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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 89 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 FLOC FLOWCO HLDGS INC Energy 125,101.0 $2.3M 0.00% NEW $18.74 +46.2%
1762 TNDM TANDEM DIABETES CARE INC Healthcare 106,598.0 $2.3M 0.00% NEW $21.98 -31.6%
1763 AX AXOS FINANCIAL INC Financial Services 27,175.0 $2.3M 0.00% NEW $86.16 -0.3%
1764 FTRE FORTREA HLDGS INC Healthcare 135,631.0 $2.3M 0.00% NEW $17.25 -23.8%
1765 WLDN WILLDAN GROUP INC Industrials 22,514.0 $2.3M 0.00% NEW $103.65 -10.7%
1766 NUVL NUVALENT INC Healthcare 23,160.0 $2.3M 0.00% NEW $100.57 +0.7%
1767 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 99,702.0 $2.3M 0.00% NEW $23.36 -4.8%
1768 HOG HARLEY DAVIDSON INC Consumer Cyclical 113,568.0 $2.3M 0.00% NEW $20.49 +13.2%
1769 BMI BADGER METER INC Technology 13,336.0 $2.3M 0.00% NEW $174.41 -31.1%
1770 BZH BEAZER HOMES USA INC Consumer Cyclical 114,444.0 $2.3M 0.00% NEW $20.27 +18.5%
1771 BOKF BOK FINL CORP Financial Services 19,530.0 $2.3M 0.00% NEW $118.46 +9.5%
1772 KB KB FINL GROUP INC Financial Services 26,865.0 $2.3M 0.00% NEW $86.04 +22.0%
1773 GMAB GENMAB A/S Healthcare 74,957.0 $2.3M 0.00% NEW $30.80 -12.2%
1774 CBNK CAPITAL BANCORP INC MD Financial Services 81,929.0 $2.3M 0.00% NEW $28.17 +12.0%
1775 ACMR ACM RESH INC Technology 58,445.0 $2.3M 0.00% NEW $39.45 +81.5%
1776 BV BRIGHTVIEW HLDGS INC Industrials 181,334.0 $2.3M 0.00% NEW $12.67 -1.2%
1777 MP MP MATERIALS CORP Basic Materials 45,470.0 $2.3M 0.00% NEW $50.52 +22.2%
1778 OSBC OLD SECOND BANCORP INC ILL Financial Services 117,031.0 $2.3M 0.00% NEW $19.50 +8.1%
1779 TILE INTERFACE INC Consumer Cyclical 81,404.0 $2.3M 0.00% NEW $27.92 +3.0%
1780 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 673,862.0 $2.3M 0.00% NEW $3.37 +14.2%
Page 89 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%