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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 64 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FUTU FUTU HLDGS LTD Financial Services 39,427.0 $6.5M 0.01% NEW $164.21 -45.3%
1262 CECO CECO ENVIRONMENTAL CORP Industrials 107,975.0 $6.5M 0.01% NEW $59.85 +36.5%
1263 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 242,962.0 $6.5M 0.01% NEW $26.58 +20.7%
1264 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 332,302.0 $6.5M 0.01% NEW $19.43 +39.3%
1265 CYBERARK SOFTWARE LTD 14,451.0 $6.4M 0.01% NEW $446.04
1266 NGVT INGEVITY CORP Basic Materials 108,002.0 $6.4M 0.01% NEW $59.18 +12.7%
1267 COGT COGENT BIOSCIENCES INC Healthcare 179,414.0 $6.4M 0.01% NEW $35.52 -8.0%
1268 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 50,602.0 $6.4M 0.01% NEW $125.87 -38.6%
1269 SEI SOLARIS ENERGY INFRAS INC Energy 138,229.0 $6.4M 0.01% NEW $45.97 +61.6%
1270 PEB PEBBLEBROOK HOTEL TR Real Estate 561,335.0 $6.4M 0.01% NEW $11.32 +30.6%
1271 DIGITALBRIDGE GROUP INC 413,971.0 $6.4M 0.01% NEW $15.34
1272 STC STEWART INFORMATION SVCS COR Financial Services 90,075.0 $6.3M 0.01% NEW $70.26 -3.7%
1273 BUSE FIRST BUSEY CORP Financial Services 265,183.0 $6.3M 0.01% NEW $23.79 +13.8%
1274 BEKE KE HLDGS INC Real Estate 400,250.0 $6.3M 0.01% NEW $15.76 +4.1%
1275 AMTM AMENTUM HOLDINGS INC Industrials 217,044.0 $6.3M 0.01% NEW $29.00 -19.9%
1276 BROOKFIELD ASSET MANAGMT LTD 119,675.0 $6.3M 0.01% NEW $52.39
1277 ATRC ATRICURE INC Healthcare 158,303.0 $6.3M 0.01% NEW $39.56 -28.5%
1278 HAYW HAYWARD HLDGS INC Industrials 404,410.0 $6.2M 0.01% NEW $15.45 -10.4%
1279 BN BROOKFIELD CORP Financial Services 135,933.0 $6.2M 0.01% NEW $45.89 -1.1%
1280 SJM SMUCKER J M CO Consumer Defensive 63,768.0 $6.2M 0.01% NEW $97.77 +5.7%
Page 64 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%