Position in ARLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,260,959
+$3,248,630 QoQ
Shares Held
299,435
+313.8% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026SEI INVESTMENTS CO holds $668,402,918 across 27 Building Products & Equipment names. ARLO ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
357,337 | $148,916,621 | |
| 2 | JCI |
Johnson Controls International plc
|
1,065,880 | $139,576,985 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
2,101,860 | $118,355,735 | |
| 4 | AAON |
Aaon, Inc.
|
418,095 | $34,597,361 | |
| 5 | CSL |
Carlisle Companies Inc
|
89,320 | $29,798,938 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
180,395 | $24,737,566 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
116,168 | $23,226,628 | |
| 8 | MAS |
Masco Corp /De/
|
347,326 | $20,968,069 |
All Filings in ARLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,260,959 | 299,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,012,329 | 72,361 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $789,072 | 46,553 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $690,474 | 40,712 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $210,674 | 21,345 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $268,324 | 23,979 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,514,475 | 125,060 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,650,472 | 126,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,602,716 | 126,697 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,375,477 | 144,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,576,785 | 153,086 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,816,459 | 166,495 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $720,164 | 118,839 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $410,346 | 116,908 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $509,169 | 109,735 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $669,159 | 106,724 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,382,142 | 155,998 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $996,550 | 95,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $608,950 | 95,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $643,150 | 95,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $489,601 | 77,962 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $607,712 | 78,012 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $466,835 | 88,752 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $188,469 | 73,050 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $172,651 | 71,050 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||