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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 31 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 OZK BANK OZK LITTLE ROCK ARK Financial Services 605,045.0 $27.8M 0.03% NEW $46.02 +4.8%
602 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 309,268.0 $27.8M 0.03% NEW $89.92 -7.8%
603 PRU PRUDENTIAL FINL INC Financial Services 245,700.0 $27.7M 0.03% NEW $112.87 -10.3%
604 UNILEVER PLC 423,370.0 $27.7M 0.03% NEW $65.40
605 AMRIZE LTD 511,867.0 $27.7M 0.03% NEW $54.08
606 GTES GATES INDL CORP PLC Industrials 1,288,821.0 $27.7M 0.03% NEW $21.47 +18.1%
607 TOST TOAST INC Technology 779,097.0 $27.7M 0.03% NEW $35.51 -29.1%
608 MRCY MERCURY SYS INC Industrials 378,357.0 $27.6M 0.03% NEW $73.01 +45.2%
609 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 221,320.0 $27.6M 0.03% NEW $124.56 -10.0%
610 NWSA NEWS CORP NEW Communication Services 1,054,533.0 $27.5M 0.03% NEW $26.12 +1.4%
611 PEN PENUMBRA INC Healthcare 88,415.0 $27.5M 0.03% NEW $310.91 +2.8%
612 AMCOR PLC 3,291,494.0 $27.5M 0.03% NEW $8.34
613 IQVIA HLDGS INC 121,536.0 $27.4M 0.03% NEW $225.41
614 EQH EQUITABLE HLDGS INC Financial Services 573,978.0 $27.4M 0.03% NEW $47.65 -13.8%
615 CDW CDW CORP Technology 200,742.0 $27.3M 0.03% NEW $136.20 -15.2%
616 AYI ACUITY INC Industrials 74,812.0 $26.9M 0.03% NEW $360.04 -17.2%
617 DMXF ISHARES TR 357,561.0 $26.9M 0.03% NEW $75.16 +11.1%
618 GH GUARDANT HEALTH INC Healthcare 261,942.0 $26.8M 0.03% NEW $102.14 +27.5%
619 CNH INDL N V 2,892,023.0 $26.7M 0.03% NEW $9.22
620 NFG NATIONAL FUEL GAS CO Energy 333,052.0 $26.7M 0.03% NEW $80.05 -2.4%
Page 31 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%