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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 145 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 YORW YORK WTR CO Utilities 6,634.0 $211K NEW $31.84 -7.2%
2882 DOUG DOUGLAS ELLIMAN INC Real Estate 88,825.0 $211K NEW $2.37 -33.1%
2883 LBRDA LIBERTY BROADBAND CORP Communication Services 4,348.0 $210K NEW $48.24 -28.5%
2884 FRONTVIEW REIT INC 14,206.0 $210K NEW $14.76
2885 FRESHPET INC 179,000.0 $209K NEW $1.17
2886 IJS ISHARES TR 1,838.0 $209K NEW $113.72 +10.5%
2887 DROPBOX INC 207,000.0 $209K NEW $1.01
2888 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 9,675.0 $209K NEW $21.55 -23.5%
2889 BDN BRANDYWINE RLTY TR Real Estate 71,023.0 $207K NEW $2.92 +2.4%
2890 SPECTRUM BRANDS INC 219,000.0 $207K NEW $0.94
2891 RXRX RECURSION PHARMACEUTICALS IN Healthcare 50,525.0 $207K NEW $4.09 -25.7%
2892 SPSB SPDR SERIES TRUST 6,837.0 $206K NEW $30.20 -0.8%
2893 OLMA OLEMA PHARMACEUTICALS INC Healthcare 8,259.0 $206K NEW $25.00 -44.7%
2894 FBRT FRANKLIN BSP RLTY TR INC Real Estate 20,591.0 $206K NEW $10.02 -9.0%
2895 UTMD UTAH MED PRODS INC Healthcare 3,678.0 $206K NEW $55.96 +13.8%
2896 OLYMPIC STEEL INC 4,806.0 $206K NEW $42.79
2897 CHMG CHEMUNG FINL CORP Financial Services 3,677.0 $205K NEW $55.80 +17.4%
2898 TIC TIC SOLUTIONS INC Industrials 20,251.0 $205K NEW $10.11 -11.7%
2899 ACDC PROFRAC HLDG CORP Energy 52,186.0 $203K NEW $3.89 +87.1%
2900 SMC SUMMIT MIDSTREAM CORPORATION Energy 7,589.0 $202K NEW $26.68 +17.1%
Page 145 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%