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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 152 of 156  ·  3,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 KVHI KVH INDS INC Technology 13,436.0 $94K NEW $6.97 +54.7%
3022 NAT NORDIC AMERICAN TANKERS LIMI Industrials 26,907.0 $93K NEW $3.44 +52.9%
3023 NEWSMAX INC 11,948.0 $92K NEW $7.73
3024 LAB STANDARD BIOTOOLS INC Healthcare 71,195.0 $91K NEW $1.28 -15.6%
3025 RZLT REZOLUTE INC Healthcare 37,897.0 $89K NEW $2.36 +38.8%
3026 MITT TPG MTG INVTS TR INC Real Estate 10,416.0 $89K NEW $8.52 -8.5%
3027 SVRA SAVARA INC Healthcare 14,709.0 $89K NEW $6.03 -13.4%
3028 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 11,812.0 $89K NEW $7.50 +18.7%
3029 GPMT GRANITE PT MTG TR INC Real Estate 36,241.0 $87K NEW $2.40 -39.2%
3030 LIBERTY MEDIA CORP DEL 1,430,105.0 $86K NEW $0.06
3031 KLTR KALTURA INC Technology 51,625.0 $85K NEW $1.64 -8.8%
3032 LNKB LINKBANCORP INC Financial Services 10,092.0 $83K NEW $8.26 +5.2%
3033 EEX EMERALD HOLDING INC Communication Services 18,600.0 $83K NEW $4.47 +11.6%
3034 EVEX EVE HLDG INC Industrials 20,345.0 $81K NEW $3.99 -16.2%
3035 ADCT ADC THERAPEUTICS SA Healthcare 22,989.0 $81K NEW $3.53 -3.7%
3036 AKBA AKEBIA THERAPEUTICS INC Healthcare 49,934.0 $80K NEW $1.61 -36.0%
3037 UEIC UNIVERSAL ELECTRS INC Technology 22,144.0 $80K NEW $3.61 +15.0%
3038 OABI OMNIAB INC Healthcare 42,860.0 $79K NEW $1.85 +40.0%
3039 BGS B & G FOODS INC NEW Consumer Defensive 18,391.0 $79K NEW $4.30 -3.3%
3040 UA UNDER ARMOUR INC Consumer Cyclical 16,272.0 $78K NEW $4.80 +20.0%
Page 152 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%