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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 114 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 ARRY ARRAY TECHNOLOGIES INC Energy 89,676.0 $827K 0.00% NEW $9.22 -10.4%
2262 BVS BIOVENTUS INC Healthcare 111,109.0 $827K 0.00% NEW $7.44 +47.0%
2263 TR TOOTSIE ROLL INDS INC Consumer Defensive 22,539.0 $826K 0.00% NEW $36.63 +11.5%
2264 PTRN PATTERN GROUP INC Technology 71,498.0 $825K 0.00% NEW $11.54 +52.3%
2265 TWO HBRS INVT CORP 78,477.0 $824K 0.00% NEW $10.50
2266 NGS NATURAL GAS SVCS GROUP INC Energy 24,485.0 $824K 0.00% NEW $33.65 +28.9%
2267 CROX CROCS INC Consumer Cyclical 9,618.0 $823K 0.00% NEW $85.52 +15.9%
2268 RDCM RADCOM LTD Communication Services 62,758.0 $821K 0.00% NEW $13.08 +9.6%
2269 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 56,878.0 $820K 0.00% NEW $14.42 +28.0%
2270 LIBERTY MEDIA CORP DEL 9,171.0 $820K 0.00% NEW $89.42
2271 SHE SPDR SERIES TRUST 6,204.0 $819K 0.00% NEW $132.07 +13.5%
2272 CODI COMPASS DIVERSIFIED Industrials 168,610.0 $809K 0.00% NEW $4.80 +148.8%
2273 OKLO OKLO INC Utilities 11,267.0 $809K 0.00% NEW $71.76 -22.1%
2274 BLSH BULLISH Technology 21,341.0 $808K 0.00% NEW $37.87 -2.4%
2275 MFG MIZUHO FINANCIAL GROUP INC Financial Services 110,327.0 $808K 0.00% NEW $7.32 +18.7%
2276 PDLB PONCE FINANCIAL GROUP INC Financial Services 49,390.0 $808K 0.00% NEW $16.35 +8.3%
2277 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 103,157.0 $805K 0.00% NEW $7.80 +12.4%
2278 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 28,886.0 $804K 0.00% NEW $27.85 +51.1%
2279 ACT ENACT HLDGS INC Financial Services 20,289.0 $804K 0.00% NEW $39.64 +9.6%
2280 WDFC WD 40 CO Basic Materials 4,074.0 $802K 0.00% NEW $196.86 +3.7%
Page 114 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%