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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 94 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 FLGT FULGENT GENETICS INC Healthcare 74,552.0 $2.0M 0.00% NEW $26.27 -33.8%
1862 EGY VAALCO ENERGY INC Energy 537,742.0 $2.0M 0.00% NEW $3.64 +61.3%
1863 GOLD GOLD COM INC Financial Services 57,456.0 $2.0M 0.00% NEW $34.05 +22.7%
1864 CGSM CAPITAL GRP FIXED INCM ETF T 74,158.0 $2.0M 0.00% NEW $26.34 -0.3%
1865 VICR VICOR CORP Technology 17,749.0 $1.9M 0.00% NEW $109.60 +141.1%
1866 ESQ ESQUIRE FINL HLDGS INC Financial Services 19,007.0 $1.9M 0.00% NEW $102.03 +8.8%
1867 IESC IES HLDGS INC Industrials 4,975.0 $1.9M 0.00% NEW $389.09 +66.5%
1868 LGN LEGENCE CORP Industrials 44,886.0 $1.9M 0.00% NEW $43.04 +90.4%
1869 PHR PHREESIA INC Healthcare 114,062.0 $1.9M 0.00% NEW $16.92 -47.7%
1870 UMH UMH PPTYS INC Real Estate 121,165.0 $1.9M 0.00% NEW $15.91 -3.4%
1871 CLBT CELLEBRITE DI LTD Technology 106,532.0 $1.9M 0.00% NEW $18.03 -27.0%
1872 PLAB PHOTRONICS INC Technology 60,005.0 $1.9M 0.00% NEW $32.00 +55.7%
1873 WD WALKER & DUNLOP INC Financial Services 31,865.0 $1.9M 0.00% NEW $60.15 -17.3%
1874 SSRM SSR MINING IN Basic Materials 87,200.0 $1.9M 0.00% NEW $21.92 +40.2%
1875 YMM FULL TRUCK ALLIANCE CO LTD Technology 177,912.0 $1.9M 0.00% NEW $10.73 -21.2%
1876 KURA KURA ONCOLOGY INC Healthcare 183,448.0 $1.9M 0.00% NEW $10.39 +7.1%
1877 ROCK GIBRALTAR INDS INC Industrials 38,549.0 $1.9M 0.00% NEW $49.44 -28.9%
1878 BXC BLUELINX HLDGS INC Industrials 31,021.0 $1.9M 0.00% NEW $61.43 -19.6%
1879 MBIN MERCHANTS BANCORP IND Financial Services 55,924.0 $1.9M 0.00% NEW $34.06 +36.6%
1880 TERN TERNS PHARMACEUTICALS INC Healthcare 47,115.0 $1.9M 0.00% NEW $40.40 +31.0%
Page 94 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%