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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 25 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EVEREST GROUP LTD 113,269.0 $38.4M 0.04% NEW $339.40
482 HON HONEYWELL INTL INC Industrials 196,793.0 $38.4M 0.04% NEW $195.11 +17.6%
483 EBND SPDR SERIES TRUST 1,784,265.0 $38.1M 0.04% NEW $21.37 -1.0%
484 LEIDOS HOLDINGS INC 210,954.0 $38.1M 0.04% NEW $180.39
485 ANNALY CAPITAL MANAGEMENT IN 1,689,082.0 $37.8M 0.04% NEW $22.36
486 CWAN CLEARWATER ANALYTICS HLDGS I Technology 1,563,699.0 $37.7M 0.04% NEW $24.12 +0.5%
487 DLTR DOLLAR TREE INC Consumer Defensive 305,648.0 $37.6M 0.04% NEW $123.01 -10.0%
488 PBR PETROLEO BRASILEIRO SA PETRO Energy 3,172,343.0 $37.6M 0.04% NEW $11.85 +43.9%
489 ROK ROCKWELL AUTOMATION INC Industrials 96,454.0 $37.5M 0.04% NEW $389.10 +19.8%
490 AEE AMEREN CORP Utilities 373,127.0 $37.3M 0.04% NEW $99.86 +10.6%
491 RVTY REVVITY INC Healthcare 385,038.0 $37.3M 0.04% NEW $96.75 +4.6%
492 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 216,968.0 $37.2M 0.04% NEW $171.28 +115.0%
493 OHI OMEGA HEALTHCARE INVS INC Real Estate 832,188.0 $36.9M 0.04% NEW $44.34 +2.6%
494 SPEM SPDR INDEX SHS FDS 786,674.0 $36.8M 0.04% NEW $46.81 +12.3%
495 DSI ISHARES TR 285,122.0 $36.7M 0.04% NEW $128.83 +10.4%
496 QXO QXO INC Industrials 1,898,509.0 $36.6M 0.04% NEW $19.29 -11.8%
497 ROP ROPER TECHNOLOGIES INC Industrials 82,033.0 $36.5M 0.04% NEW $445.16 -24.2%
498 BZ KANZHUN LIMITED Industrials 1,785,299.0 $36.4M 0.04% NEW $20.38 -35.2%
499 SO SOUTHERN CO Utilities 416,732.0 $36.3M 0.04% NEW $87.20 +8.2%
500 VRT VERTIV HOLDINGS CO Industrials 223,681.0 $36.2M 0.04% NEW $162.01 +84.9%
Page 25 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%