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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 56 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 108,949.0 $9.0M 0.01% NEW $82.88 +1.0%
1102 PLNT PLANET FITNESS INC Consumer Cyclical 83,134.0 $9.0M 0.01% NEW $108.47 -51.8%
1103 HTHT H WORLD GROUP LTD Consumer Cyclical 191,357.0 $9.0M 0.01% NEW $47.05 -7.2%
1104 CVLT COMMVAULT SYS INC Technology 71,754.0 $9.0M 0.01% NEW $125.36 -13.5%
1105 KINIKSA PHARMACEUTICALS INTL 217,496.0 $9.0M 0.01% NEW $41.25
1106 FSLR FIRST SOLAR INC Energy 34,316.0 $9.0M 0.01% NEW $261.12 +3.9%
1107 PB PROSPERITY BANCSHARES INC Financial Services 129,525.0 $9.0M 0.01% NEW $69.11 +0.8%
1108 MSTR STRATEGY INC Technology 58,788.0 $8.9M 0.01% NEW $151.90 +8.6%
1109 EPAC ENERPAC TOOL GROUP CORP Industrials 231,975.0 $8.9M 0.01% NEW $38.24 -8.7%
1110 TROW PRICE T ROWE GROUP INC Financial Services 86,589.0 $8.9M 0.01% NEW $102.38 +1.1%
1111 TSN TYSON FOODS INC Consumer Defensive 151,052.0 $8.9M 0.01% NEW $58.62 +11.2%
1112 GTLB GITLAB INC Technology 235,873.0 $8.9M 0.01% NEW $37.53 -28.2%
1113 SIMO SILICON MOTION TECHNOLOGY CO Technology 95,396.0 $8.8M 0.01% NEW $92.70 +206.6%
1114 JJSF J & J SNACK FOODS CORP Consumer Defensive 97,539.0 $8.8M 0.01% NEW $90.36 -17.9%
1115 MTRN MATERION CORP Basic Materials 70,605.0 $8.8M 0.01% NEW $124.32 +75.4%
1116 NEMD NEUBERGER BERMAN ETF TRUST 167,883.0 $8.8M 0.01% NEW $52.28 +0.5%
1117 TM TOYOTA MOTOR CORP Consumer Cyclical 40,998.0 $8.8M 0.01% NEW $214.03 -10.9%
1118 LGND LIGAND PHARMACEUTICALS INC Healthcare 46,368.0 $8.8M 0.01% NEW $189.07 +22.2%
1119 ALHC ALIGNMENT HEALTHCARE INC Healthcare 443,429.0 $8.8M 0.01% NEW $19.75 -18.9%
1120 TRU TRANSUNION Industrials 102,049.0 $8.8M 0.01% NEW $85.75 -18.0%
Page 56 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%