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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 124 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 MQ MARQETA INC Technology 118,456.0 $563K 0.00% NEW $4.75 -17.2%
2462 CIFR CIPHER MINING INC Financial Services 37,993.0 $561K 0.00% NEW $14.76 +28.8%
2463 UNIT UNITI GROUP LLC Real Estate 79,994.0 $561K 0.00% NEW $7.01 +54.1%
2464 FLUENT INC 233,577.0 $561K 0.00% NEW $2.40
2465 HBNC HORIZON BANCORP INC Financial Services 33,034.0 $560K 0.00% NEW $16.96 +4.8%
2466 BUR BURFORD CAP LTD Financial Services 62,738.0 $560K 0.00% NEW $8.92 -52.3%
2467 WLTH WEALTHFRONT CORP Technology 41,154.0 $559K 0.00% NEW $13.59 -11.7%
2468 QXO INC 10,106.0 $557K 0.00% NEW $55.15
2469 CRACKER BARREL OLD CTRY STOR 573,000.0 $557K 0.00% NEW $0.97
2470 VIG VANGUARD SPECIALIZED FUNDS 2,535.0 $557K 0.00% NEW $219.78 +4.3%
2471 SLP SIMULATIONS PLUS INC Healthcare 30,458.0 $555K 0.00% NEW $18.23 -24.4%
2472 RAPP RAPPORT THERAPEUTICS INC Healthcare 18,268.0 $554K 0.00% NEW $30.34 +17.5%
2473 FOR FORESTAR GROUP INC Real Estate 22,373.0 $551K 0.00% NEW $24.63 +0.7%
2474 WESTERN DIGITAL CORP 120,000.0 $550K 0.00% NEW $4.58
2475 KNTK KINETIK HOLDINGS INC Energy 15,254.0 $550K 0.00% NEW $36.05 +40.3%
2476 EXPI EXP WORLD HLDGS INC Real Estate 60,521.0 $548K 0.00% NEW $9.05 -48.2%
2477 BKSY BLACKSKY TECHNOLOGY INC Technology 29,109.0 $546K 0.00% NEW $18.75 +118.9%
2478 OMER OMEROS CORP Healthcare 31,766.0 $546K 0.00% NEW $17.17 -32.1%
2479 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 25,851.0 $544K 0.00% NEW $21.05 -17.7%
2480 AUR AURORA INNOVATION INC Technology 141,659.0 $544K 0.00% NEW $3.84 +86.6%
Page 124 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%