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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 108 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 HLX HELIX ENERGY SOLUTIONS GRP I Energy 173,953.0 $1.1M 0.00% NEW $6.27 +60.1%
2142 INGRAM MICRO HLDG CORP 51,082.0 $1.1M 0.00% NEW $21.34
2143 SDHC SMITH DOUGLAS HOMES CORP Real Estate 64,930.0 $1.1M 0.00% NEW $16.77 -31.8%
2144 FORR FORRESTER RESH INC Industrials 133,954.0 $1.1M 0.00% NEW $8.12 -14.2%
2145 WS WORTHINGTON STL INC Basic Materials 31,377.0 $1.1M 0.00% NEW $34.62 +13.1%
2146 AWR AMER STATES WTR CO Utilities 14,959.0 $1.1M 0.00% NEW $72.48 +5.3%
2147 CERIBELL INC 49,235.0 $1.1M 0.00% NEW $21.93
2148 HFWA HERITAGE FINL CORP WASH Financial Services 45,500.0 $1.1M 0.00% NEW $23.65 +14.8%
2149 EWC ISHARES INC 19,934.0 $1.1M 0.00% NEW $53.93 +8.6%
2150 HTH HILLTOP HOLDINGS INC Financial Services 31,664.0 $1.1M 0.00% NEW $33.94 +10.0%
2151 CATY CATHAY GEN BANCORP Financial Services 22,145.0 $1.1M 0.00% NEW $48.39 +18.3%
2152 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 17,068.0 $1.1M 0.00% NEW $62.66 +6.2%
2153 TRIP TRIPADVISOR INC Consumer Cyclical 73,310.0 $1.1M 0.00% NEW $14.56 -31.8%
2154 MAX MEDIAALPHA INC Communication Services 81,844.0 $1.1M 0.00% NEW $12.95 -36.1%
2155 AAT AMERICAN ASSETS TR INC Real Estate 55,907.0 $1.1M 0.00% NEW $18.93 +17.0%
2156 OCFC OCEANFIRST FINL CORP Financial Services 58,806.0 $1.1M 0.00% NEW $17.95 +4.7%
2157 HILLENBRAND INC 33,254.0 $1.1M 0.00% NEW $31.72
2158 FGD FIRST TR EXCHANGE TRADED FD 34,777.0 $1.1M 0.00% NEW $30.27 +12.0%
2159 KC KINGSOFT CLOUD HLDGS LTD Technology 101,774.0 $1.1M 0.00% NEW $10.34 +31.8%
2160 SEI EXCHANGE TRADED FUNDS 33,675.0 $1.0M 0.00% NEW $31.13
Page 108 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%