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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 92 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 VRTS VIRTUS INVT PARTNERS INC Financial Services 13,152.0 $2.1M 0.00% NEW $163.15 -15.5%
1822 GPGI COMPOSECURE INC Industrials 111,127.0 $2.1M 0.00% NEW $19.28 -38.0%
1823 VSH VISHAY INTERTECHNOLOGY INC Technology 147,644.0 $2.1M 0.00% NEW $14.49 +177.2%
1824 EZPW EZCORP INC Financial Services 110,040.0 $2.1M 0.00% NEW $19.42 +72.2%
1825 AVPT AVEPOINT INC Technology 153,415.0 $2.1M 0.00% NEW $13.89 -26.3%
1826 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 106,075.0 $2.1M 0.00% NEW $20.05 +20.7%
1827 GNL GLOBAL NET LEASE INC Real Estate 246,141.0 $2.1M 0.00% NEW $8.60 +9.1%
1828 CELC CELCUITY INC Healthcare 21,181.0 $2.1M 0.00% NEW $99.75 +42.9%
1829 NTST NETSTREIT CORP Real Estate 119,249.0 $2.1M 0.00% NEW $17.64 +16.9%
1830 WLK WESTLAKE CORPORATION Basic Materials 28,442.0 $2.1M 0.00% NEW $73.94 +19.7%
1831 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 97,393.0 $2.1M 0.00% NEW $21.58 +1.3%
1832 BROWN FORMAN CORP 80,590.0 $2.1M 0.00% NEW $26.06
1833 FFIN FIRST FINL BANKSHARES INC Financial Services 70,242.0 $2.1M 0.00% NEW $29.87 +7.8%
1834 DAC DANAOS CORPORATION Industrials 22,220.0 $2.1M 0.00% NEW $94.18 +40.9%
1835 DCO DUCOMMUN INC DEL Industrials 21,917.0 $2.1M 0.00% NEW $95.13 +50.2%
1836 LUMN LUMEN TECHNOLOGIES INC Communication Services 267,674.0 $2.1M 0.00% NEW $7.77 +21.5%
1837 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 44,790.0 $2.1M 0.00% NEW $46.30 -25.7%
1838 CENX CENTURY ALUM CO Basic Materials 52,852.0 $2.1M 0.00% NEW $39.18 +54.3%
1839 OCUL OCULAR THERAPEUTIX INC Healthcare 169,673.0 $2.1M 0.00% NEW $12.14 -32.3%
1840 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 155,073.0 $2.1M 0.00% NEW $13.28 -19.4%
Page 92 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%