BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 51 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 Q QNITY ELECTRONICS INC Technology 141,134.0 $11.5M 0.01% NEW $81.60 +104.0%
1002 STRL STERLING INFRASTRUCTURE INC Industrials 37,600.0 $11.5M 0.01% NEW $306.22 +155.9%
1003 GENI GENIUS SPORTS LIMITED Communication Services 1,043,189.0 $11.5M 0.01% NEW $11.02 -51.6%
1004 HLMN HILLMAN SOLUTIONS CORP Industrials 1,327,294.0 $11.5M 0.01% NEW $8.66 -14.0%
1005 DSGX DESCARTES SYS GROUP INC Technology 130,814.0 $11.5M 0.01% NEW $87.66 -20.2%
1006 CALX CALIX INC Technology 216,536.0 $11.5M 0.01% NEW $52.93 -24.4%
1007 LII LENNOX INTL INC Industrials 23,565.0 $11.4M 0.01% NEW $485.68 +3.5%
1008 SLGN SILGAN HLDGS INC Consumer Cyclical 282,235.0 $11.4M 0.01% NEW $40.37 -5.9%
1009 GIS GENERAL MLS INC Consumer Defensive 243,562.0 $11.3M 0.01% NEW $46.50 -28.4%
1010 CNS COHEN & STEERS INC Financial Services 180,008.0 $11.3M 0.01% NEW $62.78 +14.4%
1011 PATK PATRICK INDS INC Consumer Cyclical 104,074.0 $11.3M 0.01% NEW $108.43 -13.6%
1012 ICFI ICF INTL INC Industrials 131,748.0 $11.2M 0.01% NEW $85.30 -20.1%
1013 XMTR XOMETRY INC Industrials 188,652.0 $11.2M 0.01% NEW $59.47 +55.8%
1014 NCNO NCINO INC Technology 437,242.0 $11.2M 0.01% NEW $25.64 -41.3%
1015 TEAM ATLASSIAN CORPORATION Technology 68,833.0 $11.2M 0.01% NEW $162.13 -48.1%
1016 KHC KRAFT HEINZ CO Consumer Defensive 459,886.0 $11.2M 0.01% NEW $24.25 -0.7%
1017 BCC BOISE CASCADE CO DEL Basic Materials 150,998.0 $11.1M 0.01% NEW $73.60 -6.3%
1018 COIN COINBASE GLOBAL INC Financial Services 49,037.0 $11.1M 0.01% NEW $226.17 -22.0%
1019 OVV OVINTIV INC Energy 282,353.0 $11.1M 0.01% NEW $39.19 +44.1%
1020 ESE ESCO TECHNOLOGIES INC Technology 56,522.0 $11.0M 0.01% NEW $195.39 +56.1%
Page 51 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%