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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 68 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 YETI YETI HLDGS INC Consumer Cyclical 120,330.0 $5.3M 0.01% NEW $44.17 +2.4%
1342 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 130,061.0 $5.3M 0.01% NEW $40.85 -16.9%
1343 SRRK SCHOLAR ROCK HLDG CORP Healthcare 120,527.0 $5.3M 0.01% NEW $44.05 +9.3%
1344 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 102,132.0 $5.3M 0.01% NEW $51.91 -5.9%
1345 ADMA ADMA BIOLOGICS INC Healthcare 289,506.0 $5.3M 0.01% NEW $18.24 -54.8%
1346 GVA GRANITE CONSTR INC Industrials 45,715.0 $5.3M 0.01% NEW $115.35 +12.7%
1347 JHG JANUS HENDERSON GROUP PLC Financial Services 110,404.0 $5.3M 0.01% NEW $47.57 +8.9%
1348 SMB VANECK ETF TRUST 301,342.0 $5.2M 0.01% NEW $17.41 -0.9%
1349 DDS DILLARDS INC Consumer Cyclical 8,624.0 $5.2M 0.01% NEW $606.36 -7.3%
1350 WAL WESTERN ALLIANCE BANCORP Financial Services 62,121.0 $5.2M 0.01% NEW $84.07 -6.5%
1351 CRY ARTIVION INC 114,284.0 $5.2M 0.01% NEW $45.61 -60.8%
1352 LQDT LIQUIDITY SVCS INC Consumer Cyclical 171,917.0 $5.2M 0.01% NEW $30.31 +13.6%
1353 BCE BCE INC Communication Services 217,586.0 $5.2M 0.01% NEW $23.83 +3.2%
1354 WGO WINNEBAGO INDS INC Consumer Cyclical 127,775.0 $5.2M 0.01% NEW $40.52 -26.5%
1355 CHEF CHEFS WHSE INC Consumer Defensive 83,040.0 $5.2M 0.01% NEW $62.33 +22.7%
1356 SMA SMARTSTOP SELF STORAG REIT I Real Estate 166,947.0 $5.2M 0.01% NEW $30.94 +0.1%
1357 HYG ISHARES TR 64,035.0 $5.2M 0.01% NEW $80.63 -0.9%
1358 MGY MAGNOLIA OIL & GAS CORP Energy 235,749.0 $5.2M 0.01% NEW $21.89 +33.6%
1359 STVN STEVANATO GROUP S P A Healthcare 256,015.0 $5.2M 0.01% NEW $20.12 -10.5%
1360 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 316,569.0 $5.1M 0.01% NEW $16.24 -14.5%
Page 68 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%