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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $101.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3118 New
Page 23 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UNM UNUM GROUP Financial Services 554,012.0 $42.9M 0.04% NEW $77.51 +18.5%
442 NOK NOKIA CORP Technology 6,627,378.0 $42.9M 0.04% NEW $6.47 +116.1%
443 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 559,241.0 $42.9M 0.04% NEW $76.67 +21.2%
444 FOX FOX CORP Communication Services 659,585.0 $42.8M 0.04% NEW $64.93 -26.1%
445 VMC VULCAN MATLS CO Basic Materials 149,372.0 $42.6M 0.04% NEW $285.23 +2.7%
446 AEIS ADVANCED ENERGY INDS Industrials 203,463.0 $42.6M 0.04% NEW $209.37 +67.4%
447 HIG HARTFORD INSURANCE GROUP INC Financial Services 307,378.0 $42.4M 0.04% NEW $137.80 -4.9%
448 BTI BRITISH AMERN TOB PLC Consumer Defensive 743,788.0 $42.1M 0.04% NEW $56.62 +8.4%
449 UAL UNITED AIRLS HLDGS INC Industrials 376,587.0 $42.1M 0.04% NEW $111.82 +6.0%
450 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 463,476.0 $42.0M 0.04% NEW $90.70 +9.4%
451 UDR UDR INC Real Estate 1,142,937.0 $41.9M 0.04% NEW $36.68 +6.1%
452 CSGP COSTAR GROUP INC Real Estate 621,779.0 $41.8M 0.04% NEW $67.24 -52.5%
453 PEGA PEGASYSTEMS INC Technology 688,309.0 $41.1M 0.04% NEW $59.72 -45.8%
454 SRE SEMPRA Utilities 460,113.0 $40.6M 0.04% NEW $88.29 +3.9%
455 NTRA NATERA INC Healthcare 176,252.0 $40.4M 0.04% NEW $229.10 -3.9%
456 VYM VANGUARD WHITEHALL FDS 280,996.0 $40.3M 0.04% NEW $143.52 +11.8%
457 TTC TORO CO Industrials 512,133.0 $40.3M 0.04% NEW $78.72 +15.2%
458 CPA COPA HOLDINGS SA Industrials 334,197.0 $40.3M 0.04% NEW $120.61 +18.9%
459 NOC NORTHROP GRUMMAN CORP Industrials 70,659.0 $40.3M 0.04% NEW $570.17 -3.3%
460 HEICO CORP NEW 158,922.0 $40.1M 0.04% NEW $252.41
Page 23 of 156  ·  3,118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 13.4%
Healthcare 10.9%
Industrials 10.7%
Consumer Cyclical 10.3%
Communication Services 8.1%
Real Estate 5.6%
Consumer Defensive 2.8%
Basic Materials 2.7%
Energy 2.5%