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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 65 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CMS CMS ENERGY CORP Utilities 89,132.0 $6.2M 0.01% NEW $69.95 +6.6%
1282 EFAX SPDR INDEX SHS FDS 123,389.0 $6.2M 0.01% NEW $50.47 +6.4%
1283 GNRC GENERAC HLDGS INC Industrials 45,641.0 $6.2M 0.01% NEW $136.37 +98.1%
1284 MSM MSC INDL DIRECT INC Industrials 73,789.0 $6.2M 0.01% NEW $84.10 +26.6%
1285 BKH BLACK HILLS CORP Utilities 89,361.0 $6.2M 0.01% NEW $69.42 +7.0%
1286 VIST VISTA ENERGY S.A.B. DE C.V. Energy 127,401.0 $6.2M 0.01% NEW $48.66 +55.0%
1287 FSV FIRSTSERVICE CORP NEW Real Estate 39,811.0 $6.2M 0.01% NEW $155.53 -15.3%
1288 KBH KB HOME Consumer Cyclical 109,633.0 $6.2M 0.01% NEW $56.41 -13.8%
1289 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 188,917.0 $6.2M 0.01% NEW $32.65 +35.4%
1290 IRMD IRADIMED CORP Healthcare 63,396.0 $6.2M 0.01% NEW $97.28 -5.3%
1291 SLDE SLIDE INS HLDGS INC Financial Services 315,847.0 $6.2M 0.01% NEW $19.48 -4.4%
1292 GXO GXO LOGISTICS INCORPORATED Industrials 116,855.0 $6.2M 0.01% NEW $52.64 -9.8%
1293 HAMILTON INSURANCE GROUP LTD 220,142.0 $6.1M 0.01% NEW $27.90
1294 EFA ISHARES TR 63,732.0 $6.1M 0.01% NEW $96.03 +8.3%
1295 CXT CRANE NXT CO Industrials 129,834.0 $6.1M 0.01% NEW $47.07 -12.7%
1296 AZTA AZENTA INC Healthcare 183,637.0 $6.1M 0.01% NEW $33.26 -39.3%
1297 CHDN CHURCHILL DOWNS INC Consumer Cyclical 53,631.0 $6.1M 0.01% NEW $113.78 -25.2%
1298 HE HAWAIIAN ELEC INDUSTRIES Utilities 494,545.0 $6.1M 0.01% NEW $12.30 +11.1%
1299 BBY BEST BUY INC Consumer Cyclical 90,749.0 $6.1M 0.01% NEW $66.92 -7.9%
1300 MNDY MONDAY COM LTD Technology 41,098.0 $6.1M 0.01% NEW $147.56 -46.4%
Page 65 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%