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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 59 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HLIO HELIOS TECHNOLOGIES INC Industrials 150,121.0 $8.0M 0.01% NEW $53.49 +47.9%
1162 ASGN ASGN INC Technology 166,306.0 $8.0M 0.01% NEW $48.17 -60.3%
1163 HWC HANCOCK WHITNEY CORPORATION Financial Services 125,295.0 $8.0M 0.01% NEW $63.68 +6.0%
1164 KRYS KRYSTAL BIOTECH INC Healthcare 32,310.0 $8.0M 0.01% NEW $246.54 +21.5%
1165 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 242,525.0 $7.9M 0.01% NEW $32.74 +20.0%
1166 IOSP INNOSPEC INC Basic Materials 103,702.0 $7.9M 0.01% NEW $76.54 +4.0%
1167 NVR NVR INC Consumer Cyclical 1,076.0 $7.8M 0.01% NEW $7292.70 -17.2%
1168 KD KYNDRYL HLDGS INC Technology 295,207.0 $7.8M 0.01% NEW $26.56 -53.7%
1169 POR PORTLAND GEN ELEC CO Utilities 163,376.0 $7.8M 0.01% NEW $47.99 +3.8%
1170 BAX BAXTER INTL INC Healthcare 409,950.0 $7.8M 0.01% NEW $19.11 +0.4%
1171 OPCH OPTION CARE HEALTH INC Healthcare 245,893.0 $7.8M 0.01% NEW $31.86 -34.3%
1172 CGNX COGNEX CORP Technology 216,327.0 $7.8M 0.01% NEW $35.98 +83.7%
1173 PAAS PAN AMERN SILVER CORP Basic Materials 150,199.0 $7.8M 0.01% NEW $51.81 +4.1%
1174 ATEC ALPHATEC HLDGS INC Healthcare 368,765.0 $7.8M 0.01% NEW $21.04 -60.7%
1175 SITM SITIME CORP Technology 21,905.0 $7.7M 0.01% NEW $353.15 +106.3%
1176 KVUE KENVUE INC Consumer Defensive 447,299.0 $7.7M 0.01% NEW $17.25 +1.6%
1177 EXLS EXLSERVICE HOLDINGS INC Technology 181,490.0 $7.7M 0.01% NEW $42.44 -30.5%
1178 NATWEST GROUP PLC 439,652.0 $7.7M 0.01% NEW $17.51
1179 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 154,611.0 $7.7M 0.01% NEW $49.70 -3.0%
1180 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 255,004.0 $7.7M 0.01% NEW $30.09 +27.9%
Page 59 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%