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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 73 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 HCSG HEALTHCARE SVCS GROUP INC Healthcare 225,560.0 $4.3M 0.00% NEW $19.12 +5.7%
1442 AAOI APPLIED OPTOELECTRONICS INC Technology 123,651.0 $4.3M 0.00% NEW $34.86 +407.2%
1443 SMITHFIELD FOODS INC 192,609.0 $4.3M 0.00% NEW $22.33
1444 VMBS VANGUARD SCOTTSDALE FDS 91,003.0 $4.3M 0.00% NEW $47.08 -1.2%
1445 WB WEIBO CORP Communication Services 418,621.0 $4.3M 0.00% NEW $10.22 -19.2%
1446 ELF E L F BEAUTY INC Consumer Defensive 56,203.0 $4.3M 0.00% NEW $76.04 -30.1%
1447 ASTE ASTEC INDS INC Industrials 98,485.0 $4.3M 0.00% NEW $43.32 +12.2%
1448 TNC TENNANT CO Industrials 57,883.0 $4.3M 0.00% NEW $73.70 +12.5%
1449 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 75,407.0 $4.2M 0.00% NEW $56.27 +16.5%
1450 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 18,087.0 $4.2M 0.00% NEW $232.53 -20.3%
1451 PWP PERELLA WEINBERG PARTNERS Financial Services 243,063.0 $4.2M 0.00% NEW $17.30 +2.4%
1452 ZUMZ ZUMIEZ INC Consumer Cyclical 160,772.0 $4.2M 0.00% NEW $26.05 -12.6%
1453 LENNAR CORP 43,822.0 $4.2M 0.00% NEW $95.19
1454 MD PEDIATRIX MEDICAL GROUP INC Healthcare 194,971.0 $4.2M 0.00% NEW $21.39 +0.7%
1455 ESTC ELASTIC N V Technology 55,268.0 $4.2M 0.00% NEW $75.44 -28.6%
1456 ITUB ITAU UNIBANCO HLDG S A Financial Services 581,965.0 $4.2M 0.00% NEW $7.16 +11.7%
1457 FRME FIRST MERCHANTS CORP Financial Services 111,136.0 $4.2M 0.00% NEW $37.48 +7.3%
1458 AVNW AVIAT NETWORKS INC Technology 194,564.0 $4.2M 0.00% NEW $21.38 -23.1%
1459 VTWO VANGUARD SCOTTSDALE FDS 41,793.0 $4.2M 0.00% NEW $99.52 +14.7%
1460 SMIN ISHARES TR 59,476.0 $4.2M 0.00% NEW $69.92 -5.0%
Page 73 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%