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Institutional

SEI INVESTMENTS CO (SEIC)

CIK 0000350894
$108.45B
Reported AUM
3,228
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · SEI INVESTMENTS CO (SEIC) · Q1 2026

AI · grounded in 13F

SEI INVESTMENTS CO (SEIC) established a new position in PAAA valued at $311.6M. The fund also increased its holdings in ASML by 223.7% and NXUS by 57.8%. Conversely, the fund trimmed its positions in NOW and ORCL, reducing share counts by 51.9% and 50.2% respectively.

Portfolio · Q1 2026

NVDAAAPLMSFTAMZNOther$67.22BS(

Top holdings· first 500 of 3228

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$3.78B3.49%+2,446,818+12.7%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2.86B2.63%+1,818,383+19.3%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.59B2.39%111,109−1.6%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.19B2.02%+974,583+10.2%
5GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.68B1.55%+1,325,302+29.2%
6VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$1.58B1.46%937,194−3.7%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.57B1.45%+961,576+23.4%
8SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$1.39B1.28%+3,356,829+7.6%
9BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$1.37B1.26%+772,895+4.3%
10SCHVSCHWAB STRATEGIC TR$33.52-1.93%26.22%61.88%$1.37B1.26%1,014,616−2.2%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.20B1.11%+332,663+8.7%
12METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.13B1.04%+260,952+15.3%
13IDEVISHARES TR$88.23-2.57%20.21%49.46%$1.04B0.96%+292,761+2.4%
14TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$875.8M0.81%+274,389+11.8%
15SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$834.0M0.77%+1,554,760+5.0%
16VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$753.1M0.69%+72,744+1.9%
17VTEBVANGUARD MUN BD FDS$50.30-0.16%7.34%3.96%$706.7M0.65%+659,339+4.9%
18LLYELI LILLY & CO$1131.420.55%48.00%387.10%$705.8M0.65%+123,343+19.2%
19NXUSNUSHARES ETF TR$24.84-0.14%0.88%-0.20%$646.9M0.60%+9,560,073+57.8%
20VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$643.0M0.59%+15,613+1.1%
21IEMGISHARES INC$78.63-6.40%38.44%42.72%$633.0M0.58%404,604−4.3%
22MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$621.4M0.57%+59,110+5.0%
23SEIVSEI EXCHANGE TRADED FUNDS$47.79-2.15%40.69%122.33%$620.9M0.57%+184,033+1.2%
24SEIMSEI EXCHANGE TRADED FUNDS$52.75-3.51%30.61%131.39%$613.5M0.57%+329,618+2.5%
25VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$610.6M0.56%+99,405+0.9%
26BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%2.21%0.01%$588.6M0.54%+720,638+6.3%
27MUBISHARES TR$106.97-0.21%7.30%3.94%$559.9M0.52%+6,428+0.1%
28VVISA INC$323.571.06%-11.91%36.33%$558.2M0.51%3,224−0.2%
29TSLATESLA INC$391.00-6.56%32.48%70.69%$557.5M0.51%+217,850+17.0%
30WELLWELLTOWER INC$206.933.03%36.04%169.47%$525.6M0.48%+247,637+10.3%
31NFLXNETFLIX INC.$82.180.76%$502.5M0.46%+470,424+9.9%
32JNJJOHNSON & JOHNSON$232.772.02%$479.5M0.44%+276,925+16.4%
33SPHYSPDR SERIES TRUST$23.27-0.39%$462.5M0.43%+1,061,796+5.7%
34SCHASCHWAB STRATEGIC TR$33.19-3.41%$428.5M0.40%24,324−0.2%
35SCHOSCHWAB STRATEGIC TR$24.06-0.21%$406.3M0.37%1,859,555−10.0%
36GEGE AEROSPACE$328.000.11%$382.9M0.35%+357,331+36.0%
37JPMJPMORGAN CHASE & CO$312.370.48%$382.0M0.35%+338,806+35.3%
38GEVGE VERNOVA INC$933.61-3.09%$380.5M0.35%83,727−16.1%
39ASMLASML HLDG NV$1641.74-6.59%$379.4M0.35%+198,505+223.7%
40SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$363.4M0.34%+13,381+1.8%
41AMDADVANCED MICRO DEVICES INC$466.38-10.86%$354.9M0.33%+442,463+34.0%
42BKNGBOOKING HOLDINGS INC$165.84-0.99%$352.0M0.32%+41,061+96.5%
43SCHPSCHWAB STRATEGIC TR$26.47-0.45%$344.7M0.32%+646,415+5.3%
44XOMEXXON MOBIL CORP$149.92-1.39%$335.2M0.31%+479,017+32.0%
45WWDWOODWARD INC$357.74-0.73%$323.7M0.30%+100,465+12.5%
46VBRVANGUARD INDEX FDS$234.32-1.10%$323.0M0.30%6,236−0.4%
47SHOPSHOPIFY INC$109.54-5.60%$320.8M0.30%+189,583+7.5%
48IEFAISHARES TR$95.56-2.60%$320.6M0.30%107,960−3.0%
49ACWVISHARES INC$120.70-1.08%$317.5M0.29%+54,662+2.1%
50PAAAPGIM ETF TR$51.350.06%$311.6M0.29%+6,088,840NEW
51PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$310.5M0.29%+998,559+88.8%
52SUBISHARES TR$106.41-0.05%$304.6M0.28%+62,303+2.2%
53SEIQSEI EXCHANGE TRADED FUNDS$39.67-1.29%$299.0M0.28%+613,643+8.1%
54VBKVANGUARD INDEX FDS$342.12-4.03%$297.6M0.27%+15,564+1.6%
55DLRDIGITAL RLTY TR INC$186.79-1.01%$296.6M0.27%+16,781+1.0%
56CBRECBRE GROUP INC$130.93-0.02%$295.5M0.27%+175,344+8.7%
57PLDPROLOGIS INC.$144.540.52%$295.2M0.27%+11,125+0.5%
58PHPARKER-HANNIFIN CORP$882.341.16%$294.9M0.27%+118,069+55.9%
59ISRGINTUITIVE SURGICAL INC$422.060.77%$292.1M0.27%27,419−4.1%
60VZVERIZON COMMUNICATIONS INC$45.371.11%$287.1M0.26%+1,339,580+30.6%
61VTIPVANGUARD MALVERN FDS$50.31-0.20%$286.1M0.26%3,991,379−41.1%
62RTXRTX CORPORATION$180.990.88%$285.1M0.26%+357,728+31.9%
63BRK/BBERKSHIRE HATHAWAY INC DEL$283.4M0.26%+55,126+10.3%
64NHYBNUSHARES ETF TR$24.63-0.28%$274.9M0.25%+1,203,766+12.1%
65PMPHILIP MORRIS INTL INC$178.291.89%$274.8M0.25%+265,571+19.0%
66TAT&T INC$22.75-0.09%$271.6M0.25%+2,506,319+36.5%
67MUMICRON TECHNOLOGY INC$864.01-13.25%$271.0M0.25%+227,276+39.5%
68VWOBVANGUARD WHITEHALL FDS$66.56-0.64%$269.2M0.25%+200,109+5.1%
69BCIABRDN ETFS$23.90-2.37%$260.2M0.24%+2,512,645+30.6%
70EQIXEQUINIX INC$1080.95-0.75%$256.6M0.24%+27,529+11.8%
71MRKMERCK & CO INC$120.790.44%$252.9M0.23%+256,265+13.9%
72TDYTELEDYNE TECHNOLOGIES INC$602.27-2.64%$251.1M0.23%+14,262+3.6%
73BACBANK AMERICA CORP$53.83-0.63%$247.7M0.23%+795,204+18.6%
74LINLINDE PLC$507.900.09%$245.4M0.23%+28,118+6.0%
75CCITIGROUP INC$132.47-1.98%$245.0M0.23%+263,250+13.9%
76MCKMCKESSON CORP$775.662.47%$244.9M0.23%+2,036+0.7%
77EMLCVANECK ETF TRUST$25.15-1.10%$242.2M0.22%+359,239+3.9%
78LRCXLAM RESEARCH CORP$303.28-9.85%$238.1M0.22%39,198−3.4%
79MSMORGAN STANLEY$211.93-2.90%$232.1M0.21%+666,754+89.7%
80CITHE CIGNA GROUP$289.483.14%$231.0M0.21%+394,294+83.6%
81LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$230.1M0.21%+67,464+11.3%
82INSMINSMED INC$94.22-10.20%$228.2M0.21%+505,624+56.8%
83SESEA LTD$86.56-6.00%$226.9M0.21%+392,204+16.7%
84WMTWALMART INC$118.880.97%$226.6M0.21%+87,570+5.0%
85CSCOCISCO SYS INC$121.64-6.43%$225.9M0.21%248,083−7.9%
86AMATAPPLIED MATLS INC$453.01-9.71%$223.8M0.21%+164,436+33.5%
87COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$222.2M0.20%+51,339+29.9%
88CVXCHEVRON CORPORATION$187.31-0.55%$221.6M0.20%+374,198+53.7%
89HCAHCA HEALTHCARE INC$372.132.85%$221.4M0.20%+100,764+27.5%
90BKRBAKER HUGHES COMPANY$62.59-5.32%$219.0M0.20%78,177−2.1%
91MELIMERCADOLIBRE INC$1607.80-1.65%$218.2M0.20%+21,130+20.1%
92VTIVANGUARD INDEX FDS$363.38-2.68%$212.2M0.20%+76,058+13.0%
93WMT2WELLS FARGO & CO$210.5M0.19%+183,558+7.5%
94ARGXARGENX SE$891.325.82%$209.6M0.19%43,540−13.2%
95MBBISHARES TR$93.74-0.50%$208.3M0.19%+108,361+5.2%
96COFCAPITAL ONE FINL CORP$180.67-1.38%$206.7M0.19%+110,191+10.8%
97CFCF INDUSTRIES HOLD$113.49-3.43%$206.4M0.19%809−0.1%
98ADIANALOG DEVICES INC$401.39-6.38%$204.8M0.19%112,013−14.8%
99SNOWSNOWFLAKE INC$238.26-2.42%$199.9M0.18%+98+0.0%
100UNHUNITEDHEALTH GROUP INC$399.470.76%$197.1M0.18%+180,329+32.9%
101PGPROCTER & GAMBLE CO$194.3M0.18%+227,631+20.4%
102HLTHILTON WORLDWIDE HLDGS INC$194.0M0.18%+82,782+14.9%
103ABBVABBVIE INC$192.4M0.18%+65,445+8.0%
104MOG/AMOOG INC$192.3M0.18%5,216−0.8%
105SPGIS&P GLOBAL INC$188.9M0.17%80,892−15.4%
106APPAPPLOVIN CORP$187.8M0.17%+65,890+16.2%
107AEPAMERICAN ELEC PWR CO INC$185.1M0.17%+402,502+39.9%
108TJXTJX COS INC NEW$184.7M0.17%+189,372+19.6%
109QCOMQUALCOMM INC$184.1M0.17%+186,420+15.0%
110SCHWSCHWAB CHARLES CORP$180.8M0.17%+432,187+29.0%
111HIIHUNTINGTON INGALLS INDS INC$179.1M0.17%+10,406+2.3%
112UBERUBER TECHNOLOGIES INC$176.5M0.16%+71,274+3.0%
113HYDVANECK ETF TRUST$175.9M0.16%+264,550+8.2%
114CRMSALESFORCE INC$174.3M0.16%+210,088+29.0%
115HWMHOWMET AEROSPACE INC$172.8M0.16%+21,766+3.0%
116USIGISHARES TR$172.3M0.16%+183,881+5.8%
117INTUINTUIT$171.5M0.16%125,814−24.1%
118RGAREINSURANCE GROUP AMER INC$171.0M0.16%+8,221+1.0%
119MPWRMONOLITHIC PWR SYS INC$169.8M0.16%11,402−6.8%
120HYMBSPDR SERIES TRUST$169.3M0.16%199,902−2.8%
121CMCSACOMCAST CORP NEW$168.5M0.16%+2,142,200+57.5%
122SNPSSYNOPSYS INC$167.7M0.15%2,241−0.5%
123AZOAUTOZONE INC$167.4M0.15%+4,477+9.9%
124ADBEADOBE INC$166.5M0.15%+166,706+32.2%
125ORCLORACLE CORP$166.1M0.15%1,139,687−50.2%
126CCICROWN CASTLE INC$165.5M0.15%+3,126+0.2%
127CBCHUBB LTD SWITZ$164.6M0.15%+155,930+44.7%
128FORMFORMFACTOR INC$163.2M0.15%2,750−0.2%
129GSGOLDMAN SACHS GROUP INC$163.0M0.15%+31,244+19.4%
130BKBANK NEW YORK MELLON CORP$162.1M0.15%+282,987+26.1%
131GILDGILEAD SCIENCES INC$161.4M0.15%+65,384+6.0%
132WMBWILLIAMS COS INC$160.0M0.15%+42,929+2.0%
133AMPAMERIPRISE FINL INC$159.6M0.15%+79,631+28.5%
134CORCENCORA INC$158.5M0.15%2,302−0.5%
135CAHCARDINAL HEALTH INC$157.8M0.15%+60,340+8.8%
136ACGLARCH CAP GROUP LTD$155.6M0.14%111,860−6.5%
137GMGENERAL MTRS CO$155.5M0.14%+511,834+32.5%
138AROCARCHROCK INC$154.3M0.14%96,007−2.1%
139HDHOME DEPOT INC$152.3M0.14%+95,727+26.1%
140HDBHDFC BANK LTD$151.2M0.14%393,515−6.1%
141LOWLOWES COS INC$151.2M0.14%8,813−1.4%
142TMOTHERMO FISHER SCIENTIFIC INC$149.7M0.14%+94,598+45.0%
143AMTAMERICAN TOWER CORP$149.7M0.14%+63,924+8.0%
144FCFSFIRSTCASH HOLDINGS INC$149.3M0.14%+17,177+2.2%
145TTTRANE TECHNOLOGIES PLC$148.9M0.14%+258,478+261.5%
146CCL1EURCARNIVAL CORP$148.5M0.14%192,953−3.3%
147CATCATERPILLAR INC$148.2M0.14%+34,517+19.8%
148APHAMPHENOL CORP$147.5M0.14%1,132,937−49.2%
149RRYDER SYS INC$146.1M0.13%10,861−1.5%
150FLEXFLEXTRONICS INTL LTD$146.0M0.13%+764,558+52.2%
151AONAON PLC$145.9M0.13%9,875−2.1%
152BWABORGWARNER INC$145.8M0.13%129,080−4.6%
153VXUSVANGUARD STAR FDS$145.8M0.13%+128,214+7.3%
154COPCONOCOPHILLIPS$145.7M0.13%+202,932+22.5%
155ARWARROW ELECTRS INC$145.3M0.13%+117,620+13.1%
156USMVISHARES TR$144.7M0.13%+28,733+1.9%
157KOCOCA COLA CO$143.9M0.13%+15,207+0.8%
158VRTVERTIV HOLDINGS CO$142.2M0.13%+343,900+153.7%
159RSGREPUBLIC SVCS INC$142.2M0.13%+61,569+10.5%
160SNASNAP ON INC$140.8M0.13%+2,372+0.6%
161JCIJOHNSON CONTROLS INTERNATION$139.6M0.13%+250,479+30.7%
162TXNTEXAS INSTRS INC$138.4M0.13%+158,521+28.6%
163QUREQUANTA SVCS INC$138.0M0.13%40,897−14.0%
164SPGSIMON PPTY GROUP INC NEW$137.3M0.13%+20,680+2.9%
165NEMNEWMONT CORP$136.9M0.13%+55,164+4.6%
166EMEEMCOR GROUP INC$136.0M0.13%12,276−6.2%
167PGRPROGRESSIVE CORP$135.9M0.13%+162,609+31.1%
168ELANELANCO ANIMAL HEALTH INC$135.2M0.12%+4,975,721+737.5%
169AZNASTRAZENECA PLC$134.8M0.12%+683,752NEW
170NUNU HLDGS LTD$134.2M0.12%+1,635,019+21.2%
171CRUSCIRRUS LOGIC INC$134.0M0.12%20,419−2.2%
172WDCWESTERN DIGITAL CORP$133.9M0.12%+23,977+5.1%
173BMYBRISTOL-MYERS SQUIBB CO$133.4M0.12%+166,705+8.2%
174DHRDANAHER CORP DEL$133.3M0.12%342,434−32.8%
175RJFRAYMOND JAMES FINL INC$133.3M0.12%66,902−6.8%
176KLACKLA CORP$133.3M0.12%+21,692+31.5%
177PEPPEPSICO INC$133.2M0.12%+149,480+21.1%
178CLIPGLOBAL X FDS$133.1M0.12%175,260−11.7%
179WSTWEST PHARMACEUTICAL SVSC INC$132.7M0.12%62,496−10.6%
180CTVACORTEVA INC$131.7M0.12%+44,197+2.9%
181CRLCHARLES RIV LABS INTL INC$130.6M0.12%+371+0.0%
182GATXGATX CORP$130.5M0.12%5,294−0.7%
183EXPEEXPEDIA GROUP INC$129.4M0.12%+52,812+10.4%
184GSKGSK PLC$126.2M0.12%+654,280+40.1%
185VOOVANGUARD INDEX FDS$126.0M0.12%+30,184+16.7%
186RYAAYRYANAIR HOLDINGS PLC$125.6M0.12%+555,029+34.3%
187AMGNAMGEN INC$125.5M0.12%+5,320+1.5%
188ICEINTERCONTINENTAL EXCHANGE IN$125.4M0.12%+69,328+9.5%
189NRGNRG ENERGY INC$125.3M0.12%+287,381+50.4%
190EXCEXELON CORP$123.8M0.11%+846,230+50.4%
191EXREXTRA SPACE STORAGE INC$123.6M0.11%24,621−2.5%
192BPBP PLC$121.4M0.11%+845,988+48.7%
193CARRCARRIER GLOBAL CORPORATION$118.4M0.11%+134,085+6.8%
194ALBALBEMARLE CORP$117.2M0.11%+4,374+0.7%
195EBAYEBAY INC.$116.6M0.11%+262,339+25.7%
196ORLYOREILLY AUTOMOTIVE INC$115.7M0.11%+777,612+163.3%
197SBACSBA COMMUNICATIONS CORP$115.7M0.11%+44,586+7.1%
198VMIVALMONT INDS INC$115.5M0.11%5,400−1.8%
199ONON SEMICONDUCTOR CORP$115.5M0.11%+6,292+0.3%
200GDGENERAL DYNAMICS CORP$115.1M0.11%+18,859+6.0%
201OXYOCCIDENTAL PETE CORP$112.7M0.10%+1,234,350+247.0%
202MOALTRIA GROUP INC$112.1M0.10%+222,218+15.1%
203MCOMOODYS CORP$111.9M0.10%+26,329+11.4%
204WBSWEBSTER FINL CORP$110.6M0.10%199,022−11.1%
205CHRWC H ROBINSON WORLDWIDE IN$109.6M0.10%+555,631+532.7%
206MDUMDU RES GROUP INC$109.0M0.10%62,482−1.2%
207MDTMEDTRONIC PLC$107.9M0.10%+200,352+19.2%
208ACNACCENTURE PLC IRELAND$107.8M0.10%+85,623+18.7%
209LMTLOCKHEED MARTIN CORP$107.5M0.10%+15,153+9.3%
210STTSTATE STR CORP$107.4M0.10%+247,788+41.3%
211HXLHEXCEL CORP NEW$107.3M0.10%39,012−2.9%
212IBMINTERNATIONAL BUSINESS MACHS$106.7M0.10%+60,020+15.8%
213MIDDMIDDLEBY CORP$106.5M0.10%+49,228+6.5%
214CLCOLGATE PALMOLIVE CO$105.8M0.10%+352,476+39.6%
215UNPUNION PAC CORP$105.8M0.10%+63,127+16.9%
216BAPCREDICORP LTD$105.7M0.10%+28,157+9.9%
217AERAERCAP HOLDINGS NV$105.6M0.10%+144,857+23.2%
218SNXTD SYNNEX CORPORATION$104.7M0.10%+183,185+41.9%
219USBUS BANCORP$104.3M0.10%+335,117+20.1%
220NEENEXTERA ENERGY INC$104.0M0.10%+90,607+8.8%
221BXPBXP INC$103.8M0.10%+35,823+1.8%
222WTFCWINTRUST FINL CORP$103.5M0.10%3,116−0.4%
223MSIMOTOROLA SOLUTIONS INC$103.0M0.09%+136,181+134.8%
224SPDWSPDR INDEX SHS FDS$102.9M0.09%51,956−2.3%
225CPCANADIAN PACIFIC KANSAS CITY$101.7M0.09%+275,170+27.0%
226DRIDARDEN RESTAURANTS INC$101.3M0.09%3,594−0.7%
227AIGAMERICAN INTL GROUP INC$100.7M0.09%68,050−4.8%
228IRMIRON MTN INC DEL$99.6M0.09%49,872−4.9%
229CVSCVS HEALTH CORP$99.3M0.09%+336,387+32.1%
230EWEDWARDS LIFESCIENCES CORP$99.2M0.09%+830,341+203.2%
231HLIHOULIHAN LOKEY INC$99.0M0.09%+626+0.1%
232AKAMAKAMAI TECHNOLOGIES INC$97.8M0.09%+1,725+0.2%
233DISDISNEY WALT CO$97.7M0.09%+304,662+42.9%
234FIXCOMFORT SYS USA INC$97.6M0.09%+16,592+30.6%
235SUISUN CMNTYS INC$97.2M0.09%+191,973+33.1%
236DASHDOORDASH INC$97.1M0.09%360,013−35.8%
237NOWSERVICENOW INC$96.9M0.09%1,000,374−51.9%
238ETNEATON CORP PLC$96.8M0.09%69,364−20.4%
239STXSEAGATE TECHNOLOGY HLDNGS PL$96.8M0.09%52,480−17.5%
240ETRENTERGY CORP NEW$96.4M0.09%+60,643+7.6%
241ATOATMOS ENERGY CORP$94.7M0.09%61,274−10.7%
242ADSKAUTODESK INC$94.7M0.09%+136,624+52.8%
243NVSNOVARTIS AG$94.6M0.09%+54,262+9.6%
244ECLECOLAB INC$93.7M0.09%913−0.3%
245KRKROGER CO$93.7M0.09%+23,157+1.8%
246PFEPFIZER INC$92.0M0.08%231,515−6.6%
247XELXCEL ENERGY INC$92.0M0.08%+40,369+3.6%
248WEXWEX INC$91.5M0.08%+47,825+8.7%
249PNCPNC FINL SVCS GROUP INC$90.9M0.08%+36,445+9.1%
250HO1HOLOGIC INC$90.3M0.08%25,463−2.1%
251CGUSCAPITAL GROUP CORE EQUITY ET$90.2M0.08%+336,992+16.8%
252DHID R HORTON INC$90.1M0.08%48,780−6.9%
253MDBMONGODB INC$90.0M0.08%+204,446+125.3%
254AMEAMETEK INC$89.9M0.08%+74,431+21.6%
255ITWILLINOIS TOOL WKS INC$89.7M0.08%+114,064+49.5%
256SGISOMNIGROUP INTERNATIONAL INC$89.5M0.08%+406,141+50.5%
257KEYSKEYSIGHT TECHNOLOGIES INC$89.2M0.08%+66,852+26.8%
258TTETOTALENERGIES SE$89.1M0.08%+77,297+8.6%
259DALDELTA AIR LINES INC$89.0M0.08%+300,288+28.9%
260CACICACI INTL INC$89.0M0.08%+380+0.2%
261EOGEOG RES INC$88.8M0.08%+116,989+23.5%
262AOSSMITH A O CORP$88.8M0.08%+5,175+0.4%
263BABOEING CO$88.2M0.08%+121,473+37.8%
264GLWCORNING INC$88.0M0.08%232,320−26.4%
265SELVSEI EXCHANGE TRADED FUNDS$88.0M0.08%+12,864+0.5%
266AWKAMERICAN WTR WKS CO INC NEW$87.7M0.08%+23,796+3.8%
267EMNEASTMAN CHEM CO$87.6M0.08%+90,297+8.5%
268ESSESSEX PPTY TR INC$87.5M0.08%+8,654+2.5%
269IBNICICI BANK LIMITED$87.4M0.08%+102,683+3.1%
270DELLDELL TECHNOLOGIES INC$87.1M0.08%+17,986+3.5%
271FITBFIFTH THIRD BANCORP$87.0M0.08%+885,990+89.8%
272FERGFERGUSON ENTERPRISES INC$86.3M0.08%+71,710+24.0%
273MLMMARTIN MARIETTA MATLS INC$85.8M0.08%5,342−3.5%
274ROSTROSS STORES INC$85.6M0.08%+152,156+62.7%
275CSXCSX CORP$85.5M0.08%+415,415+24.9%
276WECWEC ENERGY GROUP INC$85.3M0.08%5,902−0.8%
277EWBCEAST WEST BANCORP INC$84.7M0.08%49,618−5.9%
278RPMRPM INTL INC$84.6M0.08%+194,245+29.6%
279OREALTY INCOME CORP$84.2M0.08%329,782−19.3%
280ICLRICON PLC$83.8M0.08%28,448−3.6%
281HSTHOST HOTELS & RESORTS INC$83.3M0.08%+64,078+1.5%
282NTAPNETAPP INC$82.3M0.08%+144,801+22.0%
283AXPAMERICAN EXPRESS CO$82.1M0.08%+19,071+7.6%
284SONSONOCO PRODS CO$81.0M0.07%+66,483+4.6%
285CMECME GROUP INC$80.8M0.07%89,220−24.6%
286APDAIR PRODUCTS AND CHEMICALS I$80.7M0.07%+13,048+4.9%
287ASNDUSDASCENDIS PHARMA A/S$80.3M0.07%+69,673+24.8%
288BIOBIO RAD LABS INC$80.3M0.07%4,002−1.4%
289PSAPUBLIC STORAGE OPER CO$79.9M0.07%+1,718+0.6%
290ADCAGREE RLTY CORP$79.3M0.07%+225,138+27.2%
291CBTCABOT CORP$79.2M0.07%+64,122+6.5%
292NETCLOUDFLARE INC$79.1M0.07%+41,137+12.0%
293ZTSZOETIS INC$78.9M0.07%5,823−0.9%
294DVNDEVON ENERGY CORP NEW$78.7M0.07%+239,339+18.1%
295CGDVCAPITAL GROUP DIVIDEND VALUE$78.4M0.07%+200,755+12.2%
296PBRPETROLEO BRASILEIRO S A$77.9M0.07%+580,029+18.3%
297SCCOSOUTHERN COPPER CORP$77.4M0.07%+139,202+44.8%
298WTWWILLIS TOWERS WATSON PLC LTD$77.2M0.07%+2,499+0.9%
299BTIBRITISH AMERN TOB PLC$76.2M0.07%+559,858+75.3%
300ANETARISTA NETWORKS INC$76.0M0.07%178,857−22.4%
301RBCRBC BEARINGS INC$75.9M0.07%16,070−10.3%
302DUKDUKE ENERGY CORP NEW$75.8M0.07%+25,445+4.6%
303BOXBOX INC$75.6M0.07%133,475−4.0%
304SYKSTRYKER CORPORATION$75.3M0.07%285,503−55.5%
305GRMNGARMIN LTD$75.1M0.07%46,047−12.4%
306RNRRENAISSANCERE HLDGS LTD$75.0M0.07%+25,422+11.2%
307BPOPPOPULAR INC$74.7M0.07%+110,887+24.9%
308VLOVALERO ENERGY CORP$74.3M0.07%31,772−9.6%
309CDNSCADENCE DESIGN SYSTEM INC$74.3M0.07%284,958−51.6%
310FFIVF5 INC$74.2M0.07%+60,203+30.7%
311CGGRCAPITAL GROUP GROWTH ETF$73.8M0.07%+243,416+15.3%
312BCSBARCLAYS PLC$73.7M0.07%41,393−1.2%
313CGXUCAPITAL GROUP INTL FOCUS EQT$73.3M0.07%+414,959+20.0%
314KDPKEURIG DR PEPPER INC$73.1M0.07%+1,199,521+76.0%
315KIMKIMCO REALTY CORP$72.9M0.07%+444,336+15.9%
316AEISADVANCED ENERGY INDS$72.1M0.07%+19,830+9.7%
317BABAALIBABA GROUP HLDG LTD$71.9M0.07%+222,666+63.5%
318WYWEYERHAEUSER CO$71.3M0.07%279,656−8.7%
319CFRCULLEN FROST BANKERS INC$71.0M0.07%+13,460+2.7%
320QGENQIAGEN NV$70.7M0.07%+1,766,782NEW
321ALCALCON AG$70.6M0.07%+29,991+3.3%
322BBDBANCO BRADESCO S A$70.4M0.06%+641,744+3.4%
323TPRTAPESTRY INC$70.3M0.06%+100,724+25.3%
324CDPCOPT DEFENSE PROPERTIES$70.2M0.06%7,439−0.3%
325EXELEXELIXIS INC$69.9M0.06%153,719−8.6%
326CMICUMMINS INC$69.4M0.06%+15,698+13.9%
327MCDMCDONALDS CORP$69.0M0.06%+36,943+20.0%
328ARMARM HOLDINGS PLC$68.7M0.06%+183,045+67.5%
329NBISNEBIUS GROUP N.V.$68.0M0.06%+178,414+37.4%
330EFXEQUIFAX INC$68.0M0.06%+124,320+49.1%
331CPNGCOUPANG INC$67.5M0.06%+1,652,492+86.0%
332DEDEERE & CO$67.4M0.06%28,746−19.4%
333INCYINCYTE CORP$67.3M0.06%+51,112+7.7%
334HRHEALTHCARE RLTY TR$67.0M0.06%+656,968+20.0%
335MRVLMARVELL TECHNOLOGY INC$66.5M0.06%+200,905+42.7%
336HONHONEYWELL INTL INC$66.2M0.06%+95,956+48.8%
337CGCBCAPITAL GRP FIXED INCM ETF T$65.7M0.06%+629,239+33.6%
338CGGOCAPITAL GROUP GBL GROWTH EQT$65.5M0.06%+340,674+21.0%
339AEEAMEREN CORP$65.4M0.06%+221,566+59.4%
340FEFIRSTENERGY CORP$65.4M0.06%+112,319+9.5%
341TFLRT ROWE PRICE ETF INC$65.2M0.06%+1,294,767NEW
342MSCIMSCI INC$65.1M0.06%52,995−30.5%
343DLTRDOLLAR TREE INC$64.8M0.06%+286,479+93.7%
344FCXFREEPORT MCMORAN INC$64.6M0.06%+38,233+3.6%
345CTSHCOGNIZANT TECHNOLOGY SOLUTIO$64.5M0.06%+270,719+34.7%
346METMETLIFE INC$64.2M0.06%+346,107+61.6%
347BSXBOSTON SCIENTIFIC CORP$64.1M0.06%1,185,973−53.7%
348JBLJABIL INC$63.0M0.06%27,135−10.3%
349SHWSHERWIN WILLIAMS CO$63.0M0.06%5,132−2.5%
350WMWASTE MGMT INC DEL$62.7M0.06%38,726−12.4%
351AJGGALLAGHER ARTHUR J & CO$62.7M0.06%+76,723+36.1%
352MUFGMITSUBISHI UFJ FINANCIAL GRO$62.6M0.06%173,711−4.5%
353FWONKLIBERTY MEDIA CORP DEL$62.4M0.06%284,048−27.9%
354ABNBAIRBNB INC$62.1M0.06%40,001−7.5%
355RVTYREVVITY INC$61.6M0.06%+318,368+82.7%
356EFAVISHARES TR$61.1M0.06%+1,324+0.2%
357RBLXROBLOX CORP$61.1M0.06%+711,259+192.7%
358SPYSTATE STR SPDR S&P 500 ETF T$61.0M0.06%+5,277+6.0%
359ALLALLSTATE CORP$60.8M0.06%+12,335+4.4%
360PDDPDD HOLDINGS INC$60.6M0.06%+143,496+31.9%
361GWWWW GRAINGER INC$60.2M0.06%+445+0.8%
362ERICTELEFONAKTIEBOLAGET LM ERICS$60.1M0.06%+382,035+7.7%
363XYLXYLEM INC$60.0M0.06%155,106−23.6%
364ELVELEVANCE HEALTH INC FORMERLY$59.9M0.06%+25,631+14.3%
365ELSEQUITY LIFESTYLE PROPERTIES$59.8M0.06%14,498−1.5%
366SWSMURFIT WESTROCK PLC$59.7M0.06%310,239−17.2%
367LHLABCORP HOLDINGS INC$59.7M0.06%+10,513+4.9%
368OSKOSHKOSH CORP$59.5M0.05%+11,182+2.8%
369VRTXVERTEX PHARMACEUTICALS INC$59.5M0.05%230,797−63.4%
370AUANGLOGOLD ASHANTI PLC$59.3M0.05%36,184−5.6%
371FFORD MTR CO$59.3M0.05%+769,442+17.6%
372SONYSONY GROUP CORP$59.2M0.05%70,617−2.4%
373HPEHEWLETT PACKARD ENTERPRISE C$59.1M0.05%+106,137+4.5%
374MDLNMEDLINE INC$59.1M0.05%+504,713+61.4%
375WATWATERS CORP$58.8M0.05%+122,356+162.7%
376JPSTJ P MORGAN EXCHANGE TRADED F$58.6M0.05%+13,945+1.2%
377MCHPMICROCHIP TECHNOLOGY INC.$58.3M0.05%8,860−1.0%
378CIBGRUPO CIBEST SA$58.2M0.05%20,925−2.6%
379NWSANEWS CORP NEW$58.0M0.05%+1,272,083+120.6%
380REGNREGENERON PHARMACEUTICALS$57.9M0.05%+18,403+32.5%
381MRSHMARSH & MCLENNAN COS INC$57.9M0.05%+60,221+22.0%
382SYFSYNCHRONY FINANCIAL$57.4M0.05%+59,703+7.6%
383MODMODINE MFG CO$57.3M0.05%28,955−9.9%
384NOVTNOVANTA INC$57.2M0.05%+156,263+47.6%
385FOXAFOX CORP$57.1M0.05%+144,243+17.3%
386CWCURTISS WRIGHT CORP$57.1M0.05%28,902−25.6%
387CIENCIENA CORP$56.2M0.05%104,622−42.0%
388INTCINTEL CORP$56.1M0.05%+304,919+31.5%
389TMUST-MOBILE US INC$55.8M0.05%+101,112+61.4%
390PSXPHILLIPS 66$55.6M0.05%71,417−19.0%
391CHKPCHECK POINT SOFTWARE TECH LT$55.4M0.05%2,881−0.7%
392ABTABBOTT LABORATORIES$54.3M0.05%178,524−25.2%
393TPLTEXAS PACIFIC LAND CORPORATI$54.3M0.05%+43,691+61.7%
394CHTRCHARTER COMMUNICATIONS INC$54.1M0.05%+110,684+79.2%
395VTRVENTAS INC$54.0M0.05%+21,378+3.3%
396OMCOMNICOM GROUP INC$53.9M0.05%+234,497+48.7%
397THCTENET HEALTHCARE CORP$53.5M0.05%56,902−16.7%
398CCEPCOCA-COLA EUROPACIFIC PARTNE$53.3M0.05%+124,365+26.8%
399IDXXIDEXX LABS INC$53.1M0.05%41,390−30.5%
400RIORIO TINTO PLC$52.6M0.05%+6,407+1.1%
401SNDKSANDISK CORP$52.2M0.05%5,310−6.1%
402IWOISHARES TR$52.1M0.05%4,592−2.7%
403TELTE CONNECTIVITY PLC$52.0M0.05%+35,993+16.9%
404CNICANADIAN NATL RY CO$51.9M0.05%71,869−12.5%
405ADPAUTOMATIC DATA PROCESSING IN$51.8M0.05%+114,170+81.1%
406BXBLACKSTONE INC$51.6M0.05%+15,815+3.7%
407SOSOUTHERN CO$51.5M0.05%+117,227+28.1%
408WCCWESCO INTL INC$51.4M0.05%21,556−10.3%
409CNHCNH INDL N V$51.3M0.05%+1,774,178+61.3%
410SLBSLB LIMITED$51.2M0.05%+243,432+32.3%
411CNCCENTENE CORP DEL$51.2M0.05%33,800−2.1%
412LSCCLATTICE SEMICONDUCTOR CORP$51.2M0.05%+65,287+13.4%
413LENLENNAR CORP$51.1M0.05%6,492−1.1%
414EIXEDISON INTL$51.1M0.05%+438,407+169.1%
415INVHINVITATION HOMES INC$51.0M0.05%694,698−25.3%
416SQMSOCIEDAD QUIMICA Y MINERA DE$50.9M0.05%6,134−1.0%
417TERTERADYNE INC$50.8M0.05%142,360−45.4%
418TRVTRAVELERS COMPANIES INC$50.7M0.05%+13,126+8.2%
419RFREGIONS FINANCIAL CORP NEW$50.6M0.05%43,305−2.2%
420ULTAULTA BEAUTY INC$50.5M0.05%+20,200+26.4%
421FDXFEDEX CORP$50.4M0.05%+20,759+17.2%
422DDOGDATADOG INC$50.4M0.05%64,788−13.2%
423HQYHEALTHEQUITY INC$50.4M0.05%66,224−9.9%
424VTRSVIATRIS INC$50.3M0.05%+932,182+33.4%
425EQNREQUINOR ASA$50.1M0.05%13,365−1.1%
426NOKNOKIA CORP$49.7M0.05%449,707−6.8%
427BEBLOOM ENERGY CORP$49.6M0.05%+81,584+28.7%
428QXOQXO INC$49.3M0.05%+642,606+33.8%
429EHCENCOMPASS HEALTH CORP$49.2M0.05%+131,536+34.9%
430STSENSATA TECHNOLOGIES HLDG PL$49.0M0.05%241,823−14.8%
431PANWPALO ALTO NETWORKS INC$49.0M0.05%+115,770+61.0%
432ALLYALLY FINL INC$48.9M0.05%412,777−24.9%
433IWNISHARES TR$48.9M0.05%10,649−4.0%
434AXONAXON ENTERPRISE INC$48.8M0.04%133,326−53.7%
435MTSIMACOM TECH SOLUTIONS HLDGS I$48.7M0.04%+2,395+1.1%
436KNXKNIGHT-SWIFT TRANSN HLDGS IN$48.5M0.04%+166,919+24.7%
437USXFISHARES TR$48.4M0.04%+45,550+5.5%
438GENGEN DIGITAL INC$48.2M0.04%+569,581+28.6%
439VICIVICI PPTYS INC$48.1M0.04%+638,649+56.8%
440BDXBECTON DICKINSON & CO$47.7M0.04%+36,488+13.7%
441CXCEMEX SA EURO MTN BE 144A$47.5M0.04%+287,350+7.4%
442CCKCROWN HLDGS INC$47.4M0.04%63,243−11.8%
443CRWDCROWDSTRIKE HLDGS INC$47.3M0.04%+20,567+20.5%
444SRESEMPRA$47.1M0.04%+24,533+5.3%
445FNFABRINET$46.9M0.04%+16,218+22.0%
446QQNITY ELECTRONICS INC$46.8M0.04%+264,824+187.6%
447AVTAVNET INC$46.7M0.04%+231,977+44.1%
448ZNGAZOOM COMMUNICATIONS INC$46.5M0.04%+205,860+55.3%
449USFDUS FOODS HLDG CORP$46.4M0.04%101,488−16.8%
450CHDCHURCH & DWIGHT CO INC$46.2M0.04%+160,086+47.8%
451HIGHARTFORD INSURANCE GROUP INC$46.0M0.04%+32,827+10.7%
452NDAQNASDAQ INC$45.9M0.04%692,665−56.2%
453VMCVULCAN MATLS CO$45.8M0.04%+18,971+12.7%
454CRHCRH PLC$45.8M0.04%+26,430+6.5%
455MPCMARATHON PETE CORP$45.4M0.04%7,211−3.7%
456NSCNORFOLK SOUTHN CORP$45.3M0.04%6,981−4.2%
457LFUSLITTELFUSE INC$45.1M0.04%+8,869+7.1%
458PEGAPEGASYSTEMS INC$44.8M0.04%+363,896+52.9%
459MTDMETTLER TOLEDO INTERNATIONAL$44.8M0.04%+156+0.4%
460SYYSYSCO CORP$44.7M0.04%+334,663+114.7%
461MARMARRIOTT INTL INC NEW$44.6M0.04%6,348−4.4%
462UNMUNUM GROUP$44.4M0.04%+54,574+9.9%
463FISFIDELITY NATL INFORMATION SV$44.4M0.04%+251,482+36.2%
464LNGCHENIERE ENERGY INC$44.4M0.04%12,849−7.6%
465AVBAVALONBAY CMNTYS INC$44.4M0.04%+15,783+6.2%
466EQTEQT CORP$44.2M0.04%+32,008+4.8%
467TLNTALEN ENERGY CORP$44.0M0.04%30,623−18.2%
468CEGCONSTELLATION ENERGY CORP$43.6M0.04%+30,053+23.8%
469PRUPRUDENTIAL FINL INC$43.6M0.04%+200,947+81.8%
470BLKBLACKROCK INC$43.4M0.04%339−0.7%
471NOCNORTHROP GRUMMAN CORP$43.0M0.04%7,571−10.7%
472HSYHERSHEY CO$43.0M0.04%+128,950+165.3%
473VYMVANGUARD WHITEHALL FDS$43.0M0.04%+9,132+3.2%
474RLRALPH LAUREN CORP$43.0M0.04%+38,183+44.0%
475CGDGCAPITAL GROUP DIVIDEND GROWE$42.7M0.04%+317,794+36.5%
476GLPIGAMING & LEISURE P$42.6M0.04%+255,486+36.3%
477FRTFEDERAL RLTY INVT TR NEW$42.6M0.04%+50,252+14.3%
478TRGPTARGA RES CORP$42.4M0.04%+32,432+23.7%
479APGAPI GROUP CORP$42.4M0.04%+3,999+0.4%
480HEI/AHEICO CORP NEW$42.3M0.04%+41,308+26.0%
481TTCTORO CO$42.1M0.04%61,204−12.0%
482GGGGRACO INC$42.0M0.04%+16,516+3.4%
483EGEVEREST GROUP LTD$41.7M0.04%+14,314+12.6%
484CWSTCASELLA WASTE SYS INC$41.7M0.04%33,103−5.9%
485UPSUNITED PARCEL SVCS INC$41.6M0.04%+87,985+26.3%
486AVTRAVANTOR INC$41.5M0.04%+46,707+0.9%
487NTRNUTRIEN LTD$41.3M0.04%+251,252+84.7%
488FISVFISERV INC$41.3M0.04%+271,622+58.0%
489CTASCINTAS CORP$41.3M0.04%349,875−58.9%
490APAAPA CORPORATION$41.2M0.04%+9,049+0.9%
491AINALBANY INTL CORP$41.1M0.04%+10,878+1.4%
492INFYINFOSYS LTD$41.1M0.04%+56,428+1.9%
493TIGOMILLICOM INTL CELLULAR S A$41.0M0.04%+131,580+31.7%
494ASAMER SPORTS INC$41.0M0.04%232,705−15.7%
495OTISOTIS WORLDWIDE CORP$40.9M0.04%+9,058+1.7%
496MKCMCCORMICK & CO INC$40.8M0.04%+375,471+86.5%
497OHIOMEGA HEALTHCARE INVS INC$40.4M0.04%+89,849+10.8%
498HLNEHAMILTON LANE INC$40.4M0.04%+110,617+37.4%
499KTOSKRATOS DEFENSE & SEC SOLUTIO$40.2M0.04%+142,000+33.1%
500EPRTESSENTIAL PPTYS RLTY TR INC$40.2M0.04%+809,367+157.3%

Source: SEC EDGAR · accession 0002048251-26-003739. 13F discloses long positions only — shorts, foreign equities, and options are excluded.