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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 50 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 EA ELECTRONIC ARTS INC Communication Services 58,447.0 $11.9M 0.01% NEW $204.33 -1.5%
982 LUV SOUTHWEST AIRLS CO Industrials 288,593.0 $11.9M 0.01% NEW $41.33 +5.8%
983 BL BLACKLINE INC Technology 215,377.0 $11.9M 0.01% NEW $55.29 -49.6%
984 SNDR SCHNEIDER NATIONAL INC Industrials 447,405.0 $11.9M 0.01% NEW $26.53 +31.9%
985 AMKR AMKOR TECHNOLOGY INC Technology 300,292.0 $11.9M 0.01% NEW $39.48 +81.8%
986 VIAV VIAVI SOLUTIONS INC Technology 664,167.0 $11.8M 0.01% NEW $17.82 +190.9%
987 FHN FIRST HORIZON CORPORATION Financial Services 493,738.0 $11.8M 0.01% NEW $23.90 +1.3%
988 SHM SPDR SERIES TRUST 245,766.0 $11.8M 0.01% NEW $47.99 -0.5%
989 LBRT LIBERTY ENERGY INC Energy 637,467.0 $11.8M 0.01% NEW $18.46 +67.9%
990 PNFP PINNACLE FINL PARTNERS INC Financial Services 123,229.0 $11.8M 0.01% NEW $95.41 +2.8%
991 ABVX ABIVAX SA Healthcare 87,153.0 $11.7M 0.01% NEW $134.81 -3.0%
992 SLG SL GREEN RLTY CORP Real Estate 255,473.0 $11.7M 0.01% NEW $45.87 -2.1%
993 ENVA ENOVA INTL INC Financial Services 74,519.0 $11.7M 0.01% NEW $157.20 +4.1%
994 TWLO TWILIO INC Communication Services 82,222.0 $11.7M 0.01% NEW $142.23 +31.5%
995 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 157,657.0 $11.7M 0.01% NEW $74.03 +21.4%
996 RKLB ROCKET LAB CORP Industrials 167,217.0 $11.7M 0.01% NEW $69.78 +103.9%
997 ASX ASE TECHNOLOGY HLDG CO LTD Technology 724,330.0 $11.7M 0.01% NEW $16.10 +138.9%
998 QTWO Q2 HLDGS INC Technology 160,857.0 $11.6M 0.01% NEW $72.16 -37.1%
999 AGI ALAMOS GOLD INC NEW Basic Materials 300,202.0 $11.6M 0.01% NEW $38.58 +0.9%
1000 EWT ISHARES INC 181,413.0 $11.5M 0.01% NEW $63.53 +61.6%
Page 50 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%