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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 53 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BSY BENTLEY SYS INC Technology 273,595.0 $10.4M 0.01% NEW $38.17 -14.1%
1042 JAMES HARDIE INDS PLC 502,450.0 $10.4M 0.01% NEW $20.75
1043 RITM RITHM CAPITAL CORP Real Estate 955,999.0 $10.4M 0.01% NEW $10.90 -15.0%
1044 EMXF ISHARES TR 223,853.0 $10.4M 0.01% NEW $46.53 +22.7%
1045 BKU BANKUNITED INC Financial Services 233,507.0 $10.4M 0.01% NEW $44.57 +5.2%
1046 PPG PPG INDS INC Basic Materials 101,473.0 $10.4M 0.01% NEW $102.45 +6.6%
1047 ALGN ALIGN TECHNOLOGY INC Healthcare 66,491.0 $10.4M 0.01% NEW $156.15 +4.8%
1048 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 222,058.0 $10.3M 0.01% NEW $46.49 +4.1%
1049 PINS PINTEREST INC Communication Services 395,813.0 $10.2M 0.01% NEW $25.89 -25.1%
1050 KN KNOWLES CORP Technology 477,376.0 $10.2M 0.01% NEW $21.43 +78.2%
1051 ATR APTARGROUP INC Healthcare 83,843.0 $10.2M 0.01% NEW $121.97 -4.5%
1052 BRKR BRUKER CORP Healthcare 216,120.0 $10.2M 0.01% NEW $47.11 -0.0%
1053 CUZ COUSINS PPTYS INC Real Estate 394,746.0 $10.2M 0.01% NEW $25.78 +3.7%
1054 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 364,512.0 $10.1M 0.01% NEW $27.83 +26.1%
1055 SN SHARKNINJA INC Consumer Cyclical 90,523.0 $10.1M 0.01% NEW $111.90 +4.7%
1056 LIBERTY LIVE HOLDINGS INC 121,763.0 $10.1M 0.01% NEW $83.16
1057 LAMR LAMAR ADVERTISING CO NEW Real Estate 79,991.0 $10.1M 0.01% NEW $126.58 +21.2%
1058 ESAB ESAB CORPORATION Industrials 90,263.0 $10.1M 0.01% NEW $111.72 -15.1%
1059 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 70,056.0 $10.1M 0.01% NEW $143.90 +51.8%
1060 COLD AMERICOLD REALTY TRUST INC Real Estate 783,120.0 $10.1M 0.01% NEW $12.86 +15.7%
Page 53 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%