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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 47 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ODFL OLD DOMINION FREIGHT LINE IN Industrials 84,770.0 $13.3M 0.01% NEW $156.78 +40.9%
922 BLD TOPBUILD CORP Industrials 31,755.0 $13.2M 0.01% NEW $417.19 -0.8%
923 LOPE GRAND CANYON ED INC Consumer Defensive 79,646.0 $13.2M 0.01% NEW $166.31 -8.2%
924 PACS PACS GROUP INC Financial Services 345,039.0 $13.2M 0.01% NEW $38.39 +1.3%
925 EEFT EURONET WORLDWIDE INC Technology 173,999.0 $13.2M 0.01% NEW $76.11 -9.4%
926 KASPI KZ JSC 169,201.0 $13.2M 0.01% NEW $78.13
927 CUBI CUSTOMERS BANCORP INC Financial Services 180,558.0 $13.2M 0.01% NEW $73.12 +4.2%
928 MMSI MERIT MED SYS INC Healthcare 149,170.0 $13.1M 0.01% NEW $88.14 -28.7%
929 UBSI UNITED BANKSHARES INC WEST V Financial Services 341,162.0 $13.1M 0.01% NEW $38.40 +13.2%
930 DAR DARLING INGREDIENTS INC Consumer Defensive 363,830.0 $13.1M 0.01% NEW $36.00 +63.7%
931 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 26,832.0 $13.1M 0.01% NEW $487.19 +18.7%
932 CHWY CHEWY INC Consumer Cyclical 395,278.0 $13.1M 0.01% NEW $33.05 -35.7%
933 ATKR ATKORE INC Industrials 205,918.0 $13.0M 0.01% NEW $63.25 +31.5%
934 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 1,720,165.0 $13.0M 0.01% NEW $7.57 -27.4%
935 PNW PINNACLE WEST CAP CORP Utilities 146,727.0 $13.0M 0.01% NEW $88.69 +16.1%
936 ITRI ITRON INC Technology 139,971.0 $13.0M 0.01% NEW $92.86 -8.1%
937 GRFS GRIFOLS S A Healthcare 1,389,776.0 $13.0M 0.01% NEW $9.35 -13.6%
938 ONB OLD NATL BANCORP IND Financial Services 581,064.0 $13.0M 0.01% NEW $22.31 +8.4%
939 MORN MORNINGSTAR INC Financial Services 59,267.0 $12.9M 0.01% NEW $217.31 -18.5%
940 URBN URBAN OUTFITTERS INC Consumer Cyclical 171,099.0 $12.9M 0.01% NEW $75.26 +1.7%
Page 47 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%