000    824,483 
Cornerstar Metropolitan District, Series 2017-A (b)   5.125%  12/01/37   1,000,000    999,975 
Erie Commons Metropolitan District No. 2, AGM, Series 2019-A (a)(b0   3.000%  12/01/49   100,000    72,134 
Erie Farm Metropolitan District, AGM, Series 2021 (a)(b)   5.000%  12/01/41   570,000    595,894 
Erie Farm Metropolitan District, AGM, Series 2021 (a)(b)   4.000%  12/01/51   1,100,000    945,900 
Fossil Ridge Metropolitan District No. 3 Colorado, BAM, Series 2020 (a)   2.375%  12/01/39   750,000    562,617 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
General Obligation - 10.6% (continued)    
Local - 10.5% (Continued)                  
Fremont Custer & El Paso Counties Colorado School District No. RE-2, Series 2023   5.250%  12/01/47  $3,250,000   $3,429,811 
Gunnison Watershed Colorado School District No. RE-1J COP, Series 2023 (b)   5.000%  12/01/47   6,500,000    6,724,349 
Hunters Overlook Metropolitan School District No. 5, AGM, Series 2024 (a)   5.000%  12/01/44   260,000    270,838 
North Pine Vistas Metropolitan District No. 2, AGM, Series 2022 (a)   5.250%  12/01/42   625,000    661,504 
North Pine Vistas Metropolitan District No. 2, AGM, Series 2022 (a)   5.000%  12/01/52   1,000,000    1,006,975 
Raindance Metropolitan District No. 2, BAM, Series 2024 (a)   4.000%  12/01/44   1,800,000    1,720,303 
SBC Metropolitan District, AGM, Series 2016 (a)(b)   5.000%  12/01/34   205,000    207,238 
Southshore Metropolitan District No. 2 City of Aurora Arapahoe County Colorado, BAM, Series 2020-A-2 (a)(b)   4.000%  12/01/46   6,300,000    5,776,336 
St. Vrain Lakes Metropolitan District No. 2, AGM, Series 2024-A (a)   5.000%  12/01/26   155,000    156,803 
Timnath Ranch Metropolitan District No. 4, BAM, Series 2024 (a)   5.000%  12/01/39   600,000    636,798 
Whispering Pines Metropolitan District No. 1 Colorado, AGM, Series 2023 (a)   5.000%  12/01/43   325,000    339,146 
                 33,119,166 
Local Authority - 1.7%                  
Housing - 0.6%                  
Colorado Housing and Finance Authority, Series 2023-C (b)   5.082%  10/01/26   2,000,000    2,000,000 
                   
Local - 0.9%                  
Basalt & Rural Fire Protection District, Series 2024-B   4.650%  12/01/26   225,000    226,088 
Board of Trustees of the Colorado School of Mines, AGM, Series 2022-C (a)   4.800%  12/01/27   2,000,000    2,023,531 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Local Authority - 1.7% (continued)    
Local - 0.9% (Continued)                  
Garfield County School District No. RE-2, Series 2012-B (b)   3.050%  12/01/26  $500,000   $497,211 
                 2,746,830 
Utilities - 0.2%                  
Todd Creek Village Metropolitan District Colorado, Series 2018-B (b)   5.875%  12/01/38   740,000    740,019 
                   
Revenue – 60.0%                  
Education - 5.3%                  
Board of Trustees of the Colorado School of Mines, AGM, Series 2022-A (a)   5.250%  12/01/47   1,000,000    1,045,238 
Board of Trustees of the Colorado School of Mines, AGM, Series 2022-B (a)   5.250%  12/01/52   6,835,000    7,057,431 
Colorado Educational & Cultural Facilities Authority, Series 2016 (b)   5.000%  05/01/35   3,145,000    3,146,483 
Colorado Educational & Cultural Facilities Authority, Series 2017-A   5.000%  03/01/40   500,000    505,152 
State of Colorado Educational Loan Program, Series 2025-B   5.000%  06/30/26   5,000,000    5,030,445 
                 16,784,749 
Healthcare - 0.9%                  
Colorado Health Facilities Authority, Series 2017-A (b)   5.000%  05/15/30   710,000    724,491 
Colorado Health Facilities Authority, Series 2015   5.000%  01/15/35   1,630,000    1,632,231 
Colorado Health Facilities Authority, Series 2020   4.000%  10/01/35   335,000    330,748 
                 2,687,470 
Housing - 33.6%                  
City of Colorado Springs Colorado Multifamily Housing, Series 2025   3.150%  12/01/45   7,970,000    7,981,099 
Colorado Housing and Finance Authority, Series 2023-B-2 (b)   3.350%  10/01/26   5,290,000    5,290,000 
Colorado Housing and Finance Authority, Series 2024   3.050%  10/01/27   3,555,000    3,558,267 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 60.0% (continued)    
Housing - 33.6% (Continued)                  
Colorado Housing and Finance Authority, Series 2024-A-2   3.375%  04/01/28  $715,000   $719,496 
Colorado Housing and Finance Authority, Series 2025-F-2   3.800%  04/01/28   6,000,000    6,104,372 
Colorado Housing and Finance Authority, Series 2025-G-2   3.400%  10/01/29   2,600,000    2,613,413 
Colorado Housing and Finance Authority, Series 2026-A-2   2.800%  10/01/29   4,170,000    4,148,946 
Colorado Housing and Finance Authority, Series 2020-H   2.200%  11/01/38   1,230,000    951,532 
Colorado Housing and Finance Authority, Series 2021-E   2.125%  11/01/42   205,000    143,029 
Colorado Housing and Finance Authority, Series 2024   3.500%  11/01/43   2,350,000    2,351,123 
Colorado Housing and Finance Authority, Series 2025   3.375%  07/01/44   4,160,000    4,179,085 
Colorado Housing and Finance Authority, Series 2023-B-1 (b)   4.700%  10/01/48   275,000    273,255 
Colorado Housing and Finance Authority, Series 2019-E   4.250%  05/01/49   385,000    388,302 
Colorado Housing and Finance Authority, Series 2019-F   4.250%  11/01/49   620,000    625,582 
Colorado Housing and Finance Authority, Series 2019-H   4.250%  11/01/49   1,040,000    1,051,142 
Colorado Housing and Finance Authority, Series 2020-H   3.000%  05/01/50   5,585,000    5,533,963 
Colorado Housing and Finance Authority, Series 2021-E   3.000%  11/01/51   260,000    256,976 
Colorado Housing and Finance Authority, Series 2022-B   3.250%  05/01/52   4,375,000    4,332,454 
Colorado Housing and Finance Authority, Series 2022-E   5.250%  11/01/52   1,525,000    1,578,705 
Colorado Housing and Finance Authority, Series 2022-K   6.000%  11/01/52   1,820,000    1,931,356 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 60.0% (continued)    
Housing - 33.6% (Continued)                  
Colorado Housing and Finance Authority, Series 2023-L   5.750%  11/01/53  $6,185,000   $6,589,517 
Colorado Housing and Finance Authority, Series 2025-B   5.750%  11/01/54   9,695,000    10,625,565 
Colorado Housing and Finance Authority, Series 2025-F   6.500%  05/01/55   6,425,000    7,246,715 
Colorado Housing and Finance Authority, Series 2025-M   6.250%  11/01/55   10,000,000    11,107,780 
Denver Colorado Multifamily Housing, Series 2025-B   5.000%  10/01/28   1,000,000    1,028,886 
Denver Colorado Multifamily Housing, Series 2025-F-2   4.700%  10/01/42   3,500,000    3,633,733 
Denver Colorado Multifamily Housing, Series 2025-A   5.000%  12/01/45   2,000,000    2,023,371 
Eagle County Housing and Development Authority, Series 2025   3.550%  12/01/45   3,260,000    3,273,676 
Maiker Housing Partners Multifamily Housing, Series 2023 (b)   4.500%  05/01/42   6,000,000    6,036,164 
                 105,577,504 
Other - 3.4%                  
Colorado Educational & Cultural Facilities Authority, Series 2016-A (b)   5.000%  12/15/31   715,000    722,786 
Colorado Educational & Cultural Facilities Authority, Series 2014 (b)   5.000%  10/01/32   1,340,000    1,341,368 
Colorado Educational & Cultural Facilities Authority, Series 2016 (b)   5.000%  06/01/36   1,580,000    1,582,123 
Colorado Educational & Cultural Facilities Authority, Series 2016 (b)   5.000%  07/01/36   1,000,000    1,000,712 
Colorado Educational & Cultural Facilities Authority, Series 2016 (b)(c)   5.000%  07/01/36   1,000,000    1,001,177 
Colorado Educational & Cultural Facilities Authority, Series 2016 (b)   5.000%  08/01/36   1,140,000    1,142,878 
Colorado Educational & Cultural Facilities Authority, Series 2025-A   5.250%  12/01/45   800,000    807,464 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 60.0% (continued)    
Other - 3.4% (Continued)                  
Colorado Educational & Cultural Facilities Authority, Series 2025-A   5.250%  12/01/55  $1,330,000   $1,332,525 
Colorado Educational & Cultural Facilities Authority, Series 2025-A   5.375%  12/01/60   1,600,000    1,607,957 
                 10,538,990 
Public Services - 5.9%                  
Park Creek Metropolitan District, AGM, Series 2022-A (a)   5.000%  12/01/39   730,000    781,744 
Park Creek Metropolitan District, AGM, Series 2025 (a)   5.000%  12/01/39   1,500,000    1,606,324 
Park Creek Metropolitan District, AGM, Series 2025 (a)   5.000%  12/01/40   1,450,000    1,545,789 
Park Creek Metropolitan District, AGM, Series 2022-A (a)   5.000%  12/01/41   500,000    532,214 
Park Creek Metropolitan District, AGM, Series 2025 (a)   5.000%  12/01/41   1,200,000    1,277,314 
Park Creek Metropolitan District, AGM, Series 2022-A (a)   5.000%  12/01/42   500,000    529,453 
Rampart Range Colorado Metropolitan District No. 1, AGM, Series 2017 (a)(b)   5.000%  12/01/47   10,835,000    10,862,273 
Rampart Range Colorado Metropolitan District No. 1, AGM, Series 2025 (a)   5.250%  12/01/50   500,000    512,625 
Rampart Range Colorado Metropolitan District No. 1, AGM, Series 2025 (a)   5.250%  12/01/55   750,000    762,839 
                 18,410,575 
Tax - 2.2%                  
City of Durango Colorado, Series 2025   5.000%  12/01/44   100,000    107,204 
City of Durango Colorado, Series 2025   5.250%  12/01/50   1,000,000    1,058,428 
City of Durango Colorado, Series 2025   5.250%  12/01/55   1,250,000    1,310,892 
Denver Colorado Urban Renewal Authority Tax Increment, Series 2018-A (b)(c)   5.250%  12/01/39   3,300,000    3,307,909 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 60.0% (continued)    
Tax - 2.2% (Continued)                  
Denver Colorado Urban Renewal Authority Tax Increment, Series 2018-A (b)(c)   5.250%  12/01/39  $1,100,000   $1,102,278 
                 6,886,711 
Transportation - 2.2%                  
Colorado Bridge & Tunnel Enterprise, AGM, Series 2025-A (a)   5.250%  12/01/54   2,740,000    2,849,016 
E-470 Public Highway Authority, Series 2024-B   3.182%  09/01/39   3,000,000    2,996,574 
Grand Junction Regional Airport Authority, NPFG, Series 2016-A (a)(b)   5.000%  12/01/31   1,155,000    1,165,365 
                 7,010,955 
Utilities - 6.5%                  
Centennial Water & Sanitation District, Series 2024   5.250%  12/01/53   3,250,000    3,401,656 
City & County of Broomfield CO Sewer Revenue, Series 2026   5.000%  12/01/42   750,000    823,111 
City & County of Broomfield CO Sewer Revenue, Series 2026   5.000%  12/01/43   1,000,000    1,090,225 
City & County of Broomfield CO Sewer Revenue, Series 2026   5.000%  12/01/44   775,000    837,908 
City & County of Broomfield CO Sewer Revenue, Series 2026   5.000%  12/01/45   530,000    567,906 
City & County of Broomfield CO Water Revenue, Series 2026   5.000%  12/01/42   550,000    603,615 
City & County of Broomfield CO Water Revenue, Series 2026   5.000%  12/01/43   770,000    839,473 
City & County of Broomfield CO Water Revenue, Series 2026   5.000%  12/01/44   725,000    783,849 
City & County of Broomfield CO Water Revenue, Series 2026   5.000%  12/01/45   800,000    857,217 
Public Authority for Colorado Energy, Series 2008   6.500%  11/15/38   3,000,000    3,548,344 
Puerto Rico Electric Power Authority, AGM, Series 2007-UU (TSFR3M + 52) (a)(b)(d)   3.148%  07/01/29   290,000    283,078 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

MUNICIPAL BONDS - 85.3% (Continued)  Coupon   Maturity  Par Value   Value 
Revenue – 60.0% (continued)        
Utilities - 6.5% (Continued)                  
Todd Creek Village Metropolitan District Colorado, Series 2018-A (b)   5.250%  12/01/33  $1,350,000   $1,402,123 
Todd Creek Village Metropolitan District Colorado, Series 2018-A (b)   5.250%  12/01/38   1,000,000    1,028,955 
Town of Gypsum Colorado Sewer Enterprise, AGM, Series 2024 (a)   5.000%  12/01/43   1,500,000    1,586,544 
Town of Gypsum Colorado Sewer Enterprise, AGM, Series 2024 (a)   5.000%  12/01/44   2,750,000    2,888,888 
                 20,542,892 
Variable Rate Demand Note - 6.8%                  
City of Colorado Springs Colorado Utilities System, Series 2006-B   2.300%  11/01/36   6,455,000    6,455,000 
City of Colorado Springs Colorado Utilities System, Series 2007-A (b)(d)   2.400%  11/01/37   2,200,000    2,200,000 
Colorado Health Facilities Authority, Series 2022-F   2.410%  05/15/62   3,500,000    3,500,000 
Colorado Health Facilities Authority, Series 2024-E   2.700%  05/15/64   1,500,000    1,500,000 
Colorado Housing and Finance Authority, Series 2025-N-2   3.750%  05/01/53   7,755,000    7,755,000 
                 21,410,000 
                   
Total Municipal Bonds (Cost $271,726,903)               $267,865,982 

 

 

SEGALL BRYANT & HAMILL COLORADO TAX-FREE FUND

STATEMENT OF INVESTMENTS (Continued)

 

U.S. TREASURY BILLS & NOTES – 6.8%  Coupon   Maturity  Par Value   Value 
United States Treasury   3.703%(e)  04/02/26  $5,000,000   $4,999,500 
United States Treasury   1.500%  01/31/27   11,500,000    11,289,766 
United States Treasury   3.750%  10/31/32   5,000,000    4,895,899 
Total U.S. Treasury Bills & Notes (Cost $21,166,666)               $21,185,165 
                   
Investments at Value - 92.1% (Cost $292,893,569)               $289,051,147 
                   
Other Assets in Excess of Liabilities - 7.9%                24,923,378 
                   
Net Assets - 100.0%               $313,974,525 

 

(a) This security is insured. In the event of a default by the bond issuer, the issuer, as noted in the security description, guarantees that scheduled principal and interest payments will be made when due.   
(b) Security can be called and redeemed at the option of the issuer prior to the stated maturity date which is included in the Statement of Investments.  
(c) Security is considered a restricted security however such restriction has not resulted in an illiquid classification.  The total value of these securities is $5,411,364, which represents 1.7% of net assets as of March 31, 2026.
(d) Variable rate security.  Interest rate resets periodically.  The rate shown is the effective interest rate as of March 31, 2026.  For securities based on a published reference rate and spread, the reference rate and spread (in basis points) are indicated parenthetically.  Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions.  These securities, therefore, do not indicate a reference rate and spread.
(e) Rate shown is the annualized yield at the time of purchase, not a coupon rate.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

BARRETT GROWTH FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 100.3%  Shares   Value 
Communication Services - 8.3%        
Media & Entertainment - 8.3%          
Alphabet, Inc. - Class C   6,300   $1,807,218 
           
Consumer Discretionary - 16.4%          
Consumer Discretionary Distribution & Retail - 14.4%          
Amazon.com, Inc. (a)   6,000    1,249,620 
AutoZone, Inc. (a)   125    422,223 
TJX Cos., Inc. (The)   9,250    1,477,225 
         3,149,068 
Consumer Services - 2.0%          
Starbucks Corp.   5,000    447,950 
           
Consumer Staples - 4.6%          
Consumer Staples Distribution & Retail - 4.6%          
Costco Wholesale Corp.   1,000    996,430 
           
Energy - 1.4%          
Energy - 1.4%          
Chevron Corp.   1,500    310,350 
           
Financials - 19.5%          
Banks - 5.3%          
JPMorgan Chase & Co.   4,000    1,176,640 
           
Financial Services - 10.1%          
Ares Management Corp. - Class A   7,750    845,525 
S&P Global, Inc.   750    319,005 
Visa, Inc. - Class A   3,450    1,042,728 
         2,207,258 
Insurance - 4.1%          
Progressive Corp. (The)   4,500    892,080 
           
Health Care - 12.4%          
Health Care Equipment & Services - 4.2%          
Intuitive Surgical, Inc. (a)   750    345,742 

 

 

BARRETT GROWTH FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 100.3% (Continued)  Shares   Value 
Health Care - 12.4% (Continued)          
Health Care Equipment & Services - 4.2% (Continued)          
Stryker Corp.   1,750   $575,033 
         920,775 
Pharmaceuticals, Biotechnology & Life Sciences - 8.2%          
Danaher Corp.   2,250    426,600 
Eli Lilly & Co.   800    735,816 
Regeneron Pharmaceuticals, Inc.   250    193,160 
Thermo Fisher Scientific, Inc.   900    442,377 
         1,797,953 
Industrials - 6.3%          
Capital Goods - 3.2%          
EnerSys   4,000    694,880 
           
Commercial & Professional Services - 3.1%          
Tetra Tech, Inc.   23,000    692,760 
           
Information Technology - 27.7%          
Semiconductors & Semiconductor Equipment - 11.5%          
Broadcom, Inc.   1,200    371,412 
NVIDIA Corp.   12,325    2,149,480 
         2,520,892 
Software & Services - 11.3%          
Accenture PLC - Class A (Ireland)   1,500    297,435 
Fair Isaac Corp. (a)   500    533,770 
Microsoft Corp.   3,740    1,384,436 
ServiceNow, Inc. (a)   2,500    261,375 
         2,477,016 
Technology Hardware & Equipment - 4.9%          
Apple, Inc.   4,250    1,078,607 

 

 

BARRETT GROWTH FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 100.3% (Continued)  Shares   Value 
Materials - 3.7%          
Materials - 3.7%          
Ecolab, Inc.   3,000   $798,060 
           
Investments at Value - 100.3% (Cost $5,533,264)       $21,967,937 
           
Liabilities in Excess of Other Assets - (0.3%)        (62,754)
           
Net Assets - 100.0%       $21,905,183 

 

(a)Non-income producing security.

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

BARRETT OPPORTUNITY FUND

STATEMENT OF INVESTMENTS

March 31, 2026 (Unaudited)

 

COMMON STOCKS - 100.4%  Shares   Value 
Communication Services - 13.2%          
Media & Entertainment - 13.2%          
Alphabet, Inc. - Class C   10,067   $2,887,820 
           
Consumer Discretionary - 8.6%          
Consumer Discretionary Distribution & Retail - 8.6%          
Home Depot, Inc. (The)   699    229,894 
Murphy USA, Inc.   3,306    1,633,065 
         1,862,959 
Consumer Staples - 2.1%          
Food, Beverage & Tobacco - 2.1%          
PepsiCo, Inc.   3,000    465,870 
           
Energy - 19.1%          
Energy - 19.1%          
Murphy Oil Corp.   32,034    1,321,403 
Shell PLC ADR (United Kingdom)   30,526    2,838,918 
         4,160,321 
Financials - 20.5%          
Financial Services - 19.2%          
Ares Management Corp. - Class A   3,368    367,449 
Bank of New York Mellon Corp. (The)   22,066    2,617,690 
Jefferies Financial Group, Inc.   29,064    1,199,471 
         4,184,610 
Insurance - 1.3%          
Progressive Corp. (The)   1,489    295,179 
           
Health Care - 5.4%          
Pharmaceuticals, Biotechnology & Life Sciences - 5.4%          
AbbVie, Inc.   1,960    426,280 
Eli Lilly & Co.   550    505,874 
Thermo Fisher Scientific, Inc.   491    241,341 
         1,173,495 

 

 

BARRETT OPPORTUNITY FUND

STATEMENT OF INVESTMENTS (Continued)

 

COMMON STOCKS - 100.4% (Continued)  Shares   Value 
Industrials - 15.4%        
Capital Goods - 13.4%          
General Dynamics Corp.   8,500   $2,917,370 
           
Commercial & Professional Services - 2.0%          
Automatic Data Processing, Inc.   2,163    439,478 
           
Information Technology - 16.1%          
Software & Services - 8.5%          
Microsoft Corp.   5,000    1,850,850 
           
Technology Hardware & Equipment - 7.6%          
Apple, Inc.   6,500    1,649,635 
           
Investments at Value - 100.4% (Cost $2,461,353)       $21,887,587 
           
Liabilities in Excess of Other Assets - (0.4%)        (80,490)
           
Net Assets - 100.0%       $21,807,097 

 

The Fund's sector and industry classifications presented herein refer to any one or more of the industry sub-classifications used by one or more widely recognized market indexes or ratings group indexes, and/or as defined by Fund management.  For Fund compliance purposes, sector and industry classifications are based on the sector and industry categorization methodology of the Adviser to the Fund. This definition may not apply for purposes of this report, which may combine industry sub-classifications for reporting ease.  Industries are shown as a percentage of net assets.

 

 

SEGALL BRYANT & HAMILL FUNDS

STATEMENT OF INVESTMENTS

March 31, 2026

 

COMMON ABBREVIATIONS

 

A.B. Aktiebolag is the Swedish equivalent of the term corporation.
Abp A Swedish or Finish Public Limited Company.
ADR American Depositary Receipt.
A.G. Aktiengesellschaft is a German term that refers to a corporation that is limited by shares, i.e., owned by shareholders.
AGM Assured Guaranty Municipal.
A.S. Andonim Sirketi, Joint Stock Company in Turkey.
A/S Aktieselskab is a Danish Joint Stock Company.
A.S.A. Aksjeselskop is the Norwegian term for a stock-based company.
BAM Build America Mutual.
Bhd Berhad is a Malaysian term for a public limited company.
COP Certificate of Participation.
H15T1Y U.S. Treasury yield curve rate for U.S. Treasury note with a constant maturity of 1 year.
KGaA German Master Limited Partnership.
KSCP Kuwaiti Shareholding Company - Public.
LLC Limited Liability Company.
LP Limited Partnership.
Ltd. Limited.
NPFG National Public Finance Guarantee
N.V. Naamloze Vennootschap is the Dutch term for a public limited liability corporation
OYJ Julkinen osakeyhtiö means public stock company.
PCL Public Company Limited.
PJSC Public Joint-Stock Company.  
PLC Public Limited Company.
P.S.Q.C. Public Sharing Qatar Company.
Q.P.S.C. Qatari Public Shareholding Company.
REITs Real Estate Investment Trust.
S.A. Generally designates corporations in various countries, mostly those employing the civil law. This translates literally in all languages mentioned as anonymous company.
S.A.B. de C.V. Sociedad Anónima Bursátil de Capital Variable is the Mexican term for publicly traded companies.
S.A.D.P. Societe Anonyme a Responsabilite Particuliere (public limited company)
S.A.E Societe Anonyme Egyptienne
SCA Societe en Commandie par Actions (partnership limited by shares)
S.E. SE Regulation. A European Company which can operate on a Europe-wide basis and be governed by Community law directly applicable in all Member States.
SOFR Secured Overnight Financing Rate.
S.p.A. Societa per azioni is the Italian equivalent of the term Public Limited Companies.  
Tbk P.T. Terbuka Perseroan Terbatas is an Indonesia term for a public limited company.  
TSFR CME Term SOFR.