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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 44 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 EIX EDISON INTL Utilities 259,309.0 $15.6M 0.01% NEW $60.01 +19.7%
862 BC BRUNSWICK CORP Consumer Cyclical 206,900.0 $15.4M 0.01% NEW $74.25 +13.0%
863 APOS APOLLO GLOBAL MGMT INC Financial Services 105,725.0 $15.3M 0.01% NEW $144.76 -81.9%
864 M MACYS INC Consumer Cyclical 692,792.0 $15.3M 0.01% NEW $22.05 -2.7%
865 VNT VONTIER CORPORATION Technology 410,782.0 $15.3M 0.01% NEW $37.18 -20.7%
866 ELAN ELANCO ANIMAL HEALTH INC Healthcare 674,672.0 $15.3M 0.01% NEW $22.63 +2.6%
867 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 514,378.0 $15.3M 0.01% NEW $29.66 +6.1%
868 CORPAY INC 50,489.0 $15.2M 0.01% NEW $300.91
869 FCN FTI CONSULTING INC Industrials 88,522.0 $15.1M 0.01% NEW $170.83 -10.2%
870 MIAMI INTL HLDGS INC 340,255.0 $15.1M 0.01% NEW $44.38
871 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 240,522.0 $15.0M 0.01% NEW $62.46 -2.7%
872 FIBK FIRST INTST BANCSYSTEM INC Financial Services 433,462.0 $15.0M 0.01% NEW $34.60 +2.9%
873 WRB BERKLEY W R CORP Financial Services 213,176.0 $14.9M 0.01% NEW $70.12 -6.2%
874 CAMT CAMTEK LTD Technology 139,988.0 $14.9M 0.01% NEW $106.35 +58.5%
875 AIZ ASSURANT INC Financial Services 61,808.0 $14.9M 0.01% NEW $240.85 +5.0%
876 EXPAND ENERGY CORPORATION 134,821.0 $14.9M 0.01% NEW $110.36
877 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 296,799.0 $14.8M 0.01% NEW $49.96 +6.4%
878 POOL POOL CORP Industrials 64,725.0 $14.8M 0.01% NEW $228.78 -19.2%
879 DOC HEALTHPEAK PROPERTIES INC Real Estate 920,354.0 $14.8M 0.01% NEW $16.08 +24.2%
880 HMY HARMONY GOLD MINING CO LTD Basic Materials 743,497.0 $14.8M 0.01% NEW $19.90 -11.5%
Page 44 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%