WITAX
SBH MUNICIPAL OPPORTUNITIES
Segall Bryant & Hamill Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
137
Top-10 weight
33.56%
Effective holdings ?
51
Crowding ?
16.3

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 US TREASURY N/B 10,000,000 $9.80M 5.29%
2 IPMI 3 LLC 3.900%, Due 12/01/2028 9,000,000 $8.22M 4.44%
3 UTAH HSG CORP TEMS 2021 2.5%, DUE 8/21/51 5,987,123 $5.06M 2.74%
4 Tarrant County Cultural Education Facilities Finance Corp., Baylor Scott and White Health Project, Series 2024B 5,000,000 $5.00M 2.70%
5 PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE 4,550,000 $4.50M 2.43%
6 Tarrant County Cultural Education Facilities Finance Corp., Series 2011C 4,500,000 $4.50M 2.43%
7 KNOXVILLE TN CMNTY DEV CORP MF REVENUE 4,475,000 $4.48M 2.42%
8 NY LSLPWR 09/01/2051 LSLPWR 4,385,000 $4.35M 2.35%
9 CT ST HLTH & EDU-A-4 4,150,000 $4.15M 2.24%
10 DOUGLAS CNTY NEB SAN & IMPT DIST NO 425 4.9%, Due 11/1/2033 4,000,000 $4.10M 2.21%
11 NYC MUNI WTR FIN-BB-2 4,000,000 $4.00M 2.16%
12 IOWA FIN AUTH SINGLE FAMILY MTG REV VAR, Due 1/1/2049 4,000,000 $4.00M 2.16%
13 GEORGIA POWER CO 1.8% 09-01-29 BTWPOL 3,900,000 $3.61M 1.95%
14 NEW HAMPSHIRE ST HSG FIN AUTH SINGLE FAMILY 6%, DUE 07/01/2051 3,250,000 $3.49M 1.89%
15 SOUTH CAROLINA ST JOBS-ECON DEV AUTH SOL WST DISP REVENUE 3,000,000 $3.00M 1.62%
16 NASHVILLE & DAVIDSON 2,765,000 $2.84M 1.54%
17 SOUTHERN BOONE CNTY MO R-I SCHDIST GO BLDG 6%, Due 3/1/2044 2,520,000 $2.84M 1.54%
18 OHIO ST HSG FIN AGY RSDL MTGE REVENUE 2,395,000 $2.84M 1.54%
19 NYC HSG DEV CORP-F-2A 2,500,000 $2.50M 1.35%
20 King County Public Hospital District No 2, Series 2024, GO Bonds KINMED 2,350,000 $2.48M 1.34%
21 Dallas Fort Worth International Airport 5.25%, DUE 11/1/2044 2,250,000 $2.45M 1.32%
22 NEVADA HSG DIV SINGLE FAMILY MTG REV 7%, Due 4/1/2049 2,000,000 $2.38M 1.29%
23 City of Fort Worth TX 5.5%, DUE 3/1/2044 2,195,000 $2.33M 1.26%
24 RALEIGH N C HSG AUTH MULTIFAMILY REV BDS 2025 VAR, Due 01/01/2044 RALMFH 2,225,000 $2.23M 1.21%
25 IOWA FIN AUTH SINGLE FAMILY MTG REV VAR, Due 1/1/2049 2,035,000 $2.05M 1.11%
26 FED HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS VAR 11/25/2042 2,000,000 $2.04M 1.10%
27 FLORIDA ST HSG FIN CORP MF MTGE REVENUE FLSMFH 2,000,000 $2.01M 1.09%
28 KING CNTY WA SWR REVENUE COUNTY OF KING WA SEWER REVENUE 2,000,000 $2.00M 1.08%
29 State of Ohio 2,000,000 $2.00M 1.08%
30 MS ST HOME SF 5.50% 6/1/2045 1,850,000 $1.98M 1.07%
31 ILLINOIS ST FIN AUTH REVENUE REGD V/R B/E 3.78900000 ILSGEN 1,930,000 $1.93M 1.04%
32 Denver Urban Renewal Authority, Colorado, Tax Increment Revenue Bonds, 9th and Colorado Urban Redevelopement Area, Series 2018A DENDEV 1,900,000 $1.90M 1.03%
33 NEBRASKA ST INVESTMENT FIN AUT NE INVESTMENT FIN AUT 1,750,000 $1.78M 0.96%
34 SAN ANTONIO TX ELEC GAS REVE SANUTL 12/45 ADJUSTABLE VAR SANUTL 1,770,000 $1.74M 0.94%
35 GEORGIA POWER CO 2.2% 10-01-32 BURPOL 1,900,000 $1.68M 0.91%
36 Nevada Housing Division 1,500,000 $1.62M 0.88%
37 LA PAZ CNTY INDL DEV AUTHARPT FACS 7.000% Due 11/15/2038 1,575,000 $1.55M 0.84%
38 Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2027 1,450,000 $1.43M 0.77%
39 Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2028 1,450,000 $1.38M 0.75%
40 Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2029 1,455,000 $1.36M 0.74%
41 DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE 1,240,000 $1.36M 0.73%
42 State of NY Mortgage Agency Homeowner Mortgage Rev 3%, DUE 10/01/2039 1,350,000 $1.18M 0.64%
43 COLUMBUS HSG RE 3.19% 6/1/2044 MT 1,100,000 $1.10M 0.60%
44 City of Austin TX 5%, DUE 09/01/2043 1,000,000 $1.09M 0.59%
45 UT UTSMFH 03/01/2045 1,080,000 $1.06M 0.57%
46 ORLANDO UTILITIES COM VAR ORLUTL 1,125,000 $1.05M 0.57%
47 WYOMING CMNTY DEV AUTH HSG 3.2%, Due 12/10/2041 1,200,000 $1.04M 0.56%
48 MHP LEE I LLC (MPT) 3.5% 12-01-42 1,000,000 $1.00M 0.54%
49 TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX 1,000,000 $999.31K 0.54%
50 Village Community Development District No 7 985,000 $960.08K 0.52%
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