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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 29 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CGDG CAPITAL GROUP DIVIDEND GROWE 870,397.0 $31.0M 0.03% NEW $35.64 +4.8%
562 RMD RESMED INC Healthcare 128,614.0 $31.0M 0.03% NEW $240.86 -15.5%
563 MSA MSA SAFETY INC Industrials 193,347.0 $31.0M 0.03% NEW $160.13 +6.3%
564 MLI MUELLER INDS INC Industrials 268,396.0 $30.8M 0.03% NEW $114.80 +11.4%
565 IVZ INVESCO LTD Financial Services 1,164,265.0 $30.8M 0.03% NEW $26.45 +6.1%
566 BWXT BWX TECHNOLOGIES INC Industrials 177,841.0 $30.7M 0.03% NEW $172.84 +15.3%
567 RL RALPH LAUREN CORP Consumer Cyclical 86,704.0 $30.7M 0.03% NEW $353.60 +4.9%
568 EAGG ISHARES TR 638,782.0 $30.6M 0.03% NEW $47.85 -0.9%
569 DBX DROPBOX INC Technology 1,094,526.0 $30.4M 0.03% NEW $27.80 -5.8%
570 NKE NIKE INC Consumer Cyclical 475,732.0 $30.3M 0.03% NEW $63.71 -25.6%
571 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 965,264.0 $30.1M 0.03% NEW $31.21 +10.6%
572 FAST FASTENAL CO Industrials 745,388.0 $29.9M 0.03% NEW $40.13 +11.5%
573 RBLX ROBLOX CORP Technology 369,051.0 $29.9M 0.03% NEW $81.03 -42.2%
574 SNY SANOFI SA Healthcare 616,311.0 $29.9M 0.03% NEW $48.46 -8.6%
575 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 331,656.0 $29.9M 0.03% NEW $90.03 -4.5%
576 RGEN REPLIGEN CORP Healthcare 181,988.0 $29.8M 0.03% NEW $163.86 -25.1%
577 VNO VORNADO RLTY TR Real Estate 895,355.0 $29.8M 0.03% NEW $33.28 +1.7%
578 APTIV PLC 390,731.0 $29.7M 0.03% NEW $76.09
579 ARM ARM HOLDINGS PLC Technology 271,175.0 $29.6M 0.03% NEW $109.31 +206.7%
580 MKC MCCORMICK & CO INC Consumer Defensive 434,249.0 $29.6M 0.03% NEW $68.11 -31.2%
Page 29 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%